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.

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.

In this episode, we explore the 2026 outlook for alternative investments and why millennials are driving demand for private markets. Kyle shares insights from a recent Goldman Sachs survey showing 54% of millennials are interested in alternatives versus 14% of baby boomers.

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 Wealth Management at Ares for insights on a multi-solution approach, liquidity considerations, access to institutional-quality opportunities, and more.

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 Co-CEO of KKR Private Equity Conglomerate to talk about private equity evergreen funds. Watch now to learn about the importance of manager selection, the diminishing role of leverage, exit strategies, and the impact of AI and talent on the industry.

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, is reshaping alternative investments. Tune in to hear how investors can adapt their strategies in this changing landscape to keep up.

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.