Investment Strategies Through Cycles with Samir Kaji of Allocate

Highlights from this week’s conversation include:

• ​​Samir’s Background and Journey (0:31)
• Founding Allocate (1:09)
• Emerging Managers Focus (4:26)
• Market Cycles and Investment Strategies (8:11)
• Current Market Trends (12:22)
• Illiquidity in Venture Capital (14:04)
• Misconceptions About Venture Capital (16:05)
• Direct Investments vs. Fund of Funds (19:51)
• Operational Needs of Wealth Advisors (22:13)
• Building Infrastructure for Investment (24:16)
• Insider Segment: Nico Toro of Silicon Valley Bank (27:00)
• Customization in Different Markets (28:55)
• Understanding Local Ecosystems (30:07)
• Opportunities in Fintech (32:26)
• Consolidation in Private Equity (36:49)
• Investment Strategies for Family Offices (40:43)
• Responsible Participation in Venture Capital (44:50)
• Ideal Investor Profile (47:05)
• Market Growth and Challenges (50:04)
• Current Investment Climate (52:00)
• Connecting with Samir and Final Thoughts (53:12)

Allocate is a platform designed to modernize and democratize private market investing by providing accredited investors with curated access to top-tier private capital funds and direct investment opportunities. Allocate’s mission is to empower a broader audience of investors to participate in private markets while emphasizing transparency, efficiency, and inclusivity. https://www.allocate.co

Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world’s most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.

Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. 

The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.