iCapital

Helping Financial Professionals implement and manage alternative strategies for growth.

[iCapital @icapitalnetwork]

Is the software correction only halfway done?

Founder & CIO of GoldenTree Asset Management Steve Tananbaum discusses the bull vs. bear case with Chief Investment Strategist @sonalibasak: https://t.co/4YUVXJreUo

[iCapital @icapitalnetwork]

Thank you to everyone who joined us for iCapital Engage+ Hong Kong 2026.

Across the day, speakers and attendees explored the themes shaping private markets and wealth management in Asia-Pacific and beyond, from geopolitics and macro uncertainty to private equity, private credit, infrastructure, hedge funds, secondaries, and the growing role of technology and data.

A clear message came through: as private markets continue to evolve, implementation, selectivity, advisor and investor education, and scalable operating models matter more than ever for delivering better client outcomes.

We are grateful to our speakers, clients, sponsors, and partners for making it such a valuable exchange of perspectives, and we look forward to continuing the conversation.

[iCapital @icapitalnetwork]

The IPO boom is making noise... but the real shift is happening earlier.

@tpg Chief Financial Officer Jack Weingart breaks down what’s really driving markets today with host and Chief Investment Strategist @sonalibasak: https://t.co/lNks1E0gdg

[iCapital @icapitalnetwork]

The U.S. economy is hitting multi-year highs. So why are investors getting nervous? Harder questions are being asked about AI spending, and whether the returns will justify the capex.

At the same time, private wealth is rotating, and our latest Alternatives Decoded shows exactly where.

4 charts. 4 signals. Swipe through ↓

1: Advisors are moving out of private credit and into PE & infrastructure. Growth and inflation-protected strategies are the clear share gainers.

2: 13,300+ PE-backed companies are stuck in backlog. The exit problem is structural.

3: Private credit AUM growth is slowing, but credit quality is in check and institutions see the dislocation as an entry point.

4: Hedge funds saw $116B in inflows in 2025, the most since 2007.

Access the full report → https://t.co/hV4UwRM8k6

[iCapital @icapitalnetwork]

Last week, 125 of our colleagues took on the 50th annual @jpmorgan Chase Corporate Challenge in Central Park, completing the 3.5-mile course alongside 830 companies and 27,860 finishers across New York City.

A little friendly competition, and a lot of team spirit. See you next year!

[iCapital @icapitalnetwork]

New funds → built for today’s market

Old funds → exposed to yesterday’s conditions

2026 might look better than investors think. Watch the latest episode of The Bridge, hosted by Chief Investment Strategist @sonalibasak and featuring founder & CIO of Strategic Value Partners Victor Khosla: https://t.co/ldz5oV2HZy

[iCapital @icapitalnetwork]

Three signals in private markets right now:

→ Advisors are moving out of private credit and into PE & infrastructure
→ Private credit fundamentals are holding up better than sentiment suggests
→ The PE exit backlog just hit record levels

@sonalibasak breaks down what the latest Alternatives Decoded data is showing: https://t.co/hV4UwRM8k6

[iCapital @icapitalnetwork]

We are proud to announce that Brooks Entwistle will be joining iCapital as Head of International and Member of the Management Committee.

Learn more: https://t.co/LtzbdHSaNK

[iCapital @icapitalnetwork]

“The risks you see aren’t the ones that get you.”

@RobSechan, Co-Founder of NewEdge Capital, speaks to how markets don’t surprise you with what’s obvious—but what you didn’t model.

Watch the latest episode of The Bridge, hosted by Sonali Basak: https://t.co/IggFLokNJd

[iCapital @icapitalnetwork]

Growth without cycles comes at a cost.

@GoldmanSachs COO and President John Waldron on government intervention, fiscal stimulus and why markets still need discipline.

Watch the latest episode of The Bridge, hosted by @sonalibasak: https://t.co/B5LvboVfdu

[iCapital @icapitalnetwork]

Growth is broad-based and breaking out to multi-year highs.

But inflation is staying sticky, rates are heading higher for longer, and investors want proof that AI spending is converting to returns.

The questions being asked in H2 are even harder.

Read more: https://t.co/Cke45kJjnv

[iCapital @icapitalnetwork]

Aging water systems + leakage = a massive repair gap.

Watch the latest episode of The Bridge, hosted by Chief Investment Strategist @sonalibasak as she discusses infrastructure investing with I Squared Capital’s Sadek Wahba: https://t.co/ee9uPZbtjt

[iCapital @icapitalnetwork]

What are your investing priorities—diversification vs. companies that redefine what’s possible?

Deven Parekh of @insightpartners shares how those behaviors shape investing today on The Bridge by iCapital, hosted by @sonalibasak.

Full episode: https://t.co/ZZWmQLK8Tp

[iCapital @icapitalnetwork]

In our latest episode of The Bridge, Nouriel Roubini of Hudson Bay sits down with @sonalibasak & explains why the next wave of innovation could be “the most important in human history".

Watch now: https://t.co/e9CXwbOVTH

[iCapital @icapitalnetwork]

“It’s becoming more of a lender’s market.”

In The Bridge Ep. 1, Fortress Co‑CEO Jack Neumark joins @sonalibasak to unpack why structuring the deal right on the buy matters when leverage shifts and conditions change.

Watch the full episode: https://t.co/mHBBK0UO8T

[iCapital @icapitalnetwork]

Investing insight, straight from the leaders and market movers themselves.

Introducing The Bridge by iCapital, hosted by Chief Investment Strategist @sonalibasak.

Streaming now on your favorite podcast platform: https://t.co/ATF0HYGnOe

[iCapital @icapitalnetwork]

@Bloomberg Watch the full episode: https://t.co/8fEDDXIVaV

[iCapital @icapitalnetwork]

There's $153 trillion in individual wealth exists in the world, but less than 2.5% is allocated to alternatives.¹

This week, our CEO Lawrence Calcano unpacks exactly why this gap represents one of the biggest opportunities in wealth management today, on @Bloomberg's Masters in Business Podcast.

BCG Global Wealth Report, 2025¹

[iCapital @icapitalnetwork]

Congratulations to Cameron Young, the 2026 Cadillac Championship winner.

Wire-to-wire at Doral’s Blue Monster, winning by six shots. The Players Championship. Now Doral. Three wins in 14 starts. Calm, composed, and relentless.

Congratulations, Cam. We’re proud to be in your corner.

[iCapital @icapitalnetwork]

At iCapital Connect 2026, the focus was understanding the forces shaping private markets and private wealth.

We’ve captured 10 themes that defined the event, and what they tell about what's next for the industry.

Read more: https://t.co/zqBV36nWtS