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
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.
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.
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, 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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.
SIGN-UP
Data Solutions Happy Hour
Celebrate and Connect with iCapital’s Data Management and Reporting Team
Wednesday, Jan 21, 2026
5:30 – 7:30 pm (ET)
We’re excited to invite you to an exclusive happy hour hosted by iCapital’s Data Reporting & Management team. Join us for an evening of networking, and a toast to the new year with selected partners.
The Elgin
64 West 48th Street (between 5th & 6th Ave)
Midtown, New York City
Enjoy great conversations, light bites, and connect with the iCapital team.
WEBINAR SIGN-UP
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’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 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
Clayton Crouch
Clayton Crouch is an Associate on the Data Solutions sales team at iCapital, covering the Mid‑Atlantic region. Throughout his career, Clayton has focused on bridging the gap between technology and operational efficiency within the private wealth space—helping firms better leverage their systems, streamline reporting processes, and modernize their data workflows.
Clayton joined iCapital following its acquisition of AltExchange. At iCapital, he partners with RIAs, multi-family offices, private banks, and wealth enterprises to help them maximize the value of their existing reporting platforms and fully unlock the benefits of iCapital’s Data Solutions suite.
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.
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
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.
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.
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, 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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.
2026 MARKET OUTLOOK FIRESIDE CHAT
Balancing Divergences Amid Blind Spots
10:00 AM ET | Thursday, February 19, 2026 | Virtual Session
Join iCapital’s Chief Investment Strategist, Sonali Basak, and Michael Sidgmore, Co-founder of Broadhaven Ventures, for an exclusive fireside chat exploring the early trends and forces already shaping the 2026 market landscape.
This 30-minute session will deliver high-level perspectives and actionable insights for financial advisors and wealth managers, spotlighting the big themes from iCapital’s 2026 Market Outlook report. The conversation will focus on key opportunities, emerging risks, and strategies for navigating a dynamic year—followed by a Q&A segment.
What You’ll Learn
- The balancing act and early trends already influencing U.S. and global markets in 2026
- Key risks, opportunities, and blind spots to watch as the year unfolds
- Strategies to navigate volatility and position portfolios effectively
Don’t miss this opportunity to stay ahead of the curve and guide your clients with confidence.
Speakers
Sonali Basak
Chief Investment Strategist, iCapital
Sonali is the Chief Investment Strategist at iCapital, responsible for leading the firm’s investment thought leadership across public and private markets. She develops strategic insights and content for advisors, investors, and asset managers, helping shape iCapital’s market outlook. Prior to joining the firm, Sonali was Bloomberg Television’s lead global finance correspondent and anchor. She holds degrees from Bucknell University, Northwestern University, and NYU’s Stern School of Business.
Michael Sidgmore
Co-Founder & Partner, Broadhaven Ventures and Founder, Alt Goes Mainstream
Michael is a Partner & Co-Founder of Broadhaven Ventures, a principal investment firm focused on financial services that invests into fintech companies, funds, and incubates asset management businesses, including Cantilever Group, a GP Stakes Fund. He is also the Founder of Alt Goes Mainstream, a leading content platform on private markets. Previously, Michael helped build iCapital Network into a key infrastructure platform for alternatives and worked at Goldman Sachs on the Principal Strategic Investments team.
FOR INVESTMENT PROFESSIONAL USE ONLY
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.
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.
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.
© 2026 Institutional Capital Network, Inc. All Rights Reserved.
WEBINAR SIGN-UP
The Future of Portfolio Performance Reporting: Addepar + iCapital’s Scalable Solutions
December 17, 2025 | 11:00AM EST
Register Here
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
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.
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.
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, 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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.
WEBINAR SIGN-UP
Tax-Efficient Investment Strategies: QOZ Overview and Legislative Insights & Tax Aware Portfolio Optimization
CFP Continuing Education: 1 Hour
Tuesday, December 9, 2025
4:00 – 5:00 pm (ET)
Course Description:
Investors with tax considerations have access to specialized strategies that strive to optimize portfolio outcomes and manage tax liabilities. This webinar will explore two key approaches: Qualified Opportunity Zone (QOZ) investments and Tax-Aware Portfolio Optimization Strategies—each designed to align investment decisions with a client’s unique tax situation.
Join Keith McRedmond, Head of AI National Accounts, as he moderates an in-depth discussion featuring:
- Nick Rosenthal, Co-Chief Executive Officer, Griffin Capital, will provide a legislative update and overview of Qualified Opportunity Zones, including how recent changes may impact investor strategy.
