iCapital: Beyond 60/40

In this episode of Beyond 60/40, Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth. Mike explains how firms are balancing organic growth with M&A, why partnerships matter more than ever, and how technology is reshaping advisor workflows.  The conversation also explores AI’s growing role in produc...

The wealth management industry is undergoing rapid change—from advisor‑led M&A and rising investor interest to the growing role of technology and AI. In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Shirl Penney, CEO and Founder of Dynasty Financial Partners, to discuss why it remains a bull market for advice, even amid market volatility. Sh...

Agentic AI is ushering in the next major evolution of software—and private markets are moving quickly to adapt. In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, is joined by Monti Saroya, Co-CEO of VistaOne and Senior Managing Director at Vista Private Equity. Monti shares why agentic AI represents a step-change in software economics, how it removes traditiona...

Admiral James Stavridis, Vice Chair of Global Affairs at Carlyle and former NATO Supreme Allied Commander, is back on Beyond 60/40 to discuss geopolitics. He unpacks today's most pressing global risks—from escalating conflict in the Middle East and Ukraine to the rise of drone warfare, nuclear proliferation, and more—with iCapital's Chief Investment Strategist, Sonali Basak. The conversation explo...

In Episode 51 of Beyond 60/40, iCapital Chief Investment Strategist Sonali Basak sits down with Sam Williams, Managing Director and Portfolio Manager at iCapital, to unpack what’s really happening in private credit. They explore why credit quality remains resilient despite heightened scrutiny, how defaults differ across market segments, and why losses—not headlines—are the metric that matters. The...

In Episode 50 of Beyond 60/40, host Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Anshul Sharma, Chief Investment Officer at Savvy Wealth, to explore how advisors are navigating today’s market environment. They discuss the breakdown of the traditional 60/40 portfolio, the accelerating shift toward alternatives, and how private markets, structured investments, and defined out...

What turns 2025’s headwinds into 2026 tailwinds—and what still argues for caution? Host Sonali Basak sits down with Torsten Slok, Chief Economist and Partner at Apollo Global Management, to unpack sticky ~3% inflation and a “higher for longer” policy backdrop, the fragile labor market amid falling immigration, fiscal forces pushing up long rates, and how AI’s uneven trajectory could reshape portfo...

In Episode 48 of Beyond 60/40, iCapital’s Chief Investment Strategist, Sonali Basak, sits down with Peter Mintzberg, CEO of Grayscale, to break down the evolving crypto landscape — from Bitcoin’s role as a portfolio diversifier to how regulatory clarity and wealth platforms are shaping the next phase of adoption. Topics discussed include: ·      Bitcoin’s value as a decentralized asset in a world...

Emerging markets aren’t a one-size-fits-all opportunity. In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Robert Koenigsberger, Founder and CIO of Gramercy Funds Management, to explore why a selective, high-conviction approach is critical for success. Robert shares insights on avoiding broad index pitfalls, leveraging private credit opportunitie...

Recent headlines have raised tough questions about private credit—defaults, liquidity concerns, and valuation practices. In Episode 46 of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Craig Packer, Co-President and Head of Credit at Blue Owl, to unpack the facts behind the noise. Craig shares insights on credit quality, the role of private equity sponsorship, l...

Beyond 60/40 is back for another episode hosted by Sonali Basak, iCapital’s Chief Investment Strategist, with guest Kyle Kniffen, Managing Director and Global Head of Alternatives at Goldman Sachs. In this episode, we explore the 2026 outlook for alternative investments and why millennials are driving demand for private markets. Kyle shares insights from a recent Goldman Sachs survey showing 54% o...

Are alternative investments for individual investors? The demand is growing! Watch this episode of Beyond 60/40 with Sonali Basak, iCapital's Chief Investment Strategist, and Raj Dhanda, Partner and Global Head of Wealth Management at Ares for insights on a multi-solution approach, liquidity considerations, access to institutional-quality opportunities, and more.

Did you know there are more private equity funds in the United States than McDonald's? Sonali Basak, iCapital's Chief Investment Strategist hosts the latest Beyond 60/40 with guest, Alisa Amarosa Wood, Partner and Co-CEO of KKR Private Equity Conglomerate to talk about private equity evergreen funds. Watch now to learn about the importance of manager selection, the diminishing role of leverage, ex...

