iCapital: Beyond 60/40

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, exit strategies, and the impact of AI and talent on the industry.

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 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 yourquestion@icapital.com 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 yourquestion@icapitalnetwork.com 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, 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 yourquestion@icapitalnetwork.com to be answered, anonymously, on a future episode. 

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 yourquestion@icapitalnetwork.com for it to be answered on a future episode. All questions are answered anonymously.

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.