Shows
Tiempo InversiónLa geopolítica redefine las estrategias de inversión global, con Óscar Juesas (iCapital)Geopolítica y su impacto en los mercados financieros. En esta entrevista con iCapital, Óscar Juesas, socio de la firma, analiza cómo los crecientes riesgos geopolíticos —incluyendo las tensiones entre EE. UU. y China, los conflictos en Oriente Medio y el endurecimiento de las políticas comerciales— están reconfigurando el panorama inversor. Según Juesas, estos factores están generando una mayor aversión al riesgo y modificando los flujos de capital hacia activos percibidos como más seguros. Además, el impacto sectorial y regional de los nuevos aranceles y barreras comerciales está obligando a los inversores a ser...2025-05-2324 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapitalWelcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.I sat down with Jack Hannah, the President & COO of GeoWealth, and Michael Doniger, SVP, Partnerships at iCapital, to discuss the technology and market structure innovation of the UMA and how pri...2025-05-2116 min
Tiempo InversiónLa geopolítica redefine el mapa inversor, con Oscar Juesas (iCapital)En un momento marcado por crecientes tensiones geopolíticas, incertidumbre regulatoria y cambios estructurales en los flujos comerciales, Óscar Juesas, socio fundador de iCapital, analiza las claves para navegar el nuevo entorno inversor.
En esta entrevista, Juesas reflexiona sobre el impacto de los conflictos internacionales y la guerra comercial en la percepción del riesgo, la reasignación de capitales y las oportunidades sectoriales. Además, ofrece su visión sobre cómo adaptar las carteras ante la rebaja del crecimiento global por parte del FMI, el dilema entre renta fija y variable, y el papel de los activos alternativos como re...2025-05-1224 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnershipWelcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.I sat down with Lawrence Calcano, the Chairman & CEO of iCapital and Jaime Magyera, Managing Director, Co-Head of US Wealth Business, Senior Sponsor for Retirement Business, BlackRock, to discuss the details on...2025-05-0214 min
Beyond 60/40Trade Wars, NATO, and Geopolitics with Admiral Stavridis | Beyond 60/40 Ep. 38On this special episode of Beyond 60/40, Anastasia Amoroso, iCapital's Chief Investment Strategist, is joined by Admiral James Stavridis, Partner and Vice Chair of Global Affairs at The Carlyle Group. Their conversation covers a wide range of critical geopolitical and economic issues, including the ongoing trade wars, the US-China relationship, Russia and Ukraine, and the role of NATO and the Transatlantic Alliance. They also touch on the importance of supply chain diversification, the opportunities for AI in military operations & a thoughtful analysis of the complex global challenges facing businesses and policymakers.Submit your questions to yourquestion@icapital.com...2025-04-2829 minBeyond 60/40Beyond 60/40 Ep. 37: Enterprise Software and Tech UXFilmed live in Arizona at iCapital CONNECT 2025, the premier alternative investments conference, Anastasia Amoroso, iCapital Chief Investment Strategist, leads conversations on this episode of Beyond 60/40 to keep you informed on the private markets.The Private Market Pulse covers enterprise software's critical inflection point, challenges, and key catalysts for recovery. Then, David Breach, President and COO of Vista Equity Partners addresses the firm's focus on enterprise software, its resilience, and impact on global economy.Lastly, Molly Weiss, Group President, Wealth Platforms at Envestnet joins to talk about technology transforming the user experience for investors and advisors...2025-04-2822 min
Beyond 60/40Beyond 60/40 Ep. 33: Sports InvestingIn this episode, we break down a growing alternative investments asset class - sports. Hear from Anastasia Amoroso, iCapital Chief Investment Strategist, as she shares the growing private equity opportunity with the global sports market, currently worth $460 billion, projected to nearly double by 2030. Then, listen to Anastasia's conversation with Marc Lasry, Co-Founder, CEO, & Chairman of Avenue Capital Group, as they discuss emerging sports opportunities. Marc, Co-Owner of the Milwaukee Bucks from 2014-2023, brings his experience and highlights the rapid growth in media deals and huge scaling opportunity, particularly for Women's Sports. Lastly, Managing Director and Head of Advisor Platform...2025-04-0820 min
Beyond 60/40Beyond 60/40 Ep. 34: Infrastructure and Structured InvestmentsThis episode of Beyond 60/40 dives into infrastructure investing. Anastasia Amoroso, iCapital Chief Investment Strategist, shares details on its growth, with real asset flows in 2024 up 15% compared to 2023. She is then joined by Keith Derman, Partner, Co-Head of Ares Infrastructure Opportunities at Ares Management to talk about the best opportunities in infrastructure and how the new presidential administration may impact the industry. Despite infrastructure being the building block of society, it is globally underinvested in. Lastly, Peter Repetto, Vice President, Investment Strategy, sits down with Peter Horacek, Managing Director, Head of Structured Investment Distribution to discuss the downside protections of...2025-04-0821 min
Beyond 60/40Beyond 60/40 Ep. 35: Q4 data, Blackstone, Portfolio ConstructionIn this episode of Beyond 60/40, Anastasia Amoroso, Chief Investment Strategist, analyzes iCapital's Q4 flow of funds data, highlighting the rising demand for private equity (PE) and private credit (PC), and discusses shifting preferences in real assets. We also welcome David Stubbs from Blackstone to share their optimistic 2025 outlook and investment strategies. Finally, Anthony Polemis shares the role of iCapital's goals-based portfolio allocator and new tools on Architect in revolutionizing alternative allocations, helping advisors build, analyze, and communicate the right portfolios for their clients. 2025-04-0821 min
Beyond 60/40Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model PortfoliosOn the latest Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, dives deep into the evolving commercial real estate market, discussing its turnaround and value-add opportunities with industry leader Dennis Schuh, CEO of Starwood Credit Real Estate Income Trust. They also explore the burgeoning real estate debt market and its potential for private wealth investors. Additionally, Owen Boyle, Vice President of Research and Education at iCapital, joins to answer an audience question: How can allocating to alternative investments be simplified? The answer lies in model portfolios.2025-04-0821 min
WealthTech TodayEp. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapitalThe post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alternative Investments with Lawrence Calcano, iCapital appeared first on and was written by Elana Iskowitz.
