iCapital Brings Alternative Investment Opportunities to Advisors

As a member of the Luminaries Class of 2023, iCapital and its CEO and Chairman Lawrence Calcano  provide a platform solution for financial advisors and their clients to explore opportunities within the alternative investment marketplace.

With $170 billion in global client assets and more than 1,200 employees, iCapital helps its clients through a combination of technology innovation, education materials and other services. In this interview with Think Advisor contributor Bobbie Turner, Calcano discusses: 

• Trends in  the world of alternative investments and how innovations such as iCapital Architect offer advisors new ways to explore these opportunities.
• How recent shifts in the financial market affect the industry and what advisors’ clients need to know.
• What are some best practices for financial advisors to help them serve their clients’ unique needs.

 To watch the full video interview with Calcano and to learn more about the Luminaries Class of 2023, click the link.