Alternatives Adoption & Structured Product Management EP 29

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 [email protected] to be answered on an upcoming episode.