iCapital

Our team will be onsite at Future Proof - the world’s largest wealth festival. We’re looking forward to providing the 4,000 attendees an opportunity to demo the iCapital operating system. Visit us at booth 332 to learn more about: Marketplace – one platform that connects wealth managers with the broadest selection of alternative investments from the world’s leading asset managers. Architect - a portfolio construction tool that helps take the guess work out of allocating to alternatives and structured investments. Gateway - a secure digital portal that allows advisors and clients to connect over insights, news, tools and information.

Join iCapital’s Anastasia Amoroso, Joseph Burns, Kunal Shah, and Peter Horacek for an update on the private markets for Q3 2024. The team will cover market sizing information, leading indicators and macroeconomic factors that are influencing the direction and investment outlook of alternative assets. Register for the live #webinar below.

How do great leaders overcome failure? Hear from BlackRock CEO, Larry Fink and his thoughts on why good leaders fail, and how the best leaders own their failures, just move on, and learn from them on this episode of the 19th Hole: https://lnkd.in/eztsz7w7 #BlackRock #19thHole #leadership 

Trend alert: Broadly Syndicated Loans (BSL) are reclaiming market share from private credit, reversing the post-GFC shift towards non-bank lending. Watch Anastasia Amoroso's latest Private Market Pulse on Beyond 60/40: https://lnkd.in/eZbMdDss #MarketTrends #PrivateCredit

"I was immediately struck by the warm welcome I received." iCapital is #hiring for a variety of roles. To see what it's like to join #TeamiCapital, check out this Built In article: https://lnkd.in/gmetku5s

This week: Broadly Syndicated Loans, misconceptions of private credit, and how advisors should prioritize when considering technology for financial reporting. Tune in to Beyond 60/40 for more: https://lnkd.in/eNKA_2HQ

It's with great pleasure that we share we've been named on Inc. Magazine's Inc. 5000 list for 2024, which tracks America's fastest growing private companies. We are incredibly grateful to be recognized for #TeamiCapital's growth and innovation within alternative investing. https://lnkd.in/eJneF3Cd

Halfway through 2024, we find ourselves in a wait-and-see mode. Interest rate reductions haven’t materialized as the U.S. Federal Reserve awaits firmer data on cooling inflation, which has restrained M&A and IPO activity. Yet, there could be catalysts ahead. Read more in iCapital’s Q2 2024 Strategy Ratings Report: https://lnkd.in/e-t9iemB

Looking to add alternatives to your portfolio but unsure of where to start? Kunal Shah and Anthony Polemis share how iCapital's Model Portfolio tool helps advisors with asset allocation, portfolio construction, analytics, and more. Watch Beyond 60/40: https://lnkd.in/ejtPiis5

Leon Capital Group is thrilled to announce that we have partnered with iCapital® to expand access to unique investment opportunities. iCapital is the global fintech platform revolutionizing access to alternative investments for the wealth management industry, and this innovative collaboration is a game-changer, allowing wealth managers and high-net-worth individuals seamless access to Leon's diversified investment strategies in real estate, healthcare, credit, and more. “At Leon Capital, our mission is to deliver superior investment performance with unparalleled transparency,” said Cory D. Calvert. “Partnering with iCapital aligns perfectly with our vision of empowering investors through innovation and excellence.” Read more here: https://lnkd.in/gxA_7W5h Financial professionals interested in exploring Leon Capital’s investment opportunities can reach out to [email protected] for more information. #InvestmentOpportunities #AlternativeInvestments #WealthManagement #LeonCapital #iCapital #Partnership #FinancialAdvisors #HighNetWorthInvestors