Allocate

Excited to share that Arthur Diochon CFA CAIA move to Allocate is getting noticed 📰 Citywire featured Arthur's arrival, and it speaks to something we're proud of: the caliber of talent choosing to build at Allocate. Arthur brings over a decade of alternatives experience, most recently as Head of Alternative Research at BMO Family Office, where he led alternative portfolio construction for UHNW clients. His expertise sits at the exact intersection of what we're building—institutional-grade private markets infrastructure for the wealth channel. We're grateful to have him on the team. Welcome, Arthur! 🔗 Link in the comments box below. #PrivateMarkets #AlternativeInvestments #WealthManagement #Citywire

Beyond Summit 2026 — that's a wrap! What an incredible two days, from Allocate LP Day to our GP-cohosted breakout sessions and structured and unstructured curated activities; we had the privilege of gathering some of the most thoughtful fund managers, LPs, and investors in private markets, all under one roof at the Montage. This community is what makes it all worthwhile. Thank you to everyone who joined us 🙏 your energy, candor, and generosity made Beyond Summit 2026 truly special. More insights and learnings to come! With gratitude, the Allocate Team Samir Kaji Hana Yang Austen McGregor Arthur Diochon CFA CAIA Cooper J. Parks David Taylor Matt Dunn Peter Epstein Remington DuBois Taylor Trier Tracy Gallagher Sam Arias #AllocateBeyondSummit #PrivateMarkets #AlternativeInvestments #Innovation

Allocate LP Day 2026, that's a wrap! Yesterday we brought together leading LPs, GPs, and industry leaders for a day of mainstage conversations and breakout sessions that set the tone for everything ahead. The room was electric 📸 Thank you to everyone who made it special. Now, Beyond Summit. ⚡ #AllocateBeyondSummit #PrivateMarkets #Innovation

At Allocate, being at the forefront of private markets means partnering with industry leaders to bring our community the conversations that matter most. 🎙️ In our latest episode of The Private Markets Playbook, Allocate CEO, Samir Kaji sits down with Neil Malik, Founder and CEO of K1 Investment Management to tackle one of the most pressing questions in software investing right now: what does the so-called "SaaS apocalypse" actually mean for private markets investors? The rules are being rewritten in real time and few have a better vantage point than Neil. With nearly 300 enterprise software investments, he breaks down how to triage portfolios in an AI-driven market, the risks of backing pure LLM wrappers, why regulated and infrastructure-like software may prove more resilient, and how multiple compression is reshaping the return landscape for private equity. Don't miss this one! 🎧 Listen here: https://z.allocate.co/k1 #PrivateMarkets #AlternativeInvestments #Innovation #VentureCapital #PrivateEquity #SaaS #AI #ArtificialIntelligence

Beyond Summit 2026 starts today ✨ Once a year, we have the privilege of bringing our community together, spanning from LP Day to Beyond Summit—and it's one of the moments we look forward to most. In just a few hours, we'll be welcoming an exceptional group of fund managers and investors for our flagship gathering. The conversations that move private markets forward start now. Samir Kaji Hana Yang Austen McGregor Arthur Diochon CFA CAIA David Taylor Peter Epstein Remington DuBois Sam Arias Taylor Trier Tracy Gallagher #AllocateBeyondSummit #Innovation #PrivateMarkets #AlternativeInvestments

Excited to welcome two incredible additions to the Allocate team this week 🎉 Matt Dunn joins as an Advisor, and Taylor Trier joins as our Community Manager! Matt has spent his career at the intersection of private markets and wealth management, partnering with RIAs to grow their practices, strengthen their brands, and deepen relationships with HNW clients. He brings a deep understanding of exactly what RIAs need to unlock private markets for their clients, and we're thrilled to have his perspective and expertise in our corner. Taylor joins to lead and grow our community, bringing the energy and dedication to keep our network of GPs, LPs, and leading advisors connected, engaged, and supported. At Allocate, building and mobilizing a community of the most thoughtful fund managers and investors in private markets is central to our mission. The strength of what we're building is a direct reflection of the people behind it. Welcome to the team! Samir Kaji & Hana Yang on behalf of the entire Allocate team and community #Innovation #PrivateMarkets #AlternativeInvestments