Alternative investments have traditionally been difficult to scale due to fragmented processes and limited infrastructure. In this episode, iCapital CEO Lawrence Calcano shares how their platform is tackling these challenges head-on—using automation technology to connect the entire alternative investment ecosystem. The result? A more streamlined, scalable solution for wealth management firms seeking to integrate alts […]
The post Ep. 284: Creating Better Outcomes: How Technology is Solving Complexities in Alte...2025-04-0300 min
Tiempo InversiónAranceles Trump: Identificamos los activos ganadores, con Guillermo Santos (iCapital)Tras los aranceles de Donald Trump, desde iCapital recomiendan una postura de prudencia y defensa: “Es momento de refugiarse en sectores defensivos, crédito Investment Grade en euros a corto plazo, deuda pública europea y activos como el oro”, explica Guillermo Santos, socio de iCapital. Esta estrategia busca protegerse ante la creciente volatilidad que, en su opinión, “no hará sino incrementarse en las próximas semanas”.
Santos no duda en señalar que la consecuencia más inmediata será un menor crecimiento económico global y, para los mercados, “caídas en el corto plazo tanto en renta variable como en bon...2025-04-0317 min
Tiempo InversiónEl primer mes de Trump: análisis de Guillermo Santos (iCapital)En este análisis, Guillermo Santos, socio de iCapital, destaca cómo el inicio del mandato de Trump ha estado marcado por un fuerte "ruido arancelario". Más allá de su impacto en el comercio, estas medidas parecen ser un instrumento de presión en otras negociaciones clave, como inmigración, tráfico de drogas y recursos estratégicos. Hasta ahora, solo un paquete de aranceles sobre importaciones chinas por 450.000 millones de dólares ha entrado en vigor, mientras que otros sectores, como acero, aluminio, medicamentos y semiconductores, siguen pendientes de aplicación.
Desde una perspectiva de mercados, Santos señala que los...2025-02-1914 min
Tiempo InversiónTendencias de inversión para 2025, con Guillermo Santos (iCapital)Tendencias de inversión para 2025. Guillermo Santos, socio de iCapital, presenta un panorama económico global favorable con crecimiento sólido y control de la inflación, destacando oportunidades significativas en varios sectores a pesar de ciertos riesgos estructurales.
• Entorno económico favorable: Crecimiento económico robusto y una inflación controlada para 2025, con especial dinamismo en Estados Unidos debido a estímulos fiscales y políticas proteccionistas.
• Inversiones temáticas destacadas: Alto potencial de crecimiento en salud en países emergentes, inteligencia artificial y microfinanzas, debido a la transformación digital, el crecimiento exponencial de la IA y el impacto social d...2025-01-2919 min
Wicked Pissah Podcast#232 - iCapital’s James Costabile and Ryan Van Geons Hosts Brad Wright and Mike Connaughton are joined by James Costabile and Ryan Van Geons of iCapital. James Costabile is Managing Director and Head of US Alternative Investment Distribution and Ryan Van Geons is a Senior Vice President, who covers our New England area for iCapital. Their team delivers alternative investment education, research viewpoints, and investment capabilities across hedge funds, private equity, private credit, and real estate strategies. iCapital is an Alternatives platform for financial advisors. iCapital was founded in 2013 with the goal of making high-quality alternative investments accessible to wealth...2025-01-2147 min
Financial Services News You Might Have MissedGrant Thornton, Morningstar, CFP Board & iCapitalThis week's episode features news from Grant Thornton and its survey of technology chief financial officers, Morningstar's new direct advisory suite, the CFP Board's largest recruiting year and iCapital's acquisition of Parallel Markets.2025-01-1718 minBeyond 60/402025 Market Outlook, Private Credit, and AI Tools EP 31In Episode 31 of Beyond 60/40, iCapital's Chief Investment Strategist Anastasia Amoroso shares our 2025 Market Outlook, highlighting steady growth, risks like tarriffs and tax reforms, and opportunities in private markets. Next, Amanda Lynam, BlackRock's Managing Director and Head of Macro Credit Research, discusses the booming private credit market, forecasting $4.5 trillion by 2030, driven by demands for diversification and flexible financing. Then, iCapital's Chief Data Officer Robert Huntsman explores how AI is transforming investment management, enhancing efficiency, and bridging the gap between private and public markets with tools like iCapital Architect.2025-01-1324 minBeyond 60/40Alternatives Adoption & Structured Product Management EP 29In this episode of Beyond 60/40 covers private equity, the adoption of alternative investments, and how to manage structured products with less time and effort. Anastasia Amoroso, iCapital Chief Investment Strategist, leads this Private Market Pulse to provide insights from iCapital's Q3 2024 private markets data, highlighting increased investor interest and allocations to private equity, driven by factors such as economic resilience, improving deal activity and exits, and more favorable financing conditions. Then, she sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to discuss the early-stage adoption of alternative investments, including private eq...2025-01-1323 minBeyond 60/40Beyond 60/40 from iCapital Connect LATAM 2024 EP 30In this episode of Beyond 60/40, Anastasia Amoroso, iCapital's Chief Investment Strategist, hosts the show from the iCapital Connect LATAM 2024 event in Tulum, Mexico. She speaks with Fernando DeLeon, the founder and CEO of Leon Capital, who shares his entrepreneurial journey and the emerging opportunities he sees in real estate and healthcare. Additionally, Jorge Rivera, co-founder and managing partner of Unicorn Strategic Capital, outlines key trends in alternative investment adoption throughout the Latin America region.The episode also features insights on the growth of private markets, with a focus on how alternatives have grown significantly and now hold $14...2025-01-1325 min
How I Invest with David WeisburdE128: iCapital CEO Lawrence Calcano on the New $145 Trillion Entering Private MarketsIn this episode of How I Invest, I sit down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the transformative potential of alternative investments in the wealth management space. Lawrence shares his journey from Goldman Sachs to building iCapital, a platform managing over $200 billion in alternative assets. We dive deep into the challenges and opportunities in democratizing access to private markets, the role of technology in scaling the alternatives industry, and the growing appetite for private equity and credit among high-net-worth investors. If you're curious about the future of wealth management and the intersection of technology and alternatives...2025-01-1038 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence CalcanoWelcome to the 14th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital. As the leader of a platform with over $200B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have their finger on the pulse of what’s happening in private markets.On this episode, Lawrence and I had a fascinating and livel...2024-12-2621 min
