The one-size-fits-all financial model is a thing of the past. Technology is finally providing the ability to create strategies as unique as the individuals they serve. This idea is at the heart of our latest episode, featuring Samir Kaji, CEO of Allocate. Samir has 20 years of expertise in venture capital and private equity and talks to Arta CEO Caesar Sengupta about the trends he sees shaping finance and technology—and what it means for retail investors. 🎙️ Here’s a glimpse of what they covered: The rise of hyper-personalization in wealth management and how it can benefit investors. How private markets can provide portfolio diversification and new opportunities. Samir’s lessons on resilience, risk-taking, and building a purpose-driven financial future (i.e. the human side of thinking through career and wealth building). This Live Long and Prosper episode is packed with actionable insights for the modern investor. We hope you’ll tune in wherever you enjoy podcasts - also streaming on Youtube. 🖖🎧
