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The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth.
Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an increasingly competitive market - leveling the playing field through AI-driven technologies that impact everything from compliance and operations to personalization.
Data as a Differentiator: Inside Harbor Capital's AI and Tech Strategy
Pradeep Tekkey | Chief Data Officer, Harbor Capital Advisors Inc
How Harbor Capital is transforming operational due diligence through data strategy, automation, and platforms like Dasseti COLLECT.
The Allocator’s Edge: Scaling ODD with Data and Digital Insight
Jason Windt | Director Operational Due Diligence, Impact and Private Equity, M&G Investments
Exploring how data and technology are transforming operational risk management in private equity and impact investing.
The Middleman's Role in the Allocator-Manager Relationship
Matthew Burrows | Director of Investment Relations and Marketing, Frostrow Capital
How trust, patience, and real conversations strengthen allocator-manager relationships and improve long-term investment outcomes.
Why Outdated Constraints Continue to Shape Trillions of Dollars in Large-Cap Assets
Gary Tom | Vice President - Manager Research, Wilshire
Gary Tom offers a detailed examination of the 1940 Investment Company Act’s diversified fund rule.
Breaking Data Barriers for Better Investing
Liron Mandelbaum | COO, Dasseti
How technology is reshaping data flows in private markets - eliminating inefficiencies and empowering investors with structured, accessible information.
The Pros and Cons of Internal Versus External Investment Management
Matthew Stiling | Senior Operational Due Diligence Analyst, Investcorp-Tages
Focusing on trust, transparency, and technology in today's evolving financial landscape.