Dasseti

The Allocation Agenda

Business EN ↓ 6 episodes

The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an increasingly competitive market—leveling the playing field through AI-driven technologies that impact everyt...

Author

Dasseti

Episodes

Data as a Differentiator: Inside Harbor Capital’s AI and Tech Strategy 16.10.2025 26:20

In this episode of The Allocation Agenda, host Steve MacDonald sits down with Pradeep Tekkey, Chief Data Officer at Harbor Capital Advisors, to explore how data is transforming the investment management industry — and why firms that overlook it do so at their own peril. From growing up in the remote Andaman and Nicobar Islands without a television to leading Harbor’s Data Intelligence Center of Ex...

The Allocator’s Edge: Scaling ODD with Data and Digital Insight 15.07.2025 23:22

The Allocation Agenda with Jason Windt Guest: Jason Windt, Director of Operational Due Diligence, Impact and Private Equity at M&G Investments Host: Steve MacDonald In this episode of The Allocation Agenda, Steve MacDonald sits down with Jason Windt, a leader in operational due diligence at M&G Investments, to explore how data is transforming the investment management industry. Jason share...

The Middleman's Challenge and Solutions in the Allocator-Investment Management Relationship 14.05.2025 28:19

In this episode of The Allocation Agenda , we sit down with Matthew Burrows, Director of Investment Relations and Marketing at Frostrow Capital LLP, to explore the role of the intermediary in allocator–manager relationships. With a background in discretionary portfolio management, and now working as the 'middleman' between allocators and fund managers, Burrows offers a unique perspective on how to...

Why Outdated Constraints Continue to Shape Trillions of Dollars in Large-Cap Assets 28.04.2025 17:20

With over two decades of experience in manager research and investment analysis, Gary Tom offers a detailed examination of the 1940 Investment Company Act’s diversified fund rule. He explains why outdated constraints continue to shape trillions of dollars in large-cap assets, explores the real costs associated with capping top holdings, and shares insights on how managers and asset owners can advo...

Breaking Data Barriers for Better Investing 05.03.2025 39:31

Liron Mandelbaum, COO of Dasseti, shares insights from his Bloomberg career and how they shaped transformative strategies at Dasseti. He highlights the “aha moment” in investment management, exposing data collection challenges in private markets. Liron explores data democratization and how Dasseti streamlines data flows, replacing outdated processes with seamless, efficient solutions. "Our client’...

The Pros and Cons of Internal Versus External Investment Management 17.02.2025 25:26

In this episode of The Allocation Agenda , Matthew Stiling, Senior Operational Due Diligence Analyst at Investcorp-Tages, discusses the evolving dynamics between internal and external investment managers. They discuss the critical role these managers play for allocators, the importance of trust and transparency in relationships, and how new technologies are streamlining the flow of data between al...