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.
We’re Bringing Global Alts to Europe
iConnections is bringing its flagship capital introduction event across the Atlantic. Global Alts Europe 2027 will take place April 28–29 at Carrousel du Louvre in Paris, connecting institutional allocators with fund managers across the European alternative investments landscape.
iConnections Global Allocator Report 2026
Produced in partnership with J.P. Morgan Asset Management
iConnections Announces Global Alts Europe 2027 in Paris
Flagship event to take place April 28–29, 2027 at Les Salles du Carrousel, Carrousel du Louvre
17 Years to Build a Mine: The Critical Minerals Investment Case | Global Alts Miami 2026
The AI boom needs power. Power needs infrastructure. Infrastructure needs metals. But it takes 17 years to bring a mine from discovery to production and we haven’t been looking for new deposits. Three experts break down why critical minerals may be the most overlooked opportunity in alternatives, and why “now or never” might not be […]
iConnections Magazine Vol. 4
iConnections Winter Magazine 2026 (Vol. 4): The Future is Now – The AI Advantage vs. The Human Advantage.
A masterclass on infrastructure investing from $100B+ in combined AUM | Global Alts Miami 2026
Nuveen’s Don Dimitrievich ($1.4T firm, $40B infrastructure) calls this a “Goldilocks moment” and breaks down why $700 billion in data center capex is reshaping capital markets. Laurence Gottlieb (Fundamental Advisors, $8B in solar lending) shares hard-won lessons from 18 years in community assets. Ryan Lewis (I Squared, $60B) explains why infrastructure “isn’t a tourist asset […]
Behind the Scenes of Global Alts Miami 2026 | Part 2
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 […]
John Arnold on Market Edges, AI Energy Demand & Capital Allocation | Global Alts Miami 2026
Legendary energy trader John Arnold who compounded triple-digit returns for a decade sits down with CNBC’s Melissa Lee to discuss the AI power crisis, what makes a great trader, and the gambling epidemic hitting young Americans. Arnold started at Enron (“I earned my MBA there — you learn more on the way down”), built Centaurus […]
