Beyond 60/40: Three Ways Private Equity Buyout Managers Can Create Value


Anastasia Amoroso | Beyond 60/40 

On this show we do a deep dive into the alternative investment space and speak to industry leaders who share their expertise and insights on the macro environment Market Trends and investing opportunities.

Today we'll start as always with my market ball snapshot and I'll share the one thing that caught my attention this week in private markets.

Next Dick Pfister, CEO and Founder of AlphaCore Wealth Advisory lays out the firm's alternative asset allocation strategy and then iCapital managing director Scott Stoltz walks through annuity strategies to consider in a portfolio construct and finally I'll share three ways private Equity buyout managers can create value.

Let's get to it.

Related: The Educational Content Advisors are Seeking on Alternatives

The material herein has been provided for informational purposes only by iCapital, Inc. (“iCapital”) or one of its affiliates (iCapital Network together with its affiliates, “iCapital”). This material is not intended as and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security.