Capital Allocators – Inside the Institutional Investment Industry
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Capital Allocators – Inside the Institutional Investment Industry
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and hel...
Πρόσφατα Επεισόδια
771 επεισόδια
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Brendan O'Connor is the CEO of Regal Partners, a premier alternatives manager in Australia with A$21B of funds under management across hedge funds, cr...
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
Jonathan Lewinsohn is the co-Managing Partner of Diameter Capital Partners, a credit-focused investment firm he founded with Scott Goodwin in 2017 tha...
[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 bil...
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in a...
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Nick is the CEO of The Rohatyn Group, a global emerging markets and real assets investment firm he founded in 2002 that manages $7 billion across publ...
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
Scott Kleinman is the Co-President of Apollo Asset Management. Scott joined Apollo in 1996 as its 13th employee and has spent nearly three decades hel...
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby has...
[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the larg...
[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the...
Mike Gitlin – The Century of Capital Group (EP.479)
Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none la...
Top 5 of 2025: #1: Howard Marks
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show...
Top 5 of 2025: #2: Ian Charles
We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate t...
Top 5 of 2025: #3: Tim Sullivan
We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Sw...
Year in Review 2025 (EP.478)
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We...
Top 5 of 2025: #5: Adrian Meli
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the mo...
Top 5 of 2025: #4: Alex Sacerdote
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes ho...
Matthew Dicks – Storytelling Mastery (EP.477)
Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7...
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology compani...
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-con...
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate inv...
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 1...
Mike Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platfor...
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each...
WTT: The Sydney Sweeney Interview
Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University.
Read...
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing...
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment lea...
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long ta...
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two dec...
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co...
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture a...
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 mi...
Morgan Housel – The Art of Spending Money (EP.466)
Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan's work focuses on the intersection of human b...
[REPLAY] Morgan Housel – Same as Ever (EP.359)
Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 milli...
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psycholo...
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) maki...
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth...
Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily...
[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financi...
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its fou...
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customer...