Build stronger portfolios with a series designed for today’s advisory landscape.

PNC advisors are invited to join a multi‑session learning experience designed to help advisors construct holistic portfolios inclusive of public markets, alternatives, and structured investment strategies. Across these webinars, you’ll explore how to integrate diverse investment solutions, articulate strategy with confidence, and apply practical frameworks that elevate your client conversations and portfolio outcomes. Register for any combination of sessions to tailor your learning to the topics most relevant to your practice.

Integrating Structured Investments, Alternatives, and Model Portfolios: Building the Modern Portfolio

Wednesday, February 18, 2026

This session explores how advisors can blend structured investments, alternative strategies, and PNC Private Alternative Investment Strategy Portfolios into a cohesive, modern portfolio design. Participants will learn practical frameworks for enhancing diversification and aligning solutions with client objectives.

This webinar is hosted by PNC On PNCWM Call

PNC Private Alternative Investment Strategy Portfolios in Architect

Thursday, March 19, 2026

This webinar will educate advisors on the PNC Private Alternative Investment Strategy Portfolios and will teach them how to apply these strategies in their clients traditional public market portfolios.

From Theory to Practice: Portfolio Construction Made Simple

Thursday, April 16, 2026

This session breaks down complex portfolio‑construction concepts into straightforward, actionable steps. Advisors will leave with practical tools to confidently design, adjust, and implement portfolios across market environments.

Advisors as Architects: Designing Portfolios That Win

Monday, May 4, 2026

This webinar positions advisors as strategic architects who craft resilient, client‑centric portfolios. It highlights design principles, scenario thinking, and best practices that help advisors build portfolios that stand out and perform over time.

IMPORTANT INFORMATION

The material herein has been provided to you for informational purposes only by Institutional Capital Network, Inc. (“iCapital Network”) or one of its affiliates (iCapital Network together with its affiliates, “iCapital”). This material is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer or solicitation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation.

STRUCTURED INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. Please note that there is no public secondary market for structured investments. Although the issuer may from time to time make a market in certain structured investments, the issuer does not have any obligation to do so and market making may be discontinued at any time. Accordingly, an investor must be prepared to hold such investments until maturity. Any or all payments are subject to the creditworthiness of the issuer. Before investing in any product, an investor should review the prospectus or other offering documents, which contain important information, including the product’s investment objectives or goals, its strategies for achieving those goals, the principal risks of investing in the product, the product’s fees and expenses, and its past performance.

ANNUITIES ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. The information is not intended as investment advice and is not a recommendation about managing or investing retirement savings. Actual annuity contracts may differ materially from the general overview provided. Prior to making any decision with respect to an annuity contract, purchasers must review, as applicable, the offering document, the disclosure document, and the buyer’s guide which contain detailed and additional information about the annuity. Any annuity contract is subject in its entirety is to the terms and conditions imposed by the carrier under the contract. Withdrawals or surrenders may be subject to surrender charges, and/or market value adjustments, which can reduce the owner’s contract value or the actual withdrawal amount received. Withdrawals and distributions of taxable amounts are subject to ordinary income tax and, if made prior to age 59½, may be subject to an additional 10% federal income tax penalty. Annuities are not FDIC-insured. All references to guarantees arising under an annuity contract are subject to the financial strength and claims-paying ability of the carrier.

iCapital Markets LLC operates a platform that makes available financial products to financial professionals. In operating this platform, iCapital Markets LLC generally earns revenue based on the volume of transactions that take place in these products and would benefit by an increase in sales for these products.

The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.

Securities products and services are offered by iCapital Markets LLC, an SEC-registered broker-dealer, member FINRA and SIPC, and an affiliate of iCapital, Inc. and Institutional Capital Network, Inc. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC, an affiliate of iCapital, Inc. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

WEBINAR REPLAY

The Future of Portfolio Performance Reporting: Addepar + iCapital’s Scalable Solutions

Discover how iCapital’s enterprise-grade technology transforms the advisor-client experience for Addepar users. In this dynamic session, we’ll explore how streamlined data workflows and powerful reporting capabilities can elevate transparency, reduce operational drag, and unlock scalable growth across alternative investments.

