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iCapital: Beyond 60/40

iCapital

17 episodes

1 month ago

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 opport...

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Entrepreneurship,

All content for iCapital: Beyond 60/40 is the property of iCapital and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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 opport...

Show more...

Entrepreneurship,

Episodes (17/17)

iCapital: Beyond 60/40

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 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 opport...

6 months ago

29 minutes

iCapital: Beyond 60/40

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 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 res...

6 months ago

22 minutes

iCapital: Beyond 60/40

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 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 q...

6 months ago

21 minutes

iCapital: Beyond 60/40

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 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 socie...

6 months ago

21 minutes

iCapital: Beyond 60/40

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 (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 revolutionizin...

6 months ago

21 minutes

iCapital: Beyond 60/40

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 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...

6 months ago

20 minutes

iCapital: Beyond 60/40

Alternatives Adoption & Structured Product Management EP 29

In this episode of Beyond 60/40 covers private equity, the adoption of alternative investments, and how to manage structured products with less time and effort. Anastasia Amoroso, iCapital Chief Investment Strategist, leads this Private Market Pulse to provide insights from iCapital's Q3 2024 private markets data, highlighting increased investor interest and allocations to private equity, driven by factors such as economic resilience, improving deal activity and exits, and more favorabl...

9 months ago

23 minutes

iCapital: Beyond 60/40

2025 Market Outlook, Private Credit, and AI Tools EP 31

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 Hunt...

9 months ago

24 minutes

iCapital: Beyond 60/40

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 DeLeon, the founder and CEO of Leon Capital, who shares his entrepreneurial journey and the emerging opportunities he sees in real estate and healthcare. Additionally, Jorge Rivera, co-founder and managing partner of Unicorn Strategic Capital, outlines key trends in alternative investment adoption throu...

9 months ago

25 minutes

iCapital: Beyond 60/40

AI and Alts Expansion in Asia EP 28

Watch this episode of Beyond 60/40 to hear conversations filmed from Singapore at our recent iCapital CONNECT | Singapore 2024 event. Anastasia Amoroso, iCapital Chief Investment Strategist, sits down with Jenifer Zhu Scott, Founding Partner of IN. Capital to discuss artificial intelligence and blockchain technologies, including risks and opportunities. Then, iCapital Managing Director, Head of International, Marco Bizzozero, shares the growth of the alternatives industry in Asia and iCapital...

11 months ago

17 minutes

iCapital: Beyond 60/40

Commercial Real Estate EP 27

In episode 27 of Beyond 60/40, we're tackling Commercial Real Estate and Defined Outcome Investing. Watch as Chief Investment Strategist, Anastasia Amoroso, shares insights into the Fed rate cuts on commercial real estate during her Private Market Pulse segment. Then, she talks with Ben Brown, Managing Partner, Head of the Americas, at Brookfield Asset Management Real Estate Group about potential returns in real estate based on the current environment. Lastly, Nick Parcharidis, iCapital's Man...

11 months ago

24 minutes

iCapital: Beyond 60/40

Private Credit EP 24

This episode explores the latest trend with Broadly Syndicated Loans (BSL) regaining market share from private credit by Anastasia Amoroso, iCapital Chief Investment Strategist. Then Anastasia is joined by Jeff Levin, Co-Head of North America Private Credit at Morgan Stanley, to talk about private credit misconceptions. Lastly iCapital's Joe Larizza, answers our viewer Question of the Month: How should advisors prioritize when considering technology for financial reporting? Tune in to find o...

1 year ago

23 minutes

iCapital: Beyond 60/40

Global Alternative Investing EP 26

Beyond 60/40 goes global! Watch this episode for an international look at alternative investments with guests from across the globe. First, Anastasia Amoroso covers (TBC) in her Private Market Pulse segment. Then, she is joined by Mathieu Chabran, Co-Founder of Tikehau Capital, to discuss the potential for European institutional investors to increase their allocations to private markets, as well as sectors primed with megatrends. Lastly, Anastasia sits down with Vanda de Jesus, Managing Direc...

1 year ago

26 minutes

iCapital: Beyond 60/40

Value Proposition of Private Equity EP23

Tune in to the latest episode of “Beyond 60/40” to learn more about the value proposition of private equity. Private equity represents the largest alternative asset class, with $5.9 trillion in assets under management (AUM) as of Q3 '23. Projections indicate that it will grow to $8.5 trillion by 2028. Anastasia Amoroso, iCapital’s Chief Investment Strategist, discusses the value proposition of private equity companies. She then interviews Rich Friedman, Chairman of Goldman Sachs Asset Manage...

1 year ago

26 minutes

iCapital: Beyond 60/40

Growing Secondaries EP 21

Q1 of 2024 saw the highest secondaries fundraising quarter since 2008. Anastasia Amoroso breaks down how the growth in private equity secondaries is undercapitalized and unbalanced, but lack of available capital is NOT due to lack of investor interest. Watch Beyond 60/40 for more on private equity secondaries: https://video.icapital.com/detail/videos/market-insights/video/6354376797112/highest-fundraising-quarter-in-16-years?autoStart=true #PrivateEquity #Fundraising #Investing #...

1 year ago

23 minutes

iCapital: Beyond 60/40

Software Sector Investing w. David Flannery from Vista EP 22

Beyond 60/40 discusses the latest in alternative investing. On this episode, learn more about investing in the software sector. Anastasia Amoroso, iCapital's Chief Investment Strategist, dives into how investors should be thinking about allocating to public and private software companies. Then she talks with David Flannery, President of Vista Credit Partners, which specializes in providing growth capital to enterprise software companies. Lastly, Gary Owen, Chief Information Security Officer a...

1 year ago

23 minutes

iCapital: Beyond 60/40

Wealth Tech EP 20

This episode of Beyond 60/40 discusses 3 reasons for continued market optimism, trends in the private wealth sector, and how AI innovation increases efficiency in portfolios. Watch now to hear from Citi's Head of Investment Solutions, Kristen Bitterly Michell, and Hamilton Lane's Head of Technology Solutions, Griffith Norville: https://lnkd.in/em4gf3qv #alternativeinvestments #investing #fintech #finance #technology

1 year ago

22 minutes