Post by AlphaCore Wealth Advisory

Excited to share an episode of The Private Markets Playbook featuring David Engel, Partner and Head of Venture Capital at AlphaCore. Dave joins Samir Kaji, Co-Founder, CEO, and President of Allocate, for a discussion on the role of venture capital within private client portfolios, the process of evaluating venture managers, and trends shaping the innovation landscape - from AI and healthspan to the evolving venture ecosystem. The conversation also explores portfolio construction considerations, manager due diligence, and the opportunities and challenges associated with venture investing. Listen now and join the conversation: https://lnkd.in/gpNUtp9f Disclosure: Samir Kaji is the host of the Allocate podcast and is not a current client of AlphaCore. No compensation was provided in connection with this endorsement. AlphaCore may use Allocate's software in the future and would manage any related conflicts of interest in accordance with its compliance policies and fiduciary obligations, but no business relationship exists at the time of this podcast's recording. Any statements regarding prior experiences or results are not indicative of, and do not guarantee, future performance or success.