What You’ll Learn:

How iCapital’s consolidated reporting integrates with Addepar to simplify tracking and transparency across alternative investments
Ways Alts Data Management tools reduce operational friction and improve data quality
Insights from Addepar 2025 product roadmap
How iCapital’s infrastructure supports seamless integration and scalable growth for wealth managers

Speakers

Matt Narel

Matt is Vice President of Business Development at iCapital, where he specializes in helping firms streamline performance reporting and manage alternative investment data. He originally joined Mirador in May 2020—prior to its acquisition by iCapital in 2024—and spent five years leading operations across Orion and Black Diamond before transitioning into a business development role in 2025. Matt brings a distinctive blend of technical expertise and client-focused insight, shaped in part by his earlier career as a high-end watchmaker. His ability to connect precision with process has made him a trusted partner to clients navigating complex reporting environments. He holds both a B.S. in Business Management and an M.S. in Business Analytics from Quinnipiac University. Outside of work, Matt is passionate about cars, watches, and all things mechanical.

Sam Searcy

Sam Searcy is an Associate on the Business Development team at iCapital, where he supports strategic initiatives. Prior to joining iCapital eight months ago, he spent four years in the performance reporting and alternative investment data space, working with institutional investors, wealth managers, and family offices to streamline reporting and improve data management. Sam graduated from Auburn University in 2021.

FOR INVESTMENT PROFESSIONAL USE ONLY

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer or solicitation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. You should consult your personal accounting, tax, and legal advisors to understand the implications of any investment specific to your personal financial situation.

ALTERNATIVE INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. Prospective investors should be aware that an investment in an alternative investment is speculative and involves a high degree of risk. Alternative investments often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; may not be required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. There is no guarantee that an alternative investment will implement its investment strategy and/or achieve its objectives, generate profits, or avoid loss. An investment should only be considered by sophisticated investors who can afford to lose all or a substantial amount of their investment.

The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market, or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third-party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.

Securities products and services are offered by iCapital Markets, an SEC-registered broker-dealer, member FINRA and SIPC, and an affiliate of iCapital, Inc. and Institutional Capital Network, Inc. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC, an affiliate of iCapital, Inc. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

WEBINAR REPLAY

The Future of Portfolio Performance Reporting: Tamarac + iCapital’s Scalable Solutions

Tuesday, January 27, 2026
11:00 – 12:00 pm (ET)

Discover how iCapital’s enterprise-grade technology transforms the advisor-client experience for Tamarac users. In this dynamic session, we explore how streamlined data workflows and powerful reporting capabilities can elevate transparency, reduce operational drag, and unlock scalable growth across alternative investments.

Key Takeaways:

How iCapital’s consolidated reporting integrates with Tamarac to simplify tracking and transparency across alternative investments
Ways Alts Data Management tools reduce operational friction and improve data quality
Insights from Tamarac 2025 product roadmap
How iCapital’s infrastructure supports seamless integration and scalable growth for wealth managers

Speakers

Zach Shumway

Zach Shumway is a Vice President on the Data Solutions team at iCapital, where he specializes in data delivery and process optimization. He brings extensive experience aligning technology with operational efficiency in the private wealth space, helping firms improve operational workflows, and modernize data‑driven processes.

Prior to joining iCapital in 2024, Zach spent 12 years at Envestnet | Tamarac in a range of client‑facing and operational leadership roles, including Relationship Management, Operations Management, and Client Advocacy. He brings deep industry experience and a practical, results‑oriented approach to modernizing data and reporting across the private wealth ecosystem.

Sam Searcy

Suzanne Mick Stafford

Suzanne Mick Stafford is an accomplished business development leader with extensive experience in financial services and technology. She currently serves as Assistant Vice President of Business Development – Data Intelligence at iCapital, where she excels at managing client relationships, translating complex needs into innovative technology solutions, and driving operational excellence for wealth managers, RIAs, and family offices.

Her background includes senior roles in global fixed-income and convertible bond trading at Bank One Corporation and William Blair, as well as portfolio management and trading positions at Lipper & Company, Citigroup, and Alliance Capital.

Suzanne earned dual B.A. degrees in Economics and Organizational Behavior & Management from Brown University, where she was a dual-sport varsity athlete, a captain of the women’s soccer team, and a two-year member of the women’s lacrosse team.

Outside of work, she enjoys cheering on her children at sporting events, walking her chocolate lab on the beach, and spending time with family and friends. A committed community leader, she has served on her town’s soccer association board, coached youth travel lacrosse for more than a decade, and led enrichment programs in local schools.

