Shows / Capital Allocators – Inside the Institutional Investment Industry
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 help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
Episodes
Capital Allocators – Inside the Institutional Investment IndustryOpportunistic Real Estate and Hard Asset Credit at Mavik – Vik Uppal (EP.525)
Vik Uppal is the Founder and CIO of Mavik Capital Management, a $2 billion flexible special situations investment firm grounded in commercial real estate and…
Capital Allocators – Inside the Institutional Investment IndustryDynamic Allocation and Concentrated Conviction – Zack McGuire (EP.524)
Zack McGuire is Senior Managing Director of Investments at Children's Healthcare of Atlanta. Zack's career spans Citigroup, Emory University, the University of…
Capital Allocators – Inside the Institutional Investment IndustryContinuation Vehicles from the LP Seat – Scott Ramsower (EP.523)
My guest on today's show is Scott Ramsower, Head of Private Equity Funds at the Teacher Retirement System of Texas, where a 27-person team manages $33 billion…
Capital Allocators – Inside the Institutional Investment IndustryAI Tools for the Investment Firm – Ben Harrison (EP.522)
Ben Harrison is President of Industries at Intapp, a leading provider of software solutions to professional and financial services firms. Ben first joined me…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight)
This Sponsored Insight features Ben Harrison, Founder and Co-President of DealCloud, our sponsor for Season 3 of Private Equity Deals. Ben discusses how…
Capital Allocators – Inside the Institutional Investment IndustryBuilding a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
My guest on today's show is Tracy Britt Cool, co-founder of Kanbrick, a long-term investment partnership that provides owners of family-owned, midsized…
Capital Allocators – Inside the Institutional Investment IndustryFrom Generalist to Specialist at Columbia's Endowment – Erlina Yeo Terwelp (EP.520)
Our next guest on the Senior Decision Makers series is Erlina Yeo Terwelp, a Managing Director at Columbia Investment Management Company, where she oversees…
Capital Allocators – Inside the Institutional Investment IndustryReal Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in…
Capital Allocators – Inside the Institutional Investment IndustryBuilding the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund…
Capital Allocators – Inside the Institutional Investment IndustryNancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)
Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage…
Capital Allocators – Inside the Institutional Investment IndustryAndré Perold – Investing Through Exponential Change (EP.516)
André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)
André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] André Perold – Academic Practitioner (EP.02)
André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3…
Capital Allocators – Inside the Institutional Investment IndustryAI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)
AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how…
Capital Allocators – Inside the Institutional Investment IndustryBest of Habit Formation: James Clear
This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to…
Capital Allocators – Inside the Institutional Investment IndustryBest of Habit Formation: Katy Milkman
This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL ANNOUNCEMENT: Capital Allocators University Online
We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person…
Capital Allocators – Inside the Institutional Investment IndustryBest of Negotiations: Chris Voss
This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of…
Capital Allocators – Inside the Institutional Investment IndustryBest of Negotiations: Daylian Cain
This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of…
Capital Allocators – Inside the Institutional Investment IndustryBest of Storytelling: Matthew Dicks
This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio…
Capital Allocators – Inside the Institutional Investment IndustryBest of Storytelling: Donald Miller
This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio…
Capital Allocators – Inside the Institutional Investment IndustryBest of Pre-Mortem Analysis: Gary Klein
This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote…
Capital Allocators – Inside the Institutional Investment IndustryBest of Interviewing: Ted Seides
This week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Anatomy of a Blow-Up
This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters. Read Ted's blog here. Editing and post-production work…
Capital Allocators – Inside the Institutional Investment IndustryBest of Decision-Making: Annie Duke (2022)
Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in…
Capital Allocators – Inside the Institutional Investment IndustryBest of Decision-Making: Annie Duke (2018)
Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in…
Capital Allocators – Inside the Institutional Investment IndustryBuilding Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80…
Capital Allocators – Inside the Institutional Investment IndustryRebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after…
