iCapital: Beyond 60/40
by iCapital
Latest episode
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
About this podcast
Alternative investments. Portfolio construction. Advisor insights.
Beyond 60/40 explores investing beyond traditional stock‑and‑bond portfolios. Each episode features expert perspectives on private equity, real estate, structured investments, and the future of wealth management across public and private markets.
Episodes
The newest 20 of 31 episodes
- Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era · 22 min · Season 2 Episode 55In 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…
- Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice · 22 min · Season 2 Episode 54The 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 Ep. 53: How AI Is Redefining Software Growth · 23 min · Season 2 Episode 53Agentic 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…
- Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point · 22 min · Season 2 Episode 52Admiral 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…
- Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality · 28 min · Season 2 Episode 51In 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…
- Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility · 18 min · Season 2 Episode 50In 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…
- Beyond 60/40 Ep. 49: 2026 Economic Perspectives · 24 min · Season 2 Episode 49What 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…
- Beyond 60/40 Ep. 48: What’s Next For Crypto · 18 min · Season 2 Episode 48In 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…
- Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction Investing · 22 min · Season 2 Episode 47Emerging 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…
- Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience · 38 min · Season 2 Episode 46Recent 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…
- Beyond 60/40 Ep. 45: Millennials Turn to Alternative Investments in 2026 · 22 min · Season 2 Episode 45Beyond 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…
- Beyond 60/40 Ep. 44: The Growing Demand for Alternative Investments Among Individual Investors · 20 min · Season 2 Episode 44Are 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…
- Beyond 60/40 Ep. 43: Private Equity Evergreen Funds · 23 min · Season 2 Episode 43Did 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…
- Beyond 60/40 Ep. 42: AI Reshaping Alternative Investments · 23 min · Season 2 Episode 42On 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…
- Trade Wars, NATO, and Geopolitics with Admiral Stavridis | Beyond 60/40 Ep. 38 · 30 min · Season 1 Episode 38On 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…
- Beyond 60/40 Ep. 37: Enterprise Software and Tech UX · 23 min · Season 1 Episode 37Filmed live in Arizona at iCapital CONNECT 2025, the premier alternative investments conference, Anastasia Amoroso, iCapital Chief Investment Strategist, leads conversations on…
- Beyond 60/40 Ep. 34: Infrastructure and Structured Investments · 22 min · Season 1 Episode 34This 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…
- Beyond 60/40 Ep. 33: Sports Investing · 20 min · Season 1 Episode 33In this episode, we break down a growing alternative investments asset class - sports. Hear from Anastasia Amoroso, iCapital Chief Investment Strategist, as she shares the…
- Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model Portfolios · 21 min · Season 1 Episode 36On the latest Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, dives deep into the evolving commercial real estate market, discussing its turnaround and…
- Beyond 60/40 Ep. 35: Q4 data, Blackstone, Portfolio Construction · 21 min · Season 1 Episode 35In 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)…