FOR INVESTMENT PROFESSIONAL USE ONLY

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer or solicitation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. You should consult your personal accounting, tax, and legal advisors to understand the implications of any investment specific to your personal financial situation.

The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market, or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third-party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.

ZURICH & ABU DHABI — iCapital¹, the global fintech company shaping the future of investing, today announced the opening of its first office in the Middle East in Abu Dhabi within ADGM, the international financial center of Abu Dhabi, the Capital of the UAE. The firm has received its in-principle approval for advisory and arranging services in the ADGM, which is subject to receipt of final regulatory approval from the Financial Services Regulatory Authority (FSRA) of ADGM.

This strategic expansion underscores iCapital’s strong commitment to the United Arab Emirates (UAE) and the wider Middle East and strengthens its ability to deliver innovative private market solutions to banks, wealth managers, and family offices across the Gulf region. Establishing a presence in Abu Dhabi’s international financial center provides iCapital with a gateway to the GCC (Gulf Corporation Council), leveraging ADGM’s globally recognized regulatory framework and dynamic ecosystem.

Arvind Ramamurthy, Chief Market Development Officer at ADGM, said: “We welcome iCapital to ADGM, as it establishes its first office in the Middle East. Their decision to establish a presence here reflects the confidence global firms place in our robust regulatory framework and vibrant financial ecosystem. With strong connectivity to international investors and a collaborative community, ADGM offers an ideal platform for firms driving innovation in private markets. We look forward to iCapital’s contribution to Abu Dhabi’s growing asset and wealth management landscape”.

“The opening of our new office in Abu Dhabi marks a significant milestone in our global expansion strategy and reinforces our long-term commitment to the GCC,” said Marco Bizzozero, Head of International and Member of the Executive Committee at iCapital. “The region is one of the world’s fastest growing wealth markets with an increasing demand for private markets, and we are proud to support local banks, wealth managers, and their clients with a comprehensive suite of private market investment solutions. Having a local presence strengthens our role as a trusted partner, underscores our ambition to develop and deepen relationships, and allows us to be closer to where our clients are.”

The new office will strengthen iCapital’s strategic partnership with MPW Capital Advisors, a licensed and regulated financial services firm headquartered in Abu Dhabi.

The new Abu Dhabi office will join iCapital’s global network of 17 locations and will mark the firm’s 10th office outside the US alongside Zurich, London, Edinburgh, Lisbon, Hong Kong, Singapore, Sydney, Toronto, and Tokyo. With over $270 billion in global platform assets, iCapital continues to redefine access to private markets for wealth managers and their clients worldwide.

About iCapital:
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes² for all participants in the ecosystem.

With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides unrivaled access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.

iCapital’s end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.

iCapital has more than 1 trillion³ of assets serviced globally on its platform, including $283.9 billion in alternative platform assets, $228.8 billion in structured investments and annuities outstanding, and $542.2 billion in client assets reported on, and serves over 3,000 wealth management firms and 121,000 active financial professionals.

Headquartered in New York, iCapital operates globally with 18 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World’s Best Technology Provider for Wealth Management), CNBC (World Top Fintech Companies), The Wealthies Alts Investment Platform of the Year, and Forbes Fintech 50.

For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

For media inquiries, please contact:
H/Advisors
[email protected]
+971586578301

ENDNOTES

iCapital, Inc., together with its affiliates "iCapital"
iCapital delivers better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
As of October 31, 2025

IMPORTANT INFORMATION
The material herein has been provided to you for informational purposes only by Institutional Capital Network, Inc. (“iCapital Network”) or one of its affiliates (iCapital Network together with its affiliates, “iCapital”). This material is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

NEW YORK – Digital Asset, the creator of the Canton Network and a leader in privacy-enabled blockchain technology for global financial markets, today announced a new strategic investment from BNY, iCapital, Nasdaq, and S&P Global. Their participation reflects the accelerating convergence of traditional finance (TradFi) and decentralized finance (DeFi) towards an “AllFi” future on the Canton Network.

These investments build on Digital Asset’s strong momentum following recent funding milestones and underscore the growing institutional alignment behind the Canton Network– the only public, permissionless Layer-1 blockchain designed with configurable privacy, institutional-grade compliance, and the ability to support hundreds of billions of dollars in onchain real-world assets.

The new strategic partners represent leading global institutions in asset servicing, wealth management, market infrastructure, financial data, financial technology, and digital asset trading. Their investment reinforces the critical role Canton is playing in the next phase of financial market infrastructure, bringing together decentralization with the privacy, legal certainty, and regulatory compliance required by global markets.

