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 Samir Kaji welcomes Taylor Matthews, Co-Founder and CEO of Farther, a modern wealth management platform. They discuss the inception of Farther, the challenges faced by financial advisors, and the critical role of technology in enhancing client experiences and advisor efficiency. The conversation also covers the growing importance of alternative investments, the impact of generational wealth transfer, the future of wealth management driven by technology and personalized services, and so much more.Bio of GuestTaylor Matthews is the Co-Founder and CEO of Farther, a modern wealth management firm that integrates advanced technology with personalized financial advisory services. He holds an MBA from the MIT Sloan School of Management and a BA in Philosophy and Political Science from Yale University.Before establishing Farther, Taylor gained extensive experience in the financial services sector. He served as the Head of Account Management, Customer Success, and Business Operations at ForUsAll, where he played a pivotal role in scaling the company's assets under management from $25 million to $850 million over two years.Earlier in his career, he worked as a Manager at Deloitte, focusing on brand valuations, organizational transformations, and leading research teams in artificial intelligence and robotics.Under Taylor's leadership, Farther has experienced rapid growth, combining cutting-edge technology with personalized service to deliver a family-office experience at scale.Timestamps:Topics in this conversation include:* Inception Story of Farther (1:09)* Business Model of Farther (5:32)* Client Experience and Advisor Growth (9:11)* Generational Wealth Transfer (12:40)* Critical Factors for Advisor Growth (15:58)* Personalization at Scale (19:12)* Role of Artificial Intelligence in Wealth Management (22:36)* Proactive Client Engagement (25:07)* Generational Wealth Transfer and Advisor Adaptation (30:54)* Next Generation Client Expectations (35:35)* Future Predictions for Wealth Management (37:51)* Closing Thoughts and Takeaways (40:01)DiscloserThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such Statements are correct or that the objectives of an investment product or service will be achieved or that investors will receive a return of their capital or will not sustain losses. All investments involve risks and uncertainties, as disclosed in the applicable offering documents. Allocate undertakes no responsibility or obligation to revise or update any Statements. Statements expressed herein may not be shared by all personnel of Allocate. This page and the Statements are not intended as investment advice or recommendations by Allocate. It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.Past performance is not indicative of future results. 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

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 Samir Kaji chats with John Clendening, CEO and Co-Founder of Earned Wealth, a tech-driven wealth advisory firm for doctors and dentists. They discuss the modernization of wealth management, emphasizing personalized services enhanced by technology. John explains the founding of Earned Wealth, highlighting the unique financial challenges faced by medical professionals and the importance of niche focus. The conversation covers the role of technology in improving client experience and advisor efficiency, the impact of AI, evolving investment strategies, the future of wealth management, and so much more.About John ClendeningJohn Clendening is the Founder and CEO of Earned Wealth, a tech-enabled financial services firm dedicated to addressing the unique financial needs of medical professionals.With over two decades of experience in financial services, John has held several prominent leadership roles. He served as President and CEO of Blucora, a publicly traded technology-driven financial services firm, where he led the company to double-digit annual growth in revenue and profitability.Prior to Blucora, John spent over a decade at Charles Schwab, serving as President and co-Head of the U.S. and International retail division, and as CEO of Charles Schwab Bank. He also held senior roles at eMac Digital, First Union Bank, Wells Fargo, and The Coca-Cola Company. John earned his MBA from Harvard Business School and a BA in Economics from Northwestern University.Topics in this conversation include:* John's Background and Career Journey (1:10)* Founding Earned Wealth (3:33)* Challenges in Wealth Management (8:12)* Technology's Role in Personalization (12:35)* Investment Strategies and Alternatives (17:01)* Creating a Unique RA (21:12)* Differentiation Strategies (24:18)* Growth Capital and Acquisitions (27:51)* Technology Adoption Challenges (32:31)* Impact of AI on Wealth Management (35:34)* Importance of Human Relationships in Wealth Management (37:00)* Final Thoughts and Takeaways (41:05)DiscloserThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such Statements are correct or that the objectives of an investment product or service will be achieved or that investors will receive a return of their capital or will not sustain losses. All investments involve risks and uncertainties, as disclosed in the applicable offering documents. Allocate undertakes no responsibility or obligation to revise or update any Statements. Statements expressed herein may not be shared by all personnel of Allocate. This page and the Statements are not intended as investment advice or recommendations by Allocate. It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.Past performance is not indicative of future results. 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

