Beyond 60/40

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Beyond 60/40

Hosted bi-monthly by Chief Investment Strategist, Anastasia Amoroso, 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 traditional 60/40 stock and bonds, focusing on ideas such as; real estate, private equity tech and structured investments. Alternative investments have lived on the periphery of the global investment landscape, but in the last few years made their way into the mainstream. In just 15 years, alternatives have grown from 6% to 14%, making $13.4 trillion of the global market in 2018, and they're expected to grow between 18-24% by 2025.  Because of this, there are often questions and education Beyond 60/40 is uniquely positioned to provide answers and insights.

Episódios

  1. 13 DE JAN.

    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...

    24min

  2. 13 DE JAN.

    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 favorable...

    23min

  3. 13 DE JAN.

    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...

    25min
  4. AI and Alts Expansion in Asia EP 28

    21/11/2024

    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...

    17min
  5. Commercial Real Estate EP 27

    21/11/2024

    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...

    25min
  6. Global Alternative Investing EP 26

    14/10/2024

    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...

    26min
  7. Growing Secondaries EP 21

    14/10/2024

    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 #Alt...

    23min
  8. Private Credit EP 24

    14/10/2024

    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 out...

    23min
  9. Software Sector Investing w. David Flannery from Vista EP 22

    14/10/2024

    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...

    23min
  10. Value Proposition of Private Equity EP23

    14/10/2024

    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 Manageme...

    27min
  11. Wealth Tech EP 20

    14/10/2024

    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

    22min
  • 11 episódios

Sobre

Hosted bi-monthly by Chief Investment Strategist, Anastasia Amoroso, 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 traditional 60/40 stock and bonds, focusing on ideas such as; real estate, private equity tech and structured investments. Alternative investments have lived on the periphery of the global investment landscape, but in the last few years made their way into the mainstream. In just 15 years, alternatives have grown from 6% to 14%, making $13.4 trillion of the global market in 2018, and they're expected to grow between 18-24% by 2025.  Because of this, there are often questions and education Beyond 60/40 is uniquely positioned to provide answers and insights.

Informações

  • Canal
    iCapital
  • Criado por
    Anastasia Amoroso, Chief Investment Strategist, iCapital
  • Anos de atividade
    2024 - 2025
  • Episódios
    11
  • Classificação
    Livre
  • Copyright
    © 2025 Beyond 60/40
  • Site do podcast
    Beyond 60/40

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