iCapital: Beyond 60/40

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. Shirl shares how Dynasty‑supported fi...

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 traditional SaaS growth constraints, and w...

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 explores what investors should wat...

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 conversation also breaks down 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 outcome solutions are reshaping por...

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 portfolios. Slok also explores the growin...

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 facing geopolitical and inflation c...

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 opportunities, and integrating macro and botto...

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, liquidity expectations for BDCs, and...

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% of millennials are interested in alt...

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...

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...

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 Partn...

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 indu...

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 po...

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 ...

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 Res...