The Private Markets Playbook

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 this episode, Samir Kaji sits down with Shirl Penney, Founder and CEO of Dynasty Financial Partners, to discuss the vision behind Dynasty and the growing movement toward independent, fiduciary wealth management. Shirl shares how his early career led him to see a need for ad...

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 this episode, Samir Kaji sits down with Christine Leong Connors, Co‑Founder and CEO of Verita and former J.P. Morgan and EPIQ Capital Group executive, to discuss how she’s building an AI‑enabled, client‑first wealth management firm from scratch. Christine shares lessons fr...

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 this episode, Samir Kaji sits down with Lido Advisors President Brian Haloossim and Managing Director Sanjeev Sardana to unpack how modern wealth management is evolving and what it takes to build a differentiated, client-first RIA. They discuss why both chose to join Lido and ho...

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 this episode, Samir Kaji sits down with Raj Bhattacharyya and Stuart Katz of Robertson Stephens to unpack how they rebuilt an iconic Wall Street brand into a $9B, tech-forward wealth management firm focused on high and ultra-high net worth clients. They walk through the fi...

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 this episode, Samir Kaji sits down with Dave Engel, Partner and Head of Venture Capital at AlphaCore, to unpack how a wealth advisory firm can thoughtfully bring venture capital into private client portfolios. They trace Dave’s journey from building and selling startups to Palo...

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 this episode, Samir Kaji sits down with Aneet Deshpande, Chief Investment Officer of Clearstead, a $62 billion advisory firm serving both private clients and institutions. They unpack how Aneet’s experience investing through the dot‑com bubble and the Global Financial Crisis shaped his purpose‑driven a...

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 this episode, Samir Kaji sits down with John Jennings, President and Chief Strategist of the family office ArchBridge, to explore how ultra‑wealthy families can invest wisely amid uncertainty, information overload, and private‑market hype. John shares the story of ArchBridge’s origins in the afte...

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 this episode, Samir Kaji sits down with Neil Malik, Founder and CEO of K1 Investment Management, to unpack what the so‑called “SaaS apocalypse” really means for software investors in an AI‑driven market. They trace the evolution of K1’s strategy across nearly 300 enterprise s...

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 this episode, Samir Kaji sits down with Eric Patterson, Co-Founder and Managing Partner of Three Bell Capital, to unpack how a modern RIA can systematically build and scale private markets exposure. They cover Three Bell’s evolution from ad hoc, deal-by-deal alternatives to running prop...

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 episode, Allocate CEO Samir Kaji joins host Peter Epstein to unpack why 2026 is a pivotal moment for private markets and private wealth. They trace the evolution of alternatives into a multi-trillion-dollar asset class, examine why access has remained constrained for many investors, and ex...

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 Harris, Partner at Bain Capital Ventures. Their conversation traces Matthew’s journey through decades of FinTech innovation, from digitizing analog processes to the rise of embedded finance, decentralization, and blockchain technology. They discuss the growing importance of alternative assets, tokenization in we...

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 at Vista Equity Partners. Their conversation explores the evolving role of capital markets within private equity, the current state and future of IPOs, and the transformative impact of generative AI on enterprise software. Ashley shares her journey from engineering to...

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 Managing Partner at IEQ Capital. Alan shares his journey from Goldman Sachs and Merrill Lynch to building a client-centric, independent wealth management firm, offering a unique perspective on the evolution of the industry and the importance of...

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 Financing Solutions at Hunter Point Capital. Their discussion explores the evolution of GP financing, the growth of private markets, and the innovative capital solutions available to general partners. Richard shares his career journey from Wall Street to Hunter Point, highlighting th...

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 Talreja, Co-Founder and CEO of Sydecar. Their discussion delves into the evolution of special-purpose vehicles (SPVs) and the broader private market landscape. Nik shares his journey from law to entrepreneurship, highlighting the pain points that inspired Sidecar’s creation and the dr...

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 Jindal, Chief Investment Officer at Caprock. Their conversation provides a thoughtful look at the evolving landscape of alternative investments and modern portfolio construction. Drawing from his experience from Corbin Capital to Blackstone, Vivek shares perspectives on the value of personalized strategies...

