2026 iCapital Connect - RIA Channel

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Key Themes, Trends, And Insights From iCapital CONNECT 2026

iCapital executives, asset managers, and RIAs joined Julie Cooling, Founder and CEO of RIA Channel, at iCapital CONNECT 2026 to discuss the latest insights and trends shaping private markets and technology. Watch full interviews below.

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iCapital’s Lawrence Calcano On The Hexure Acquisition and BlackRock’s Aladdin Wealth Partnership

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iCapital’s Lawrence Calcano On The Hexure Acquisition and BlackRock’s Aladdin Wealth Partnership

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iCapital’s Sonali Basak On Volatility, Valuations, And Private Credit

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iCapital’s Sonali Basak On Volatility, Valuations, And Private Credit

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iCapital’s Binoy Talati On Why Strategic Partnerships Matter As RIAs Scale

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iCapital’s Binoy Talati On Why Strategic Partnerships Matter As RIAs Scale

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iCapital’s Kunal Shah On Custom Model Portfolios: The Private Market Advantage

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iCapital’s Kunal Shah On Custom Model Portfolios: The Private Market Advantage

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Vista Equity Partners’ Monti Saroya On How Agentic AI Is Reshaping The Way Enterprise Firms Scale

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Vista Equity Partners’ Monti Saroya On How Agentic AI Is Reshaping The Way Enterprise Firms Scale

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StepStone’s Brett Schlemovitz On Secondaries And Co-Investments

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StepStone’s Brett Schlemovitz On Secondaries And Co-Investments

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Macquarie’s Ilias Benjelloun On The Future Of Private Infrastructure Investing

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Macquarie’s Ilias Benjelloun On The Future Of Private Infrastructure Investing

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Hines’ Omar Thowfeek On Real Estate Market Recovery And Inflation Hedging

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Hines’ Omar Thowfeek On Real Estate Market Recovery And Inflation Hedging

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Brookfield’s Katie Zorbas On Private Equity Opportunities

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Brookfield’s Katie Zorbas On Private Equity Opportunities

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J.P. Morgan’s Stephen Catherwood On Private Equity In The Lower Middle Market

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J.P. Morgan’s Stephen Catherwood On Private Equity In The Lower Middle Market

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Coinbase Asset Management’s Anthony Bassili On Institutional Investments In Digital Assets

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Coinbase Asset Management’s Anthony Bassili On Institutional Investments In Digital Assets

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Schwab’s Jalina Kerr On Fostering A Technology-Driven Advisor Experience

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Schwab’s Jalina Kerr On Fostering A Technology-Driven Advisor Experience

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Blue Owl’s Sean Connor On Why Private Markets Matter For Individual Investors And The Evolution of Industry Education

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Blue Owl’s Sean Connor On Why Private Markets Matter For Individual Investors And The Evolution of Industry Education

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Monroe Capital’s Ted Koenig On The Lower Middle Market

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Monroe Capital’s Ted Koenig On The Lower Middle Market

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IEQ’s Eric Harrison On Portfolio Construction In Private Markets

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IEQ’s Eric Harrison On Portfolio Construction In Private Markets

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Hamilton Lane’s Steve Brennan On Why More Advisors Are Allocating To Private Markets

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Hamilton Lane’s Steve Brennan On Why More Advisors Are Allocating To Private Markets

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T. Rowe Price’s Eric Muller On OHA Flexible Credit Income Fund (OFLEX)

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T. Rowe Price’s Eric Muller On OHA Flexible Credit Income Fund (OFLEX)

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Schwab’s Alison Dooher On Unlocking Strategic Advantage Through AI

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Schwab’s Alison Dooher On Unlocking Strategic Advantage Through AI

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Envestnet’s Dana D’Auria On Adaptive WealthTech Innovation

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Envestnet’s Dana D’Auria On Adaptive WealthTech Innovation

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Morgan Stanley’s Lou Mandia On Integrated Solutions, Hedging and Monetization, And Structured Products

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Morgan Stanley’s Lou Mandia On Integrated Solutions, Hedging and Monetization, And Structured Products

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SEIA’s Eric Rosen On Alternatives

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SEIA’s Eric Rosen On Alternatives

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Inland’s Matthew Fries On Commercial Real Estate Strategy and Tax-Advantaged Investing

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Inland’s Matthew Fries On Commercial Real Estate Strategy and Tax-Advantaged Investing

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Corient’s Mary Elizabeth Guidry On Alternatives: Looking Beyond The Stock Market

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Corient’s Mary Elizabeth Guidry On Alternatives: Looking Beyond The Stock Market

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Partners Group’s Phil Shankweiler On Building Resilient Portfolios With Infrastructure

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Partners Group’s Phil Shankweiler On Building Resilient Portfolios With Infrastructure

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PGIM’s Dianna Carr-Coletta On Direct Lending In The Core Middle Market

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PGIM’s Dianna Carr-Coletta On Direct Lending In The Core Middle Market

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Baillie Gifford’s Joe Stellato On The Value Of Growth Equity

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Baillie Gifford’s Joe Stellato On The Value Of Growth Equity

Upcoming Events

October 23 – The Institutional Edge – Unlocking Morgan Stanley’s Institutional Equity Suite – Morgan Stanley – 1 CE Credit

March 29, 2019

October 26 – Powering Intelligence: Insights from the Front Lines of AI and Power – VistaShares – 1 CE Credit

March 29, 2019

October 26 – Straight Talk With Rich Weiss – American Century Investments – 1 CE Credit

March 29, 2019

October 27 – Keeping More of What’s Earned – Apollo Academy – 1 CE Credit

March 29, 2019

October 27 – Faith-Based Investing: The Questions Advisors Ask Us – Praxis Investment Management – 1 CE Credit

March 29, 2019

October 27 – Private Markets Unlocked: The Case for a Multi-Asset Approach – PGIM – 1 CE Credit

March 29, 2019

October 28 – Seeking Tax-Efficient Monthly Income While Investing in Innovation Across the Nasdaq-100 Index – NEOS Investments – 1 CE Credit

March 29, 2019

October 29 – Building on Bonds: Rethinking Income and Protection in Today’s Portfolios – Innovator – 1 CE Credit

March 29, 2019

November 2 – Beyond Traditional Income: Exploring the Derivative Income Landscape – Janus Henderson Investors – 1 CE Credit

March 29, 2019

On Demand CE Webcasts

December 15, 2021

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