What Makes a Capital Introduction Conference Worth the Calendar Block
Not all cap intro conferences convert. Here’s the three-question framework for
deciding which events belong on your fundraising calendar.
Why Family Offices Are the LP Cohort to Watch in 2026
Family offices are becoming the highest-velocity LP in alts. Here’s what’s driving the
shift — and what it means for your 2026 raise.
How LP-GP Relationships Actually Get Built in Alternative Investments
How LP-GP relationships actually form in alts — and how iConnections is built
around the way capital introduction already works.
May Investment Newsletter: AI: From Theme to Framework
AI moved from emerging theme to core portfolio lens in 2026. See how global allocators are deploying capital across the AI investment framework.
From the Research Desk – AI: From Emerging Allocation to Dominant Investment Framework
AI moved from emerging allocation to dominant investment framework in 2026. Here’s how allocators are balancing conviction with valuation discipline.
April Investment Newsletter – Where Allocator Attention Is Going
iConnections will soon release its 2026 Global Allocator Report, built from Global Alts Miami, one of the largest gatherings in alternatives, bringing together 5,000 decision-makers representing over $55 trillion in assets. At the event, we surveyed more than 500 global LPs across regions and allocator types. The message is direct. Demand for alternatives remains strong, […]
March Investment Newsletter – Allocator Pulse from Miami: Three Signals from 500+ LP Conversations
At Global Alts Miami, we surveyed hundreds of institutional investors and family offices on the ground to understand how allocators are positioning portfolios heading into 2026. A few themes emerged clearly. Private credit sentiment is moderating, not collapsing. Private credit remains firmly embedded in institutional portfolios, but allocators are becoming more measured. The largest share […]
December Investment Newsletter – 2025 in Review: The Year Private Credit Became the Market
After a year defined by conviction, November brought hesitation. Markets have wobbled as investors digest the twin realities of higher-for-longer rates and the staggering capital costs of the AI buildout. For allocators, the question has shifted from how to play the upside to how to protect against paying for it twice — once through inflated […]
January Investment Newsletter – 5 Predictions Powered by iConnections Members
1. Private credit enters its first real sorting phase After years of rapid expansion, 2026 will be the year LPs start drawing harder lines between “scaled lenders,” “specialists,” and “tourists.” Capital won’t leave the asset class, but allocations will concentrate in managers who can prove origination depth, risk discipline, and a defensible edge as spreads […]
November Investment Newsletter – When the Machines Get Expensive
Market Mood: From Conviction to Caution After a year defined by conviction, November brought hesitation. Markets have wobbled as investors digest the twin realities of higher-for-longer rates and the staggering capital costs of the AI buildout. For allocators, the question has shifted from how to play the upside to how to protect against paying for […]
