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We’re excited to announce the introduction of the AMG Pantheon Private Equity Fund — the first alternative investment now available on ESI’s new iCapital platform.

This fund offers advisors and their clients an opportunity to access private equity — an asset class historically reserved for large institutions and ultra-high-net-worth investors. By incorporating private equity, clients may benefit from:

  • Portfolio Diversification – Broaden exposure beyond traditional public markets.

  • Potential for Enhanced Returns – Capture long-term growth opportunities.

  • Exclusive Access – Participate in investments not typically available to individual investors.

  • Professional Management – Leverage Pantheon’s global expertise and active management approach.

Of course, private equity carries important considerations, including illiquidity, higher fees, and structural complexity. Our upcoming session will provide a clear overview to help you evaluate this opportunity for your clients.

Please join ESI and Pantheon for this introduction to the AMG Pantheon Private Equity Fund. We’ll cover:

  • The fund structure and investment strategy

  • Potential benefits and key risks

  • How to access the fund through iCapital

📅 Date/Time: September 9th at 2PM.
🔗 Register Here: https://nationallife.zoom.us/meeting/register/5rkonXEbR3qdNJ8dlWt9nA

In the meantime, you can access AMG Pantheon Fact Sheet here.

This launch marks a key milestone in expanding ESI’s alternatives lineup and unlocking new opportunities for you and your clients.

 

 

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