iCapital: Beyond 60/40
iCapitalAlternative 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.
| Publishes | Weekly | Episodes | 31 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Latest Episodes
In this episode of Beyond 60/40, Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth. Mike explains how firms are balancing organic growth with M&A, why ... more
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 wi... more
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 ... more
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... more
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Apple Podcasts | #117 |  Denmark/Business/Investing |
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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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How many episodes of iCapital: Beyond 60/40 are there?
iCapital: Beyond 60/40 launched 2 years ago and published 31 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. Dennis Schuh
2. Owen Boyle
3. Keith Derman
4. Pete Horchak
5. Marc Lasry
6. Becca Mars
7. Amanda Lynam
8. Robert Huntsman
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.