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 Members, a community-driven investment platform for family offices and high-net-worth individuals. During the episode, Teddy shares how 3i was created to solve private market investing challenges by building a network of vetted members who...

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. Logan shares his journey in FinTech venture investing, emphasizing the importance of specialized, domain-specific investment strategies. Focusing on B2B fintech software, Logan discusses how his firm differentiates itself by maintaining a tight investment focus, leveraging...

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 President at General Catalyst and GC Wealth. During the conversation, Dave discusses the evolving landscape of financial services, emphasizing the importance of technology, personalized advice, and serving emerging wealth clients. Key takeaways include the role of AI...

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 Investment Management. In this conversation, Neil shares his transformative journey in private equity, focusing on B2B software investments. The conversation also explores K1's approach to building a successful investment firm by...

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 Govshtein and Anna-Marie Allander Lieb as the pair discuss their platform's transformative journey in democratizing commercial real estate investing for accredited investors. Born from the 2012 JOBS Act, Crowd Street has grown from a novel concept to a...

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 Chief Investment Officer of Krilogy. Samir and John discuss the evolving landscape of private markets and wealth management. John talks about his journey from traditional wirehouse firms to the independent space with Krilogy, highlighting the shift...

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 of Farther, a modern wealth management platform. They discuss the inception of Farther, the challenges faced by financial advisors, and the critical role of technology in enhancing client experiences and advisor efficiency. The conversation also covers...

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 of Earned Wealth, a tech-driven wealth advisory firm for doctors and dentists. They discuss the modernization of wealth management, emphasizing personalized services enhanced by technology. John explains the founding of Earned Wealth, highlighting the unique...

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 of Earned Wealth, a tech-driven wealth advisory firm for doctors and dentists. They discuss the modernization of wealth management, emphasizing personalized services enhanced by technology. John explains the founding of Earned Wealth, highlighting the unique...

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 significant valuation premiums, as well as transforming industries like life sciences and defense. The speakers also discuss the expected growth of venture capital, the democratization of private markets, and the potential for venture leaders...

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 Wealth. They look into the current state of private markets, exploring trends like the impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equity. Cameron also shares...

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 Harkless Moore from Pivotal Ventures, to discuss family offices and how they can be structured, state of and investing in caregiving and healthcare—a core part of Pivotal’s mission—and how Pivotal uses invest...

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 Jordan Stein, Managing Director at Cresset Private Capital, and Mark Suster, Partner at Upfront, to discuss the evolving landscape of venture capital. They explore significant shifts in the industry over the past two decades, including...

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 Solutions at Cliffwater and author of The Allocator’s Edge. They discuss the shifting landscape of portfolio construction, particularly the growing role of alternative investments. Phil shares insights from his book, elaborating on how the traditional 60/40 po...

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, interviews David Lebovitz, Managing Director and Global Market Strategist at J.P. Morgan Asset Management. They dive into recent trends in private equity and venture capital, discussing the recovery from a challenging period, the resurgence of the...

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 Kang, Partner of StepStone Group.

Together, they deliver an insightful conversation covering:

- how to pick winning GPs

- how to support portfolio companies and diverse 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.

To kick off 2024, we’re delighted to have Nic Millikan, Allocate’s Managing Director and Head of Client Solutions, host Allocate’s Co-Founder and CEO, Samir Kaji.

Together, they deliver an inciteful conversation covering:

- the founding of Allocate and why its value proposition is meaningful for the industr...

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 institutional venture LPs - Chris Douvos of Ahoy Capital, Beezer Clarkson of Sapphire Partners, and Guy Perelmuter of GRIDS Capital. This was an inciteful conversation about the dramatic shift in the market over the past coupl...

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 of StepStone Group, a leading global wealth manager of over $140B in assets across 26 individual practices. This was an inciteful conversation about the evolution of the secondaries market, from its history to the current land...

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, Robert Picard, Head of Alternative Investments at Hightower Advisors, a top RIA managing over $110B in assets across 128 individual practices.

This was an insightful conversation about the growing trend of high-net-worth investors investin...