iCapital growth playbook

Point each product page's Featured Articles block at its own category (hedge funds, private equity and credit, real assets, defined outcome), with the latest Alternatives Decoded takeaway for that asset class pinned first. Where a category is thin, such as defined outcomes and ETFs (none of the 430 insight URLs covers them), commission three explainers or pull m+ articles in from mplusfunds.com. Track clicks from product pages to articles and on to marketplace access or an introductory call.

Advisors arrive on a product page with a specific question. Research on that exact strategy keeps them reading, shows iCapital's expertise and moves them toward the platform, while a generic CEO podcast sends them away. It also tells search engines and AI assistants which pages are the authority on each topic.

Hedge Funds -> hedge-funds category (10 articles)
Private Markets -> private-equity + private-credit (43)
Defined Outcome Solutions -> new defined outcome explainers + m+ articles
m+ funds -> m+ explainers (mplusfunds.com)
Real assets / infrastructure -> real-assets (9)
Every page: pin the latest Alternatives Decoded takeaway for that asset class

• Thin categories look empty

  Show the three best evergreen pieces until new ones exist.

• Older articles feature

  Sort by date and refresh the pinned item each quarter.

• Your websiteProduct pages checked October 22, 2026: the Hedge Funds, Private Markets and Defined Outcome Solutions pages, and the m+ funds page, all show the same "Featured Articles" (The Bridge Ep. 26 on technology, the GCC Advisor Survey and the Alternative Investments Glossary), while the Annuities, Structured Investments and Model Portfolios pages show articles on their own topic. The insights library has 10 hedge fund, 28 private equity, 15 private credit and 9 real assets articles, and none of its 430 insight URLs is about ETFs, buffers or defined outcomes (m+ education sits on mplusfunds.com).Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source
• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source
• HiringAlternatives Distribution, Hybrid Sales (Greenwich, posted September 3, 2026): "50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform", from lists "segmented by AUM, firm type, channel, and alternative investment affinity", with "multi-touch follow-up sequences via phone, email, and digital content".Source

Set the homepage og:title to "iCapital | Alternatives, Structured Investments and Annuities"; remove the Twitterbot "Disallow: *" line; allow images in /wp-content/uploads/ (keep any private folders blocked). Test ten key URLs in LinkedIn Post Inspector and an X card check.

Advisors share and click what looks credible; a proper title and image on every link lifts click-through from every post, at no cost.

• Something was blocked on purpose

  Review each rule with compliance before changing it.

• Your websiteSharing setup: the homepage's og:title is "Home", so link previews can show "Home" instead of the brand. robots.txt gives Twitterbot "Disallow: *" (with only /wp-content/uploads/ allowed), and tells every other crawler not to fetch /wp-content/uploads/ (where each page's og:image lives) or any PDF.Source
• HiringCreative hires posted October 21, 2026: a Senior Creative Campaign Producer to develop "integrated content campaigns across social media, digital marketing, executive communications, events, and thought leadership" and "Measure content performance", and a Creative Production Manager.Source
• HiringSenior Content Producer (VP, Communications, posted September 28, 2026): lead "editorial planning, guest strategy, and content development for flagship franchises, including, The Bridge, original series", across "video, digital, social, podcast, event, and written channels", with "a newsroom mindset".Source

For each episode publish: a 150-word summary, five takeaways, chapter links into the video, pull quotes, and a cleaned transcript (off-air lines removed) below. Create a Bridge series page instead of filing episodes under Practice Management.

Edited pages are read, quoted and cited; raw transcripts are skimmed and abandoned.

• Summaries misstate views

  Guests approve takeaways.

• Your websiteThe Bridge Ep. 26 (October 21, 2026, CEO Lawrence Calcano with Chief Investment Strategist Sonali Basak) is published as a "31 min read" with a raw timestamped transcript that opens with off-air chat ("Sorry. You can, you can decide what you want to edit"). Episodes are filed under Practice Management. The YouTube channel @iCapitalStudio has about 3,620 subscribers and 507 videos; iCapital also runs "The 19th Hole - Beyond the Green" podcast.Source
• HiringSenior Content Producer (VP, Communications, posted September 28, 2026): lead "editorial planning, guest strategy, and content development for flagship franchises, including, The Bridge, original series", across "video, digital, social, podcast, event, and written channels", with "a newsroom mindset".Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source

Publish each term as its own short page (definition, example, related terms, a link to the relevant product and research), merge the four glossaries into one hub, and keep the A-Z page as the index.

Single-term pages answer single-term questions, which is how assistants and search engines pick their sources.

• Duplicate content

  Canonical to the term page; index links to it.

• Your websiteGlossaries: the "Alternative Investments Glossary" (October 19, 2026) is one A-Z page billed as a "30 min read"; there are separate Structured Investments and Financial Compliance glossaries, and an m+ glossary on mplusfunds.com.Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source
• Your websiteProduct pages checked October 22, 2026: the Hedge Funds, Private Markets and Defined Outcome Solutions pages, and the m+ funds page, all show the same "Featured Articles" (The Bridge Ep. 26 on technology, the GCC Advisor Survey and the Alternative Investments Glossary), while the Annuities, Structured Investments and Model Portfolios pages show articles on their own topic. The insights library has 10 hedge fund, 28 private equity, 15 private credit and 9 real assets articles, and none of its 430 insight URLs is about ETFs, buffers or defined outcomes (m+ education sits on mplusfunds.com).Source

Rename the archive "Alternatives Decoded", list every edition from Q4 2024, fix the canonical to the archive itself, add the /ad/ pages to the sitemap, and add a short text summary of each chart so search and assistants can read it.

Proprietary data is the most citable content iCapital has; it should be the easiest to find.

• Chart data misread

  Compliance reviews the summaries.

• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source
• HiringHead of Research and Market Development (SVP, posted September 28, 2026): build "a centralized market intelligence function" covering "market research, client and advisor insights, competitive intelligence", produce "adoption studies", "Design and lead primary research initiatives" and deliver "thought leadership that promote market awareness".Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source

Build one follow-up pack per segment (new to alts, RIA growing alts, wirehouse, hedge fund curious): a two-minute video, an Alternatives Decoded chart, a matched article and a marketplace sign-up link with tracking.

A relevant asset after a call keeps the conversation going and shows which content converts.

• Packs go stale

  Refresh each quarter with the new chartbook.

• HiringAlternatives Distribution, Hybrid Sales (Greenwich, posted September 3, 2026): "50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform", from lists "segmented by AUM, firm type, channel, and alternative investment affinity", with "multi-touch follow-up sequences via phone, email, and digital content".Source
• Your websiteProduct pages checked October 22, 2026: the Hedge Funds, Private Markets and Defined Outcome Solutions pages, and the m+ funds page, all show the same "Featured Articles" (The Bridge Ep. 26 on technology, the GCC Advisor Survey and the Alternative Investments Glossary), while the Annuities, Structured Investments and Model Portfolios pages show articles on their own topic. The insights library has 10 hedge fund, 28 private equity, 15 private credit and 9 real assets articles, and none of its 430 insight URLs is about ETFs, buffers or defined outcomes (m+ education sits on mplusfunds.com).Source
• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source

Merge clippings into one "In the news" list per year, noindex tags and date archives, redirect duplicate slugs, and keep the press releases and research as the pages that rank.

A smaller, stronger site is crawled and trusted more, and searchers land on research, not on a 2016 clipping.

• Losing a page that ranks

  Keep any page with real traffic.

• Your websiteSitemaps (October 22, 2026): of 1,396 post and page URLs, 539 are /newsroom/media/ pages, many of them a single link to outside coverage with no description (for example a 2016 FinSMEs item), and 35 of those slugs end in "-2"-style duplicates; 207 press releases; 430 insights. The sitemaps also list 279 tag pages and 140 monthly archive pages. The Client Spotlights page features six clients (Fidelity, AlphaCore, Tabono Capital, Alumni Ventures, Mainshares, Cash Flow Portal).Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source

For each event publish a recap page, three session clips, a speaker article and an advisor email within ten days, tagged by event, and report views and sign-ups per session.

Events create content worth months of marketing; measuring pull-through shows which sessions to repeat.

• Speaker approvals slow

  Agree consent at booking.

• HiringEvent Content Strategist (VP, Greenwich, posted September 17, 2026): lead content "across iCapital's US portfolio of proprietary and sponsored conferences", build "content measurement frameworks to evaluate event effectiveness, audience engagement, and content pull-through across marketing channels", own "the end-to-end speaker journey" and "maximize sponsor participation".Source
• Your websiteEvents page: Connect, "iCapital's Premiere Events", and the Engage series (SEIA in New York, LPL and RIA in San Francisco, Northwestern, Zurich, Dubai, Singapore). The 2026 GCC Advisor Survey compares Gulf advisors with the US, Europe and Asia.Source
• HiringCreative hires posted October 21, 2026: a Senior Creative Campaign Producer to develop "integrated content campaigns across social media, digital marketing, executive communications, events, and thought leadership" and "Measure content performance", and a Creative Production Manager.Source

Offer tiered packages: a panel seat, a co-branded Alternatives Decoded chapter, a Bridge episode and a webinar, with reporting on reach and advisor leads.

Packaged, measured content is easier for sponsors to buy and renew than one-off slots.

• Sponsors crowd out editorial

  Label sponsored content clearly.

• HiringEvent Content Strategist (VP, Greenwich, posted September 17, 2026): lead content "across iCapital's US portfolio of proprietary and sponsored conferences", build "content measurement frameworks to evaluate event effectiveness, audience engagement, and content pull-through across marketing channels", own "the end-to-end speaker journey" and "maximize sponsor participation".Source
• Your websiteEvents page: Connect, "iCapital's Premiere Events", and the Engage series (SEIA in New York, LPL and RIA in San Francisco, Northwestern, Zurich, Dubai, Singapore). The 2026 GCC Advisor Survey compares Gulf advisors with the US, Europe and Asia.Source
• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source

Fix ten core questions across all regions, publish a yearly global index with regional cuts, and release one region per month so there is always fresh data.

Consistent data builds a trend line press and advisors return to; regional releases spread the attention.

• Small samples

  Report only robust cuts.

• HiringHead of Research and Market Development (SVP, posted September 28, 2026): build "a centralized market intelligence function" covering "market research, client and advisor insights, competitive intelligence", produce "adoption studies", "Design and lead primary research initiatives" and deliver "thought leadership that promote market awareness".Source
• Your websiteEvents page: Connect, "iCapital's Premiere Events", and the Engage series (SEIA in New York, LPL and RIA in San Francisco, Northwestern, Zurich, Dubai, Singapore). The 2026 GCC Advisor Survey compares Gulf advisors with the US, Europe and Asia.Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source

Build a Passthrough page for GPs (direct investor onboarding, identity checks, documents), a one-page referral kit for administrators and law firms, and a referral form with tracking.

Partners refer what they can explain in one link; a page and kit turn conversations into referrals.

• Partners refer slowly

  Offer co-hosted GP briefings.

• HiringSales & Partnerships Europe (VP, London, posted September 1, 2026): "the first dedicated commercial hire" for "iCapital Passthrough, iCapital's business for non-advised investors", selling to general partners and "building out existing and creating new fund administrator, law firm, and technology partnerships that generate referrals", with a year-one quota of "approximately $900,000 to $1,000,000".Source
• Your websiteNewsroom: an $820 million raise at a valuation above $7.5 billion (July 2025), with "$945 billion of assets serviced globally"; work with Anthropic to layer Claude models onto the platform for "education, workflows, and insights" (April 30, 2026); DTCC collaboration and strategic investment (September 28, 2026); acquisitions of SIMON Markets, Parallel Markets (identity) and Passthrough. Passthrough has a press release but no product page in the sitemap.Source

Pick the top finding each edition (for example the evergreen share of platform assets), and run it as the quarter's campaign: a short video with the strategist, charts for social, an advisor email, a webinar and a sales talk track.

One strong data story repeated across channels beats many small posts.

• Data gets old

  Launch within two weeks of each edition.

• HiringCreative hires posted October 21, 2026: a Senior Creative Campaign Producer to develop "integrated content campaigns across social media, digital marketing, executive communications, events, and thought leadership" and "Measure content performance", and a Creative Production Manager.Source
• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source
• Your websiteThe Bridge Ep. 26 (October 21, 2026, CEO Lawrence Calcano with Chief Investment Strategist Sonali Basak) is published as a "31 min read" with a raw timestamped transcript that opens with off-air chat ("Sorry. You can, you can decide what you want to edit"). Episodes are filed under Practice Management. The YouTube channel @iCapitalStudio has about 3,620 subscribers and 507 videos; iCapital also runs "The 19th Hole - Beyond the Green" podcast.Source

Defer non-essential scripts, replace the slider with one static hero, and load page-builder assets only where used. Retest monthly.

Advisors clicking from email or LinkedIn on a phone are first-time visitors; a faster first view keeps them.

• Breaks tracking

  Test tags after each change.

• Google PageSpeedHomepage on mobile: performance 41/100; in the lab the hero slider ("New episode of The 19th Hole...") takes 21.0 s to appear, first paint 11.5 s, with about 6.0 s of render-blocking requests and 1.17 MB of unused JavaScript. Real Chrome visitors pass Core Web Vitals (field LCP 2.26 s, INP 176 ms, CLS 0).Source

Add at least one spotlight per audience and product (a wealth manager growing alts, an asset manager raising through the marketplace, a structured investments user), each with a short video.

Buyers look for peers like them; one story per audience covers the main objections.

• Clients cannot be named

  Use role and firm type.

• Your websiteSitemaps (October 22, 2026): of 1,396 post and page URLs, 539 are /newsroom/media/ pages, many of them a single link to outside coverage with no description (for example a 2016 FinSMEs item), and 35 of those slugs end in "-2"-style duplicates; 207 press releases; 430 insights. The sitemaps also list 279 tag pages and 140 monthly archive pages. The Client Spotlights page features six clients (Fidelity, AlphaCore, Tabono Capital, Alumni Ventures, Mainshares, Cash Flow Portal).Source
• HiringCreative hires posted October 21, 2026: a Senior Creative Campaign Producer to develop "integrated content campaigns across social media, digital marketing, executive communications, events, and thought leadership" and "Measure content performance", and a Creative Production Manager.Source

Build an education hub with three paths (new to alternatives, building allocations, structured investments and annuities), each a sequence of articles, videos and glossary terms, ending with platform access.

A clear path keeps advisors learning on iCapital rather than piecing it together elsewhere.

• Overlaps iCapital Insight

  Link to Insight for deeper training.

• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source
• Your websiteThe Bridge Ep. 26 (October 21, 2026, CEO Lawrence Calcano with Chief Investment Strategist Sonali Basak) is published as a "31 min read" with a raw timestamped transcript that opens with off-air chat ("Sorry. You can, you can decide what you want to edit"). Episodes are filed under Practice Management. The YouTube channel @iCapitalStudio has about 3,620 subscribers and 507 videos; iCapital also runs "The 19th Hole - Beyond the Green" podcast.Source
• Your websiteGlossaries: the "Alternative Investments Glossary" (October 19, 2026) is one A-Z page billed as a "30 min read"; there are separate Structured Investments and Financial Compliance glossaries, and an m+ glossary on mplusfunds.com.Source

Publish a short monthly index of net flows by asset class and vehicle (aggregated), with a one-paragraph read from the strategist, a chart for press and a data page assistants can cite.

A regular proprietary number becomes the reference reporters and advisors quote.

• Sensitive to clients

  Aggregate and lag data.

• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source
• Your websiteNewsroom: an $820 million raise at a valuation above $7.5 billion (July 2025), with "$945 billion of assets serviced globally"; work with Anthropic to layer Claude models onto the platform for "education, workflows, and insights" (April 30, 2026); DTCC collaboration and strategic investment (September 28, 2026); acquisitions of SIMON Markets, Parallel Markets (identity) and Passthrough. Passthrough has a press release but no product page in the sitemap.Source
• HiringHead of Research and Market Development (SVP, posted September 28, 2026): build "a centralized market intelligence function" covering "market research, client and advisor insights, competitive intelligence", produce "adoption studies", "Design and lead primary research initiatives" and deliver "thought leadership that promote market awareness".Source

Offer advisors an assistant that answers questions only from approved iCapital content, cites the source page and hands off to a specialist, starting inside the platform before any public version.

Answers grounded in approved research save advisors time and keep them in iCapital.

• Wrong answers

  Answer only from approved content with citations.

• Your websiteNewsroom: an $820 million raise at a valuation above $7.5 billion (July 2025), with "$945 billion of assets serviced globally"; work with Anthropic to layer Claude models onto the platform for "education, workflows, and insights" (April 30, 2026); DTCC collaboration and strategic investment (September 28, 2026); acquisitions of SIMON Markets, Parallel Markets (identity) and Passthrough. Passthrough has a press release but no product page in the sitemap.Source
• HiringHead of Content Strategy (SVP/MD, New York, posted September 28, 2026): build "a multi-year content strategy and scalable messaging architecture" across "private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities"; set "editorial standards, content governance frameworks"; and expand distribution through "SEO and answer engine optimization (AEO), paid, owned, and earned media".Source
• Your websiteGlossaries: the "Alternative Investments Glossary" (October 19, 2026) is one A-Z page billed as a "30 min read"; there are separate Structured Investments and Financial Compliance glossaries, and an m+ glossary on mplusfunds.com.Source

Cut five short clips per episode, post them through the week on YouTube Shorts and LinkedIn, add a weekly market note from the strategist, and track subscribers.

