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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.
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Recent Episodes
S1E54 Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
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…
S1E53 Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
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,…
S1E52 Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point
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…
S1E51 Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
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…
Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility
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…
Beyond 60/40 Ep. 49: 2026 Economic Perspectives
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…
Beyond 60/40 Ep. 48: What’s Next For Crypto
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…
Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction Investing
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…
Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience
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…
Beyond 60/40 Ep. 45: Millennials Turn to Alternative Investments in 2026
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…
Beyond 60/40 Ep. 44: The Growing Demand for Alternative Investments Among Individual Investors
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…
Beyond 60/40 Ep. 43: Private Equity Evergreen Funds
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…
Beyond 60/40 Ep. 42: AI Reshaping Alternative Investments
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…
Trade Wars, NATO, and Geopolitics with Admiral Stavridis | Beyond 60/40 Ep. 38
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…
Beyond 60/40 Ep. 37: Enterprise Software and Tech UX
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…
Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model Portfolios
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…
Beyond 60/40 Ep. 35: Q4 data, Blackstone, Portfolio Construction
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…
Beyond 60/40 Ep. 34: Infrastructure and Structured Investments
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…
Beyond 60/40 Ep. 33: Sports Investing
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…
Beyond 60/40 from iCapital Connect LATAM 2024 EP 30
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…
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iCapital: Beyond 60/40 has published 30 episodes since October 2024, covering topics in Business, Investing.
iCapital: Beyond 60/40 is currently highly active with new episodes every 2 weeks. Average episode length is 22m.
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