Family Office Technology HubStreamlining Family Office Tech: Insights from RockIt and AltExchange (30min Excerpt from Full 1-Hour Episode)Full Episode: Listen HereSee Detailed Show Summary on the Episode PageInterview Date: December 19, 2024Moderator: Erin Hulse (Founder & CEO, Deviate Consulting)Guests: Alan Pearl – Director of Client Service & Business Development, Fi-Tek Wealth Solutions (RockIT) Kareem Hamadi – CEO & Co-Founder, AltExchange (Now part of iCapital)About the ModeratorModerated by Erin Hulse, founder of Deviate Consulting, a software consulting firm specializing in family offices. Erin brings extensive experience in accounting, software implementation, and private wealth.AltExchange simplifies alternative investment reporting with automated data aggregation and en...2024-12-2434 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsInvesting with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie DavisEveryone is talking about evergreens.Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.The three part series features:Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director...2024-12-1938 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsInvesting with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug KrupaEveryone is talking about evergreens.Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.The three part series features:Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director...2024-12-1841 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsInvesting with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan ParantEveryone is talking about evergreens.Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets.This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel.The three part series features:Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director...2024-12-1743 min
Tiempo InversiónImpacto del Trump Trade en los mercados, con Guillermo Santos (iCapital)La llegada de Donald Trump, de nuevo, a la Presidencia de Estados Unidos (toma de posesión el 20 de enero) está provocando importantes movimientos en los diferentes mercados: divisas, renta variable y renta fija. Analizamos este escenario y el posible Rally de fin de año con Guillermo Santos, socio de iCapital. ¿Dónde están las oportunidades?....2024-11-2814 min
Beyond 60/40Commercial Real Estate EP 27In episode 27 of Beyond 60/40, we're tackling Commercial Real Estate and Defined Outcome Investing. Watch as Chief Investment Strategist, Anastasia Amoroso, shares insights into the Fed rate cuts on commercial real estate during her Private Market Pulse segment. Then, she talks with Ben Brown, Managing Partner, Head of the Americas, at Brookfield Asset Management Real Estate Group about potential returns in real estate based on the current environment. Lastly, Nick Parcharidis, iCapital's Managing Director, Private Wealth Solutions, joins to answer an audience question of the month: How does defined outcome investing (DOI) enhance diversification beyond the traditional 60/40, and how are...2024-11-2124 min
Beyond 60/40AI and Alts Expansion in Asia EP 28Watch this episode of Beyond 60/40 to hear conversations filmed from Singapore at our recent iCapital CONNECT | Singapore 2024 event. Anastasia Amoroso, iCapital Chief Investment Strategist, sits down with Jenifer Zhu Scott, Founding Partner of IN. Capital to discuss artificial intelligence and blockchain technologies, including risks and opportunities. Then, iCapital Managing Director, Head of International, Marco Bizzozero, shares the growth of the alternatives industry in Asia and iCapital's plans to expand in more global markets. 2024-11-2117 min
Tiempo Inversión¿Sigue siendo atractiva la renta fija?, Con Guillermo Santos (iCapital)Guillermo Santos, socio de iCapital, explica en el podcast de tiempodeinversion.com dónde está el atractivo de la renta fija en estos momentos tras la tercera bajada de tipos de interés por parte del BCE. ¿ La renta fija de corta duración emerge como una opción atractiva?...2024-10-2117 min
Beyond 60/40Global Alternative Investing EP 26Beyond 60/40 goes global! Watch this episode for an international look at alternative investments with guests from across the globe. First, Anastasia Amoroso covers (TBC) in her Private Market Pulse segment. Then, she is joined by Mathieu Chabran, Co-Founder of Tikehau Capital, to discuss the potential for European institutional investors to increase their allocations to private markets, as well as sectors primed with megatrends. Lastly, Anastasia sits down with Vanda de Jesus, Managing Director & Head of Country Portugal, at iCapital's technology and operations hub in Lisbon, Portugal. Vanda sheds light on private market growth in Portugal and how iCapital is...2024-10-1426 min
Beyond 60/40Private Credit EP 24This episode explores the latest trend with Broadly Syndicated Loans (BSL) regaining market share from private credit by Anastasia Amoroso, iCapital Chief Investment Strategist. Then Anastasia is joined by Jeff Levin, Co-Head of North America Private Credit at Morgan Stanley, to talk about private credit misconceptions.Lastly iCapital's Joe Larizza, answers our viewer Question of the Month: How should advisors prioritize when considering technology for financial reporting? Tune in to find out the answer from iCapital's Managing Director of Data Solutions.Have a question about alternative investing? Write in to yourquestion@icapitalnetwork.com and it...2024-10-1423 min
Beyond 60/40Wealth Tech EP 20This episode of Beyond 60/40 discusses 3 reasons for continued market optimism, trends in the private wealth sector, and how AI innovation increases efficiency in portfolios. Watch now to hear from Citi's Head of Investment Solutions, Kristen Bitterly Michell, and Hamilton Lane's Head of Technology Solutions, Griffith Norville: https://lnkd.in/em4gf3qv #alternativeinvestments #investing #fintech #finance #technology2024-10-1422 min
Beyond 60/40Value Proposition of Private Equity EP23Tune in to the latest episode of “Beyond 60/40” to learn more about the value proposition of private equity. Private equity represents the largest alternative asset class, with $5.9 trillion in assets under management (AUM) as of Q3 '23. Projections indicate that it will grow to $8.5 trillion by 2028.Anastasia Amoroso, iCapital’s Chief Investment Strategist, discusses the value proposition of private equity companies. She then interviews Rich Friedman, Chairman of Goldman Sachs Asset Management, to explore the role of private equity in diversified portfolios. Finally, Kunal Shah, Head of Private Asset Research, and Anthony Polemis, Head of Architect Business Develo...2024-10-1426 min
Beyond 60/40Growing Secondaries EP 21Q1 of 2024 saw the highest secondaries fundraising quarter since 2008. Anastasia Amoroso breaks down how the growth in private equity secondaries is undercapitalized and unbalanced, but lack of available capital is NOT due to lack of investor interest. Watch Beyond 60/40 for more on private equity secondaries: https://video.icapital.com/detail/videos/market-insights/video/6354376797112/highest-fundraising-quarter-in-16-years?autoStart=true#PrivateEquity #Fundraising #Investing #AlternativeInvestments2024-10-1423 min
Beyond 60/40Software Sector Investing w. David Flannery from Vista EP 22Beyond 60/40 discusses the latest in alternative investing. On this episode, learn more about investing in the software sector. Anastasia Amoroso, iCapital's Chief Investment Strategist, dives into how investors should be thinking about allocating to public and private software companies. Then she talks with David Flannery, President of Vista Credit Partners, which specializes in providing growth capital to enterprise software companies. Lastly, Gary Owen, Chief Information Security Officer at iCapital, clears up misconceptions – found in responses to our latest LinkedIn poll – about financial institutions’ readiness to combat AI deepfake crimes.Do you or your clients have questions about altern...2024-10-1423 min
