iConnections

The aligned-cap-table call from #GlobalAltsNewYork from @JoeyBrander: about two dozen major sports team owners. Justin Bieber, Shohei Ohtani, six F1 drivers, Steph Curry, and more on the athlete and entertainer side. Not one of them got a preferred term, a discount, a freebie, or any compensation. They wrote checks on the same terms as everybody else, because they were passionate about the business and wanted to add value. 🎥 Watch the full session: youtu.be/7b20HA4H71o @TMRWSports #CapTable #Alignment #SportsBusiness #Investors #iConnections #GlobalAltsNewYork

The undercapitalized-secondaries call from #GlobalAltsNewYork from Taylor Robinson: as a market, we're really undercapitalized. By our measure, we sit at about a year and a half of dry powder. Coming off a year with $240 billion of volume that soaks up a lot of it, and we're in a hard fundraising environment. The flywheel needs to start spinning again for the market to grow. 📷 Watch the full session: youtu.be/_jnrYbPrR50 #Secondaries #DryPowder #Fundraising #PrivateMarkets #iConnections #GlobalAltsNewYork

Watch full session here: youtu.be/s4QVoht3YsI

"Evolve right now, or you're dead." @rbiscardi, @GavinSBaker, and @AntonioGracias on AI rewriting the rules of software, Tesla's superhuman AI, and the one question every investor should be asking right now. Full session linked in the replies. #iConnections #AI #Investing

Full report here: iconnections.io/insights/lp-ap…

Unpopular and polarizing are not the same thing. Most strategies rank low through indifference. #DigitalAssets rank low through strong conviction in both directions. Read more in the new #iConenctions report at the link in the replies.

Learn more about Violet, here: iconnections.io/violet/

Most AI know the internet. Violet knows your network. Built on iConnections' 26,000+ allocators and fund managers, $55T+ in capital. Ask who to meet or which allocators fit your mandate, get an answer grounded in alts, not the open web. Agentic AI for LPs and GPs. Learn more at the link in the replies.

The manager-selection call from #GlobalAltsNewYork from Mario A. Therrien, CFA: hedge funds cannot be replicated with an index. Manager selection is key. Don't try this at home, don't be a tourist. You need real experience picking managers, because more of the alpha going forward is going to come from active management. 📷 Watch the full session: youtu.be/o3P78QiU2Tk @lacaisse_ #HedgeFunds #ManagerSelection #ActiveManagement #Alpha #iConnections #GlobalAltsNewYork

Read the report here: iconnections.io/insights/repor…

The Midyear Global Investor Report 2026 is live. Sentiment, strategy, and the selective allocator. What institutional investors are conviction-buying and what they're defending against for the rest of 2026. Read it at the link in the reply. #iConnections

The value definition from #GlobalAltsNewYork from Seth Klarman: academics treat value as paint by numbers, the lowest multiple stocks on a screen. Baupost rejected that from day one. The right question is what a business is actually worth. 📷 Watch the full session: youtu.be/AbZYb11A-Hw #ValueInvesting #FundamentalAnalysis #PortfolioManagement #InvestmentPhilosophy #iConnections #GlobalAltsNewYork

“Every industry is going to have to face this technology, and you need wartime CEOs and wartime boards that can actually get you through this transition. So we actually love companies that are founder led or have the founder entrepreneurial mentality, because this is the place where they shine and they can actually rally the troops around them because they have to go through probably one of the biggest transformations they've gone through in recent times, or they're going to go out of business or become a very small version of what they are today.” Hamiz Mushtaq Awan, CEO & Co-Founder of @_plutus21, on why leadership may be the deciding factor as companies adapt to the AI era. #iConnections #AI #Leadership #Innovation

The modern-media-for-sport call from #GlobalAltsNewYork from @JoeyBrander: fans want shorter, faster, star-driven, immersive, data-driven content. Take a sport with a large existing global fan base and build a modern media version of it tailored to how people consume live content today, and you don't just monetize the existing fans more efficiently. You broaden the base, scale it, diversify it, make it younger. ➡️ Watch the full session: youtu.be/7b20HA4H71o @TMRWSports #Sports #Media #FanEngagement #ModernMedia #iConnections #GlobalAltsNewYork

Read more here: iconnections.io/insights/lp-ap…

#Stablecoins started as a crypto-trading tool. They're becoming payments infrastructure. $150T in cross-border flow is what's underneath the shift. New #iConnections report on #DigitalAssets at the link in the replies.

The downside warning from #GlobalAltsNewYork from Seth Klarman: nobody wants to hear about downside in a market that climbs every day. The managers who protected on the way down are the ones deploying capital while competitors stand back. 📷 Watch the full session: youtu.be/AbZYb11A-Hw #MarketCycles #DryPowder #RiskManagement #HedgeFunds #iConnections #GlobalAltsNewYork

The crowded-trade call from #GlobalAltsNewYork from Elizabeth Burton: when everyone runs to the same show, you get tighter pricing, worse covenants, worse deals. Meanwhile, in the areas you know well and where you're one of the only people showing up, the risk-adjusted return and the opportunity can be compelling. The things people have trashed are probably the things that get interesting going forward. 🎥 Watch the full session: youtu.be/o3P78QiU2Tk #Contrarian #RiskAdjustedReturns #Allocators #Alts #iConnections #GlobalAltsNewYork

The sport-community call from #GlobalAltsNewYork from @JoeyBrander: as more of life and content gets automated and AI-generated, it gets harder to tell what's real. The one thing you can't replicate is the tribalism and community of sport. It's authentic and ingrained in all of us, across cultures and belief systems. Add the spontaneity of live sport, where you never know what's going to happen, and you get something AI can't touch. 📷 Watch the full session: youtu.be/7b20HA4H71o @TMRWSports #Sport #Community #AuthenticContent #LiveSport #iConnections #GlobalAltsNewYork

Watch the full conversation on the iConnections platform: iconnections.go.link/bM2hV

"I got into investing because it's kind of like a puzzle, and every day we're picking up puzzle pieces. I don't really know what the picture's going to look like, but that's what I enjoy about it." Nirupa Muthurajah, Director, Equity Strategies Lead at @UPP_Ontario, in our latest Ask the Allocator webinar. #iConnections #AskTheAllocator