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Practice Management
Beyond 60/40 Video: Episode 12
featuring iCapital Chief Investment Strategist Anastasia Amoroso with Ashmi Mehrotra, Global Co-Head of the Private Equity Group at J.P. Morgan Asset Management
January 31, 2024 
Practice Management
Beyond 60/40 Video: Episode 11
featuring Lawrence Calcano speaking with Preqin CEO Christoph Knaack, as well as iCapital Managing Partner Eileen Duff
December 19, 2023 
Practice Management
Beyond 60/40 Video: Episode 10
featuring Dick Pfister, CEO and Founder of AlphaCore Wealth Advisory
November 28, 2023 
Practice Management
Beyond 60/40 Video: Episode 09
featuring Paula Campbell Roberts, Chief Investment Strategist of KKR
November 7, 2023