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The Future of Fintech: Technology, Talent, and Investment Strategy
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives.
Jul 7
•
Allocate
1
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The Future of Fintech: Technology, Talent, and Investment Strategy
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50:28
June 2025
Bigger Isn’t Always Better
The Impact of Fund Size on Private Equity Performance
Jun 26
•
Allocate
and
Nic Millikan
8
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Bigger Isn’t Always Better
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May 2025
The Future of Financial Advice: Technology, Alternatives, and Client-Centric Strategies with Dave Breslin of GC Wealth
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives.
May 30
•
Allocate
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The Future of Financial Advice: Technology, Alternatives, and Client-Centric Strategies with Dave Breslin of GC Wealth
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47:06
5 Trends Reshaping Private Markets: Insights from the 3rd Annual Beyond Summit by Allocate
Last week, we hosted over 250 private market investors, fund managers, and industry leaders at the third annual Beyond Summit by Allocate, our flagship…
May 29
•
Allocate
3
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5 Trends Reshaping Private Markets: Insights from the 3rd Annual Beyond Summit by Allocate
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Building the Private Market Infrastructure for the Modern Investor
We started Allocate because, despite having access to top-tier institutions and decades of industry experience, we couldn’t build the kind of private…
May 13
•
Allocate
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Building the Private Market Infrastructure for the Modern Investor
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April 2025
Navigating the Reset: Private Capital Trends and New Tools for 2025
Headlines this month were dominated by macro uncertainty - policy shifts, volatility in the public markets, and continued uncertainty around rates.
Apr 30
•
Allocate
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Navigating the Reset: Private Capital Trends and New Tools for 2025
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The Human Algorithm: Building a Next-Generation Investment Firm
Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives.
Apr 28
•
Allocate
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49:36
Spending Too Much Time in Spreadsheets and Portals Tracking Investments? There’s a Better Way
Managing private investments shouldn't be so hard.
Apr 22
•
Allocate
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Spending Too Much Time in Spreadsheets and Portals Tracking Investments? There’s a Better Way
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The $4.5 Billion Platform: Inside Crowd Street's Alternative Investment Revolution
Episode 14
Apr 8
•
Allocate
1
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44:46
March 2025
Smarter Structures & Rising Standards: Allocate’s March Insights from Across the Private Market Landscape
The month of March gave us a front-row seat to the evolving shape of private markets.
Mar 27
•
Allocate
1
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Smarter Structures & Rising Standards: Allocate’s March Insights from Across the Private Market Landscape
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Beyond Public Markets: Navigating Wealth Management's New Frontier
Episode 13
Mar 19
•
Allocate
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33:33
February 2025
Navigating the Future of Wealth Management: Technology, Personalization, and Generational Shifts
Episode 12
Feb 26
•
Allocate
1
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41:35
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