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 critical geopolitical and economic issues, including the ongoing trade wars, the US-China relationship, Russia and Ukraine, and the role of NATO and the Transatlantic Alliance. They also touch on the importance of supply chain diversification, the opportunities for AI in military operations & a thoughtful analysis of the complex global challenges facing businesses and policymakers.

Submit your questions to yourquestion@icapital.com to be answered anonymously on a future episode.

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 markets.

The Private Market Pulse covers enterprise software's critical inflection point, challenges, and key catalysts for recovery. Then, David Breach, President and COO of Vista Equity Partners addresses the firm's focus on enterprise software, its resilience, and impact on global economy.

Lastly, Molly Weiss, Group President, Wealth Platforms at Envestnet joins to talk about technology transforming the user experience for investors and advisors, with help from the iCapital partnership.

Do you or your clients have questions about alternative investments? Email yourquestion@icapitalnetwork.com to be answered anonymously on the show.

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 Starwood Credit Real Estate Income Trust. They also explore the burgeoning real estate debt market and its potential for private wealth investors. Additionally, Owen Boyle, Vice President of Research and Education at iCapital, joins to answer an audience question: How can allocating to alternative investments be simplified? The answer lies in model portfolios.