Apr 29, 202622 minS2
<p>In this episode of Beyond 60/40, Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth. Mike explains how firms are...
business
iCapital: Beyond 60/40
Hosted by iCapital · business · EN-US
About this Podcast:
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.
Pitch Analysis
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
80/100
Required Score
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What is iCapital: Beyond 60/40 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.
What has iCapital: Beyond 60/40 covered recently?
Recent episodes include "Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era" (29 April 2026, 22 minutes), "Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice" (15 April 2026, 22 minutes), and "Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth" (8 April 2026, 23 minutes).
How often does iCapital: Beyond 60/40 publish?
iCapital: Beyond 60/40 publishes roughly every two weeks, with episodes averaging 23 minutes across 31 episodes.
How hard is it to get booked on iCapital: Beyond 60/40?
Booking probability for iCapital: Beyond 60/40 is 31%, and the host is rated Selective on guests. iCapital: Beyond 60/40 requires a Pod Score of 80 or higher. iCapital: Beyond 60/40's contact route on record: verified email.
Who should pitch iCapital: Beyond 60/40?
The strongest fits for iCapital: Beyond 60/40 are Investing & Wealth Management and Investment Banking & Trading. iCapital: Beyond 60/40 has a business audience.
About the host
iCapital: Beyond 60/40 is a business podcast with 31 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Apr 15, 202622 minS2<p>The wealth management industry is undergoing rapid change—from advisor‑led M&A and rising investor interest to the growing role of technology and AI.</p> <p>In this episode of Beyond 60/40, Sonali Basak, iCapital’s...
Apr 8, 202623 minS2<p>Agentic AI is ushering in the next major evolution of software—and private markets are moving quickly to adapt.<br> <br> In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, is...
Mar 27, 202622 minS2<p>Admiral James Stavridis, Vice Chair of Global Affairs at Carlyle and former NATO<br> Supreme Allied Commander, is back on Beyond 60/40 to discuss geopolitics. He<br> unpacks today's most pressing global risks—from...
Mar 19, 202628 minS2<p>In Episode 51 of Beyond 60/40, iCapital Chief Investment Strategist Sonali Basak sits down with Sam Williams, Managing Director and Portfolio Manager at iCapital, to unpack what’s really happening in private...
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Feb 10, 202618 minS2<p><b>In Episode 50 of Beyond 60/40</b>, host <b>Sonali Basak</b>, iCapital’s Chief Investment</p> <p>Strategist, sits down with <b>Anshul Sharma, Chief Investment Officer at Savvy</b></p> <p><b>Wealth</b>, to explore...
Jan 27, 202624 minS2<p>What turns 2025’s headwinds into 2026 tailwinds—and what still argues for caution? Host Sonali Basak sits down with Torsten Slok, Chief Economist and Partner at Apollo Global Management, to unpack sticky ~3%...
Episode #48
Beyond 60/40 Ep. 48: What’s Next For Crypto
Jan 21, 202618 minS2<p>In Episode 48 of Beyond 60/40, iCapital’s Chief Investment Strategist, Sonali Basak, sits down with Peter Mintzberg, CEO of Grayscale, to break down the evolving crypto landscape — from Bitcoin’s role as a portfolio...
Jan 6, 202622 minS2<p>Emerging markets aren’t a one-size-fits-all opportunity. In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Robert Koenigsberger, Founder and CIO of Gramercy Funds...
Dec 10, 202538 minS2<p>Recent headlines have raised tough questions about private credit—defaults, liquidity concerns, and valuation practices. In Episode 46 of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down...
Dec 3, 202522 minS2<p>Beyond 60/40 is back for another episode hosted by Sonali Basak, iCapital’s Chief Investment Strategist, with guest Kyle Kniffen, Managing Director and Global Head of Alternatives at Goldman Sachs.</p> <p>In this...
Episode #44
Beyond 60/40 Ep. 44: The Growing Demand for Alternative Investments Among Individual Investors
Nov 26, 202520 minS2<p>Are alternative investments for individual investors? The demand is growing! Watch this episode of Beyond 60/40 with Sonali Basak, iCapital's Chief Investment Strategist, and Raj Dhanda, Partner and Global Head of...
Nov 19, 202523 minS2<p>Did you know there are more private equity funds in the United States than McDonald's? Sonali Basak, iCapital's Chief Investment Strategist hosts the latest Beyond 60/40 with guest, Alisa Amarosa Wood, Partner and...
Nov 13, 202523 minS2<p>On the latest episode of Beyond 60/40, host Sonali Basak, Chief Investment Strategist of iCapital, is joined by Cameron Dawson, Chief Investment Officer at NewEdge Wealth, to talk about how technology, especially AI...
- Apr 28, 202530 minS1
<p>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...
- Apr 28, 202523 minS1
<p>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...
Apr 8, 202522 minS1<p>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...
Apr 8, 202521 minS1<p>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...
Episode #33
Beyond 60/40 Ep. 33: Sports Investing
Apr 8, 202520 minS1<p>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...
Apr 8, 202521 minS1<p>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...
Recent guests
Recent guests on iCapital: Beyond 60/40. Study who booked and why before you pitch.
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Shirl Penney
CEO and Founder, Dynasty Financial Partners
S
Sonali Basak
Chief Investment Strategist at iCapital, iCapital
J
James Stavridis
Admiral, former NATO Supreme Allied Commander, former Southcom commander, author of the novel 2084, North Atlantic Treaty Organization
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Sam Williams
Professor of Biblical Counseling at SEBTS, California School of Professional Psychology
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