Allocate Podcast

About Allocate Podcast

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 (https://joinallocate.substack.com?utm_medium=podcast)

Publisher

Allocate

Category

business · news

Language

en

Explicit

No

First episode

13 Jul 2023

Latest episode

14 Sept 2026

Latest episodes

34 episodes in the feed.

1. 

   14 Sept 2026

   Building the Wealth Management Firm of the Future

   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. In this episode, Samir Kaji sits down with Christine Leong Connors (https://www.veritawealth.com/#about-us), Co‑Founder and CEO of Verita (https://www.veritawealth.com/#home) and former J.P. Morgan and EPIQ Capital Group executive, to discuss how she’s building an AI‑enabled, client‑first wealth management firm from scratch. Christine shares lessons from scaling large institutions, why she and her partner leaned into “last‑mover advantage” to avoid legacy tech debt, and how modern clients are demanding clarity, strategy, and simplicity across their entire balance sheet, not just better investment performance. They also touch on the realities of antiquated custodial infrastructure, the pros and cons of private equity capital, and how to use private markets thoughtfully by sizing and integrating illiquids so they truly fit each client’s overall plan. Topics in this conversation include: * Christine’s Background and Building J.P. Morgan NorCal (2:18) * Leaving J.P. Morgan, Joining EPIQ, and Experiencing True Independence (4:27) * Founding Verita, Last Mover Advantage, and Clean Tech Stack Vision (9:01) * Evolving Client Demands: Clarity, Hassle Factor, and Whole Balance Sheet View (13:21) * Using Technology so a Small Team Can Be More Human and Proactive (18:00) * AI Orchestration Layer, Agents, and Security/Compliance Considerations (22:14) * Culture, Private Equity Capital, and Avoiding a Pure Aggregator Model (30:28) * Alternatives Adoption, Overcomplication, and Portfolio Fit of Privates (34:02) * Intelligence Layer Across Systems and Proactive Advice Using Data and AI (38:21) * Access, Diligence, and Balancing Brand Name (42:38) * Lessons From 20+ Years Advising Clients and Final Thoughts (49:28) Thank you for listening to the Private Markets Playbook. To learn more about our work and how we’re supporting access to alternative investments, visit us at allocate.co. We look forward to connecting with you. Disclosure The 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 (https://joinallocate.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

2. 

   12 Aug 2026

   Building a Unified RIA: Culture, Acquisitions, and Client-Centric Growth

   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. In this episode, Samir Kaji sits down with Lido Advisors President Brian Haloossim and Managing Director Sanjeev Sardana to unpack how modern wealth management is evolving and what it takes to build a differentiated, client-first RIA. They discuss why both chose to join Lido and how Lido is deliberately avoiding the “aggregator” label in favor of a unified firm with shared values and a common story. The conversation focuses on building thoughtful alternatives programs that go beyond product pushing, including partnering with family offices for true sourcing edge, managing illiquidity, capital calls, and late K-1s, and ensuring each private investment fits the client’s full balance sheet and liquidity profile. Brian and Sanjeev also emphasize client and advisor education around patience, the J-curve, and risk, and close by exploring how AI and technology are being woven into trading, planning, and operations to enhance (not replace) human advice as wealth management becomes more complex and alternative-heavy. Topics in this conversation include: * Origins of Brian and Sanjeev and Why They Joined Lido Advisors (2:02) * Evolution of Wealth Management and Need for Differentiation Beyond 60/40 (7:43) * Vetting Acquisitions and Ensuring Cultural and Client-First Alignment (14:14) * Moving Beyond 60/40 and Building an Edge in Alternatives With Family Offices (18:22) * Challenges of Sourcing, Diligencing, and Timing Alternatives for Clients (24:10) * Managing Capital Calls, Funding Accounts, and Market Cycles for Alts (29:58) * Who Should Invest in Alternatives and Educating Clients on the J‑Curve (36:13) * Risks of AI Adoption, Data Security, and Protecting Client Information (43:32) * Client Centricity, Technology, and the Future of Wealth Management (44:30) Thank you for listening to the Private Markets Playbook. To learn more about our work and how we’re supporting access to alternative investments, visit us at allocate.co. We look forward to connecting with you. Disclosure The 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 (https://joinallocate.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

3. 

   30 Jul 2026

   Why Most Firms Miss on Alts: It’s NOT the Product, It’s the Plumbing

   Welcome to The Private Markets Playbook, a podcast for wealth advisors and CIOs navigating portfolios beyond the traditional 60/40. Hosted by Allocate (https://allocate.co/), 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. In this episode, Samir Kaji sits down with Raj Bhattacharyya (https://rscapital.com/team/raj-bhattacharyya/) and Stuart Katz (https://rscapital.com/team/stuart-katz/) of Robertson Stephens to unpack how they rebuilt an iconic Wall Street brand into a $9B, tech-forward wealth management firm focused on high and ultra-high net worth clients. They walk through the firm’s four pillars of fiduciary alignment, centralized investments, integrated planning, and technology, and how that framework shapes their approach to private markets and alternatives. The conversation dives into what it means to use alts as a purposeful “program” rather than a shiny product, how to size and structure illiquid exposures so they support (rather than derail) a client’s plan, and why advisor and client education around liquidity, the J-curve, and manager dispersion is non-negotiable. Along the way, they explore the operational plumbing required to scale alts, the risks of country club deals and fee-stacked SPVs, and how agentic AI is beginning to transform research, operations, and the client experience, enhancing, but not replacing, the advisor’s judgment as wealth management moves into an increasingly digital and choice-saturated future. Topics in this conversation include: * Origins of Rebuilding Robertson Stevens as a Pure Wealth Management Firm (2:37) * Entrepreneurial DNA of the Firm and Empathy for Founders and Advisors (6:51) * Purposeful Use of Alternatives and Theme-Driven Investment Process (9:30) * Integrating Planning, Liquidity, and Client Temperament with Alternatives (14:24) * When to Use Alternatives, Importance of Simplicity, and Sizing by Suitability (16:28) * Return Targets, Dispersion Across Managers, and Internal Hurdle Framework (23:49) * Advisor Discomfort with Alts and Building Consistent Education and Support (27:37) * Technology as a Core Pillar and Crossing the Threshold to Time-Saving Tools (36:36) * Agentic AI in the Investment Office as an Analyst Layer to Enhance Judgment (43:57) * Future of Alternatives Plumbing, AI-Driven Efficiency, and Tokenization Trends (47:47) Thank you for listening to the Private Markets Playbook. To learn more about our work and how we’re supporting access to alternative investments, visit us at www.allocate.co. We look forward to connecting with you. Disclosure The 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 (https://joinallocate.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.3 / 5

6 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 39 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

54

Social presence

0

YouTube

0

Engagement

60

Contact Allocate Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Shows with a similar audience

• 

  Capital Allocators – Inside the Institutional Investment Industry

• 

  Invest Like the Best with Patrick O'Shaughnessy

• 

  The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

• 

  Prof G Markets

• 

  All-In with Chamath, Jason, Sacks & Friedberg

• 

  The Insight by Oaktree Capital

Questions about Allocate Podcast