On the latest episode of Beyond 60/40, host Sonali Basak, Chief Investment Strategist of iCapital, is joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to talk about how technology, especially AI, is reshaping alternative investments. Tune in to hear how investors can adapt their strategies in this changing landscape to keep up.

On this special episode of Beyond 60/40, Anastasia Amoroso, iCapital's Chief Investment Strategist, is joined by Admiral James Stavridis, Partner and Vice Chair of Global Affairs at The Carlyle Group. Their conversation covers a wide range of critical geopolitical and economic issues, including the ongoing trade wars, the US-China relationship, Russia and Ukraine, and the role of NATO and the Tran...

Filmed live in Arizona at iCapital CONNECT 2025, the premier alternative investments conference, Anastasia Amoroso, iCapital Chief Investment Strategist, leads conversations on this episode of Beyond 60/40 to keep you informed on the private markets. The Private Market Pulse covers enterprise software's critical inflection point, challenges, and key catalysts for recovery. Then, David Breach, Pres...

This episode of Beyond 60/40 dives into infrastructure investing. Anastasia Amoroso, iCapital Chief Investment Strategist, shares details on its growth, with real asset flows in 2024 up 15% compared to 2023. She is then joined by Keith Derman, Partner, Co-Head of Ares Infrastructure Opportunities at Ares Management to talk about the best opportunities in infrastructure and how the new presidential...

In this episode of Beyond 60/40, Anastasia Amoroso, Chief Investment Strategist, analyzes iCapital's Q4 flow of funds data, highlighting the rising demand for private equity (PE) and private credit (PC), and discusses shifting preferences in real assets. We also welcome David Stubbs from Blackstone to share their optimistic 2025 outlook and investment strategies. Finally, Anthony Polemis shares th...

In this episode, we break down a growing alternative investments asset class - sports. Hear from Anastasia Amoroso, iCapital Chief Investment Strategist, as she shares the growing private equity opportunity with the global sports market, currently worth $460 billion, projected to nearly double by 2030. Then, listen to Anastasia's conversation with Marc Lasry, Co-Founder, CEO, & Chairman of Ave...

On the latest Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, dives deep into the evolving commercial real estate market, discussing its turnaround and value-add opportunities with industry leader Dennis Schuh, CEO of Starwood Credit Real Estate Income Trust. They also explore the burgeoning real estate debt market and its potential for private wealth investors. Additionally...

In this episode of Beyond 60/40 covers private equity, the adoption of alternative investments, and how to manage structured products with less time and effort.  Anastasia Amoroso, iCapital Chief Investment Strategist, leads this Private Market Pulse to provide insights from iCapital's Q3 2024 private markets data, highlighting increased investor interest and allocations to private equity, driven...

In this episode of Beyond 60/40, Anastasia Amoroso, iCapital's Chief Investment Strategist, hosts the show from the iCapital Connect LATAM 2024 event in Tulum, Mexico. She speaks with Fernando DeLeon, the founder and CEO of Leon Capital, who shares his entrepreneurial journey and the emerging opportunities he sees in real estate and healthcare. Additionally, Jorge Rivera, co-founder and managing p...

In Episode 31 of Beyond 60/40, iCapital's Chief Investment Strategist Anastasia Amoroso shares our 2025 Market Outlook, highlighting steady growth, risks like tarriffs and tax reforms, and opportunities in private markets. Next, Amanda Lynam, BlackRock's Managing Director and Head of Macro Credit Research, discusses the booming private credit market, forecasting $4.5 trillion by 2030, driven by de...

In episode 27 of Beyond 60/40, we're tackling Commercial Real Estate and Defined Outcome Investing. Watch as Chief Investment Strategist, Anastasia Amoroso, shares insights into the Fed rate cuts on commercial real estate during her Private Market Pulse segment. Then, she talks with Ben Brown, Managing Partner, Head of the Americas, at Brookfield Asset Management Real Estate Group about potential...

Watch this episode of Beyond 60/40 to hear conversations filmed from Singapore at our recent iCapital CONNECT | Singapore 2024 event. Anastasia Amoroso, iCapital Chief Investment Strategist, sits down with Jenifer Zhu Scott, Founding Partner of IN. Capital to discuss artificial intelligence and blockchain technologies, including risks and opportunities. Then, iCapital Managing Director, Head of In...