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 Transatlantic Alliance. They also touch on the importance of supply chain diversification, the opportunities for AI in military operations & a thoughtful analysis of the complex global challenges facing businesses and policymakers.

Submit your questions to [email protected] to be answered anonymously on a future episode.

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, President and COO of Vista Equity Partners addresses the firm's focus on enterprise software, its resilience, and impact on global economy.

Lastly, Molly Weiss, Group President, Wealth Platforms at Envestnet joins to talk about technology transforming the user experience for investors and advisors, with help from the iCapital partnership.

Do you or your clients have questions about alternative investments? Email [email protected] to be answered anonymously on the show.

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, Owen Boyle, Vice President of Research and Education at iCapital, joins to answer an audience question: How can allocating to alternative investments be simplified? The answer lies in model portfolios.

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 the role of iCapital's goals-based portfolio allocator and new tools on Architect in revolutionizing alternative allocations, helping advisors build, analyze, and communicate the right portfolios for their clients. 

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 administration may impact the industry. Despite infrastructure being the building block of society, it is globally underinvested in. Lastly, Peter Repetto, Vice President, Investment Strategy, sits down with Peter Horacek, Managing Director, Head of Structured Investment Distribution to discuss the downside protections of structured investments amid market volatility, particularly given the world of AI.

Do you or your clients have questions about infrastructure investing? Email [email protected] for it to be answered on a future episode. All questions are answered anonymously.

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 Avenue Capital Group, as they discuss emerging sports opportunities. Marc, Co-Owner of the Milwaukee Bucks from 2014-2023, brings his experience and highlights the rapid growth in media deals and huge scaling opportunity, particularly for Women's Sports. Lastly, Managing Director and Head of Advisor Platform, Bekka Marrs, joins to answer your Question of the Month: What key product developments do you think will have the most impact on simplifying alternative asset investing? Bekka lays out iCapital's roadmap for the next 12-24 months with plans to enhance its platform with more integrated solutions & shift from a transactional focus to a client-centered approach. 

Questions about alternative investments? Email [email protected] to be answered, anonymously, on a future episode. 

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 demands for diversification and flexible financing. Then, iCapital's Chief Data Officer Robert Huntsman explores how AI is transforming investment management, enhancing efficiency, and bridging the gap between private and public markets with tools like iCapital Architect.

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 partner of Unicorn Strategic Capital, outlines key trends in alternative investment adoption throughout the Latin America region.

The episode also features insights on the growth of private markets, with a focus on how alternatives have grown significantly and now hold $14 trillion across all private capital strategies globally. The discussion highlights the increasing interest from private capital investors in diversified asset classes, such as real estate and infrastructure, and the favorable conditions created by synchronized central bank easing.

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 by factors such as economic resilience, improving deal activity and exits, and more favorable financing conditions. 

Then, she sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to discuss the early-stage adoption of alternative investments, including private equity, private credit, real estate, and infrastructure. In this insightful conversation, Solotar emphasizes the crucial role of education, technology, and reducing friction to accelerate the adoption of these alternatives. 

Then, iCapital's Managing Director of Structured Products, Steve Czick, answers a viewer question of the month: Is there another way to manage structured products without so much time and effort involved? Czick offers an efficient solution—utilizing separately managed accounts (SMAs) for structured products. This approach not only frees up valuable time for advisors to focus on tactical investments and other portfolio management activities but also offers a seamless transition for existing structured note holdings to an SMA platform. 

Submit your alternative investments questions to [email protected] to be answered on an upcoming episode. 

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 International, Marco Bizzozero, shares the growth of the alternatives industry in Asia and iCapital's plans to expand in more global markets.