iCapital

We are pleased to announce we've entered an agreement to acquire AltExchange, a leading AI-driven technology firm transforming alternative investment data aggregation, management, and reporting for financial advisors and asset managers. Read more: https://lnkd.in/eVFqkX6V

Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Blackstone, Blue Owl Capital, and KKR.

Now, with our technology, registered investment advisors (RIAs) using GeoWealth can have a seamless UMA experience across all investment types for the first time. The experience will be available for eligible advisors accessing custom model portfolios provided by BlackRock.

Unprecedented bond-equity correlation has meant advisors need to look to alternative investments. But the overwhelming number of strategies out there makes it no easy feat.

Are we in one of the best real estate investing environments in the last decade? Hear more from Ben Brown of Brookfield Asset Management on Beyond 60/40: https://lnkd.in/eGeCyt_8

Investors are increasingly focused on the upcoming U.S. Presidential election. While uncertainty is high, each candidate’s policy proposals will impact sectors and industry groups differently. Find out how to best position for the potential changes: https://lnkd.in/e4JiNUpj

The Power Your Advice podcast was joined by the brilliant team at iCapital, a leader in powering the world’s alternative investment marketplace. We welcomed Joshua Freeman, VP of Research and Due Diligence, and James Costabile, CAIA, Managing Director and Head of Alternatives Distribution. In this insightful episode, we dive into tax-efficient strategies that can help investors and advisors navigate year-end planning and better manage capital gains.

Private equity, private debt and real estate should be considered in every investor’s tranche. Being linked to inflation, they allow one to capture the upside – both in the long and short term. And pension funds have been keenly embracing them.

With further Fed cuts, commercial real estate lending activity is forecasted to increase 26% this year and reach $665 billion in 2025. See more on Beyond 60/40 with Anastasia Amoroso: https://lnkd.in/eXkPZXrx

Last week iCapital hosted our inaugural Global Women's Leadership Forum in New York City. We brought together iCapital's women leaders and allies for a full day of sessions designed to inspire, connect, and empower.    Our CEO, Lawrence Calcano gave opening remarks, setting the tone for the importance of iCapital’s global women’s agenda. He emphasized that a culture of inclusiveness means that we must invest in everyone at the firm so that everyone has a chance to be their best.    We had an incredible keynote speaker, Claire Shipman, co-author of The Confidence Code and former senior national correspondent for ABC’s Good Morning America. Claire shared that by acting on their best instincts and daring to be authentic, women can feel the transformative power of a life built on confidence. Thank you Jillian Altamura for your wonderful introduction.   iCapital’s Anastasia Amoroso and Rachel Cheeks-Givan held an insightful fireside chat. Our group put together kits for the Siena House, a non-profit residential program that provides resources for pregnant women and new mothers experiencing homelessness. We also had breakout sessions to discuss the unique challenges and opportunities women face. Thank you to all of our speakers Deborah Wheelock, Magdalena Pandiloska, Maureen Ryan Fable, Laura Silver, Ihor Szeremeta, Michael Kushner, Julia Lundström, Heidi Davis, Meleina Richardson, Eileen Duff, and Rachel Cheeks-Givan as well. We are incredibly proud of the impact of our women leaders as well as the support of our allies. Thank you all for continuing to make a better #TeamiCapital.