iCapital
Financial services companyWikipedia
46
MENTIONS
19
EPISODES
14
PODCASTS
Search complete. 46 mentions across 19 episodes found for "iCapital".
Oct 29, 2026
Melissa LeeHOST
Our next guest warns that portfolios don't adequately reflect the level of risk tied to AI and big tech.
Melissa LeeHOST
Dan Suzuki is iCapital's global investment strategist, and great to have you with us.
Melissa LeeHOST
You can take that side of things, or you can take a look at today's action and say, we had a big sell-off when it comes to some of these mega cap tech stocks, and the overall index, S&P 500, was pretty good.
Melissa LeeHOST
I mean, we did see this sort of broader trade perk up in spite of the sell-off in tech.
Melissa LeeHOST
Thank you.
Melissa LeeHOST
Thanks, guys.
Melissa LeeHOST
Dan Suzuki, iCapital.
Melissa LeeHOST
Coming up, the earnings keep coming.
Brendan McGovernGUEST
I'll catch you in.
Sonali BasakHOST
Welcome to The Bridge by iCapital.
Sonali BasakHOST
I'm Shonali Basik, the chief investment strategist at iCapital.
Sonali BasakHOST
And today I am joined by Brendan McGovern.
Sonali BasakHOST
He is the head of private credit at 26 North.
38 MINS LATER
Sonali BasakHOST
Thank
Brendan McGovernGUEST
you.
Sonali BasakHOST
That is Brendan McGovern, who runs direct lending at 26 North, and you've been watching The Bridge by iCapital.
David WeisburdHOST
I'm trying to size the opportunity.
David WeisburdHOST
I had the founder and, and CEO of iCapital, Lawrence Calkano-
Erik SyvertsenGUEST
Mm-hmm.
Erik SyvertsenGUEST
Yep
Sonali BasakHOST
We're gonna talk to Lawrence Calcano today.
Sonali BasakHOST
He is the CEO and chairman of iCapital.
Sonali BasakHOST
And we can talk to him about a lot of things, but we're gonna focus today on technology.
Lawrence CalcanoGUEST
Most people like to describe technology as being disruptive.
Lawrence CalcanoGUEST
Technology can also be its most powerful when it's enabling.
Sonali BasakHOST
There seems to be a great rewiring of the financial system going on, and AI has a lot to do with it.
Sonali BasakHOST
[Instrumental music] Welcome to the latest episode of The Bridge by iCapital.
Sonali BasakHOST
I'm Sonali Basak.
Scott WapnerHOST
We're now in the closing bell market zone.
Scott WapnerHOST
Mike Santoli and iCapital's Sonali Basak here to break down these crucial moments of the trading day.
Scott WapnerHOST
Oliver Renick standing by live from the SIBO Global Markets in Chicago.
Scott WapnerHOST
And Kay Rooney is following a big call on Amazon.
Kelly EvansHOST
Here with me on set is Dan Suzuki.
Kelly EvansHOST
He's the global investment strategist at iCapital.
Kelly EvansHOST
It's great to have you back.
Kelly EvansHOST
Welcome.
5 MINS LATER
Dan SuzukiGUEST
Great to have you
Kelly EvansHOST
here today.
Kelly EvansHOST
Dan Suzuki with iCapital.
Kelly EvansHOST
Coming up, the staples are also getting a boost.
Nicole PetallidesHOST
It's time for the ETF watchlist.
Nicole PetallidesHOST
Joining me right now, Nick Pateridis, Managing Director of Private Wealth Solutions at iCapital.
Nicole PetallidesHOST
And I'm so glad you're with us.
Nicole PetallidesHOST
You said, uh, investors are seeking more consistent income.
Nick ParcharidisGUEST
However, what's unique about these strategies is they have these built-in cushions, and because of the laddering, it mitigates some of that downside risk.
Nicole PetallidesHOST
It's great to see you.
Nicole PetallidesHOST
Nick Pateridis, Managing Director of Private Wealth Solutions at iCapital MPIM.
Nicole PetallidesHOST
You can check that out.
Sonali BasakHOST
Thank you all for having us.
Sonali BasakHOST
This is also a live taping of our podcast for iCapital called The Bridge.
Sonali BasakHOST
I hope you check it out on YouTube, Spotify, Apple.
Sonali BasakHOST
Stephen, thank you so much for joining us.
Ross GerberHOST
Today on the show, we have some great guests.
Ross GerberHOST
We have Sonali here, who, um, works at iCapital now and also, um, was at Bloomberg for a long time.
Ross GerberHOST
We also have Sam and Daniel, so...
Ross GerberHOST
Well, his mom calls him Daniel, his friends call him Dan.
24 MINS LATER
Ross GerberHOST
Those, those deals, you know, I think Elon was behind, and he was willing to spend money to catch up to the competitors 'cause he gets what's going on here.
Ross GerberHOST
I, I, I think ...
Ross GerberHOST
I mean, you work at iCapital, so you work in the private markets.
Ross GerberHOST
And we use iCapital, so I know you guys pretty well, and, you know, don't tell me there isn't, like, 100 decent looking companies to look at right now-
Aoife DevittHOST
In this role, she provides macroeconomic, private markets, and portfolio management insights to investors.
Aoife DevittHOST
She joined Partners Group from iCapital, where she served as chief investment strategist for the prior four years.
Aoife DevittHOST
Earlier in her career, she held senior roles in investment strategy and portfolio management at JP Morgan and Merrill Lynch, bringing over 20 years of experience in the asset and wealth management industry.
Aoife DevittHOST
She's a regular contributor across leading financial media, including CNBC, Bloomberg, and Fox Business.
9 more episodes mention iCapital.
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