Allocate

The Private Markets Playbook

Business EN ↓ 31 episodes

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. joinallocate.substack.com

Author

Allocate

Episodes

David Lebovitz, MD & Global Strategist at JP Morgan Asset Management, on navigating between public and private markets 05.06.2024 28:49

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, intervie...

Seyonne Kang, Partner at StepStone Group, on picking and supporting winning GPs 02.04.2024 44:04

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...

Samir Kaji, Allocate's Co-Founder and CEO, on the founding of Allocate 28.02.2024 45:23

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 Clie...

Special LP roundtable: What LPs are thinking about in Venture with Beezer Clarkson, Chris Douvos, and Guy Perelmuter 09.11.2023 49:24

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 ins...

John Avirett of StepStone Group on the Venture Capital Secondaries Market 21.08.2023 54:30

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 , Partn...

Robert Picard of Hightower Advisors on Individuals Entering VC Investing and the Evolution of the Market 13.07.2023 42:22

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,...