Bloomberg TalksiCapital Chairman and CEO Lawrence Calcano Talks Private MarketsiCapital chairman and CEO Lawrence Calcano talks about his firm surpassing $200 billion in global platform assets and more with hosts Katie Greifeld and Sonali Basak.See omnystudio.com/listener for privacy information.2024-10-0709 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapitalWelcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a number of years. At iCapital, she oversees Investor Relations, Enterprise Integration, and Client Operations teams to optimize the client experience. Eileen has had a number of senior and instrumental roles at iCapital. She's also a member of iCapital's Operating Committee. She was prev...2024-10-0426 min
Alternative Allocations with Tony DavidowThe Evolution of Alts: From Institutions to Main Street with Guest Nick Veronis, iCapital NetworkNick Veronis joins Tony in episode 15 of the Alternative Allocations podcast series to discuss the evolution of alternative investments solely being available to institutions to now becoming more accessible to the wealth channel. They delve into the changes in product structures, the introduction of technology to simplify operations, and the emergence of educational opportunities to help advisors understand the role alts play in client portfolios. Nick is Co-Founder and one of the Managing Partners of iCapital, where he is Head of Portfolio Management. He is also a member of the company’s Operating Committee. Nick spent 11 years at...2024-10-0123 minTiempo InversiónMercados: escenario y oportunidades. Con Guillermo Santos (iCapital)Arranca septiembre con los mercados pendientes de los bancos centales, las elecciones en EE.UU y algunas dudas en el sector tecnológico tras la decepción de Nvidia. Analizamos el escenario y las oportunidades tanto en Renta Variable como Fija con Guillermo Santos, socio de iCapital.2024-09-0418 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 11: Taking the pulse of private markets with Dan Vene, Co-Founder & Managing Partner, Head of Investment Solutions, iCapitalWelcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace. iCapital, as the leading platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has its finger on the pulse of what’s happening in private markets.Dan and I had a fascinating and lively...2024-07-3026 min
Money Life with Chuck JaffeiCapital's Repetto expects a soft landing and good post-election marketsPeter Repetto, vice president of investment strategy at iCapital, says that while rate cuts historically are good for markets — gaining roughly 9 percent in the year after cuts start historically — they do struggle if cuts are made during times of recession or downturn. Repetto expects a soft landing and moderate downturn, which is setting up for reasonably well for "rate-cut beneficiary" businesses moving forward. Repetto notes that markets also tend to gain in the 12 months after a presidential cycle, saying they tend to gain about 15 percent on average regardless of which party wins control of the White House, which should crea...2024-07-1859 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsiCapital Chairman & CEO Lawrence Calcano - Driving efficiency across the entire value chain to transform private marketsWelcome back to the Alt Goes Mainstream podcast.I've been having many conversations with GPs and LPs over the past few months — and it feels like we've reached a point in private markets where both sides are trying to figure out how to navigate this space, from a product perspective and a technology perspective. To better understand these issues, I asked Lawrence Calcano, Chairman & CEO of iCapital, the largest platform in the space and a business that is in the middle of much of the flows of activity between GPs and LPs, to come back on...2024-07-1041 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 10: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Robert Picard, Managing Director, Head of Alternative Investments at Hightower AdvisorsWelcome to the 10th episode of a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.In today’s episode, Lawrence and I welcome a special guest. Hightower Advisors Managing Director, Head of Alternative Investments Robert Picard joins us to d...2024-05-2821 min
Tiempo InversiónMercados: Escenario y oportunidades. Con Guillermo Santos (iCapital)Con Guillermo Santos, socio de iCapital, analizamos el escenario en el que se mueven los mercados en un momento geopolítico muy complicado y con una divergencia importante en cuanto a los tipos de interés entre Europa y EE.UU. El BCE podría empezar a bajar los tipos en su próxima reunión mientras que en EE.UU, la Fed, tras los últimos datos de la su economía, podría mantenerlos elevados durante más tiempo e incluso subirlos, según algunos analistas. En este escenario buscamos también las oportunidades que nos ayuden a rentabilizar nuestras ca...2024-05-2716 min
Between Meetings with Matt HeineEp 88: Expanding horizons with alternative assets – Lawrence Calcano Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees. Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among advisors and can help investors achieve their long-term goals. Lawrence also shares his enthusiasm about partnering with Netwealth to bring these opportunities to Australia...2024-05-1729 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 9: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Haig Ariyan, CEO of Arax Investment PartnersWelcome to the 9th episode of a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.In today’s episode, Lawrence and I welcome a special guest. Arax Investment Partners CEO Haig Ariyan, a wealth management industry veteran, joins u...2024-04-2722 min
Tiempo Inversión"Guerra" Irán-Israel. 2T Mercados: Escenario y oportunidades. Con Guillermo Santos (iCapital)Con Guillermo Santos, socio de iCapital, analizamos el escenario en el que se mueven los mercados en el arranque del 2T de 2024, en un momento geopolítico muy complicado, con la amenaza de guerra entre Irán e Israel, y con una divergencia importante en cuanto a los tipos de interés entre Europa y EE.UU. El BCE podría empezar a bajar los tipos en su próxima reunión mientras que en EE.UU, la Fed, tras los últimos datos de la su economía, podría mantenerlos elevados durante más tiempo e incluso subirlos, según algunos a...2024-04-1719 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 8: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 8th episode of a collaboration between iCapital x Alt Goes Mainstream.Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.On this episode, Lawrence and I had a fascinating and lively discussion. We covered:How is product innovation enabling the wealth chan...2024-03-2320 min
Tiempo InversiónMujer y sector financiero. La experiencia de Beatriz Lafuente, asesora financiera iCapitalAprovechando el Día de la Mujer, en tiempodeinversion.com, entrevistamos a Beatriz Lafuente, asesora financiera de iCapital para conocer su experiencia y la importancia de aprovechar el potencial sin explotar de la diversidad de género.
