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  • AI and Alts Expansion in Asia EP 28
    2024/11/21

    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's plans to expand in more global markets.

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    17 分
  • Commercial Real Estate EP 27
    2024/11/21

    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 Managing Director, Private Wealth Solutions, joins to answer an audience question of the month: How does defined outcome investing (DOI) enhance diversification beyond the traditional 60/40, and how are the latest innovations in DOI expanding the choices for advisors and their clients? Watch for the answer.

    Submit your alternative investments questions to yourquestion@icapitalnetwork.com to be answered on an upcoming episode.

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    25 分
  • Global Alternative Investing EP 26
    2024/10/14

    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 Director & Head of Country Portugal, at iCapital's technology and operations hub in Lisbon, Portugal. Vanda sheds light on private market growth in Portugal and how iCapital is focused on expanding the adoption of alternative investments in Europe, and managing fears and anxieties around new technologies for internal staff and clients.

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    26 分
  • Private Credit EP 24
    2024/10/14

    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 out the answer from iCapital's Managing Director of Data Solutions.

    Have a question about alternative investing? Write in to yourquestion@icapitalnetwork.com and it will be answered anonymously on a future episode.

    Watch Beyond 60/40 to hear Anastasia Amoroso, iCapital's Chief Investment Strategist, and guests discuss the latest trends and strategies in alternative investing. New episodes release every other week.

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    23 分
  • Wealth Tech EP 20
    2024/10/14

    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

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    22 分
  • Value Proposition of Private Equity EP23
    2024/10/14

    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 Management, to explore the role of private equity in diversified portfolios. Finally, Kunal Shah, Head of Private Asset Research, and Anthony Polemis, Head of Architect Business Development, delve into iCapital’s Model Portfolios construction tool and its role in helping advisors incorporate alternative investments.

    Do you or your clients have questions about alternative investments? Feel free to email yourquestion@icapitalnetwork.com, and we’ll address them anonymously in a future episode.

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    27 分
  • Software Sector Investing w. David Flannery from Vista EP 22
    2024/10/14

    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 at iCapital, clears up misconceptions – found in responses to our latest LinkedIn poll – about financial institutions’ readiness to combat AI deepfake crimes.

    Do you or your clients have questions about alternative investments? Email yourquestion@icapitalnetwork.com for it to be answered anonymously on a future episode.

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    23 分
  • Growing Secondaries
    23 分