About this episode

The episode features a discussion on private market strategies and investment approaches with Aneet Deshpande, focusing on lessons from past financial crises and the impact of AI on investment infrastructure.

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 Aneet Deshpande , Chief Investment Officer of Clearstead, a $62 billion advisory firm serving both private clients and institutions. They unpack how Aneet’s experience investing through the dot‑com bubble and the Global Financial Crisis shaped his purpose‑driven approach to asset allocation, and how Clearstead bridges the gap between Yale‑style endowment portfolios and the real‑world needs of multi‑generational families. The conversation explores building scalable but customized private markets programs, managing advisor cognitive load and client psychology, the right and wrong ways to use evergreen funds, and why simplicity, tax awareness, and rigorous manager selection are increasingly critical in a world of expanding alternatives and rapid…

People in this episode

Host: Samir Kaji

Guest: Aneet Deshpande

Topics covered

• private markets
• asset allocation
• evergreen funds
• investment infrastructure
• advisor cognitive load
• client psychology

Mentioned in this episode

Organizations: Clearstead, Allocate, Yale

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