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 […]
10 Founders. 1 House. 1 Chef. This Is How Hard Tech Gets Built | Global Alts Miami 2026
Phil Hellmuth Jr., the winningest poker player of all time, interviews 22-year-old Jakob Diepenbrock, GP of Discipulus Ventures, a hard tech fund that’s already 4x on its first fund. Based in El Segundo (the most concentrated hard tech hub in the world), Discipulus runs a unique model: 10 founders per cohort, living together in a […]
Why Finding the Next Venture Capital Is the Hardest Problem in Institutional Investing | Global Alts
Three of the most respected institutional investors in the U.S. share candid insights on running endowments and foundations in today’s market. Jennifer Heller (Brandywine Group Advisors), Carlos Rangel (W.K. Kellogg Foundation), and Kim Lew (Columbia Investment Management Company) discuss whether the endowment model is dead, how they fire managers, navigate board relationships, and prepare their […]
Bitcoin Peaked the Same Day Software Peaked — Why AI Is the Biggest Risk to Crypto Right Now
“The explosive and acclaimed documentary The Age of Disclosure revealed an 80-year cover up of the existence of non-human intelligent life. CNBC Guy Adami moderates this fascinating conversation about the film’s impact and what’s to come with director/producer Dan Farah, the former director of the Governments UAP Task Force, Jay Stratton, and former Navy Fighter […]
Email in Every Box Changed Everything | How Ring’s Founder Stays Customer-Obsessed | Global Alts
“I Made a Faraday Cage Instead of a Doorbell” | Jamie Siminoff, Ring Founder | Global Alts Miami 2026 The founder of Ring, now the largest home security company in the world shares the untold stories of building the company: the Super Bowl ad controversy, accidentally building a Faraday cage, a Christmas Eve near-death experience, […]