- Brian Kelly, Global Head of Platforms, Millennium Management LLC, who will present on tax-aware portfolio optimization—an investment strategy that systematically integrates tax-efficiency into portfolio management and construction to maximize after-tax returns.
This session will cover:
- Sources of capital gains eligible deferral or elimination
- Strategic use of IRS tax codes in investment planning
- Legislative changes to tax-efficient strategies in 2025
- Portfolio construction techniques that prioritize after-tax wealth retention
Whether you’re advising clients with significant capital gains or seeking to deepen your understanding of tax-efficient investing, this webinar offers actionable insights to support financial planning, tax strategy, and portfolio diversification.
The topics discussed in this session should not be construed as tax advice. Certain exceptions may apply. Investors should always be encouraged to consult with their own tax advisors.
Our Speakers
For more information, contact:
[email protected] | 212.994.7344
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.
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
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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.
WEBINAR REPLAY
The Future of Portfolio Performance Reporting: SS&C Black Diamond + iCapital’s Scalable Solutions
Discover how iCapital’s enterprise-grade technology transforms the advisor-client experience for SS&C Black Diamond 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.
What You’ll Learn:
- How iCapital’s consolidated reporting integrates with SS&C Black Diamond to simplify tracking and transparency across alternative investments
- Ways Alts Data Management tools reduce operational friction and improve data quality -Insights from SS&C Black Diamond’s 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
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.
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.
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, 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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.
WEBINAR SIGN-UP
Ares & Unlocking Private Infrastructure Investing
12:00 PM CST | November 19, 2025 | Live Virtual Session
You’re invited to join iCapital and Ares for a CE-eligible webinar exploring the evolving landscape of infrastructure investing. Tyler McConnell, Managing Director at Ares, will share his perspective on how infrastructure is shaping opportunities for advisors and their clients in today’s investment environment. Infrastructure is increasingly viewed as a resilient and essential asset class, offering long-term value and portfolio diversification aligned with advisor and client needs.
This webinar qualifies for 1 CFP and 1 CIMA CE credit.
What You’ll Learn
- The current landscape and outlook for infrastructure investing
- How infrastructure fits into client portfolios across market cycles
- Insights from Ares on sourcing, structuring, and managing infrastructure assets
Speakers
Tyler McConnell
Managing Director in the Ares Global Client Solutions Group, where he focuses on real assets relationship management in the Americas. Prior to joining Ares in 2019, Mr. McConnell was a Director at BlackRock, where he focused on product development, business development and investor relations for the firm’s Real Assets platform. Mr. McConnell holds a B.A., magna cum laude, from Dickinson College in International Business and Management.
Nathan Mazzapica
Managing Director, overseeing the Southwest territory at iCapital. In this role, he partners with RIAs, Family Offices, Independent Broker Dealers, and Ultra High Net Worth Investors to deliver innovative investment solutions and strategic guidance.
Prior to iCapital, Nathan served at Axcelus Financial (formerly Lombard International), the global leader in Private Placement Life Insurance and Variable Annuities. Before that, he was a Managing Director at Republic Capital Group, one of the nation’s premier investment banking firms focused on the RIA space. His career in financial services began at Salient Partners, a $17 billion RIA based in Houston, Texas.
Outside of work, Nathan enjoys quality time with his wife Megan and their son Judah. He is also an active volunteer at Houston’s First Baptist Church, where he finds fulfillment in serving his community.
FOR INVESTMENT PROFESSIONAL USE ONLY
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.
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.
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, 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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.
WEBINAR REPLAY
Elevating the Orion Experience with iCapital’s Reporting & Data Solutions
Unlock the full potential of your Orion platform with iCapital.
Watch this focused session designed for Orion users, showcasing how iCapital’s enterprise-scale technology enhances consolidated reporting, streamlines Alts Data Management, and delivers a more powerful advisor-client experience.
What You’ll Learn
- How iCapital’s consolidated reporting integrates with Orion to simplify tracking and transparency across alternative investments
- Ways Alts Data Management tools reduce operational friction and improve data quality
- Insights from Orion’s 2025 product roadmap
- How iCapital’s scale and infrastructure support seamless integration and scalable growth for wealth managers
Who Should Attend
- Orion platform users
- Wealth managers and advisors focused on alternatives
- Operations and reporting teams seeking efficiency and scale
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
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.
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.
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, 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.
© 2025 Institutional Capital Network, Inc. All Rights Reserved.