Hoy por hoy, a diferencia de lo que ocurría hace algunos años, las mujeres ocupan cargos ejecutivos, lideran equipos y toman decisiones estratégicas en diferentes instituciones.2024-03-0816 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 7: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 7th episode of a collaboration between iCapital x Alt Goes Mainstream.Here's the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what's happening in private markets.On this episode, Lawrence and I had a fascinating and lively discussion. We covered:Why are chemistry and collaboration key for the next...2024-02-2426 minTiempo InversiónClaves y oportunidades del mercado, con Guillermo Santos (iCapital)Con Guillermo Santos, socio de Icapital A AV, analizamos las claves y las oportunidades que nos brinda el mercado financiero. ¿Renta fija o Renta variable?. Emergentes, ¿Con China o sin China?. Política monetaria de los bancos centrales: ¿Cuándo llegará la primera rebaja de tipos de interés?, ¿Será la Fed o el Banco Central?. A todas estas preguntas, y algunas más, responde Guillermo Santos en DIARIO DE INVERSION, el podcast de tiempodeinversion.com.2024-02-2222 min
YelloWorks PodcastsAJAY SHRESTHA | CMD of iCapital PUBTALK | S211
In this episode, we have Ajay Shrestha, a Kathmandu University Management graduate who excels in Finance with a top-ranking record. With 16 years of experience in global financial markets, he's a serial entrepreneur, founding SB Textiles, Nepali Paisa, and Alpha Capital. Ajay is currently the Founder/CMD at iCapital, while also chairing Attic Group and directing Coca-Cola Beverages Nepal.
2024-01-311h 05
RiskReversal PodAnastasia’s Crystal Ball with Anastasia Amoroso of iCapitalGuy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40). Topics On The Pod
AI Optimism Not Priced In
Earnings & Fed Rate Cut Expectations
Why Anastasia Likes HYG & LQD on Pullbacks
Key Takeaways from Bank Earnings
Commercial Real Estate
Venture Capital
The Consumer/Labor Market
The Yield Curve
What Could Go Wrong
How Elections Impact the Market
Small Caps
How Rate Cut Expectations are Impacting Markets
Geopolitical Pressures
E...2024-01-191h 05
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 6: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 6th episode of a collaboration between iCapital x Alt Goes Mainstream.Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.On this episode, Lawrence and I had a fun and lively discussion. We covered:Will private equity save the day?Why the...2024-01-1022 min
The Investopedia Express with Caleb SilverWhere to Find Opportunities in Unusual Places in 2024Anastasia Amoroso, the Chief Investment Strategist at iCapital, rejoins the show to help us identify unusual opportunities in the capital markets this year as the economy slows and rates come down. Plus, the Santa Claus Rally never happened, but investors were piling into ETFs in December like they were sure it would. Was the herd late to the rally, or is the recent retracement in the stock market just a speed bump on the track to higher highs?LINKS FOR SHOW NOTES:https://etfdb.com/compare/market-cap/https://www.pgpf.org...2024-01-0833 minTiempo InversiónMercados Financieros. ¿Qué hacemos en 2024?,con Guillermo Santos (iCapital)Guillermo Santos, socio y director de inversiones de iCapital, comparte su visión de los mercados para 2024 tras un ejercicio (2023) marcado por la inflación, los bancos centrales y la geopolítica, con Ucrania e Israel como protagonistas. China y las próximas elecciones en Estados Unidos juegan un papel destacado en el arranque del ejercicio 24, en el que la Renta Fija pública puede colarse entre los activos más demandados.2023-12-1218 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse Ep. 5: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 5th episode of a collaboration between iCapital x Alt Goes Mainstream.Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.On this episode, Lawrence and I had a fun and lively discussion. We covered:How interest in alts is growing arou...2023-12-0420 min
Tiempo InversiónLa inversión ética, clave en la filosofía de inversión de iCapitalEn esta entrevista, Pablo Martínez Arrarás, socio fundador de iCapital, nos cuenta el papel que juega la inversión ética y de impacto entre sus clientes y la evolución de la firma de asesoramiento financiero tras la puesta en marcha de su Plan Estratégico Next 5. Con la puesta en marcha de su nueva sede en una de las torres emblemáticas de Madrid, la Torre Emperador Castellana, iCapital atiende a su expansión y desarrollo junto a las de Barcelona, Valencia, Alicante, Oviedo, Sevilla y Las Palmas de Gran Canaria. La inversión ética y de impacto fo...2023-11-2325 min
Tiempo InversiónEl Real Estate ofrece grandes oportunidades a los Family Offices (iCapital)Entrevista a Martín Abbad Fabra (iCapital): «El Real Estate ofrece grandes oportunidades a los Family Offices». Martín Abbad Fabra, director de Real Estate en iCapital, nos explica en esta entrevista ¿Cómo lo hacen?, ¿Cuáles son los sectores en los que los Family Offices y clientes de alto patrimonio se fijan más?, ¿Estamos en un ciclo similar al del año 2008 sobre loa financiación para operaciones inmobiliarias? ¿Qué diferencias aporta iCapital en el asesoramiento inmobiliario? ¿Dónde están las mejores oportunidades?.2023-11-0216 min
The Alternative Investment PodcastThe Future Of Alternative Investments, With iCapital's Steve HoustonNew research from iCapital shows increased adoption of alternatives among financial advisors, but plenty of growth still lies ahead. Steve Houston, managing director & head of enterprise solutions and investment solutions at iCapital, joins WealthChannel's Andy Hagans to discuss where the alts industry is in 2023, and where it can go in the future.2023-10-3145 min
Alpha ExchangeAnastasia Amoroso, Chief Investment Strategist, iCapitalAs Chief Investment Strategist at iCapital, a global alternatives platform, Anastasia Amoroso is responsible for helping the firm’s clients understand changes in the macro regime and how capital should be allocated in response. We start our discussion by considering the current state of affairs – of high interest rates, of correlated moves in stock and bond prices and resilient economic growth – and exploring where history is and is not relevant.Here, Anastasia highlights the degree to which both consumers and corporations are far less sensitive to interest rate increases than they were in the pre-GFC era. Higher rates...2023-10-2058 min
WealthTech on DeckAchieving Peace of Mind and Confidence in Retirement with Scott StolzAs people reach their senior years, the support of a social security payment brings a sense of security and stability. People understand the tangible nature of this income and the reliability of its timely arrival. Yet, just beyond this familiar territory lies an opportunity for an enhanced sense of financial security – a supplement to the social security or pension check.In this episode, Jack Sharry talks with Scott Stolz, Managing Director at iCapital. Scott has been in the annuity business for 40 years, making him one of the top authorities on annuities and retirement income planning. Over his ca...2023-10-1727 min
