Managing Director, Chief Investment Strategist, iCapital
The session will explore the prevailing economic backdrop and the timely investment ideas suited for this environment, with a special focus on outlook for different types of Alternatives investments such as private equity, private credit, and real estate. The session will also help investors quantify how Alternatives can be used to build portfolios for the future.
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. Amoroso also 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.