Nov 19, 2025 11:00 AM EST
Discover how iCapital’s enterprise-grade technology transforms the advisor-client experience for SS&C Black Diamond 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 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.
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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.
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