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 diversifier to how regulatory clarity and wealth platforms are shaping the next phase of adoption.

Topics discussed include:

· Bitcoin’s value as a decentralized asset in a world facing geopolitical and inflation challenges

· Why small allocations (1–3%) can meaningfully improve risk-adjusted returns

· Where institutional, government, and wealth platform adoption is heading in 2026 and beyond

· How ETFs and specialist managers are simplifying access for advisors

· Grayscale’s selective approach to token research and diversification

· The regulatory milestones that could drive the next wave of growth

Watch now to hear Peter’s insights on how digital assets are maturing — and what it means for investors moving forward.

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 Management, to explore why a selective, high-conviction approach is critical for success.
Robert shares insights on avoiding broad index pitfalls, leveraging private credit opportunities, and integrating macro and bottom-up analysis to build resilient portfolios.

Topics include:
• Why emerging markets risk is misunderstood
• The role of private credit in EM
• Navigating volatility and regionalization trends
• How macro informs portfolio construction

Watch now to learn how informed strategies can unlock value in complex markets.

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 with Craig Packer, Co-President and Head of Credit at Blue Owl, to unpack the facts behind the noise. Craig shares insights on credit quality, the role of private equity sponsorship, liquidity expectations for BDCs, and why portfolio construction matters more than ever.

Topics Covered:

• Why recent defaults are isolated, not systemic
• The paused Blue Owl BDC merger and what it really means
• Liquidity expectations for non-traded BDCs
• How valuations are determined and why transparency matters
• What investors should expect as interest rates shift

Watch now to understand the fundamentals driving private credit’s resilience and what investors should know before allocating capital.