Today, the Canton Network underpins a diverse and rapidly expanding set of use cases, including bonds, equities, money market funds, alternative investment funds, commodities, repos, mortgages, life insurance, and annuities. With more than $6 trillion of assets onchain, over 600 institutions now participate across the Canton ecosystem, including global leaders in both traditional and decentralized finance.

Yuval Rooz, CEO of Digital Asset:
“Institutions across the financial ecosystem recognize the necessity of blockchain infrastructure purpose-built for regulated markets. The addition of BNY, iCapital, S&P Global, and Nasdaq marks another milestone in the evolution of both Digital Asset and Canton. Their participation reinforces the inevitability of interoperable, privacy-enabled markets operating at global scale. We look forward to deepening our collaboration as we continue to transform how onchain real-world assets move, settle, and interconnect.”

Brian Ruane, Head of Global Clearing, Credit Services & Corporate Trust, BNY:
“As capital markets move faster towards a real-time, always-on operating model, the development of financial infrastructure that seamlessly connects digital and traditional markets has never been more important. We’re excited to work with Digital Asset and Canton to continue advancing privacy-enabled and interoperable settlement solutions at institutional scale. This investment reflects our commitment to reimagining a faster and more efficient future for financial market infrastructure.”

Lawrence Calcano, Chairman and CEO, iCapital:
“By investing in Digital Assets, the leader in blockchain innovation, iCapital is reinforcing its commitment to building next-generation financial infrastructure. By combining our expertise in private markets and proven technology with Canton’s blockchain platform, we are establishing the foundation for tokenization of alternatives—driving efficiency, transparency, and broader access across the investment ecosystem.”

Tal Cohen, President of Nasdaq:
“We’re excited to deepen our relationship with Digital Asset and the Canton Network as we continue building the next generation of institutional market infrastructure. This investment builds on the work we’ve already done together to modernize post-trade and collateral workflows, and positions us to accelerate adoption of interoperable, tokenized solutions across the global capital markets. By combining Nasdaq’s markets and infrastructure expertise with Digital Asset’s technology, we can help our clients unlock new efficiencies, better manage risk, and confidently participate in the evolving digital asset ecosystem.”

Swati Sawjiany, Global Head of Enterprise Strategy, M&A and Investments, S&P Global:
“The accelerated convergence of off-chain and on-chain financial markets underscores the importance of trusted market data, industry-leading benchmarks, and risk assessments as critical enablers in the transformation of market infrastructure. Digital Asset Holdings has played a central role in building a public blockchain capable of supporting the privacy and compliance demands of financial institutions. We are excited to join this round and see opportunity to collaborate with Canton and network participants to enhance transparency, integrity, and insight to digital markets.”

About Digital Asset:
Digital Asset is a leading innovator in blockchain technology, transforming traditional and digital financial markets with privacy-enabled solutions that improve capital flow and create a more efficient, fair, and resilient global system. As the creator of the Canton Network, the only public layer one blockchain with privacy, and a founding member of its Canton Foundation, Digital Asset has been a pioneer of this open, secure, and interoperable infrastructure. Founded in 2014, Digital Asset is committed to reshaping the future of finance by enabling real-time efficiencies, 24/7 global transactions, and unlocking the full potential of cryptocurrencies, digital assets, and the continued convergence of decentralized and traditional finance.

About the Canton Network:
The Canton Network is the only public, permissionless blockchain purpose-built for institutional finance–uniquely combining privacy, compliance, and scalability. Governed by the Canton Foundation with participation from leading global financial institutions, Canton enables real-time, secure synchronization and settlement across multiple asset classes on a shared, interoperable infrastructure. The open-sourced network is powered by its native token, Canton Coin, and supports decentralized governance and collaborative application development. It’s the proven link between the promise of blockchain and the power of global finance, making finance flow the way it should. Learn more at: canton.network.

Contact:
Paul Patella
914-645-8662
[email protected]

WEBINAR SIGN-UP

The Future of Portfolio Performance Reporting: Addepar + iCapital’s Scalable Solutions

December 17, 2025 | 11:00AM EST

What You’ll Learn:

How iCapital’s consolidated reporting integrates with Addepar to simplify tracking and transparency across alternative investments
Ways Alts Data Management tools reduce operational friction and improve data quality
Insights from Addepar 2025 product roadmap
How iCapital’s infrastructure supports seamless integration and scalable growth for wealth managers

Speakers

Matt Narel

Sam Searcy

FOR INVESTMENT PROFESSIONAL USE ONLY

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer or solicitation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. You should consult your personal accounting, tax, and legal advisors to understand the implications of any investment specific to your personal financial situation.

