The Private Markets Playbook
Samir Kaji, Peter Epstein
community@allocate.co
Booking Overview
A wealth-management focused show on how advisors and CIOs can build modern, programmatic portfolios with private markets. Guests include leaders across allocators, asset managers, and private-market operators, with practical emphasis on portfolio construction, access, and managing complexity at scale.
Metrics
27 episodes, Irregular, 4.5 rating
<1k, Male, USA
Contact Information
community@allocate.co
Description
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
Production Team
Host
Samir Kaji, Peter Epstein
Categories
Investing, Business, News, Tech News, Business News, Entrepreneurship
Booking Intelligence
Booking Requirements
medium
Typical Credentials:
Senior decision-makers or thought leaders in private markets allocation and investing—e.g., founders/COOs/CIOs/Managing Partners at allocators, multi-family offices, fund-of-funds/platforms, and partners at top venture/PE/credit firms; alternatively, senior operators in private-markets fintech/data/AI infrastructure relevant to portfolio construction and access.
Required Achievements:
Managing partner/founder leadership in an allocator or investment firm, Track record building or scaling private markets programs/platforms, Significant AUM/AUA or institutional deployment in private assets, Board/committee roles or recognized expertise in fintech/private markets
Recent Guest Discussions
Eric Patterson - Systematic Private Markets Exposure For Rias; Transition From Deal-by-deal Alternatives To Proprietary Fund-of-funds; Vintage/fund Lineup Construction; Liquidity Structures; Operational Use Of AI In Underwriting/management, Matthew Harris - Fintech Evolution; Blockchain/tokenization Concepts For Wealth Management; AI Adoption In Financial Services; Venture Investment Patterns And Founder/team Quality
Recent Topics
Private Equity, Wealth Management, Portfolio Construction, Private Credit, Venture Capital, Alternatives, Liquidity, Funds, Asset Allocation, Fintech
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