TEAM

Managing Director,
General Counsel

Managing Partner,
Chief Financial Officer

Managing Director,
Chief Marketing Officer

Co-Founder & Managing Partner,
Co-Head of iCapital Solutions

Managing Director,
Chief People Officer

Managing Director – Partner, Head of Global Wealth, The Carlyle Group

Director of Business Strategy,
Global Alternative Investments,
Wells Fargo

Chief Client & Product Development Officer, Client & Product Solutions at Apollo Global Management

Managing Director,
Warburg Pincus

Managing Director, Head of Personal Retirement Solutions, Bank of America

Partner,
WestCap Group

Managing Director – Head of Investments Product Development, J.P. Morgan

Managing Director, Head of Client Solutions,
AMG

Co-Founder,
Pivot Investment Partners

Head of U.S. Distribution,
Franklin Templeton

Managing Director, Head of Alternative Investments,
Morgan Stanley

Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS

iCapital Co-Founder,
Private Investor

iCapital Co-Founder, Chairman and Co-Founder,
Aviditi Advisors

Chairman and Member of the Investment Committee,
Hamilton Lane

Head, Retail Client Segment, Global Markets Division,
Goldman Sachs

Co-Founder & Managing Partner,
Co-Head iCapital Solutions, iCapital

Co-Founder & Managing Partner,
Head of Portfolio Management, iCapital

Kohlberg Kravis Roberts & Co., Partner, Head of Private Markets Strategy and Products