Tag: Financial Advisor Podcast

FEATURE
What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)

What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)

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Markets have been anything but predictable in 2025, yet resilience continues to surprise investors. 

In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next.

With deep insights drawn from Peter’s team-wide strategy review, they explore how markets are absorbing trade volatility, policy shifts, and inflation risks and why there’s room for optimism. They also dive into key opportunities across both public and private markets, including middle-market buyouts, infrastructure, and asset-based lending.

What to expect in this episode:

  • Why “American exceptionalism” may still hold firm
  • What risks to watch for in the second half of 2025
  • Where private market opportunities are gaining traction
  • How to approach portfolio allocation in a data-driven, uncertain world
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Peter Repetto:

About Our Guest:

Peter is a Vice President and Investment Strategist at iCapital, focusing on developing and delivering research, investment ideas, and thought leadership content for external and internal audiences on behalf of iCapital’s Investment Strategy team. Prior to joining the firm, Peter spent over eight years at Franklin Templeton Investments, where he contributed to their asset allocation strategy and macroeconomic research. Peter holds a BA in Economics from Fairfield University.

FEATURE
How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

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In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm. 

But what if this volatile environment is actually full of opportunity?

In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. From his global experience managing funds in New York, London, and Latin America, Zach shares his perspective on why volatility may actually signal better potential returns, if you know where to look.

They explore everything from small-cap inefficiencies and underpriced opportunities to the dangers of chasing overvalued giants. Plus, Zach shares why he’s cautious on private credit and where the democratization of alternatives is heading next.

What to expect in this episode:

  • Why wide outcome ranges can unlock better returns
  • What most investors miss about market cycles and timing
  • Where public and private market inefficiencies are hiding
  • How individual investors can access institutional-quality alternatives
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Zachary Levenick:

About Our Guest:

Before joining THG, Mr. Levenick was a Principal of Taconic Capital Partners, LP (“Taconic”), a multi-billion dollar New York-based private investment firm. Mr. Levenick co-managed the firm’s London-based European operations and was Portfolio Manager for European Equities investing, where focus areas included consumer products, retail, and general industries. He also established and oversaw Taconic’s public and private investment efforts in Brazil, Mexico, Chile, and Argentina, where focus areas included education and logistics. While at Taconic, Mr. Levenick also developed extensive experience in special situations and cross-asset class investing. Mr. Levenick spent 18 years at Taconic, after joining the firm in 2002 as a research associate. Before his career at Taconic, Mr. Levenick worked at J.P. Morgan in investment banking.

Mr. Levenick is a former Director of Barnes and Noble Education (NYSE: BNED).

Mr. Levenick graduated from Harvard College magna cum laude with a degree in History and Literature (Medieval).  He resides with his family in Southern California.  They support a number of educational, outdoor, and local philanthropies in the US and UK.

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