ACE Academy 2023

Speaker & Session Information















Managing Risk and Finding Investment Opportunities in a Highly Volatile, Uncertain, Complex and Ambiguous (VUCA) World

Anastasia Amoroso

Presented by
Anastasia Amoroso, CFA®

Managing Director, Chief Investment Strategist, iCapital Group

Session date and time 
May 1, 2023
9:30 - 10:30 a.m.     

In a world of heightened uncertainties around inflation, Fed policy, economic growth and banking crises, how should investors position to not only withstand but take advantage of these uncertainties? This session will explore the most pressing economic and market issues of the day and provide ideas on how investors can build resilient portfolios for the current macroeconomic climate. To be successful, investors may need to look beyond the traditional 60/40 portfolio allocation. This session will offer a look at the types of opportunities in private markets that could help investors today.

ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Anastasia Amoroso, CFA®
Managing Director, Chief Investment Strategist, iCapital

Anastasia Amoroso is a managing director and 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, Amoroso was an 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. She also developed global tactical ideas and implemented institutional-level implementation across asset classes for clients. Amoroso regularly appears on CNBC and Bloomberg TV and is often quoted in the financial press. Before this, Amoroso 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. Earlier in her career, Amoroso held several financial analysis, research and strategic business planning positions with both private and public sector organizations. She graduated summa cum laude from the University of New Mexico and is a CFA® charterholder.

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