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.
Episodes
17 episodes
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 c...
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29:41
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 ma...
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22:58
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 Sta...
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21:00
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 re...
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21:00
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, ...
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21:48
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, curren...
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20:20
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, B...
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24:19
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 sh...
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25:00
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 Pri...
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23:00
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...
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17:29
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 Mar...
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24:45
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 Chabr...
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26:18
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 P...
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23:18
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 B...
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Season 2
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22:27
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. Projec...
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26:59
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 allocat...
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23:11