This webinar covers the current state of the venture capital market, highlighting the normalization of capital deployment and the reset in valuations after the 2021 peak. It delves into the concentration of capital in the top venture funds, the importance of emerging managers, and the impact of liquidity constraints on the industry. A major focus is the role of AI, which is driving mega rounds and significant valuation premiums, as well as transforming industries like life sciences and defense. The speakers also discuss the expected growth of venture capital, the democratization of private markets, and the potential for venture leaders to play a role in policymaking. Overall, the conversation paints a picture of a maturing venture ecosystem navigating a shifting landscape, with AI emerging as a transformative force across multiple sectors.Timestamps:* Context of the Venture Market (0:36)* Crossing the Rubicon (2:11)* Capital Deployment Trends (4:19)* AI-Driven Mega Rounds (7:06)* Investor Preferences and Market Dynamics (11:40)* Liquidity Challenges in the Market (15:33)* Return Expectations in Venture Capital (19:20)* IPO Trends and Historical Context (22:23)* Liquidity in Venture Capital (25:09)* Proactive Liquidity Management (28:59)* Democratization of Private Markets (33:36)* AI Infrastructure and Investment (36:55)* The Service Sector and Tech Market (41:54)* Emerging Interest in Defense Tech (45:03)* Political Influence on Venture Capital (50:01)* Future of Public Venture Firms (51:44)Explore a curated library of expert-driven articles, reports, and webinars designed to deepen your understanding of the private markets ecosystem all at allocate.co/institute. 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

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 speaks with Cameron Dawson, CIO of NewEdge Wealth. They look into the current state of private markets, exploring trends like the impact of rising interest rates on deal flow and the increasing focus on operational efficiency in private equity. Cameron also shares her perspective on the potential resurgence of the IPO market and the risks of a market bubble, particularly in the technology sector. To navigate these complexities, Cameron advocates for uncorrelated strategies, emphasizing the importance of diversifying portfolios and mitigating equity risk to achieve long-term investment goals.Cameron Dawson, CFAAs Chief Investment Officer, Cameron spearheads the development of NewEdge Wealth’s investment themes, strategies, and market views while collaborating with the firm’s advisors and clients.Before joining NewEdge Wealth, Cameron served as Chief Market Strategist at Fieldpoint Private Securities and as a Senior Equity Analyst at Bank of America. With a robust background in macroeconomics, she has honed her skills in crafting forward-thinking investment themes and asset allocation strategies. She is renowned for her insightful and distinctive financial commentary and frequently appears on Bloomberg, CNBC, Fox Business and other media outlets. Cameron is a Chartered Financial Analyst®(CFA®) and a former board member of the CFA Society® of Orlando.Cameron has been recognized with numerous industry awards, including Institutional Investor RIA Intel CIO of the Year for 2024.A Florida native, Cameron earned her bachelor’s degree from Rollins College, where she graduated as Valedictorian, and her MBA from the Crummer Graduate School of Business at Rollins College.In this episode, we discuss:* (05:52)The intersection of dance and finance* (09:17) Current state of private markets* (20:20) Economic conditions and IPO landscape* (26:00) The impact of technological shifts on market dynamics* (29:00) Investment strategies in private markets* (32:20) Navigating esoteric asset classes* (40:48) Advice for new investors in private marketsDISCLOSUREThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such Statements are correct or that the objectives of an investment product or service will be achieved or that investors will receive a return of their capital or will not sustain losses. All investments involve risks and uncertainties, as disclosed in the applicable offering documents. Allocate undertakes no responsibility or obligation to revise or update any Statements. Statements expressed herein may not be shared by all personnel of Allocate. This page and the Statements are not intended as investment advice or recommendations by Allocate. It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.Past performance is not indicative of future results.Our theme song is Running Start by Chris Doerksen, published by Seven Seas Music Worldwide, and courtesy of Seven Seas Music, Inc. 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

