Alternative investments. Portfolio construction. Advisor insights.
Beyond 60/40 explores investing beyond traditional stock‑and‑bond portfolios. Each episode features expert perspectives on private equity, real estate, structured investments, and the future of wealth management across public and private markets.
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
In this episode of Beyond 60/40, Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth. Mike explains how firms are balancing organic growth with M&A, why partnerships matter more than ever, and how technology is reshaping advisor workflows.
The conversation also explores AI’s growing role in productivity, how private markets are being integrated more deliberately into client portfolios, and why the human side of advice becomes even more important as technology advances.
15 Apr 2026
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
The wealth management industry is undergoing rapid change—from advisor‑led M&A and rising investor interest to the growing role of technology and AI. In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Shirl Penney, CEO and Founder of Dynasty Financial Partners, to discuss why it remains a bull market for advice, even amid market volatility. Shirl shares how Dynasty‑supported firms approach M&A differently, why valuations continue to r...
8 Apr 2026
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
Agentic AI is ushering in the next major evolution of software—and private markets are moving quickly to adapt. In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, is joined by Monti Saroya, Co-CEO of VistaOne and Senior Managing Director at Vista Private Equity. Monti shares why agentic AI represents a step-change in software economics, how it removes traditional SaaS growth constraints, and why private companies may be best positioned to lead this transfo...
Who has been a guest on Beyond 60/40
Names identified in recent episode analyses. Showing up to five guests.
Amanda Lynam
Robert Hunt
Fernando DeLeon
Jorge Rivera
Podcast Authority Score: 23 / 100
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