SALT TalksModern Alternative Investing with iCapital Co-Founder | SALT Talks #307iCapital Co-Founder Dan Vene discusses the evolution of alternative investing and iCapital’s role connecting financial advisors and asset managers. Dan then explains iCapital’s latest product rollouts, Marketplace and Architect. Finally, he offers his thoughts on the current investing environment and regulatory insights within the alts space. Dan Vene is Co-Founder and one of the Managing Partners of iCapital, where he leads the iCapital Marketplace, the largest global platform that connects wealth managers with the world’s leading alternative asset managers. Dan is also a member of the company’s Managing Committee, Operating Committee and Investment Committe...2023-10-1049 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse, Ep. 4: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 4th episode of a collaboration between iCapital x Alt Goes Mainstream.Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.On this episode, Lawrence and I had a fun and lively discussion. We covered:What iCapital is seeing in the market now...2023-09-2621 minTiempo InversiónInversión: A la espera de la Fed. Con Guillermo Santos (iCapital)Analizamos las consecuencias y las oportunidades de las últimas decisiones de los bancos centrales con Guillermo Santos, socio de iCapital EAF.2023-09-1914 minMoney Life with Chuck JaffeiCapital's Amoroso: Recession isn't imminent until the Fed breaks somethingAnastasia Amoroso, chief investment strategist at iCapital, says the biggest surprise in 2023 has been just how resilient the economy has been, but not the Federal Reserve's ability to deliver a soft landing, because economic growth combined with declining inflation and a cautious central bank are the recipe to delay a decline. Amoroso believes there will eventually be a recession, but says it's not imminent unless the Fed becomes too restrictive too quickly. Also on the show, David Trainer, president at research firm New Constructs, says this week's hot IPO deal is headed for trouble right out of the box...2023-09-1159 min
Educational AlphaS1: Conversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.In this episode we're joined by Lawrence Calcano, Chairman and CEO of iCapital, Inc. who will be sharing his expertise on private equity, alternative investments, and the importance of understanding liquidity in the market. Lawrence emphasizes that investors must be prepared for their capital to be tied up for several years, sheds light on how general partners drive performance improvements in the companies they invest in, and much more. Listen in on this educational journey as Lawrence shares his wealth of knowledge on navigating the intricate world of alternative investments.2023-09-0629 min
Educational AlphaConversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.In this episode we're joined by Lawrence Calcano, Chairman and CEO of iCapital, Inc. who will be sharing his expertise on private equity, alternative investments, and the importance of understanding liquidity in the market. Lawrence emphasizes that investors must be prepared for their capital to be tied up for several years, sheds light on how general partners drive performance improvements in the companies they invest in, and much more. Listen in on this educational journey as Lawrence shares his wealth of knowledge on navigating the intricate world of alternative investments.2023-09-0629 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse, Ep. 3: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 3rd episode of a collaboration between iCapital x Alt Goes Mainstream.Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.Watch the Monthly Alts PulseOn this episode, Lawrence and I had a fun and lively discussion. We covered:What iCap...2023-08-2621 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse, Ep. 2: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the 2nd episode of a collaboration between iCapital x Alt Goes Mainstream.Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.On this episode, Lawrence and I had a fun and lively discussion. We covered:What iCapital is seeing in the market now.How...2023-07-1421 minRiskReversal PodWelcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapitalGuy and Danny are joined by Stuart Sopp, CEO and Founder of Current, to discuss green shoots in the market (3:00), liquidity (8:00), junk fees (14:00), the bond market (16:00), being bearish in a bull market (20:00), gold (28:00), and their desert island albums (32:30). The co-hosts interview Anastasia Amoroso, Managing Director and the Chief Investment Strategist at iCapital, and talk about key takeaways from the Fed meeting (37:30), what could take stocks higher (47:30), her highest conviction ideas (56:00), and the AI craze (1:01:00).Guy's "Perfect Albums": https://twitter.com/GuyAdami/status/1669380861018480644?s=20----See what adding...2023-06-161h 04Tiempo InversiónBancos centrales y tipos de interés: Análisis y estrategias, con Guillermo Santos (iCapital)El BCE sube o,25 los tipos de interés y la Fed mantiene "parada técnica". Analizamos las consecuencias y las oportunidades de estas decisiones con Guillermo Santos, socio de iCapital EAF.2023-06-1515 minTiempo InversiónClaves del asesoramiento independiente regional, con Óscar Juesas (iCapital)Entrevista a Óscar Juesas, socio fundador de ICapital EAF, empresa de asesoramiento financiero y patrimonial independiente, en la que profundizamos en las claves del asesoramiento financiero independiente territorial y de proximidad. ¿Se invierte igual en Madrid que en Valencia, Galicia, Barcelona o Valencia?. La respuesta es NO. Por ello, en su opinión, “ es imprescindible conocer cada región y ofrecer un asesoramiento diferente para cada inversor, sea una institución, una organización o un particular”.2023-06-1523 min
Citi: Good Things HappenEnabling Alternative InvestingAlternative investments encompass a wide range of investment options that extend beyond the conventional asset classes like cash, stocks, and bonds. This expansive category includes private equity, venture capital, hedge funds, art, real estate, and more. The realm of alternative investing has witnessed remarkable growth in recent years, reshaping the landscape for private wealth clients.
On this episode of Good Things Happen, Anastasia Amoroso, the Chief Investment Strategist at iCapital, and Megan Malone, the Head of Private Equity and Real Estate for the Americas at Citi Global Wealth Investments, delve into the factors that have traditionally made...2023-06-1325 min
Citi: Good Things HappenEnabling Alternative InvestingAlternative investments encompass a wide range of investment options that extend beyond the conventional asset classes like cash, stocks, and bonds. This expansive category includes private equity, venture capital, hedge funds, art, real estate, and more. The realm of alternative investing has witnessed remarkable growth in recent years, reshaping the landscape for private wealth clients.
On this episode of Good Things Happen, Anastasia Amoroso, the Chief Investment Strategist at iCapital, and Megan Malone, the Head of Private Equity and Real Estate for the Americas at Citi Global Wealth Investments, delve into the factors that have traditionally made institutions...2023-06-1325 min
Maximizing OutcomesAlternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)Alternative investments can be a very attractive option, but it’s critical to consider the requirements each individual should meet and the risks involved before entering the space.
In this episode, Jim McGovern speaks with James Costabile, Managing Director and Head of Alternatives Distribution on iCapital’s Private Wealth Solutions team. James gives a broad overview of the alternative investing space. He details the pros and cons of private equity, private credits, real estate, infrastructure, and hedge funds as options for investors.