The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market, or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third-party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.

NEW YORK – iCapital¹, the global fintech company shaping the future of investing, today announced the deployment of distributed ledger technology (DLT) to support Morgan Stanley Wealth Management’s industry-leading alternatives business. This initiative is part of iCapital’s broader strategy to drive digital transformation and deliver seamless connectivity, enhancing efficiencies across the alternatives industry—streamlining investor onboarding, subscription document processing, pre-trade workflows, and reporting across the lifecycle of alternative investments.

“We are proud to work with Morgan Stanley Wealth Management. This represents an important step in our journey to transform the private markets investing experience,” said Lawrence Calcano, Chairman and Chief Executive Officer of iCapital. “By integrating iCapital’s distributed ledger technology into trade workflows, we’re streamlining the alternative investment process reducing friction, accelerating time to trade, and enhancing transparency and efficiency for clients and the broader investment ecosystem. DLT continues to set new industry standards for scaling and managing alternatives.”

The trade integration enables seamless automation of subscription document review and remediation between Morgan Stanley, General Partners (GPs), and Fund Administrators. Leveraging iCapital’s DLT, the trade experience becomes more efficient, transparent, and scalable. DLT establishes a standardized data model to connect stakeholders across the ecosystem, significantly reducing manual reconciliations and improving data fidelity.

“Integrating iCapital’s distributed ledger technology into our alternative investment workflows represents a meaningful, technology-enabled advancement in operational efficiency,” said Alison Nest, Managing Director and Head of Investment Solutions Products at Morgan Stanley. “This solution automates key trade processes, reduces manual reconciliations, and accelerates time to trade—ultimately allowing us to serve our clients while scaling connectivity across the private markets ecosystem.”

About iCapital
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes² for all participants in the ecosystem.

iCapital has $997.7 billion of assets serviced globally on its platform, including $272.1 billion in alternative platform assets, $215 billion in structured investments and annuities outstanding, and $512.7 billion in client assets reported on, and serving over 3,000 wealth management firms and 118,000 active financial professionals.

Headquartered in New York, iCapital operates globally with 16 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World’s Best Technology Provider for Wealth Management), CNBC (World Top Fintech Companies), The Wealthies Alts Investment Platform of the Year, and Forbes Fintech 50.

For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

Media Contacts
iCapital
+1 919 602 2806
[email protected]

ENDNOTES

iCapital, Inc. and its affiliates (together, “iCapital”)
iCapital deliver better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
As of August 31, 2025

This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form or referred to in any other publication without express written permission of iCapital. This is not intended as and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC, a registered broker/dealer, FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.

ZURICH & NEW YORK — iCapital¹, the global fintech company shaping the future of investing, today announces the launch of its first model portfolio available to investors in Latin America: the iCapital Balanced Model Portfolio – International, with two additional model-based Income and Growth solutions set to follow in the coming months.

As wealth managers seek greater portfolio diversification beyond public markets, iCapital’s model portfolios offer an innovative solution that complements traditional asset allocation frameworks. These portfolios simplify access to alternative investments through a single digital subscription workflow, allowing investments across all portfolio constituents. Integrated with iCapital’s multi-investment workflow tool, they enable efficient, simultaneous processing of multiple investments—supporting a holistic approach to portfolio construction.

In an industry first, the iCapital Balanced Model Portfolio – International provides a modern solution, offering streamlined and user-friendly exposure to alternative investments for eligible investors. Each of the three models is designed to achieve specific portfolio outcomes: Balanced targets enhanced total return with reduced volatility, Income will aim to deliver a steady and attractive return, and Growth will focus on long-term wealth accumulation. Advisors can also leverage iCapital’s proprietary portfolio analytics tool, Architect, to better evaluate the impact of adding alternatives alongside traditional holdings.

iCapital’s model portfolios offer wealth managers not only a turn-key portfolio of complementary top tier offerings that achieve the strategic objective of the respective model, but also consolidated reporting across all holdings, supporting a streamlined and efficient investment experience. Advisors and asset managers can also use iCapital’s platform to design and offer their own customized models.

