In Episode 31 of Beyond 60/40, iCapital's Chief Investment Strategist Anastasia Amoroso shares our 2025 Market Outlook, highlighting steady growth, risks like tarriffs and tax reforms, and opportunities in private markets. Next, Amanda Lynam, BlackRock's Managing Director and Head of Macro Credit Research, discusses the booming private credit market, forecasting $4.5 trillion by 2030, driven by demands for diversification and flexible financing. Then, iCapital's Chief Data Officer Robert Huntsman explores how AI is transforming investment management, enhancing efficiency, and bridging the gap between private and public markets with tools like iCapital Architect.

In this episode of Beyond 60/40, Anastasia Amoroso, iCapital's Chief Investment Strategist, hosts the show from the iCapital Connect LATAM 2024 event in Tulum, Mexico. She speaks with Fernando DeLeon, the founder and CEO of Leon Capital, who shares his entrepreneurial journey and the emerging opportunities he sees in real estate and healthcare. Additionally, Jorge Rivera, co-founder and managing partner of Unicorn Strategic Capital, outlines key trends in alternative investment adoption throughout the Latin America region.

The episode also features insights on the growth of private markets, with a focus on how alternatives have grown significantly and now hold $14 trillion across all private capital strategies globally. The discussion highlights the increasing interest from private capital investors in diversified asset classes, such as real estate and infrastructure, and the favorable conditions created by synchronized central bank easing.

In this episode of Beyond 60/40 covers private equity, the adoption of alternative investments, and how to manage structured products with less time and effort.

Anastasia Amoroso, iCapital Chief Investment Strategist, leads this Private Market Pulse to provide insights from iCapital's Q3 2024 private markets data, highlighting increased investor interest and allocations to private equity, driven by factors such as economic resilience, improving deal activity and exits, and more favorable financing conditions.

Then, she sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to discuss the early-stage adoption of alternative investments, including private equity, private credit, real estate, and infrastructure. In this insightful conversation, Solotar emphasizes the crucial role of education, technology, and reducing friction to accelerate the adoption of these alternatives.

Then, iCapital's Managing Director of Structured Products, Steve Czick, answers a viewer question of the month: Is there another way to manage structured products without so much time and effort involved? Czick offers an efficient solution—utilizing separately managed accounts (SMAs) for structured products. This approach not only frees up valuable time for advisors to focus on tactical investments and other portfolio management activities but also offers a seamless transition for existing structured note holdings to an SMA platform.

Submit your alternative investments questions to yourquestion@icapitalnetwork.com to be answered on an upcoming episode.