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. joinallocate.substack.com

The Private Markets Playbook is a business podcast hosted by Allocate, with 33 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Allocate hosts The Private Markets Playbook, a business show with 33 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Private Markets Playbook

  From SaaS to AI-First: A Candid Conversation on the Future of Software Investing

  May 13, 202640 minS0

  <p>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.</p><p>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...

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  The Private Markets Playbook

  The RIA Playbook for Privates: Vintages, Managers, and Model Portfolios

  Mar 31, 202646 minS0

  <p>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.</p><p>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...

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  The Private Markets Playbook

  Inside the Inflection Point: Why 2026 Changes Everything for Private Markets

  Feb 12, 202639 minS0

  <p>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.</p><p>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...

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  The Private Markets Playbook

  AI, Blockchain & the Bold New World of Financial Services

  Nov 19, 202545 minS0

  <p>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.</p><p>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...

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  The Private Markets Playbook

  The IPO Evolution: Generative AI, Storytelling, and the Future of Going Public

  Oct 6, 202531 minS0

  <p>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.</p><p>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...

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