Global Alts Miami 2027

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, but the market has become more exacting. Allocator attention is no longer evenly distributed. It must be earned.

Three takeaways define the shift:

1. Demand is not declining. It is concentrating.
Nearly two-thirds of allocators expect to increase their exposure to alternatives this year. But that growth is not broad-based. Capital is flowing toward strategies that offer liquidity, adaptability, and a clear role in navigating a more uncertain macro environment. The result is a market where attention clusters around a narrower set of high-conviction opportunities.

2. Private markets are hitting the limits of allocator bandwidth.
Meeting volumes remained high across private markets, but the underlying signal is selectivity. Even in large, established categories like private credit, allocators are becoming far more discriminating at the sub-strategy and manager level. Supply has expanded faster than attention. The implication is straightforward: being in the right strategy is no longer sufficient. Differentiation within that strategy now determines outcomes.

3. Allocators are not retreating. They are recycling.
Redemptions in 2025 were not a pullback from alternatives, but a repositioning within them. Capital is being actively reallocated toward higher-conviction, more opportunistic strategies, particularly those that can respond dynamically to volatility and dispersion. Investors remain engaged, but they are underwriting with tighter due diligence and clearer expectations.

The conclusion is a more mature alternatives market. Capital is still moving, and in many cases accelerating, but it is doing so with greater precision. In a larger and more competitive ecosystem, access to that capital is increasingly defined by clarity of strategy, strength of positioning, and the ability to meet a more exacting allocator standard.

Coming Soon… Global Alts Miami 2026 Investor Report

In the meantime, explore our previous volumes while you wait.

Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community.

But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together.

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The Wall Street Skinny sits down with Ron Biscardi, the CEO and co-founder of iConnections, live at Global Alts Miami to get the skinny on what’s happening with fund managers and allocators in real time. Last year, private credit was the undisputed darling of investment strategies. Now, on the heels of Blue Owl headlines and concerns about cracks within the private credit markets, headlines seem to suggest a tough road ahead. But reality is far more nuanced. Ron synthesized both emotional reactions and hard data from investors responding to new perceived stresses in the sector in ways that might surprise you. We also learn where smart money is pivoting, where it remains steadfast, which asset classes and investment strategies stand poised to benefit, and how allocators are positioning for highly volatile markets this year.

Dan Nathan and Deirdre Bosa discuss recent developments in the tech and AI sectors on the Risk Reversal podcast. Deirdre returns after a three-month maternity leave to a significantly changed market landscape, with the NASDAQ up 14% and the S&P 500 up 10%. The conversation focuses on the rapid growth and potential bubbles in the AI market, including emerging threats from Chinese AI models and the competition between leading tech companies like Nvidia, Google, AMD, and OpenAI. They also explore specific deals, such as Apple’s new arrangement with Google to power Siri and Snap’s collaboration with Perplexity. The episode touches on the economic impact of AI, the ongoing US-China AI race, and investor sentiments. The upcoming challenges and opportunities in the AI sector, both in the US and China, are considered in-depth, alongside broader market implications.

After the break, Dan and Guy are joined by Shannon Murphy, Head of Research at iConnections. Shannon shares her journey from academia to Wall Street, and eventually to iConnections, discussing her unique background in theology and its impact on her approach to behavioral finance. The conversation delves into the iConnections platform, which facilitates connections between asset allocators and capital seekers through innovative technologies, including AI. Shannon provides insights into the significant capital flows observed within the platform, driven by evolving market conditions and strategies. The episode also highlights the platform’s global reach and growing interest in diverse investment opportunities across various regions.

Show Notes

• Deutsche Bank explores hedges for data centre exposure as AI lending booms (FT)

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