Samir Kaji: Capitalizing on The Generational Wealth Transfer

Arta Spotlight: Live Long & Prosper

Caesar sits down with Samir Kaji, founder and CEO of Allocate, to discuss how the greatest generational wealth transfer of all time is revolutionizing the world of venture capital investing.

Samir explains how hyper personalization and data-driven intelligence are factoring into that revolutionary shift. He breaks down how Allocate offers family offices and individual investors access to highly curated private capital funds and direct investment opportunities in a clearly laid-out portfolio that they can pull up at any given time. Samir also explains why he embraced the entrepreneurial path and launched Allocate after decades in banking in Silicon Valley.

Wealth creation opportunity is his focus at Allocate. Samir shares how his own family background influences that mission, and the role his father played in developing his business mindset. He advises listeners that startup founders have to be resilient, and that as a founder, you are constantly putting out fires. Leaving First Republic Bank to found Allocate put Samir outside his comfort zone. But he shares the inspiring experience of developing a company he believes in.

Samir also digs into his personal investing strategies. For Samir, money is about securing flexibility, and he now has his sights set on earning enough money to make an impact. He admits to making mistakes early on, but what he learned now informs his work at Allocate. Samir encourages listeners to cultivate an insatiable curiosity and says he views each and every day as an opportunity to learn more.