Allocate

John McArthur, CIMA®, Senior Partner and CIO at Krilogy recently joined Allocate Podcast to share his perspectives on how wealth management is being reshaped by technology, client expectations, and private market access. We covered: 🔹 Why private markets are no longer optional 🔹 The operational evolution needed to deliver alternatives at scale 🔹 How AI is accelerating advisor productivity 🔹 Building durable client relationships in a hyper-competitive landscape 🎧 Listen now to gain a front-row seat to the future of wealth management. Link to Allocate Pod Substack can be found in the comments below. Ace Clarke-Fisher, CIMA®Austen McGregor Peter Epstein Samir Kaji #WealthManagement #PrivateMarkets #RIA #FinancialAdvisors #Alternatives #AIinFinance #Innovation #AllocatePodcast

March gave us a front-row seat to the evolving shape of private markets. From investor dinners to masterclasses, one theme kept surfacing: LPs and GPs alike are adapting to a new set of realities—ones that demand sharper focus, tighter alignment, and smarter structures. Across hundreds of conversations this month, 5 key insights emerged: 🔹 AI is shifting capital needs Efficiency is up, but so is churn. What looks like ARR may just be "Annual Curiosity Revenue." Sustainable growth still takes real capital—and smarter deployment. 🔹 Liquidity remains a structural tension point The 10-year fund model continues to clash with company timelines. Innovation is rising—continuation funds, secondaries, and reserve strategies are all in sharper focus. 🔹 SPVs are back—but so is LP discipline From stacked carry to adverse selection, LPs are digging deeper. The smartest questions start with incentives and alignment. 🔹 The private market stack is growing up Allocate crossed $1B in AUM/AUA this month—driven by the demand for institutional-grade infrastructure that simplifies discovery, diligence, and allocation. 🔹 LPs are evolving—fast Whether at AltsLA or around the dinner table, one thing is clear: LPs are becoming more agile, informed, and tech-enabled as public and private markets converge. As we head into Q2, the pace is only picking up. We’re proud to be building alongside a community that’s rewriting the playbook with discipline, creativity, and conviction. #PrivateMarkets #VentureCapital #FamilyOffices #WealthManagement #AllocateInsights

📣 Announcing the latest 2025 Allocate LP Day & Beyond Summit Speakers We're honored to welcome a distinguished group of leaders who are driving innovation across venture capital, technology, and private markets this May! 🔹 Aydin Senkut, Founder & Partner at Felicis – consistently delivering in venture 🔹 Cameron Dawson, CFA, CIO at NewEdge Wealth – bringing clarity to complex macro environments 🔹 Elizabeth Weil, Founder & Partner at Scribble Ventures – early-stage operator turned investor 🔹 Eurie Kim, Managing Partner at Forerunner – investing at the intersection of culture and commerce 🔹 Kevin Weil, Chief Product Officer at OpenAI – shaping the future of applied artificial intelligence 🔹 Mamoon Hamid, Partner at Kleiner Perkins – backer of transformative technology companies 🔹 Mike Maples, Jr., Co-Founding Partner at Floodgate – legendary investor and visionary storyteller 🔹 Rebecca Carland, Former CIO at Builders Asset Management – connecting institutional rigor with emerging talent 🔹 Santi Subotovsky, General Partner at Emergence Capital – early investor in Zoom and leading SaaS thinker Each speaker brings a distinct lens and depth of experience to the conversations that will define #BeyondSummit2025 — a gathering designed for LPs, GPs, and ecosystem leaders committed to shaping what’s next in private markets. We look forward to the dialogue ahead! Warmly, The Allocate Team Samir Kaji, Hana Yang, Austen McGregor, Peter Epstein, Nic Millikan, CFA, CAIA, Camila Orozco Gil, Josh Garcia, Ben Weintraub, Nassar Omar, Ace Clarke-Fisher, CIMA®, Carly Chan

🌎✨ Big conversations in Miami today! Allocate and Endeavor came together to host an intimate gathering alongside the VC LatAm Summit — uniting a global community of family office investors, venture leaders, and entrepreneurs shaping the next wave of innovation across Latin America and beyond. From cross-border investment strategies and innovation in the private markets to building enduring ecosystems, the energy in the room reflected what’s possible when long-term capital and local visionaries collaborate with intention. Grateful for the partnership and momentum! #VCLatAmSummit #VentureCapital #GlobalInnovation #PrivateMarkets