James discusses:
The background and mission of iCapital and their focus on teac...2023-06-0251 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsMonthly Alts Pulse: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapitalWelcome to the launch of the collaboration between iCapital x Alt Goes Mainstream.Here’s the first episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.Come for education, stay for Succession.Watch the Monthly Alts PulseOn this episode, we covered a lo...2023-05-2220 min
O CEO é o limiteVanda de Jesus, diretora-geral da iCapital PortugalNunca planeou liderar uma empresa nem traçou planos para chegar ao topo, embora seja uma “devota” da planificação enquanto ferramenta de gestão. E não o fez por duas razões. Primeiro porque está sempre mais focada em viver o presente, depois porque sempre “fugiu” do peso da solidão que inevitavelmente acompanha os líderes. Vanda de Jesus, líder da iCapital Portugal, é a convidada do 21º episódio do podcast “O CEO é o limite”, numa conversa sobre mudanças, planificação, excel e sucessão.See omnystudio.com/listener for privacy information.2023-05-2245 min
Private CapitalMichael Sidgmore - Alts Going MainstreamMichael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners. Michael is a leading expert in the alternatives going mainstream movement in fintech and was an early employee at iCapital. He was an early investor in Carta, MoneyLion, Republic, Nowports, Pipe, and Allocate, among many others. He was educated at Middlebury and the London School of Economics and started his career working on the Goldman Sachs Principal Strategic Investments team. I was looking forward to talking to Michael about the great interest in fintech platforms providing more access to alternative investments to RIAs...2023-03-2753 min
Tiempo InversiónLa Fed sube los tipos otros 25 puntos básicos. Análisis con Guillermo Santos (iCapital)Como se esperaba, la Fed no ha acelerado, como habían dejado entrever varios de sus directivos, sino que ha mantenido el ritmo fijado en diciembre ante el shock que ha supuesto la crisis bancaria. La institución ha subido los tipos de interés en 25 puntos básicos y anuncia "algún endurecimiento adicional", una señal clara de que ya se acerca el final de la etapa de subidas. Analizamos la repercusión de esta decisión con Guillermo Santos, socio de iCapital.2023-03-2214 minMoney Life with Chuck JaffeiCapital's Amoroso: The market has adjusted to bad fundamentalsAnastasia Amoroso, chief investment strategist at iCapital, says that while the market and economic fundamentals look pretty bad, those problems have been so obvious for so long that the market has adjusted to where it is now letting slight improvements in the data lead it higher. As a result, even if the numbers show just slight improvement, the market can react positively, which should make it that both the economy and market look much better late in 2023. Amoroso is concerned that the technicals overreacted to a good January, which could lead to short-term volatility or downturn, although she generally fi...2023-02-021h 00Tiempo InversiónEl análisis de... Ion Zulueta (iCapital)Entrevista a Ion Zulueta, director de Análisis de iCapital, y uno de los mejores selectores de fondos de España. Recientemente ha sido elegido mejor selector de fondos en Iberia y se encuentra entre el 10% de los mejores selectores a nivel global, según la Fintech internacional Magnifi. Durante la entrevista analizamos la evolución del mercado en 2023 e identificamos las tendencias, los riesgos y oportunidades para los mercados e inversores.2023-01-2618 min
For Advisors By AdvisorsFor Advisors By Advisors - Interview with Jillian Altamura, Managing Director, iCapital - Do you use Structured Products & Alternatives? If so, Do you know about Simon from iCapital?In this episode, we speak with Jillian Altamura, Managing Director at iCapital. Jillian goes over her career, starting as an intern with Goldman Sachs and climbing up the investment banking ladder to becoming Head of Growth at Simon Markets which was acquired by iCapital in August 2022. Jillian talks about how the spinoff happened, how Simon grew to dominate the space, and the recent acquisition of Simon by iCapital. We went over the great functionality of Simon and how it can be used as an end all, be all to all things alternatives for financial advisors. Hope you enjoy it!2022-12-0723 minThe Alternative Investment PodcastThe Tipping Point For Alts, With iCapital's Steve HoustonThe alternative investment industry has grown enormously in the past two decades, as leading fintech firms have addressed some major "pain points," to help widen alternatives' appeal. So just how big is the alternatives industry, and how much bigger can it get?Steve Houston, managing director & head of investment products at iCapital, joins the show to discuss how iCapital is helping to lead the way to improve the "user experience" of investing in alternatives.Show notes: https://wealthchannel.com/2022/10/icapital-064/2022-10-0643 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsiCapital CEO Lawrence Calcano & SIMON CEO Jason Broder on iCapital's landmark acquisition of SIMON and why they want to build a one-stop shop for altsToday on the Alt Goes Mainstream podcast, we have two guests who have built alts behemoths: the CEOs of iCapital, Lawrence Calcano, and SIMON, Jason Broder. iCapital and Simon recently completed a landmark transaction in the alts space, with the joining together of two of the largest digital platforms that enable advisors and individuals to invest into private markets through iCapital’s acquisition of SIMON. iCapital has built the leading platform to drive efficiency and alternative investing for the asset and wealth management industries. They had grown to over $138B in platform assets before acquiring SIMO...2022-09-2254 min
All in the GameIon Zulueta: Director de Análisis de ICapitalIon Zulueta se incorpora en 2021 como Director de Análisis de ICapital tras haber formado parte del Multi Family Office de Arcano Partners durante 6 años. Antes trabajó en Credit Andorra, Valiria Asset Management, Kutxabank e Inversis. Hay dos aspectos que le dan un plus: El primero, haber trabajado sus primeros dos años como banquero privado, lo que le permite entender mejor al cliente y tener un perfil técnico más completo. Y, el segundo, el dar el paso al análisis, selección y gestión de carteras.
Es un profesional muy respetado en la industria. Es ágil, seren...2022-06-2748 min
All in the GameIon Zulueta: Director de Análisis de ICapital "Pocas entidades valoran el talento y apuestan por buenos equipos"Ion Zulueta se incorpora en 2021 como Director de Análisis de ICapital tras haber formado parte del Multi Family Office de Arcano Partners durante 6 años. Antes trabajó en Credit Andorra, Valiria Asset Management, Kutxabank e Inversis. Hay dos aspectos que le dan un plus: El primero, haber trabajado sus primeros dos años como banquero privado, lo que le permite entender mejor al cliente y tener un perfil técnico más completo. Y, el segundo, el dar el paso al análisis, selección y gestión de carteras.