“iCapital model portfolios were created to meet the growing need from financial advisors to add alternative investments in a thoughtful manner and aligns with a broader asset allocation framework.” says Kunal Shah, Managing Director and Head of Private Asset Research and Model Portfolios at iCapital. “We are introducing goal-based model portfolios that simplify the integration of alternative investments by allowing financial advisors to invest in a portfolio of alternative investment funds through a streamlined investment analysis and technology workflow.”

“This launch marks a key milestone in expanding iCapital’s global offering, enabling wealth managers worldwide to efficiently build diversified portfolios,” says Wes Sturdevant, Head of International Client Solutions Americas at iCapital. “Model-based solutions are essential for the successful adoption of private markets, and this launch brings us closer to our goal of making them more accessible.”

iCapital has $994 billion³ of assets serviced globally on its platform, including $266.5 billion in alternative platform assets, $215 billion in structured investments and annuities outstanding, and $512.7 billion in client assets reported on, and serving over 3,000 wealth management firms and 116,000 active financial professionals.

For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

For media inquiries, please contact:
[email protected]
+41 43 547 19 61

iCapital, Inc., together with its affiliates "iCapital"
iCapital delivers better outcomes by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.
As of July 31, 2025

IMPORTANT INFORMATION

This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Securities products and services are offered through iCapital Markets LLC (a registered broker/dealer, member FINRA and SIPC), Institutional CN (Europe) – Empresa de Investimento, S.A. (registered with CMVM), iCapital UK Services Limited (authorised and regulated by the Financial Conduct Authority), iCapital Hong Kong Limited (licensed by SFC) and iCapital SG Pte. Ltd (licensed by MAS), iCapital Network Canada Ltd. is registered as an investment fund manager, portfolio manager and exempt market dealer where required in the applicable Provinces and Territories of Canada, all affiliates of iCapital. Registrations and memberships in no way imply that FINRA, SIPC, CMVM, FCA, SFC or MAS have endorsed any of the entities, products or services discussed herein. Financial products made available by iCapital Markets LLC, Institutional CN (Europe) – Empresa de Investimento, S.A., iCapital UK Services Limited, iCapital Hong Kong Limited, iCapital SG Pte. Ltd. and iCapital Network Canada Ltd, may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.

Marathon Asset Management Broadens Access to Its ABL Strategy on iCapital Marketplace

Financial advisors often face a common issue: finding an effective way to deliver alternative investment offerings. Model portfolios can serve as a straightforward solution to this problem, minimizing operational disruptions.

As investors increasingly seek the diversification benefits of alternative investments, financial advisors must be equipped with streamlined, outcome-oriented tools to gain meaningful exposure to alternative investments. Rather than selecting individual funds with varying goals and risk profiles, many advisors are turning to integrated, professionally constructed solutions that deliver scale and efficiency.

In 2024, iCapital launched a suite of alternatives-only model portfolios designed to meet this demand. These strategies function much like traditional mutual fund and ETF models that have gained traction in the private wealth space. By combining curated access to top-tier managers with strategic asset allocation and ongoing monitoring, these portfolios are positioned to help expand the adoption of alternatives across the wealth management channels.

Through iCapital’s platform, advisors gain access to model portfolios that simplify implementation, offer built-in diversification, and provide ongoing insights and support. These tools address common challenges and span the full alternative investment lifecycle—from discovery to rebalancing. Whether seeking long-term capital appreciation, income, or tailored client solutions, model portfolios help bridge the gap between traditional portfolios and more modern, diversified allocations.

Five Benefits of Leveraging Model Portfolios for Alternatives

1. Simplicity

Model portfolios offer a convenient, transparent way to access alternative strategies managed by leading investment firms. The strategies are selected and overseen by iCapital’s in-house research team, helping advisors sift through the vast array of alternative investments with an outcome-based approach. Instead of navigating dozens of individual offerings and building custom allocations from scratch, advisors can focus more time on deepening client relationships and growing their practice.

2. Portfolio Construction

These portfolios are built using a disciplined, academically grounded selection process. Asset class and fund-level diversification constraints are applied to help mitigate concentration risk, with each position chosen to add meaningfully to the overall profile. Advisors can also use iCapital Architect, a portfolio analysis tool that visualizes the potential benefits of including alternatives—offering insight into performance, risk, and client-aligned outcomes.

