WEBINAR REPLAY

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 explore how streamlined data workflows and powerful reporting capabilities can elevate transparency, reduce operational drag, and unlock scalable growth across alternative investments.

Key Takeaways:

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

Zach Shumway

Zach Shumway is a Vice President on the Data Solutions team at iCapital, where he specializes in data delivery and process optimization. He brings extensive experience aligning technology with operational efficiency in the private wealth space, helping firms improve operational workflows, and modernize data‑driven processes.

Prior to joining iCapital in 2024, Zach spent 12 years at Envestnet | Tamarac in a range of client‑facing and operational leadership roles, including Relationship Management, Operations Management, and Client Advocacy. He brings deep industry experience and a practical, results‑oriented approach to modernizing data and reporting across the private wealth ecosystem.

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.

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