🎙️ New Episode Alert: Beyond Public Markets On this Allocate Podcast eposide, CEO and host Samir Kaji sits down with John McArthur, CIMA®, Senior Partner and CIO at Krilogy, to explore how wealth management is being reshaped by technology, client expectations, and private market access. From his early days in the wirehouse world to building Krilogy into a forward-thinking independent RIA, John shares his perspective on: 🔹 Why private markets are no longer optional 🔹 The operational evolution needed to deliver alternatives at scale 🔹 How AI is accelerating advisor productivity 🔹 Building durable client relationships in a hyper-competitive landscape 💡 “To stay ahead, you have to compete in private markets—for access, for alpha, for opportunity.” 🎧 Listen now to gain a front-row seat to the future of wealth management. Link to Allocate Pod Substack can be found in the comments below. #WealthManagement #PrivateMarkets #RIA #FinancialAdvisors #Alternatives #AIinFinance #AllocatePodcast

Grateful to have hosted an intimate GP/LP dinner this week alongside Vista Equity Partners, Pinegrove Venture Partners, Mantis Venture Capital and M13 during #AltsLA — bringing together a thoughtful group of investors and fund managers for candid conversations around the evolving landscape of #privatemarkets. Key themes from the evening included: 🔹 The institutionalization of private alternatives and how LP investors are differentiating across venture, secondaries, and co-investments 🔹 Where AI is delivering real business value — and where it’s still more hype than substance 🔹 A shifting liquidity environment, buoyed by an uptick in M&A activity 🔹 The continued importance (and complexity) of manager selection in a crowded fundraising market Thank you to everyone who joined us — always a privilege to gather with peers pushing the industry forward! Nic Millikan, CFA, CAIA and Peter Epstein on behalf of the Allocate team

We are excited to announce that Krilogy, a nearly $4bn wealthy advisory firm has partnered with Allocate to roll out their white-label solution, a step forward towards a better, data-driven personalization and access to all types of alternatives. The Allocate team appreciates the trust and partnership, and looks forward to continuing to build on the existing foundation! Read more about the collaboration in the PR link provided in comments below. Samir Kaji, Hana Yang, Peter Epstein, Ace Clarke-Fisher, CIMA®, Austen McGregor

Key Takeaways from “The Great Convergence” panel at #AltsLA Markets Group Just wrapped up an insightful keynote on how everything is becoming an alternative in asset management. The lines between public and private markets, institutional and wealth management, and traditional and alternative assets are blurring—driving demand for more diversified, long-term strategies. Big thanks to Jenny Johnson from Franklin Templeton, Katie Koch from TCW, and @Ryan Marshall from BlackRock for sharing their perspectives on navigating this shift. The convergence is here—how are you adapting? Let’s discuss! Ace Clarke-Fisher, CIMA®, Austen McGregor, Nic Millikan, CFA, CAIA, Peter Epstein  #AlternativeInvestments #AssetManagement #Investing

Celebrating Pi Day & the Women Powering Innovation ✨ On this Pi Day—where numbers drive discovery and innovation—we’re spotlighting the brilliant women shaping the future. From investors and founders to ecosystem leaders, we’ve been privileged to host trailblazing voices on the Allocate Podcast who are redefining what’s possible. As we honor Women’s History Month, we also celebrate the incredible women at Allocate and across the venture ecosystem who push boundaries, break barriers, and build what’s next. Here’s to their leadership, achievements and impact thus far! 🎙️To tune in to any of these podcasts, check out Allocate substack link in comments below. Thank you and cheers to you all, Cameron Dawson, CFA of NewEdge Wealth, CFA, Elizabeth "Beezer" Clarkson of Sapphire Ventures, Erin Harkless Moore, CFA of Pivotal Ventures, Hana Yang of Allocate, Seyonne Kang of StepStone Group! #PiDay #WomensHistoryMonth #Innovation #VentureCapital #AllocatePodcast

The Allocate team hosted its most recent community dinner with a group of leading emerging managers. The dinner topic was "What’s Happening in Venture Right Now? Here are a few takeaways from the group discussion: * The Rise of Efficient Companies: AI is reshaping cost structures, enabling hyper-efficient companies to scale fast with lean teams—but does this mean less capital is needed or just a shift in how it’s deployed? * The Future of VC Models: Large firms are evolving into asset managers with multiple vehicles across growth, credit, and secondaries, mimicking the private equity model. Meanwhile, smaller funds must prove their value beyond capital, whether through customer introductions, product expertise, or deep sector specialization. * Public Markets vs. Private Equity: Many high-growth companies are delaying IPOs indefinitely, preferring the private markets. As a result, secondary sales and continuation funds are gaining traction as liquidity solutions. The conversation made one thing clear—venture is changing fast, and differentiation is more important than ever!