About this episode

The episode features a discussion on the evolving landscape of alternative investments and modern portfolio construction with insights from Vivek Jindal.

Welcome to the Allocate Podcast, an interview and educational series designed to help investors better understand and navigate alternative investments. Join us for conversations with leading founders, fund managers, and institutional allocators as we explore key trends and insights shaping the private markets. In this episode, Allocate Co-Founder, President, and CEO Samir Kaji speaks with Vivek Jindal , Chief Investment Officer at Caprock . Their conversation provides a thoughtful look at the evolving landscape of alternative investments and modern portfolio construction. Drawing from his experience from Corbin Capital to Blackstone, Vivek shares perspectives on the value of personalized strategies that move beyond the traditional 60/40 framework. Topics include diversification by sector and vintage, thoughtful manager selection in private equity and venture capital, and the increasing relevance of semi-liquid structures. They also discuss co-investment opportunities and how artificial intelligence is beginning to influence wealth management—all within the broader context of aligning investments with client-specific objectives and risk considerations. Bio of Guest Vivek Jindal…

People in this episode

Host: Samir Kaji

Guest: Vivek Jindal

Topics covered

• alternative investments
• venture capital
• private equity
• portfolio construction
• diversification
• artificial intelligence in wealth management

Keywords

• alternative investments
• private equity
• venture capital
• portfolio construction
• diversification
• co-investment
• artificial intelligence

Mentioned in this episode

Organizations: Caprock, Corbin Capital, Blackstone, KORE Private Wealth, Corient/CI Financial

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