iCapital: Beyond 60/40

iCapital

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About

Alternative investments. Portfolio construction. Advisor insights.  Beyond 60/40 explores investing beyond traditional stock‑and‑bond portfolios. Each episode features expert perspectives on private equity, real estate, structured investments, and the future of wealth management across public and private markets.

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Recent episodes

  • Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI EraApr 29, 2026 · 22 min
  • Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for AdviceApr 15, 2026 · 22 min
  • Beyond 60/40 Ep. 53: How AI Is Redefining Software GrowthApr 8, 2026 · 23 min
  • Beyond 60/40 Ep. 52: Geopolitics at a Tipping PointMar 27, 2026 · 22 min
  • Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity RealityMar 19, 2026 · 28 min
  • Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market VolatilityFeb 10, 2026 · 18 min
  • Beyond 60/40 Ep. 49: 2026 Economic PerspectivesJan 27, 2026 · 24 min
  • Beyond 60/40 Ep. 48: What’s Next For CryptoJan 21, 2026 · 18 min
  • Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction InvestingJan 6, 2026 · 22 min
  • Beyond 60/40 Ep. 46: Blue Owl on Private Credit ResilienceDec 10, 2025 · 38 min

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