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Investment & Market Strategy
Beyond 60/40 Video: Episode 54 – Why It’s Still a Bull Market for Advice
Shirl Penney, CEO and Founder of Dynasty Financial Partners discusses why it remains a bull market for advice, even amid market volatility.
April 15, 2026
Investment & Market Strategy
Beyond 60/40 Video: Episode 53 – How AI Is Redefining Software Growth
Monti Saroya, Co-CEO of VistaOne and Senior Managing Director at Vista Private Equity shares why agentic AI represents a step-change in software economics.
April 10, 2026 
Investment & Market Strategy
Private Markets & Hedge Fund Strategy Ratings – 1H 2026
Our semi-annual ratings reflect an improving deal environment, but one still navigating macroeconomic uncertainty.
April 8, 2026
Investment & Market Strategy
Beyond 60/40 Video: Episode 52 – Geopolitics at a Tipping Point
Admiral James Stavridis, Vice Chair of Global Affairs at Carlyle and former NATO Supreme Allied Commander discusses geopolitics.
March 27, 2026