Welcome to Model Behavior, a limited series for advisors to explore how alternative investments can be integrated into model portfolios to enhance diversification, improve outcomes, and support scalable portfolio construction.
Model Behavior Ep. 5 | Integration of Alternative Investments
Model Behavior returns with an in depth conversation between host Sonali Basak, Chief Investment Strategist at iCapital, and Steve Kaplan, Managing Director and Head of Customized Managed Account Solutions at J.P.Morgan Asset Management. In this episode, Steve breaks down how alternatives are reshaping next generation model portfolios, evolving from mutual funds and ETFs into holistic structures integrating SMAs and private wealth alternatives. He explains the AID framework—Alpha (private eq...
12 Jan 2026
Model Behavior Ep. 4: Adapting to Today’s Market
In this episode of Model Behavior, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Alexandra Wilson-Elizondo, Global Co-Head and Co-CIO for Multi-Asset Solutions at Goldman Sachs. They explore how model portfolios are integrating private market investments alongside traditional assets to deliver greater diversification, customization, and institutional-quality strategies for individual investors. Learn how evergreen and interval funds expand access to alternatives, why l...
23 Dec 2025
Model Behavior Ep. 3: Custom Scalable Portfolios
In this episode of Model Behavior, Kunal Shah, Managing Director at iCapital, explains why advisors are turning to research-driven model portfolios to simplify access to alternatives, outsource due diligence, and deliver diversified, outcome-oriented strategies. Learn how iCapital builds custom and scalable portfolios that integrate public and private assets—helping advisors meet client demand and optimize performance. Subscribe for more insights on portfolio innovation.
17 Dec 2025
Model Behavior Ep. 2: Scalable Model Portfolios
Model Behavior, hosted by Sonali Basak, helps advisors understand how to integrate alternative investments into model portfolios—making portfolios more diversified, resilient, and outcomes-driven. In this episode, Jen Wing of GeoWealth explores scalable private market strategies, obstacles like knowledge and access gaps, and the benefits of blended public/private models. Learn how RIAs can simplify onboarding, due diligence, and portfolio management—and deliver differentiated outcomes ...
11 Dec 2025
Model Behavior Ep. 1: The Future of Model Portfolios
Join Sonali Basak, iCapital's Chief Investment Strategist, as she sits down with Jon Diorio, Managing Director at BlackRock, to explore how model portfolios are evolving to integrate alternative investments. Watch now to discover how models simplify access to private markets and create durable, repeatable investment processes with clear guidance on portfolio construction and asset allocation. · Why model portfolios matter for advisors · The role of alte...
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