Samir Kaji, Allocate's Co-Founder and CEO, on the founding of Allocate

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 industry

- the evolution of investing in venture capital toward a contemporary, frameworks-based approach

- the importance of education to enable responsible participation in private markets investing

About Samir Kaji:

Prior to Allocate, Samir spent nearly 22 years in venture banking between SVB and First Republic Bank and closely worked with and advised over 700 venture capital and private equity firms. During this time, he completed over $12B in structured debt transactions and invested personally in over 60 funds and companies, including early-stage investments into Carta (seed), Side (seed), PolicyGenius (Series A), and FanDuel (Series B) as well as Growth investments into Reddit, Alto Pharmacy, and Carbon Health.

Samir completed a finance undergraduate degree at San Jose State University, an MBA from Santa Clara University, and completed the prestigious Kauffman Fellows venture program.

He is also an active writer on venture capital and is the host of a top venture podcast called Venture Unlocked.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit joinallocate.substack.com