The Private Markets Playbook
The Private Markets Playbook is a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.
Episodes
Building a Unified RIA: Culture, Acquisitions, and Client-Centric Growth
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
Why Most Firms Miss on Alts: It’s NOT the Product, It’s the Plumbing
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
SpaceX, Anthropic & The Trillion-Dollar VC Flywheel
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
Evergreen, Drawdowns, and the AI Wave: Where Private Markets Go Next
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
How to Invest Like You’re Dead (And Why It Works)
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
From SaaS to AI-First: A Candid Conversation on the Future of Software Investing
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
The RIA Playbook for Privates: Vintages, Managers, and Model Portfolios
Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In thi
Inside the Inflection Point: Why 2026 Changes Everything for Private Markets
Welcome to The Private Market Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate, the show features candid conversations with allocators, asset managers, and industry leaders on building modern, programmatic portfolios—spanning private markets, portfolio construction, and the systems required to manage complexity at scale.In this
AI, Blockchain & the Bold New World of Financial Services
Welcome to the Allocate Podcast, an interview and educational series designed to help investors better understand and navigate alternative investments. Join us for conversations with leading founders, fund managers, and institutional allocators as we explore key trends and insights shaping the private markets.In this episode, Allocate Co-Founder, President, and CEO Samir Kaji speaks with Matthew H
The IPO Evolution: Generative AI, Storytelling, and the Future of Going Public
Welcome to the Allocate Podcast, an interview and educational series designed to help investors better understand and navigate alternative investments. Join us for conversations with leading founders, fund managers, and institutional allocators as we explore key trends and insights shaping the private markets.In this episode, Nic Millikan speaks with Ashley MacNeill, Head of Equity Capital Markets
Evergreen Funds, AI, and the Evolving Wealth Landscape
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode, Allocate Co-Founder and President, Samir Kaji, speaks with Alan Zafran, Co-Founder and
Bridging the Liquidity Gap: The Evolution of GP Solutions in Private Markets
Welcome to the Allocate Podcast, an interview and educational series designed to help investors better understand and navigate alternative investments. Join us for conversations with leading founders, fund managers, and institutional allocators as we explore key trends and insights shaping the private markets.In this episode, Allocate’s Nic Millikan speaks with Richard Golaszewski, Co-Head of GP F
Fiduciary Duty & Information Flow: Rethinking Private Market Access
Welcome to the Allocate Podcast, an interview and educational series designed to help investors better understand and navigate alternative investments. Join us for conversations with leading founders, fund managers, and institutional allocators as we explore key trends and insights shaping the private markets.In this episode, Allocate Co-Founder, President and CEO Samir Kaji speaks with Nik Talrej
Alternatives Unfiltered: Venture, Private Equity, and the Future of Investing
Welcome to the Allocate Podcast, an interview and educational series designed to help investors better understand and navigate alternative investments. Join us for conversations with leading founders, fund managers, and institutional allocators as we explore key trends and insights shaping the private markets.In this episode, Allocate Co-Founder, President, and CEO Samir Kaji speaks with Vivek Jin
Networking Wealth: Inside the 3i Investment Platform
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji welcomes Teddy Gold, CEO and Co-Founder of 3i
The Future of Fintech: Technology, Talent, and Investment Strategy
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode, host Samir Kaji welcomes Logan Allin, Founder and Managing Partner of Fin Capital. Log
The Future of Financial Advice: Technology, Alternatives, and Client-Centric Strategies with Dave Breslin of GC Wealth
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji welcomes Dave Breslin, Executive Vice Presiden
The Human Algorithm: Building a Next-Generation Investment Firm
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji chats with Neil Malik, Founder and CEO at K1 I
The $4.5 Billion Platform: Inside Crowd Street's Alternative Investment Revolution
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Nic Millikan welcomes Crowd Street executives David Govsh
Beyond Public Markets: Navigating Wealth Management's New Frontier
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji welcomes John McArthur, Senior Partner and Chi
Navigating the Future of Wealth Management: Technology, Personalization, and Generational Shifts
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji welcomes Taylor Matthews, Co-Founder and CEO o
Unlocking Financial Success: How Earned Wealth is Changing the Game for Doctors with John Clendening of Earned Wealth
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji chats with John Clendening, CEO and Co-Founder
Allocate's State of the Market: 2024 Year-End Review & 2025 Outlook
This webinar covers the current state of the venture capital market, highlighting the normalization of capital deployment and the reset in valuations after the 2021 peak. It delves into the concentration of capital in the top venture funds, the importance of emerging managers, and the impact of liquidity constraints on the industry. A major focus is the role of AI, which is driving mega rounds and
Cameron Dawson, CIO of NewEdge Wealth, on the current state of private markets, impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equity
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Nic Millikan speaks with Cameron Dawson, CIO of NewEdge W
Erin Harkless Moore, VP & Managing Director, Investments at Pivotal Ventures, on family offices, state of and investing in caregiving economy
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate podcast, Hana Yang, CXO and co-founder of Allocate, is joined by Erin H
Navigating the New Era of Venture Capital: Insights on Liquidity, AI, and the Evolving GP-LP Landscape from FutureProof 2024 with Samir Kaji, Jordan Stein and Mark Suster
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast recorded live at FutureProof Festival, Samir Kaji is joined by
Evolving Investment Strategies: Understanding the Role of Alternatives with Phil Huber
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Samir Kaji interviews Phil Huber, Head of Portfolio Solut
David Lebovitz, MD & Global Strategist at JP Morgan Asset Management, on navigating between public and private markets
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.In this episode of the Allocate Podcast, host Nic Millikan, Head of Investments for Allocate, interview
Seyonne Kang, Partner at StepStone Group, on picking and supporting winning GPs
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.For our next episode, we’re delighted to have Hana Yang, Allocate’s Co-founder and CXO, host Seyonne Ka
Samir Kaji, Allocate's Co-Founder and CEO, on the founding of Allocate
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.To kick off 2024, we’re delighted to have Nic Millikan, Allocate’s Managing Director and Head of Client
Special LP roundtable: What LPs are thinking about in Venture with Beezer Clarkson, Chris Douvos, and Guy Perelmuter
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.For our third episode, we’re delighted to have Allocate’s CEO, Samir Kaji, host three experienced insti
John Avirett of StepStone Group on the Venture Capital Secondaries Market
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.For our second episode, we’re delighted to have Allocate’s CEO, Samir Kaji, host John Avirett, Partner
Robert Picard of Hightower Advisors on Individuals Entering VC Investing and the Evolution of the Market
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets.For our inaugural episode, we’re delighted to have Allocate’s CEO, Samir Kaji, host our first guest, Ro
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