We’re excited to launch our monthly newsletter, designed to serve as your primary source for navigating the world of alternative investments.
At iCapital, we are committed to providing you with innovative solutions to support your success. That’s why we’re delivering pertinent, thought-provoking alternative investments content in a centralized publication, so you can spend less time searching for the news you need.
With each issue you will find a curated selection of iCapital and industry research, market insights and perspectives, and educational resources, all in one place.
We hope you find this publication helpful and informative, and we thank you for your continued partnership and support.
Chief Executive Officer
MONTHLY MARKET ROUNDUP
WEEKLY MARKET PULSE
While leveraged loans have far outshined all other fixed income assets this year, we explore why now might be the right time to consider high yield and private credit over publicly traded leveraged loans. Read more in Chief Investment Strategist Anastasia Amoroso’s Market Pulse.
CHART OF THE MONTH
With a traditional 60/40 portfolio, investors with long term financial objectives could be missing out on the increased upside potential and reduction in volatility that alternative investments offer.
IN CASE YOU MISSED IT
NEW AT iCAPITAL
Have you met SIMON? Our platform for risk-managed and alternative solutions includes structured investments, annuities, alternatives, and digital assets. With education and analytics breaking down the complexity of these products, a centralized marketplace, and an intuitive workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence.
PODCAST: ALT GOES MAINSTREAM
Make sure to catch iCapital’s Lawrence Calcano and SIMON Markets LLC’s Jason Broder on the Alt Goes Mainstream podcast, as they joined host Michael Sidgmore to discuss how iCapital’s acquisition of SIMON revolutionizes the distribution of alternative solutions and how the current landscape is evolving as alt goes mainstream.
IMPORTANT INFORMATION / DISCLAIMER
The confidential material herein has been provided to you for informational purposes only by Institutional Capital Network, Inc. (“iCapital”). This material is confidential and may not be reproduced or distributed to any person other than the intended recipient. 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 to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This material does not intend to address the financial objectives, situation or specific needs of any individual investor. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors.
iCapital did not prepare or generate any third-party content included in this material and it makes no representation as to its accuracy or completeness. Please note the commentary presented herein reflects the views of the identified third party. It has not been endorsed or approved by, and does not reflect the views of, iCapital. iCapital accepts no liability for losses arising from the use of the third-party material presented. iCapital may have issued, and may in the future issue, material that is inconsistent with, and reaches different conclusions from, the third-party information presented in this material. iCapital is under no obligation to ensure that such other reports are brought to the attention of any recipient of this material.
The manner of circulation and distribution of this document may be restricted by law or regulation in certain countries, including the U.S. This document is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, including the U.S., where such distribution, publication, availability or use would be contrary to law or regulation or which would subject iCapital to any registration or licensing requirement within such jurisdiction not currently met within such jurisdiction. Persons into whose possession this document may come are required to inform themselves of, and to observe, such restrictions. It is the responsibility of the recipient of this document to comply with all relevant laws and regulations.
This material is confidential, is the property of iCapital except as otherwise noted, 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.
Products offered by iCapital are typically private placements that are sold only to qualified clients of iCapital through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.
Alternative investment products and services may be offered through iCapital Securities, LLC. Structured investment products and services may be offered through Axio Financial LLC and/or SIMON Markets LLC. iCapital Securities LLC, Axio Financial LLC, and SIMON Markets LLC are each a registered broker/dealer, member FINRA and SIPC, and an affiliate of Institutional Capital Network, Inc. (“iCapital”). Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC, an affiliate of iCapital. iCapital Advisors, LLC, a subsidiary of iCapital, is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). These registrations and memberships in no way imply that the SEC, FINRA or SIPC have endorsed the entities, products or services discussed herein. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.
© 2022 Institutional Capital Network, Inc. All Rights Reserved.