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, Hana Yang, CXO and co-founder of Allocate, is joined by Erin Harkless Moore from Pivotal Ventures, to discuss family offices and how they can be structured, state of and investing in caregiving and healthcare—a core part of Pivotal’s mission—and how Pivotal uses investment and philanthropy to advance its mission to empower women and support women-led businesses.Erin Harkless MooreErin Harkless Moore leads the fund and direct investment program for Pivotal Ventures. With nearly two decades of investment experience, building and managing customized portfolios for endowed institutions and family offices, Erin is responsible for identifying, investing and overseeing a diverse portfolio of investments that drive breakthrough innovations and advance women’s power and influence.In this episode, we discuss:* (02:39) Erin’s path to a family office * (06:52) Evaluating family office opportunities* (12:33) Team structure and evolution of Pivotal Ventures * (14:47) Pivotal Ventures’s north star to advance and empower women * (17:36) Investment strategies at Pivotal Ventures * (22:02) Why Pivotal Ventures gives a lot of attention to the care economy and infrastructure* (27:08) The future of the care economy, AI, and innovation* (31:05) Navigating liquidity in private markets* (36:11) Next generation of venture and fund managersDISCLOSUREThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such Statements are correct or that the objectives of an investment product or service will be achieved or that investors will receive a return of their capital or will not sustain losses. All investments involve risks and uncertainties, as disclosed in the applicable offering documents. Allocate undertakes no responsibility or obligation to revise or update any Statements. Statements expressed herein may not be shared by all personnel of Allocate. This page and the Statements are not intended as investment advice or recommendations by Allocate. It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.Past performance is not indicative of future results.Our theme song is Running Start by Chris Doerksen, published by Seven Seas Music Worldwide, and courtesy of Seven Seas Music, Inc. 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

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 recorded live at FutureProof Festival, Samir Kaji is joined by Jordan Stein, Managing Director at Cresset Private Capital, and Mark Suster, Partner at Upfront, to discuss the evolving landscape of venture capital. They explore significant shifts in the industry over the past two decades, including the increasing institutional acceptance of venture capital, the elongation of the time companies stay private, and the changing dynamics of exit strategies. The conversation also dives into the current market cycle, the impact of artificial intelligence on investment opportunities, and the importance of evaluating fund managers and GP-LP relationships in venture capital.Jordan SteinJordan serves as a Managing Director, Cresset Private Capital and is responsible for evaluating investment opportunities across a variety of industries and products. Prior to Cresset, Jordan served in multiple roles for a large vocational education company, including Chief of Staff to the CEO, Brand President, and Director of Financial Planning and Analytics. Before that, Jordan spent two years at Moelis & Company focusing on middle-market M&A advisory.Jordan received his MBA from the University of Chicago Booth and holds a Bachelor of Arts in Economics and Accounting from Claremont McKenna College. He currently resides in the Gold Coast neighborhood of Chicago.Mark SusterMark Suster is a Partner at Upfront. He previously was the founder & CEO of two successful enterprise software companies, the most recent of which was sold to Salesforce.com where Mark became VP, Products. Prior to being a founder, Mark was a software developer at Accenture where he lived and worked in Europe, Japan and the U.S. Mark is a graduate of UCSD and has an MBA from the University of Chicago.In this episode, we discuss:* (02:12) Evolution of venture capital as an asset class* (05:34) The shift in exit strategies and liquidity* (12:23) Current market cycle and investment timing* (17:30) The impact of AI on venture capital* (22:49) Evaluating venture Fund Managers and GP-LP relationshipsDISCLOSUREThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such Statements are correct or that the objectives of an investment product or service will be achieved or that investors will receive a return of their capital or will not sustain losses. All investments involve risks and uncertainties, as disclosed in the applicable offering documents. Allocate undertakes no responsibility or obligation to revise or update any Statements. Statements expressed herein may not be shared by all personnel of Allocate. This page and the Statements are not intended as investment advice or recommendations by Allocate. It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.Past performance is not indicative of future results.Our theme song is Running Start by Chris Doerksen, published by Seven Seas Music Worldwide, and courtesy of Seven Seas Music, Inc. 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

Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater and author of The Allocator's Edge, shares his expert insights on alternative investments. He discusses the shifting landscape of portfolio construction, emphasizing the decline of the traditional 60/40 model. The conversation highlights the growing accessibility of private markets and the importance of manager selection. Phil also explains the differences between drawdown and interval funds, and the significance of net returns in private lending strategies. Perfect for investors looking to navigate new opportunities!

