About this episode

Samir Kaji discusses the pivotal changes expected in private markets by 2026 and the implications for wealth advisors.

Welcome to The Private Market 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, Allocate CEO Samir Kaji joins host Peter Epstein to unpack why 2026 is a pivotal moment for private markets and private wealth. They trace the evolution of alternatives into a multi-trillion-dollar asset class, examine why access has remained constrained for many investors, and explore how responsible democratization and advisor-led personalization can change that. Samir outlines how Allocate is building the connective tissue between leading managers and wealth advisors through integrations, data consolidation, and AI-driven insights, and shares his view on the coming wave of liquidity, including the growing role of secondaries and GP-led transactions in reshaping the private markets landscape. Samir Kaji is the Co-Founder, CEO, and President of Allocate, a platform focused on…

People in this episode

Host: Peter Epstein

Guest: Samir Kaji

Topics covered

• private markets
• wealth management
• investment strategies
• liquidity
• democratization of access

Keywords

• private markets
• 2026
• liquidity
• investment access
• wealth advisors
• AI-driven insights
• portfolio construction

Mentioned in this episode

Organizations: Allocate

More episodes of The Private Markets Playbook

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• AI, Blockchain & the Bold New World of Financial Services · November 19, 2025 · 45 min
• The IPO Evolution: Generative AI, Storytelling, and the Future of Going Public · October 6, 2025 · 31 min
• Evergreen Funds, AI, and the Evolving Wealth Landscape · September 22, 2025 · 52 min
• Bridging the Liquidity Gap: The Evolution of GP Solutions in Private Markets · September 8, 2025 · 33 min
• Fiduciary Duty & Information Flow: Rethinking Private Market Access · August 25, 2025 · 36 min

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