Model Behavior

iCapital
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Welcome to Model Behavior, a limited series for advisors to explore how alternative investments can be integrated into model portfolios to enhance diversification, improve outcomes, and support scalable portfolio construction. 

Episodes

  1. Model Behavior Ep. 5 | Integration of Alternative Investments

    20 JAN

    Model Behavior Ep. 5 | Integration of Alternative Investments

    Model Behavior returns with an in depth conversation between host Sonali Basak, Chief Investment Strategist at iCapital, and Steve Kaplan, Managing Director and Head of Customized Managed Account Solutions at J.P.Morgan Asset Management. In this episode, Steve breaks down how alternatives are reshaping next generation model portfolios, evolving from mutual funds and ETFs into holistic structures integrating SMAs and private wealth alternatives. He explains the AID framework—Alpha (private equity), Income (private credit), and Diversification (real assets)—and how these components support specific investor goals. Topics include: • How private equity and private credit compare in returns and volatility • Diversification and balancing risk by reallocating from high yield or equities • The shift toward unified accounts for a streamlined client experience • Liquidity trade-offs in private markets and how to educate investors • Manager selection, dispersion, and aligning strategies to objectives • Long-term benefits of illiquidity in uncertain markets Watch to learn how alternatives are becoming a vital accelerant for model portfolio innovation.

    16 min
  2. Model Behavior Ep. 4: Adapting to Today’s Market

    12 JAN

    Model Behavior Ep. 4: Adapting to Today’s Market

    In this episode of Model Behavior, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Alexandra Wilson-Elizondo, Global Co-Head and Co-CIO for Multi-Asset Solutions at Goldman Sachs. They explore how model portfolios are integrating private market investments alongside traditional assets to deliver greater diversification, customization, and institutional-quality strategies for individual investors. Learn how evergreen and interval funds expand access to alternatives, why liquidity management matters, and how education empowers advisors and clients in a changing macro environment. Watch now to understand the future of portfolio construction.

    17 min
  3. Model Behavior Ep. 3: Custom Scalable Portfolios

    23/12/2025

    Model Behavior Ep. 3: Custom Scalable Portfolios

    In this episode of Model Behavior, Kunal Shah, Managing Director at iCapital, explains why advisors are turning to research-driven model portfolios to simplify access to alternatives, outsource due diligence, and deliver diversified, outcome-oriented strategies. Learn how iCapital builds custom and scalable portfolios that integrate public and private assets—helping advisors meet client demand and optimize performance. Subscribe for more insights on portfolio innovation.

    17 min
  4. Model Behavior Ep. 2: Scalable Model Portfolios

    17/12/2025

    Model Behavior Ep. 2: Scalable Model Portfolios

    Model Behavior, hosted by Sonali Basak, helps advisors understand how to integrate alternative investments into model portfolios—making portfolios more diversified, resilient, and outcomes-driven.  In this episode, Jen Wing of GeoWealth explores scalable private market strategies, obstacles like knowledge and access gaps, and the benefits of blended public/private models. Learn how RIAs can simplify onboarding, due diligence, and portfolio management—and deliver differentiated outcomes for clients. Subscribe for more insights on model portfolios and actionable strategies to enhance advisor offerings.

    20 min
  5. Model Behavior Ep. 1: The Future of Model Portfolios

    11/12/2025

    Model Behavior Ep. 1: The Future of Model Portfolios

    Join Sonali Basak, iCapital's Chief Investment Strategist, as she sits down with Jon Diorio, Managing Director at BlackRock, to explore how model portfolios are evolving to integrate alternative investments. Watch now to discover how models simplify access to private markets and create durable, repeatable investment processes with clear guidance on portfolio construction and asset allocation. ·      Why model portfolios matter for advisors ·      The role of alternatives in improving resilience ·      Liquidity management and tax-aware strategies ·      BlackRock’s approach to customized models Watch Model Behaviors, a new limited series for advisors to explore how alternative investments can be integrated into model portfolios to enhance diversification, improve outcomes, and support scalable portfolio construction. Stay tuned for future episodes!

    16 min
  • 5 Episodes

About

Welcome to Model Behavior, a limited series for advisors to explore how alternative investments can be integrated into model portfolios to enhance diversification, improve outcomes, and support scalable portfolio construction. 

Information

  • Channel
    iCapital
  • Creator
    iCapital
  • Years Active
    2025 - 2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2026 iCapital
  • Show Website
    Model Behavior

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