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iCapital: Beyond 60/40

iCapital
Alternative Investments
Private Credit
Commercial Real Estate
Private Equity
Interest Rates
Private Markets
Artificial Intelligence
Real Estate Debt
Icapital
Financial Advisors
Market Opportunities
Asset Management
Wealth Tech
Morgan Stanley
Direct Lending
Enterprise Software
Real Estate
Broadly Syndicated Loans
Collateralized Loan Obligations (CLO)
Blockchain

Each episode of the Beyond 60/40 video series brings financial advisors the latest market news, thought-provoking interviews and insights with alternatives industry leaders. We will be inviting guests from fintech with the latest technology insights in the alternatives landscape. Beyond 60/40 is to take a deep dive into alternative investments. The show is devoted to investment ideas beyond trad... more

PublishesWeeklyEpisodes24Foundeda year ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for iCapital: Beyond 60/40

Latest Episodes

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 clar... more

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 select... more

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 an... more

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 al... more

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Recent Guests

Keith Derman
Partner and co-head of Infrastructure Opportunities at Ares Management
Ares Management
Episode: Beyond 60/40 Ep. 34: Infrastructure and Structured Investments
Pete Horchak
Head of Structured Investment Distribution at iCapital
iCapital
Episode: Beyond 60/40 Ep. 34: Infrastructure and Structured Investments
Marc Lasry
Co-founder, CEO, and chairman of Avenue Capital Group
Avenue Capital Group
Episode: Beyond 60/40 Ep. 33: Sports Investing
Becca Mars
Managing Director and Head of Advisor Platform at iCapital
iCapital
Episode: Beyond 60/40 Ep. 33: Sports Investing
Dennis Schuh
CEO of Starwood Credit Real Estate Income Trust
Starwood Capital Group
Episode: Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model Portfolios
Owen Boyle
Vice President of Research and Education at iCapital
iCapital
Episode: Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model Portfolios
Amanda Lynam
Managing Director and Head of Macro Credit Research at BlackRock
BlackRock
Episode: 2025 Market Outlook, Private Credit, and AI Tools EP 31
Robert Huntsman
Chief Data Officer at iCapital
iCapital
Episode: 2025 Market Outlook, Private Credit, and AI Tools EP 31
Fernando DeLeon
Founder and CEO of Leon Capital Group
Leon Capital Group
Episode: Beyond 60/40 from iCapital Connect LATAM 2024 EP 30

Host

Anastasia Amoroso
Host and Chief Investment Strategist, known for her expertise in market trends and alternative investments, providing insights into financial strategies aimed at improving investment portfolios.

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Talking Points

Recent interactions between the hosts and their guests.

Beyond 60/40 Ep. 35: Q4 data, Blackstone, Portfolio Construction
Q: How can allocating to alternatives be simplified?
Allocating to alternatives can be simplified through model portfolios that streamline access to private market alternatives and offer a balanced approach to investment goals.
Beyond 60/40 from iCapital Connect LATAM 2024 EP 30
Q: What are the biggest business stories or growth areas you are optimistic about?
DeLeon highlights the continuous need for healthcare, housing, and the potential gains from investing in technology and AI.
Beyond 60/40 from iCapital Connect LATAM 2024 EP 30
Q: Why did you decide to open up some of your investment opportunities to third-party investors?
DeLeon discusses the value of networking effects and how working with wealth managers and RIAs enhances investment sourcing.
Beyond 60/40 from iCapital Connect LATAM 2024 EP 30
Q: What led you to pivot from Wall Street to entrepreneurship?
DeLeon explains his desire to return to South Texas and build businesses, emphasizing the importance of relationships and mediation skills learned early in his career.
Alternatives Adoption & Structured Product Management EP 29
Q: What differences do you see in alternatives adoption globally?
There are notable differences in investor habits globally, with some regions like Japan seeing new interest while others maintain higher cash allocations due to favorable local interest rates.

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Frequently Asked Questions About iCapital: Beyond 60/40

What is iCapital: Beyond 60/40 about and what kind of topics does it cover?

This podcast focuses on providing in-depth insights and discussions around alternative investments, positioning itself as a platform for financial advisors to explore non-traditional investment opportunities such as real estate, private equity, and structured products. Highlighting the increasing importance of alternatives in the investment landscape, episodes feature expert guests from varying segments of finance and investment to tackle current trends and strategies, especially as alternatives have gained traction amid shifting market dynamics.

Noteworthy is the podcast's commitment to educate listeners about the complexities surrounding these alternative asset classes, offering thoughtful commentary on their role in portfolio diversific... more

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1. The Daily

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iCapital: Beyond 60/40 launched a year ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on iCapital: Beyond 60/40?

Recent guests on iCapital: Beyond 60/40 include:

1. Keith Derman
2. Pete Horchak
3. Marc Lasry
4. Becca Mars
5. Dennis Schuh
6. Owen Boyle
7. Amanda Lynam
8. Robert Huntsman

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