iCapital Appoints Chief Investment Strategist
From Wall Street journalism to shaping global investment strategy: iCapital has named a former Bloomberg Television correspondent as its new Chief Investment Strategist.
In her new role, Sonali Basak will help shape iCapital’s strategic thought leadership across both public and private markets, according to a media release published on Tuesday.
She will provide actionable insights for clients and partners while strengthening iCapital’s reputation as a trusted voice in the investment industry.
Expanding Access to Private Market Opportunities
She described iCapital as a central authority linking wealth managers with top asset managers worldwide, adding that she looks forward to delivering data-driven insights for financial advisors, investors, and asset managers.
Headquartered in New York, iCapital operates globally with 16 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, and Toronto, and an industry-leading R&D center in Lisbon.
Driving iCapital’s Global Investment Outlook
As Chief Investment Strategist, Basak will lead the firm’s investment outlook and deliver thoughtful, data-driven content. Working closely with clients, she will support their decision-making as they implement strategies in increasingly complex and converging markets.
Basak joins iCapital after a career as Bloomberg Television’s lead global finance correspondent and anchor. She covered the world’s most influential financial institutions, anchored the morning program Open Interest, hosted the Bloomberg Invest conference, and created the docuseries Bullish.
Academic Depth and Global Perspective
Basak holds a bachelor’s degree from Bucknell University, a Master of Science in Journalism from Northwestern University’s Medill School, and an MBA in Quantitative and Corporate Finance from NYU Stern.
iCapital has $945 billion of assets serviced globally on its platform, including $257 billion in alternative platform assets, $203 billion in structured investments and annuities outstanding, and $485 billion in client assets reported on, and serving over 3,000 wealth management firms and 114,000 active financial professionals.
