Evaluating & Allocating to Alternatives | EP.07

Check out episode 7 of the Alternative Allocations podcast series, focusing on evaluating and allocating alternatives with my guest Jackie Klaber. Jackie and I discuss a range of topics including communicating to clients, the role and use of alternatives, product evolution, and allocating to alternatives in today's market environment.  Jackie C. Klaber is a Managing Director and Head of Alternative Investments at Rockefeller Capital Management. She is a member of the firm's Management Committee and Chair of the Manager Approval Committee. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm's clients. Jackie previously worked at Goldman Sachs & Co. in the Alternative Investments & Manager Selection division, where she was responsible for sourcing and diligencing a range of alternative investments over time, including in hedge funds, private equity, and credit. Jackie also served as a Business Unit Manager and as a Member of the Data Science Committee. From 2012-2014, Jackie worked at Citigroup with the management team of the Investment Banking division. Prior to these roles, she graduated from Yale Law School / Yale School of Management, where she completed a J.D./M.B.A. and served as an editor of The Yale Law Journal. She has experience at the U.S. Department of the Treasury, Covington & Burling LLP, and the Yale Investments Office. Jackie received a bachelor's degree from Yale College and a master's degree from Columbia University. She is a member of the New York State Bar Association and the Brookings Council as well as a Term Member at the Council on Foreign Relations. She serves on the Board of the Yale Law School Fund and of the Seedlings Foundation. Rockefeller Capital Management Jackie (Carter) Klaber | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn