NYAIR Episode 69
How Technology & Education Enhance Access to Alternatives
Explore the cutting-edge platforms transforming private markets. This episode features industry leaders who unveil how technology and robust due diligence make alternative investments more accessible, transparent, and scalable. Learn how innovative digital tools foster capital introduction, simplify compliance, and empower investors and managers alike to thrive in a growing $15 trillion alternative asset landscape.
Featured Guests
Lisa Vioni
Founder & CEO, Hedge Connection
Lisa Vioni founded Hedge Connection in 2005 to democratize capital raising and marketing for hedge funds and private funds. She pivoted the business in 2019 to an enterprise SaaS model, licensing technology to larger institutions seeking scalable, compliant capital introduction solutions. With a marketing background from Ellington Management Group and Lehman Brothers, Lisa is recognized as the inventor of virtual capital introduction platforms, holding multiple patents. She also serves on the board of High Water Women and holds FINRA licenses.
Robert Worthington
Managing Director and Head of Independent Wealth Solutions
Robert Worthington leads iCapital’s efforts to provide an end-to-end technology platform connecting private investment managers with private wealth advisors globally. His extensive background in alternative investment product development spans Brookfield Asset Management, JP Morgan Asset Management, and Hatteras Funds. iCapital’s platform includes comprehensive due diligence and client relationship teams, facilitating seamless investment workflows from subscription to post-investment servicing.
Key Insights From This Episode
Virtual Capital Introduction is a Game-Changer
Lisa’s pioneering technology allows managers to meet pre-qualified investors in a regulated and compliant virtual environment, overcoming traditional marketing barriers and expanding reach globally.
End-to-End Digital Platforms Streamline the Investment Process
iCapital’s platform digitizes everything from subscription documents to investor onboarding and post-investment reporting, vastly improving efficiency and transparency.
Complementary Platforms Create a Seamless Investor Journey
Hedge Connection’s discovery and marketing focus combines with iCapital’s due diligence and distribution capabilities to offer comprehensive support to both managers and financial advisors.
Technology Accelerated Growth in Retail Alternative Investments
Pandemic-driven digital adoption lowered barriers for retail investors, enabling broader participation in private funds and hedge funds through financial advisor channels.
Transparency and Compliance Remain Critical
Robust tracking and regulatory compliance features on these platforms build trust and reassure investors, enhancing the attractiveness and legitimacy of alternatives.
Hybrid Work Models and Global Reach are the Future
While technology enables geographic independence, maintaining office culture and hybrid work approaches continues to be vital for organizational success.
Access the Full Conversation
Listen to the full episode and download the custom insights deck tailored for investors and advisors navigating the expanding alternative investment landscape. Understand how technology platforms can optimize your access, due diligence, and capital introduction strategies in today’s dynamic market environment.
Soundbites Worth Saving
“Our patent technology puts managers and investors together in a compliant, virtual space, democratizing access worldwide.”
— Lisa Vioni
“We aim to make investing in alternatives as easy as buying a mutual fund, with seamless onboarding and transparent reporting.”
— Robert Worthington
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