3. Reporting, Monitoring, and Rebalancing

Ongoing oversight is provided by a dedicated research team that delivers monthly performance updates, quarterly market commentary, and annual rebalancing. This reduces the time advisors spend on data aggregation and analysis, enabling them to focus on higher-impact activities while still maintaining transparency and discipline in portfolio management.

4. Operational Efficiency

Technology plays a critical role. iCapital’s proprietary multi-investment workflow (MIW) tool streamlines the investment process by consolidating documentation, pre-populating investor information, and enabling one-click execution across all portfolio components. This ensures trades are processed securely and efficiently, making it easier to scale alternatives across a broader client base.

5. Cost

There are no additional platform fees for advisors or clients using these model portfolios. Investors pay only the fees of the underlying component funds—just as they would if investing in them individually.¹ This cost-neutral structure helps drive adoption by eliminating barriers to entry while preserving value.

As the demand for alternative investments continues to grow, financial advisors are increasingly incorporating them as core components of their client portfolios. With robust tools, research support, and platform integration, advisors now have the means to bring alternatives to a wider audience—helping clients pursue goals of growth, income, and enhanced diversification.

To learn more about iCapital’s model portfolio offerings and how they can support your alternatives practice, visit iCapital.com/model-portfolios.

iCapital Markets LLC and/or its affiliates may receive additional compensation for distribution services for sales of alternative investments included in the iCapital Model Portfolios.

IMPORTANT INFORMATION

The iCapital model portfolios are made available for institutional use only by, iCapital Advisors, LLC (“iCapital Advisors”), an SEC-registered investment adviser that advises certain private investment funds available on the iCapital Platform (“Access Funds”) and provides other advisory services, and iCapital Markets LLC (“iCapital Markets”), a registered broker dealer that distributes the financial products included within the model portfolios. iCapital Advisors, iCapital Markets, Institutional Capital Network, Inc., and iCapital, Inc. are affiliates and are collectively referred to as, together with their affiliates, “iCapital.” The iCapital model portfolios themselves are not funds.

The iCapital model portfolios are provided for informational and educational purposes only and are subject to change. The iCapital model portfolios are not to be construed as a recommendation or an offer or solicitation to buy or sell any security, financial product or instrument, or otherwise to participate in any particular trading strategy. The information is not intended as, and shall not constitute, investment, tax, accounting, or legal advice and is not a recommendation about managing or investing your client’s portfolio or retirement savings; the user should consult his or her personal investment, accounting, tax and legal advisors to understand the implications of any investment specific to any personal
financial situation.

The iCapital model portfolios do not constitute research, are not personalized investment advice. Any alternative investment used in the model portfolio shall be selected by iCapital Advisors, LLC in its sole discretion and is subject to change without notice. The iCapital model portfolios may not be appropriate for all investors, as appropriate investment strategies depend upon the client’s investment objectives. The iCapital model portfolios are not intended to meet the investment objectives or needs of specific individuals or accounts, and it is not intended for individual investor distribution. iCapital is not responsible for determining the appropriateness or suitability of the iCapital model portfolios, or any of the financial products included therein, for any client of a financial professional. Financial professionals and users of the iCapital Platform have the sole responsibility for making their own independent judgement on how to use the iCapital model portfolios and whether an investment is suitable for, or in the best interests of, a client. iCapital is not an adviser to any person who receives information on any of the iCapital model portfolios, and does not have investment discretion over, or place trade orders for, any portfolios or accounts derived from the iCapital model portfolios.

