Tag: Infrastructure Investing

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
What You Need to Know About Private Credit with Mark Gatto (Ep. 76)

What You Need to Know About Private Credit with Mark Gatto (Ep. 76)

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With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns. 

In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors.

They discuss the growing accessibility of alternative investments, the yield potential of private credit, and why “boring” may be the new smart in today’s market. Mark also shares how CION’s platform was designed specifically for individual investors, unlike most institutions that only cater to the ultra-wealthy.

What to expect from this episode:

  • Why the majority of high-performing companies are still private—and how to access them
  • How regulatory changes post-2008 created opportunity in private credit
  • The appeal of yield-focused alternatives in a volatile equity environment
  • What to look for when choosing private market managers
  • And more!

Resources:

Connect with Mark Gatto:

Connect with Robert Curtiss:

About Our Guest:

Mark Gatto is Co-Founder, Co-Chief Executive Officer, and Co-President of CION Investment Group, CION Investment Corporation (CIC), and CION Grosvenor Infrastructure Fund.

He is also a Director and Co-Chief Executive Officer of CION Ares Diversified Credit Fund (CADC). Mr. Gatto serves on the investment committee of CIC and the investment allocation committee of CADC.

Mr. Gatto joined CION in 1999. He served as Executive Vice President and Chief Acquisitions Officer from May 2007 through January 2008. He served as Executive Vice President of Business Development from May 2006 through May 2007 and Vice President of Marketing from August 2005 through February 2006. He was also Associate General Counsel from November 1999 until October 2000.

Previously, Mr. Gatto was an executive for a leading international product development and marketing company from 2000 through 2003. Later, he co-founded a specialty business-consulting firm in New York City, where he served as its managing partner before re-joining CION in 2005. He was also an attorney in private practice prior to joining the firm.

Mr. Gatto received an M.B.A. from the W. Paul Stillman School of Business at Seton Hall University, a J.D. from Seton Hall University School of Law, and a B.S. from Montclair State University.

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