Es un profesional muy respetado en la industri...2022-06-2748 min
Tiempo Inversión¿Qué es la estrategia Long-Short? Entrevista a Guillermo Santos (iCapital)Entrevista a Guillermo Santos, socio de iCapital, en la que nos explica en qué consiste la estrategia de inversión Long-Short que consiste en buscar activos muy correlacionados, y cuando uno de ellos se desmarca del otro, tomar posiciones alcistas en uno y bajistas en el otro. Este tipo de estrategias no tienen únicamente el objetivo de maximizar los beneficios sino que persiguen, de alguna manera, neutralizar el riesgo de mercado.2022-02-2311 min
Growth Investor with GrowthCap‘s RJ LumbaPowering The World’s Alternative Investment Marketplace: iCapital CEO Lawrence CalcanoIn this episode we chat with Lawrence Calcano, the Chairman and CEO of iCapital, which has transformed the way the wealth management, banking, and asset management industries facilitate access to private market investments.
Lawrence began advising and working with iCapital shortly after its 2013 founding to lead key strategic and business development initiatives. He was a partner at Goldman, Sachs & Co., where he spent 17 years, most recently serving as the co-head of the Global Technology Banking Group.
As of December 31, 2021, iCapital services more than $108 billion in client assets across more than 900 funds. Employing more than 700 people...2022-02-1520 minRiskReversal PodOde to the Mets: A Conversation with Vinny Daniel & Porter Collins, Plus an Interview with Anastasia Amoroso of iCapital NetworkGuy, Dan, and Danny are joined by Danny’s “The Big Short” colleagues Vincent Daniel and Porter Collins for a conversation about the state of the markets, Federal Reserve, and what to buy in this environment. Later, Dan and Guy go “Off The Tape” with Anastasia Amoroso of iCapital Network and discuss the September swoon for stocks (36:10), Anastasia’s top picks for Q4, and how crypto fits in an investment portfolio (52:56). More information on some of the topics referenced in this episode:
The Big Short
Stock Market’s September Slump Exposes Messy U...2021-10-011h 01
Venture Unlocked: The playbook for venture capital managersBroadhaven Ventures' Michael Sidgmore on democratization of venture capital, why Alts are the future of private portfolios, and the role of wealth management firms.Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today we’re thrilled to bring you a very unique conversation with Michael Sidgmore, Co-Founder of Broadhaven Ventures and host of the Alt Goes mainstream podcast. Broadhaven Ventures is fintech focused and has invested in several platforms that make alternatives more accessible including, Republic, Party Round, iCapital, Alt, and of course our startup Allocate. Additionally, Michael was an early employee at iCapital (currently valued at $4B), which enabled private wealth managers to offer top al...2021-09-0745 min
Inevitable Podcast13. Michael Sidgmore (Broadhaven)Michael has spent his career as a financial technology investor and operator focused on the financial services infrastructure, wealth management, and specialty finance sectors. Today, he's the Co-Founder and Partner at Broadhaven Ventures, where he focuses on sourcing, investing, and managing investments into early-stage FinTech companies globally.Prior to Broadhaven Ventures, he was a pre-product employee and SVP at iCapital Network, where he helped build the family office and RIA networks of the online investment platform that has over $75 billion in assets and has received $200 million in funding from investors including BlackRock, Blackstone, Carlyle, Goldman Sachs, and...2021-08-251h 48
Alt Goes Mainstream[AGM Podcast] iCapital Network CEO Lawrence Calcano on how to build an alts platform for the wealth management communityI’m thrilled to kick off the Alt Goes Mainstream podcast with a special guest - one of the leaders in the alts industry, Lawrence Calcano of iCapital Network.Lawrence and I had a great discussion about how to build an alts platform for the wealth management community, why iCapital serves such a big need for wealth managers and banks, how iCapital thinks about democratization of access and focuses on diligence, education, and quality control on their platform.Lawrence has built iCapital into one of the category defining companies in the alts space. They have de...2021-03-1242 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsDemocratizing Access to Alternative Investments: Insights from iCapital's Lawrence CalcanoI’m thrilled to kick off the Alt Goes Mainstream podcast with a special guest - one of the leaders in the alts industry, Lawrence Calcano of iCapital Network.Lawrence has built iCapital into one of the category defining companies in the alts space. They have democratized access to high quality alternative investment products for the wealth management industry.Lawrence and the iCapital team have built the de facto operating system for the wealth management community to invest in and access leading institutional quality alternative investment fund managers. They’ve grown to almost $70 billi...2021-03-1242 min
Wharton FinTech PodcastTom Fortin, COO and Managing Partner of iCapital NetworkCaroline Kremer (WG '19) speaks with Tom Fortin, the Chief Operating Officer and Managing Partner of iCapital Network. iCapital is an alternative investments technology platform that serves investors, fund managers, and financial advisors. iCapital's platform digitizes the subscription, reporting, and administrative aspects of alternative investments. Additionally, iCapital's platform provides private investment fund due diligence for high-net worth investors and financial advisors.
iCapital was named to the 2019 Forbes Fintech 50 list. iCapital recently raised a round of funding from strategic investors including BlackRock, Blackstone, Carlyle Group, BNY Mellon, Credit Suisse, Morgan Stanley, and UBS.
Tom Fortin is the Chief Operating Officer at...2019-02-1226 min
Bank On ItEpisode 165 Dan Vene from iCapital NetworkEvery week the show host John Siracusa talks with amazing fintech leaders and entrepreneurs, through conversation uncovers the amazing stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher and iHeartRadio In this episode the host John Siracusa chats with Dan Vene Co-founder and managing partner of iCapital network. iCapital Network is a powerful financial technology platform that provides modular alternative investment solutions for registered investment advisers, broker-dealers, private banks, family offices an...2018-10-3025 min
Financial Poise Weekly Rundown PodcastEpisode 69 with Nick Veronis & Kunal ShahIn Episode 69, Accredited Investor Markets Radio host, Chris Cahill, again has the pleasure of speaking with Nick Veronis and Kunal Shah of iCaptial Network. This time, they discuss the mechanics of PE funds and of investing in them, including the compensation structures for fund managers as they relate to gains for investors. In addition, our guests discuss what qualities investors should seek in a fund manager.
You can find out more about Nick Veronis, Kunal Shah and iCapital Network here.
Or you can find them here:
Twitter: @icapitalnetwork
L...2016-02-1247 min
Financial Poise Weekly Rundown PodcastEpisode 69 with Nick Veronis & Kunal ShahIn Episode 69, Accredited Investor Markets Radio host, Chris Cahill, again has the pleasure of speaking with Nick Veronis and Kunal Shah of iCaptial Network. This time, they discuss the mechanics of PE funds and of investing in them, including the compensation structures for fund managers as they relate to gains for investors. In addition, our guests discuss what qualities investors should seek in a fund manager.
You can find out more about Nick Veronis, Kunal Shah and iCapital Network here.
Or you can find them here:
Twitter: @icapitalnetwork
L...2016-02-1247 min