Vivek Jindal, Chief Investment Officer at Caprock, was featured on the Allocate Podcast, hosted by Samir Kaji. On the episode titled “Alternatives Unfiltered: Venture, Private Equity, and the Future of Investing,” Jindal shared insights on the evolving landscape of alternative investments and investment strategies that go beyond the traditional 60/40 framework, including:
- Diversification by Sector and Vintage: The importance of choosing the right managers in private equity and venture capital.
- Semi-Liquid Structures: Why semi-liquid structures are becoming more relevant in wealth management.
- Co-Investment Opportunities: How co-investment opportunities can boost portfolio returns.
- Artificial Intelligence in Wealth Management: How incorporating AI can potentially transform investments to better align with client-specific goals and risk factors.
- Diligence in Investment Decisions: The necessity of thorough diligence due to the sheer volume of opportunities and often limited performance details.
Listen to the full podcast here.
