Practice Management

What Makes a Good Manager? Start With a Plan.

Live from iCapital Connect 2026, Rob Ebling discusses how his firm approaches investing through a planning-first lens and highlighting how iCapital provides access, research, and tools to help advisors evaluate and select managers

What’s Driving Better Advisor Decisions Today?

Live from iCapital Connect 2026, Larry Wilson discusses how Arrow Investment Group works with iCapital to deliver structured products, analytics, and tools designed to support advisor decision-making.
July 9, 2026

Why Liquidity Is Reshaping Asset Allocation

Live from iCapital Connect 2026, Lauren Ferry from Lord Abbett discusses how liquidity and evolving asset allocation decisions—especially around private credit—are top of mind, as advisors work to align the right investment vehicles with client needs.
July 2, 2026
A Disciplined Approach to Private Markets
Practice Management

A Disciplined Approach to Private Markets

Education, research, portfolio construction, and compliance in practice
May 27, 2026