Allocate
Nic Millikan, CFA, CAIA, is an experienced finance professional currently serving as Managing Director of Investments at Allocate since October 2023. Prior roles include Deputy Chief Investment Officer at CAZ Investments and Contributor for Alternative Investments at Forbes. Millikan has a strong background in managing investment strategies, having held various senior positions at CAIS and Salient, including Head of Investment Strategy and Client Portfolio Manager. Previously, Millikan worked at BlackRock in multiple roles within the Global Client Group and served as a Quantitative Research Administrator at Navigator Research. Educational qualifications include a Chartered Financial Analyst designation, a Masters of Applied Finance from FINSIA, and a Chartered Alternative Investment Analyst certification, complemented by a Bachelor of Commerce with Distinction from Deakin University and a Diploma of Financial Services from the Securities Institute of Australia. Additionally, Millikan has attained WSET Level 2 Wine certification.
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Allocate
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Alternative investments have become a growing staple in investor portfolios as investors continue to seek better portfolio diversification and higher returns. However investing in and alongside the most promising venture funds is primarily limited to institutional investors and industry insiders. They are here to change that.