Model Behavior

Model Behavior returns with an in depth conversation between host Sonali Basak, Chief Investment Strategist at iCapital, and Steve Kaplan, Managing Director and Head of Customized Managed Account Solutions at J.P.Morgan Asset Management. In this episode, Steve breaks down how alternatives are reshaping next generation model portfolios, evolving from mutual funds and ETFs into holistic structures i...

In this episode of Model Behavior, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Alexandra Wilson-Elizondo, Global Co-Head and Co-CIO for Multi-Asset Solutions at Goldman Sachs. They explore how model portfolios are integrating private market investments alongside traditional assets to deliver greater diversification, customization, and institutional-quality strategies for i...

In this episode of Model Behavior, Kunal Shah, Managing Director at iCapital, explains why advisors are turning to research-driven model portfolios to simplify access to alternatives, outsource due diligence, and deliver diversified, outcome-oriented strategies. Learn how iCapital builds custom and scalable portfolios that integrate public and private assets—helping advisors meet client demand and...

Model Behavior, hosted by Sonali Basak, helps advisors understand how to integrate alternative investments into model portfolios—making portfolios more diversified, resilient, and outcomes-driven.  In this episode, Jen Wing of GeoWealth explores scalable private market strategies, obstacles like knowledge and access gaps, and the benefits of blended public/private models. Learn how RIAs can simpli...

Join Sonali Basak, iCapital's Chief Investment Strategist, as she sits down with Jon Diorio, Managing Director at BlackRock, to explore how model portfolios are evolving to integrate alternative investments. Watch now to discover how models simplify access to private markets and create durable, repeatable investment processes with clear guidance on portfolio construction and asset allocation. ·   ...