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, interviews David Lebovitz, Managing Director and Global Market Strategist at J.P. Morgan Asset Management. They dive into recent trends in private equity and venture capital, discussing the recovery from a challenging period, the resurgence of the IPO market, and strategic insights for navigating between public and private markets. David shares his expertise on market valuations, regulatory impacts, and long-term investment assumptions, offering a comprehensive view of the current investment landscape and future opportunities.About David M. Lebovitz:David M. Lebovitz is Managing Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insights to clients across the country. Since joining the team, David has helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press.David joined J.P. Morgan in 2010. Prior to joining the firm, David was a Research Analyst at Kobren Insight Management. At Kobren, David was responsible for small and mid-cap equity research and worked alongside the CIO and other analysts to construct model portfolios for investors of various risk tolerances.David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.In this episode, we discuss:(02:03) David's Role and Experience(03:33) Recent Trends in Private Equity and Venture Capital(06:19) Current Market Conditions and Drivers(08:16) Valuation Environment in Private Equity and Venture Capital(11:00) Impact of Regulatory Environment on Private Equity(13:12) Long-Term Capital Market Assumptions(16:40) Differentiation Between Venture and Buyout Strategies(19:33) Resurgence of the IPO Market(22:28) Liquidity Impact on Market Dynamics(24:03) Key Investment Themes(26:22) Innovation Economy in Private MarketsDISCLOSUREThe information on this page constitutes market commentary and is provided by Allocate Management Company, LLC, any of its affiliates or any of its or their affiliates, directors, officers, employees or advisers (collectively referred to herein as “Allocate”) for informational purposes only.Any opinions, assumptions, assessments, statements or the like (collectively, “Statements”) regarding market condition, future events or which are forward-looking, including Statements about investment processes, investment objectives, goals, risk management techniques, views of possible future outcomes in any investment asset class or market, or of possible future economic developments, constitute only market commentary based on the subjective views, beliefs, outlooks, forecasts, projections, estimations or intentions of Allocate, should not be relied on, are subject to change. Although Allocate believes that the expectations reflected in the Statements are reasonable, no representation is made or assurance given that such Statements are correct or that the objectives of an investment product or service will be achieved or that investors will receive a return of their capital or will not sustain losses. All investments involve risks and uncertainties, as disclosed in the applicable offering documents. Allocate undertakes no responsibility or obligation to revise or update any Statements. Statements expressed herein may not be shared by all personnel of Allocate. This page and the Statements are not intended as investment advice or recommendations by Allocate. It is Allocate’s policy that investment recommendations to its clients must be based on the investment objectives and risk tolerances of each individual client.This page and Statements may contain or are based on third-party sources that, although believed to be reliable, have not been independently verified. Market and investment views of third parties presented herein do not necessarily reflect the views of Allocate. All such information is as of the date indicated, if indicated, may not be complete, is subject to change. All rights to the trademarks, copyrights, logos and other intellectual property listed herein belong to their respective owners and the use of such logos hereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, copyrights, logos and other intellectual property.Past performance is not indicative of future results. 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

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 Kang, Partner of StepStone Group.Together, they deliver an insightful conversation covering:- how to pick winning GPs- how to support portfolio companies and diverse GPs- the current and future fundraising environment for LPs, GPs, and portfolio companiesAbout Seyonne Kang:Seyonne Kang is a member of the private equity team at StepStone Group, focusing on venture capital and growth equity investments.Seyonne joined StepStone when Greenspring Associates, a venture capital and growth equity investment firm where she was a Partner, merged with StepStone in 2021. Before that she spent seven years in investment management with a focus on private capital and about a decade on Wall Street in institutional equities.Ms. Kang earned an AB with honors from the University of Michigan at Ann Arbor and an MBA from the University of California at Berkeley. 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

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 investingAbout 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