Eric Rosen, Chief Operating Officer of Signature Estate and Investment Advisors (SEIA), joined Julie Cooling, Founder and CEO of RIA Channel, at iCapital Connect 2026 to discuss how advisors are evolving their approach to alternatives.
As access to alternatives becomes increasingly commoditized, Rosen notes that differentiated solutions aligned with client objectives and goals are critical. He characterizes the alternatives landscape as a spectrum, ranging from simple solutions, such as evergreen vehicles, to sophisticated offerings for ultra-high-net-worth clients. Within this framework, Rosen points to partners such as iCapital to help bridge the gap by bringing sophisticated products to a broader group of clients.
Rosen also highlights the need for education. He explains that the effective implementation of alternatives requires a centralized, scalable approach supported by quality advisor education. At SEIA, Rosen looks to partners such as iCapital for educational opportunities, including conferences and webcasts, to equip advisors with the tools needed to deliver improved outcomes.
SEIA is a registered investment advisor firm with 30 offices across the U.S., offering investment management and financial planning solutions. The firm provides clients with a customized experience by combining its foundation in investment management and financial planning with advisory services.
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