Created by industry leaders, AltsEdge gives you a competitive advantage with practical, comprehensive, and easily accessible knowledge about alternative investments.


Earn up to 10 CE credits and a certificate of completion of the ‘Master Class in Alternatives’ from iCapital Network and the CAIA Association.

Knowledge You Really Use is Power

Solid portfolios are built on know-how. AltsEdge is product-agnostic and especially designed to deepen your understanding of the private markets and hedge funds. You’ll gain the knowledge you need to confidently select the right strategies and further diversify your clients’ portfolio.

The Broader Your Knowledge, the Broader Your Clients’ Opportunities

What you don’t know about alternative investments can limit your ability to meet your clients’ long-term investment objectives. With Capital Market Assumptions (CMAs) well below historical averages and fewer options for uncorrelated returns in the public markets, it may be time to identify alternative sources of return, income, and diversification. Used wisely, alternative investments can become a transformative part of a high-net-worth investor’s portfolio. By learning with AltsEdge, you’ll master the nuances and best use of these assets and strategies to advance your business and advise your clients.

Learn from Industry Leaders Committed to Advancing Education

iCapital1 and CAIA Association teamed up to create an innovative new approach to alternatives education that provides sophisticated advisors an essential foundation of knowledge about these important investments.

The award-winning financial technology leaders who power the global alternative investment marketplace.

The global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge of alternative investments for all investors.

When an Advisor Wants Advice, They Want the Best in the Industry

Your high-net-worth clients have high standards. So do you. That’s why we assembled a team of experts in alternatives with extensive experience counseling advisors on their use. Their expertise spans research and due diligence, portfolio management, the regulatory landscape, and formal educational training.

1. Institutional Capital Network, Inc. and affiliates (herein “iCapital” or “iCapital Network”)

Set the Pace for Your Learning Journey

Our new program is comprehensive yet streamlined. We’ll take you through the essentials and cover topics that are timely and relevant to you and your clients, including the private markets, hedge funds, registered funds, and portfolio construction.

  • State-of-the-art, easy-to-navigate online learning management system.
  • Robust program featuring engaging modules learning assessments, and a dashboard to track progress.
  • Online and responsive program, desktop or mobile; learn whenever and wherever it’s convenient for you.
  • Virtual instruction for groups (upon request).

Explore Your Master Class in Alternatives

We invite you to explore what our program can do for you and your clients. Get started today with our first four modules, beginning with Using Alternatives Wisely.

Each module offers 1 continuing education (CE) credit that may be used toward maintaining your IWI and/or CFP designations. Complete the full program of 10 modules and earn a framed certificate of completion in the ‘Master Class in Alternatives’ from iCapital Network and CAIA Association.

Our Topics

February 2021

Using Alternatives Wisely

February 2021

Understanding the Private Markets

February 2021

Understanding Private Equity

February 2021

Hedge Funds – Industry Overview & Market Opportunities

 

April 2021

Private Credit

April 2021

Real Assets

April 2021

Hedge Funds – Investment Strategies and Portfolio Considerations

April 2021

Understanding Registered Funds

April 2021

Incorporating Registered Funds

April 2021

Portfolio Construction

READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?

Build the knowledge needed to offer your clients a broader set of investment opportunities. Talk to an iCapital Sales Representative today about securing your invitation to AltsEdge.

REQUEST ACCESS

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by Institutional Capital Network, Inc. or its affiliates (together “iCapital Network”). Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. The information contained herein is subject to change and is also incomplete. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and iCapital Network assumes no liability for the information provided.

This email message and any attachments are being sent by iCapital Network, are confidential and the property of iCapital Network, and may not be shared with any party other than the intended recipient or his or her professional advisors. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital Network. This email message is intended for investment professionals only. If you are not the intended recipient, please notify us immediately by replying to this message and destroy all copies of this message and any attachments.

Products offered by iCapital Network are typically private placements that are sold only to qualified clients of iCapital Network through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.

Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. (d/b/a iCapital Network). These registrations and memberships in no way imply that the SEC, FINRA or SIPC have endorsed the entities, products or services discussed herein. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

© 2021 Institutional Capital Network, Inc. All Rights Reserved.