We're just days away from our 4th annual flagship Beyond Summit by Allocate 🎉 This year's lineup of fund managers is something truly special! Some of the most thoughtful, high-conviction investors in private markets, all in one room. The conversations, connections, and ideas that will come out of this gathering are exactly why we built Allocate. We can't wait to welcome the community in Deer Valley. See you all soon 👋 Samir Kaji Hana Yang Austen McGregor Cooper J. Parks David Taylor Peter Epstein Arthur Diochon CFA CAIA Remington DuBois Tracy Gallagher #AllocateBeyondSummit #PrivateMarkets #Innovation

We're thrilled to welcome Tracy Gallagher, Arthur Diochon CFA CAIA, and Charlotte M. Malloch to Allocate — as Head of Investment Strategy, Head of Investment Research, and Head of Feeder Operations, respectively. They're joining at a meaningful moment: we've crossed $4 billion in platform assets, with over $700M added in the first quarter of 2026. Growth like this is a reflection of the clients who've trusted us to build alongside them. We're just getting started. Read the full announcement → z.allocate.co/LI0429-4B #privatemarkets #wealthmanagement #fintech

AI has substantially, like a supercharged version of cloud, made starting a company easier than ever. Competition now comes from everywhere, and quickly. But here are some observations I have about competition from 25 years in the industry at FRB/SVB, and 4.5 years building Allocate: 1. Don't take client or prospect feedback about your competitors at face value. Most people will say nice things about you and speak less effusively about the alternatives. That's human, and it's almost certainly what they're doing in the other direction when they talk to your competitors (unless they are ruthless truth tellers). If you take it at face value, you'll lull yourself into a false sense of where you actually stand. 2. Assume you're in a competitive process. Always. Even when it doesn't look like one. 6sense's 2025 Buyer Experience Study found that 95% of winning vendors were already on the buyer's Day 1 shortlist, and ~80% of deals go to the "pre-contact favorite." The competitive process started before ever walking into the room. 3. Be competition-aware, but not competition-obsessed. Track them, but don't let them be what keeps you up at night. Obsess over competitors and you'll be reactive and always one step behind, optimizing against their roadmap instead of building something genuinely outlier for your target market. The goal is to build something so good that eventually they're following you. 4. To beat competition, you need competitive people. The ones who obsess over losses and will do anything to avoid that pain again. I've seen a pattern of people who played sports often happen this innately. It's intangible, but shows up in discipline and competitive rigor. 5. Change how you ask clients about competitors. Instead of asking what they think of competitor X, ask what they think competitor X does well and who they're most impressed with over there. You'll sharpen your own pitch, and you'll identify talent worth recruiting. 6. Always run a post-mortem when you lose. Every time. Gartner data cited by Challenger shows companies with disciplined win/loss programs see 15–30% revenue lift and up to 50% better win rates. Over time that compounds and changes companies from good to great. But the real value isn't any single loss, and it's in the patterns that emerge over dozens of them. That's how you find the structural gaps in your product, pitch, or pricing no single deal will ever reveal. Competition is a feature of building something worth building, but winning is a very different motion.

The private markets opportunity set has shifted. How advisors navigate it needs to shift too. Samir Kaji and Eric Patterson, Co-Founder and Chief Investment Officer of Three Bell Capital, compare notes on where the opportunity is today across private equity, venture, and credit — and how portfolio construction thinking should respond. A few perspectives from the conversation: • In private equity, smaller managers with repeatable processes and multiple exit pathways offer a different risk profile than mega-fund strategies reliant on the IPO market • In venture, company scale has grown significantly, but so have holding periods — and the illiquidity premium required to justify the trade-off deserves honest evaluation • In credit, recent interval fund redemptions reflect structural liquidity mismatches more than asset quality — diligence on structure matters as much as diligence on the underlying • Across all three, sizing and diversification remain the mechanism for managing downside — not manager selection alone A substantive conversation on portfolio construction for advisors and allocators navigating a more complex private markets landscape. 🎧 Full episode at https://lnkd.in/eTVQxtma