WELCOME TO OUR MONTHLY NEWSLETTER.
The source for navigating the world of alternative investments
Technology evolution continues to improve all aspects of our lives, including the way we interact with financial services. From the education and compliance components through the transaction process and most importantly, all through the investment lifecycle, we are all seeing great advances in making technology more and more intuitive and seamless.
iCapital remains extremely focused on increasing efficiency and growth for our asset management and wealth management partners. With our recent acquisition of Parallel Markets, we are excited about the potential to streamline the manual and repetitive Know Your Client (KYC) and Anti-Money Laundering (AML) compliance processes that are a part of investor onboarding and identity verification. By providing the first universal and reusable financial identity in the alternatives sector – the iCapital Passport – along with Parallel Markets’ technology, we aim to dramatically reduce the time required to approve and finalize an investment.
The iCapital team is ready to assist in improving both your KYC and AML processes and would be pleased to provide a demo and gain a deeper understanding of your specific use case. Please contact us by reaching out to our sales team ([email protected]), a relationship manager or visit iCapital Marketplace.
Dan Vene
Co-Founder and Managing Director,
Co-Head of iCapital Solutions
CHART OF THE MONTH
What are the biggest challenges in incorporating alternatives into your firm′s investment models and asset allocation strategies?
NEW FROM iCAPITAL – MONTHLY ALTS PULSE
Jaime Magyera, Co-Head of US Wealth Business, Senior Sponsor for Retirement Business, from BlackRock sat down with Lawrence Calcano, Chairman and CEO of iCapital, and Michael Sidgmore, Founder of Alt Goes Mainstream podcast for this discussion filmed at iCapital CONNECT 2025 in Arizona.
The conversation touches on the significance of democratizing access to private markets and integrating them with public markets in a unified managed account (UMA). The partnership aims to make it easier for advisors to build holistic portfolios that include both public and private markets, taking on the administrative burden, allowing them to focus on their clients.
BEYOND 60/40
Geopolitics and Trade Wars with Admiral Stavridis
On this special episode of Beyond 60/40, we are joined by Admiral James Stavridis, Partner and Vice Chair of Global Affairs at The Carlyle Group.
The conversation covers a wide range of critical geopolitical and economic issues, including the ongoing trade wars, the US-China relationship, the situation in Ukraine, and the role of NATO and the Transatlantic Alliance. The Admiral shared insights on the risks of escalation due to erratic policymaking by the US, the potential for an economic decoupling between the US & China, and the prospects for a ceasefire in the Russia-Ukraine conflict.
MARKET PULSE
An Evolving Energy Market – Unlocking the Investment Opportunity
Energy needs in the U.S. and around the world, especially in developing countries, are expected to climb dramatically in the coming years as millions of people in the rising middle class continue to consume more energy.
How this demand for energy will be addressed is one of today’s pressing questions with important economic, political and social ramification.
MONTHLY MARKET ROUNDUP
Sourcing opportunities in evolving private credit markets requires a disciplined, channel-agnostic approach. Find out how BlackRock’s direct lending team strikes the right balance to stay nimble and resilient across market cycles and what they are expecting in 2025.
Portfolio construction is complex, especially with alternative investments. Golub Capital addresses the practical challenges—and opportunities—investors face in implementing a private credit allocation.
Private debt co-investments are gaining traction, offering investors a chance to access high-quality deals with lower fees and greater flexibility. This quick read breaks down why these opportunities are appealing in today’s market—and how they’re reshaping the relationship between investors and managers.
IN CASE YOU MISSED IT
iCapital Tech Pulse
Check out the iCapital Tech Pulse, where we bring you the latest advancements, most exciting product updates, and innovations from our platform.
In the latest issue, we are excited to share significant advancements across our platforms, including the launch of our Life Insurance Lifecycle Portal, integrations with Tradeweb and DTCC, and an enhanced Multi-Investment Workflow to now include Model Portfolios. Additionally, with the acquisition of Parallel Markets, we are on the path to providing fund managers and wealth advisors a more seamless user journey within the iCapital ecosystem.
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, 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.
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