The Allocator Playbook: 30 Private Conversations With Capital in Motion
Release Date: June 5, 2025 ; Last Chance to reserve your copy.
Quick note — some of you flagged the reservation link was broken last time.
We’ve fixed it, and I’m reposting here — but it’s your last chance. The reservation window closes by 9am ET on June 4.
We do not plan to release this publicly (mostly to avoid the compliance nightmare for our guests). This is a closed pre-order edition for those who move early.
Update:
Thank you for the incredible response.
Over 425 of you have already reserved your copy of The Allocator Playbook,
Confirmed Dinners
Thanks to the overwhelming response, we’re locking in dates: Attending Allocators will be announced next week via email to people who have reserved their copy of the allocator playbook
London – mid-July
New York – late August
Singapore – F1 week (October)
Pre-ordering secures your spot on the invite list.
The Allocator Playbook: 30 Private Conversations With Capital in Motion
Release Date: June 5, 2025
By: Karim Al-Mansour
Over the past six months, I’ve had private, unscripted conversations with some of the world’s most influential allocators — the people actively moving capital now, not just talking about it.
These conversations are not polished panels or LP day snippets. They’re raw, direct insights from:
CIOs of sovereign wealth funds overseeing $500B+
Public pension executives entering private credit and alts
Endowment heads backing frontier venture and specialist funds
Bank CIOs redesigning exposure models
Strategic desks allocating around geopolitical asymmetry
What’s Inside
Thirty allocator interviews across:
Private Equity: growth, secondaries, continuation vehicles
Venture Capital: frontier tech, firm-building, emerging geographies
Hedge Funds: global macro, thematic long/short, vol arb
Private Credit: NAV lending, structured special sits, opportunistic
Real Assets: energy transition, infrastructure, digital storage
Public Markets: EM equity, thematic, volatility-sensitive
Each allocator shares:
What they are allocating to — and why
What immediately disqualifies a manager
How they navigate internal politics and consultant constraints
How they assess liquidity, GP alignment, and redemption terms
The best pitch they’ve heard in the last 12 months
Who It’s For
Fund managers seeking clarity in a noisy fundraising environment
IR/capital formation teams refining strategy
Placement agents rethinking allocator segmentation
Investors wanting to understand institutional psychology beyond boilerplate
This closes tomorrow at 9am ET. No public release is planned.
Reserve your copy now.
Releasing June 5. Format: PDF. Limited edition.