iCapital® Presents U.S. Connect 2025: Gathering the Top Decision-Makers, Influencers, and Innovators Redefining Success for Wealth Managers and Investors

Featuring a distinguished lineup of keynote speakers and industry leaders sharing their insights on innovation, technology, and the most compelling private market investment strategies.

iCapital¹, the global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries, is excited to announce its U.S. iCapital Connect 2025 – Collaboration and Innovation in Action. This exclusive event will be featuring a lineup of distinguished speakers across private markets investing, wealth management, technology and artificial intelligence, and global politics. The 2025 event is by invitation only² and will be held on March 24-26 in Phoenix, Arizona.

Building on the success of the annual iCapital Connect conference series in Asia and LATAM, and with global trends and insights in mind, the U.S. iCapital Connect event will continue the momentum and advance impactful discussions, learning, and networking in the industry.

This event will provide RIA and wealth management attendees with the tools and knowledge to adapt swiftly to evolving challenges and opportunities. Attendees will leverage innovative strategies and technologies to navigate the alternatives, structured investments, and annuities environment with greater confidence.

"iCapital Connect 2025 is more than just our annual flagship client conference; it is a dynamic platform. This year, we are highlighting the theme of 'Collaboration and Innovation in Action,' aiming to elevate crucial discussions about opportunities in private markets," said Magdalena Pandiloska, Chief Marketing Officer of iCapital. "Attendees will gain unique insights and perspectives, fostering deeper connections that will enhance their clients' goals and outcomes. We aim to inspire everyone to connect, engage, and learn, making this event a catalyst for transformative growth."

iCapital would like to thank our platinum sponsors, including Apollo, BlackRock, Carlyle, Hamilton Lane, and Vista Equity Partners, alongside our 63 additional sponsors who will contribute their thought leadership and expertise. The iCapital Connect global series deepens our partnerships bolstering a strong foundation of collaboration and innovation across the alternative investment ecosystem.

The iCapital Connect conference series is the premier global events platform for wealth and asset management professionals, partners, and international thought leaders to gain actionable insights and participate in provocative conversations, interactive sessions and networking opportunities designed to foster collaboration and business growth. Attendees will gain access to thought-provoking keynotes, panel discussions, spotlight sessions, and interactive technology demonstrations led by industry pioneers and private market investment experts, along with luminaries from entertainment, sports, tech and business sectors, and politics.

About iCapital

iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted technology partner to financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers unrivaled access, technology, and education to incorporate alternative assets, structured investments (SI), and annuities into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $218.9 billion+³ in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,750 people globally and has 17 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.

For more information, visit https://icapital.com | X (Twitter) @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC (a registered broker/dealer, member FINRA and SIPC), Institutional CN (Europe) – Empresa de Investimento, S.A. (registered with CMVM), iCapital Hong Kong Limited (licensed by SFC) and iCapital SG Pte. Ltd (licensed by MAS), all affiliates of iCapital. Registrations and memberships in no way imply that FINRA, SIPC, CMVM, SFC or MAS have endorsed any of the entities, products or services discussed herein. Financial products made available by iCapital Markets LLC, Institutional CN (Europe) – Empresa de Investimento, S.A., iCapital Hong Kong Limited and iCapital SG Pte. Ltd. may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.© 2025 Institutional Capital Network, Inc. All Rights Reserved

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