Hosted by Sonali Basak, the series creates a forum for constructive conversations with finance and technology leaders amid shifts in markets, innovation, and investing.
May 6, 2026 iCapital will layer Anthropic’s Claude models onto its end-to-end platform, amplifying the client experience across the investment lifecycle at scale.
April 30, 2026 Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework
April 15, 2026 Advisors using Aladdin Wealth will gain a more streamlined, unified approach to incorporating alternatives into portfolio construction and diversification
March 25, 2026 The acquisition empowers financial advisors, distributors, and insurance carriers with a single integrated platform.
March 17, 2026 The strategic collaboration delivers seamless digital workflows and institutional-grade data management for Banco Itaú’s private markets investment offerings across the bank’s key markets.
February 12, 2026 The acquisition will elevate the private markets investment experience by enabling greater automation for GPs, supporting all their fundraising efforts across their various LP channels.
February 11, 2026 The collaboration brings an institutional-quality private equity strategy to the wealth channel, leveraging advanced technology to empower advisors and investors.
February 5, 2026 A seasoned executive with deep expertise in wealth management, industry architecture, and infrastructure, as well as asset management, will lead the company’s go-to-market activities.
January 13, 2026 