Regular short clips build an audience that then watches full episodes.

• Clips lose context

  Link to full episode.

• Your websiteThe Bridge Ep. 26 (October 21, 2026, CEO Lawrence Calcano with Chief Investment Strategist Sonali Basak) is published as a "31 min read" with a raw timestamped transcript that opens with off-air chat ("Sorry. You can, you can decide what you want to edit"). Episodes are filed under Practice Management. The YouTube channel @iCapitalStudio has about 3,620 subscribers and 507 videos; iCapital also runs "The 19th Hole - Beyond the Green" podcast.Source
• HiringSenior Content Producer (VP, Communications, posted September 28, 2026): lead "editorial planning, guest strategy, and content development for flagship franchises, including, The Bridge, original series", across "video, digital, social, podcast, event, and written channels", with "a newsroom mindset".Source
• HiringCreative hires posted October 21, 2026: a Senior Creative Campaign Producer to develop "integrated content campaigns across social media, digital marketing, executive communications, events, and thought leadership" and "Measure content performance", and a Creative Production Manager.Source

Host small golf days in key markets with a short session and a live podcast recording, inviting top and prospective advisors.

Relaxed settings build relationships and give the podcast live content.

• Cost per attendee

  Keep groups small.

• Your websiteThe Bridge Ep. 26 (October 21, 2026, CEO Lawrence Calcano with Chief Investment Strategist Sonali Basak) is published as a "31 min read" with a raw timestamped transcript that opens with off-air chat ("Sorry. You can, you can decide what you want to edit"). Episodes are filed under Practice Management. The YouTube channel @iCapitalStudio has about 3,620 subscribers and 507 videos; iCapital also runs "The 19th Hole - Beyond the Green" podcast.Source
• Your websiteEvents page: Connect, "iCapital's Premiere Events", and the Engage series (SEIA in New York, LPL and RIA in San Francisco, Northwestern, Zurich, Dubai, Singapore). The 2026 GCC Advisor Survey compares Gulf advisors with the US, Europe and Asia.Source
• HiringEvents hires: an Events Manager (New York, posted August 3, 2026) for "iCapital's distribution partnership with a large wealth management client" across North America and EMEA (conferences, "educational roadshows, webinars, workshops"), and an Event and Sponsorship Manager APAC (Hong Kong, posted August 27, 2026) splitting time between iCapital's APAC events and the same kind of partner program.Source

Write one research piece per objection with platform data and charts, and give sales a one-line answer for each.

Facing objections openly builds trust and shortens sales calls.

• Looks defensive

  Use neutral, educational tone.

• HiringHead of Research and Market Development (SVP, posted September 28, 2026): build "a centralized market intelligence function" covering "market research, client and advisor insights, competitive intelligence", produce "adoption studies", "Design and lead primary research initiatives" and deliver "thought leadership that promote market awareness".Source
• HiringAlternatives Distribution, Hybrid Sales (Greenwich, posted September 3, 2026): "50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform", from lists "segmented by AUM, firm type, channel, and alternative investment affinity", with "multi-touch follow-up sequences via phone, email, and digital content".Source
• Your websiteAlternatives Decoded, the chart-driven guide built on iCapital platform flow-of-funds data ("evergreen funds now represent 43% of platform assets"), has editions from Q4 2024 to June 2026. The interactive chartbook pages under /ad/ are not in the sitemap, and the /ad/ archive is titled "DigiBooks Archive", has no description and carries two canonical tags, one to /digibook/ (which returns 404) and one to the homepage.Source

Move past events automatically, add calendar files and regional filters, and add a "notify me" sign-up per region.

A trustworthy calendar brings advisors back and fills events earlier.

• Private events listed

  Show only public ones.

• Your websiteEvents page: Connect, "iCapital's Premiere Events", and the Engage series (SEIA in New York, LPL and RIA in San Francisco, Northwestern, Zurich, Dubai, Singapore). The 2026 GCC Advisor Survey compares Gulf advisors with the US, Europe and Asia.Source
• HiringEvent Content Strategist (VP, Greenwich, posted September 17, 2026): lead content "across iCapital's US portfolio of proprietary and sponsored conferences", build "content measurement frameworks to evaluate event effectiveness, audience engagement, and content pull-through across marketing channels", own "the end-to-end speaker journey" and "maximize sponsor participation".Source