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Articles tagged "iCapital Network"


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Lawrence Calcano: RIAs would login and not see the GP as it was on a separate platform, and RIAs were calling … [so] we’ve brought it all together.

Lawrence Calcano's new push to address RIAs' gripe about shopping alts on his software means getting providers to sell alts more like commodities, less like rare paintings

The CEO of iCapital knows RIAs and alts managers would benefit from selling more like Amazon or Kayak -- a tough sell to alts managers when snob appeal itself is a selling point.

June 30, 2023 at 2:45 AM

Andy Sieg finally made his move with iCapital after Bank of America gave him control of product inventory in 2022.

Merrill Lynch's owner finally invests in iCapital but at the non-early bird special share price

Bank of America paid at a $6 billion valuation after Andy Sieg and Lawrence Calcano had a 'great conversation' over lunch.

July 5, 2022 at 9:13 PM

Ray Dalio's sorcery is ready to be sold to the merely affluent after its returns began to look merely average.

Ray Dalio finally deigns to let RIAs allocate AUM to Bridgewater funds but with a coy approach; he'll use iCapital's software to sell through a virtual mystique boutique

After slowed flows and getting 'caught out' in the COVID crash, the $154-billion hedge-fund manager is going retail but only on its own online turf.

August 20, 2021 at 5:56 AM

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