The information and analysis are hypothetical and summary in nature. Certain performance displayed uses hypothetical or simulated performance results that have many inherent limitations, and no representation is being made that any investment account will or is likely to achieve returns similar to those presented. Such hypothetical or simulated performance was not actually achieved by any financial professional or investment portfolio and may not be achieved in the future, and certain performance presented may represent hypothetical performance returns extrapolated for prior periods during which a given asset did not exist or was not investable. Numerous factors, such as the use of assumptions and historical market returns and data, make calculations and analysis uncertain, and there are frequently sharp differences between hypothetical performance results and the actual results achieved by any particular investment program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight or may otherwise reflect a hindsight bias. In addition, hypothetical investments do not involve actual financial risk or the effect that material economic and market factors would have had on actual investment decisions, and no hypothetical investment record can completely account for the impact of actual financial risk in actual investments, such as the ability to withstand losses or adhere to a particular investment program in spite of losses, which can adversely affect actual investment results. There are numerous other factors related to the markets in general or to the implementation of any specific investment program in particular which cannot be fully accounted for in the preparation of hypothetical performance results – all of which can adversely affect actual investment results, and none of which are accounted for in the performance displayed or their resulting data. Performance used or displayed for the purposes of analysis does not account for factors that would impact actual investments, such as the reinvestment of dividends or the deduction of expenses and fees that would be incurred in the management or trading of portfolio assets, including, but not limited to, account fees, custody, trading, brokerage, advisory fees or commissions, as applicable – all of which would reduce performance returns of actual investments. Due to a wide variety of risks and uncertainties, information concerning the iCapital model portfolios, including holdings, performance, and rebalancing, may vary materially from any portfolios or accounts derived from the iCapital model portfolios. Liquidity constraints in the constituents comprising the iCapital model portfolios would also prevent an actual investment program from rebalancing in the same manner as an iCapital model portfolio, which would have a material impact on performance. Past, projected, targeted, or hypothetical performance is not indicative of future results, and there is no guarantee that the iCapital model portfolios or any investment strategy will be successful or achieve any particular level of results, or that substantial or complete losses will be avoided in respect of actual investments.

When selecting an alternative investment for inclusion in an iCapital model portfolio, iCapital selects from a limited universe of alternative investments, without considering or canvassing the universe of alternative investments that could be used in the model portfolio. iCapital only considers alternative investments available to sub-accredited investors, accredited investors, and qualified clients for which an iCapital affiliate serves as investment adviser and/or for which an iCapital affiliate receives compensation for distribution and other services, and which are approved on the major custodial platforms. iCapital has an incentive to select alternative investments for which it receives higher fees and iCapital generally receives higher fees when an affiliate serves as investment adviser or it provides distribution services. iCapital Registered Fund Adviser LLC, an affiliate of Institutional Capital Network, Inc., serves as the investment adviser to iDirect Private Markets Fund (iDPE). iCapital and its affiliates receive compensation for managing iDPE, and as a result, has an incentive to present these funds in a favorable light and include in the iCapital model portfolio. Other products and alternative investments may be more suitable for a client and may provide the same or greater returns with less risk and/or lower fees, or other favorable terms, relative to the alternative investments included in the model portfolio. The sponsor, general partner, investment adviser (or equivalent) of alternative investments included in the iCapital model portfolios, the underlying fund, and/or the underlying fund’s affiliates (the “Sponsor”), and/or an investor’s broker-dealer or registered investment adviser or their affiliates (such investor’s “RIA”), together with their subsidiaries, may own a passive minority share of the outstanding equity securities of Institutional Capital Network, Inc., which wholly owns the investment adviser iCapital Advisors The existence of any such relationship creates potential conflicts of interest. For instance, due to a Sponsor’s or RIA’s ownership interest in iCapital, iCapital may be more willing to select such Sponsor’s alternative investments for inclusion in an iCapital Model Portfolio than alternative investments controlled by other sponsors or for clients of other RIAs.

iCapital model portfolios have not been reviewed or approved by, and have not been adopted, sponsored or endorsed by, the sponsor or issuer of any financial instrument that is made available on the iCapital platform. Alternative investments are considered complex products, involve risk and are only suitable for highly sophisticated investors who are willing and prepared to bear the associated risk, including the risk of total loss of
their investments.

Before investing in any alternative investment comprising part of the iCapital model portfolios, investors should review the prospectus or other offering documents, which contain important information, including the product’s investment objectives or goals, its strategies for achieving those goals, the principal risks of investing in the product, the product’s fees and expenses, and its past performance.

ALTERNATIVE INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. Prospective investors should be aware that an investment in an alternative investment is speculative and involves a high degree of risk. Alternative Investments often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; may not required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. There is no guarantee that an alternative investment will implement its investment strategy and/or achieve its objectives, generate profits, or avoid loss. An investment should only be considered by sophisticated investors who can afford to lose all or a substantial amount of their investment. iCapital makes no representation or warranty regarding the accuracy or completeness of the information herein. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented.

Securities products and services are offered through iCapital Markets LLC, a registered broker dealer, member of FINRA and SIPC. iCapital Advisors, LLC is registered with the SEC as an investment adviser. iCapital Markets LLC and iCapital Advisors, LLC are affiliates of Institutional Capital Network, Inc., and iCapital, Inc. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Please visit icapital.com for complete disclosures, including terms of use and privacy policy.