Upcoming Webinar – Unleashing Your Portfolio’s Potential with iCapital Chief Investment Strategist Anastasia Amoroso

Date: June 13, 2023
Time: 10 a.m. PT / 1 p.m. ET
Registration Link: Click Here

Join AlphaCore Wealth Advisory for an exciting macro update webinar with iCapital Chief Investment Strategist Anastasia Amoroso. In this role, she is responsible for providing insights on private and public market investment opportunities for advisors and their high-net-worth clients.

Become a part of the conversation, as Amoroso gives her latest economic outlook, identifies key geopolitical and financial risks today and shares with us how to best position portfolios for the environment ahead. Amoroso will highlight relative value opportunities across various asset classes in both public and private markets.

Some of the specific topics will include:

  1. Economic outlook
  2. Public bond, credit and equity markets
  3. Private real estate, private equity and private credit markets
  4. Best investment opportunities today

Before her current role, Anastasia served as executive director and head of cross-asset thematic strategy at J.P. Morgan Private Bank, where she spearheaded the identification and investment in emerging technologies and disruptive trends, such as artificial intelligence, decarbonization and gene therapy. She also leveraged her expertise to create global tactical ideas and implement them across asset classes at the institutional level for clients. Amoroso regularly appears on CNBC and Bloomberg TV and is often quoted in the financial press. View her LinkedIn here.

To learn more about this upcoming event or if you have any follow-up questions, please do not hesitate to contact us.

 

About Anastasia Amoroso

Anastasia Amoroso is the chief investment strategist at iCapital. In this role, she is responsible for providing insight on private market investing opportunities for advisors and their high-net-worth clients. Previously, Anastasia was the executive director and the head of cross-asset thematic strategy for J.P. Morgan Private Bank, where she identified and invested in emerging technologies and disruptive trends such as artificial intelligence, decarbonization and gene therapy. Prior to this, Anastasia served as a global market strategist on the J.P. Morgan Funds’ global market insights strategy team. She also managed global tactical multi-asset portfolios and performed investment due diligence at Merrill Lynch, as well as provided consultative financial advisory services to high-net-worth families and businesses. She graduated summa cum laude from the University of New Mexico and is a CFA charterholder.

 

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