Capital Allocators – Inside the Institutional Investment IndustryConcentrating Managers and Diversifying Ideas at Hewlett – Luis Laboy (EP.512)
Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade…
Capital Allocators – Inside the Institutional Investment IndustryRoadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across…
Capital Allocators – Inside the Institutional Investment IndustryEconomic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: 5.5 Lessons at 55.5
This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself…
Capital Allocators – Inside the Institutional Investment IndustryMoat Investing Nuances – Pat Dorsey (EP.509)
Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long…
Capital Allocators – Inside the Institutional Investment IndustryTransparency as an Edge at Trinity Wall Street – Nicholas Csicsko (EP.508)
Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined…
Capital Allocators – Inside the Institutional Investment IndustryHomegrown CIO at Williams College - Abigail Wattley (EP.507)
Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)
Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma
This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to…
Capital Allocators – Inside the Institutional Investment IndustryHotel Investing at EOS – Jonathan Wang (EP.506)
Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management…
Capital Allocators – Inside the Institutional Investment IndustryContrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the…
Capital Allocators – Inside the Institutional Investment IndustryOperator-Led Private Equity at Ethos - Erik Brooks (EP.504)
Erik Brooks is the Co-Founder and Managing Partner of Ethos Capital, a middle-market private equity firm built to bring seasoned C-Suite operators into every…
Capital Allocators – Inside the Institutional Investment IndustryFundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
John Kim, or Kimmer, has raised more than $70 billion across his career for leading venture capital and private equity firms. Kimmer recently distilled three…
Capital Allocators – Inside the Institutional Investment IndustryMaking Mistakes – Josh Steiner (EP.502)
Josh Steiner is a polymath of the New York and D.C. power corridors across government, media, and finance, and co-author of From Mistakes to Meaning: Owning…
- Capital Allocators – Inside the Institutional Investment Industry
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
Today's show discusses an innovative joint venture between asset owners and a multi-manager hedge fund that seeks to deliver smooth, equity-like returns at a…
- Capital Allocators – Inside the Institutional Investment Industry
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
Sloane Payne and Dave Joerger are the COO and CCO of WCM Investment Management, a firm chronicled over the years for its remarkable culture and growth to $120…
- Capital Allocators – Inside the Institutional Investment Industry
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Alex Sloane and Matt Perelman are co-founders of Garnett Station Partners, a $4 billion private equity firm focused on buy-and-build investments in…
- Capital Allocators – Inside the Institutional Investment Industry
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
Rodney Comegys is the CIO of Vanguard Capital Management and its Head of Global Equity Indexing, where he oversees $8.5 trillion in index assets across…
- Capital Allocators – Inside the Institutional Investment Industry
Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Randall Stutman is the founder of Admired Leadership and one of the most sought-after executive coaches in the world. He's known across Wall Street, the hedge…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Randall Stutman - Admired Leadership (EP.150)
Randall Stutman is founder and co-head of the Leadership Practice at CRA. and the Admired Leadership Institute. Randall is probably the top executive coach…
- Capital Allocators – Inside the Institutional Investment Industry
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
My guest on today's special episode is Joel Holsinger, Co-head of Ares' $50 billion Alternative Credit strategy. In addition to his long and stellar career in…
- Capital Allocators – Inside the Institutional Investment Industry
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
Bruce MacDonald is the CEO and CIO of the Virginia Commonwealth University Investment Management Company, which runs $2.5 billion for VCU's endowment and…
- Capital Allocators – Inside the Institutional Investment Industry
Kieran Goodwin – Private Credit Concerns (EP.494)
Kieran Goodwin is a Partner at Saba Capital, a $6 billion hedge fund manager that seeks to identify dislocations in credit and equity markets to generate…
- Capital Allocators – Inside the Institutional Investment Industry
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Jeremy has been…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: When the Benchmark Becomes a Bet
Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it's the most widely used benchmark in…
- Capital Allocators – Inside the Institutional Investment Industry
Will Guidara – Unreasonable Hospitality (EP.492)
Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitality has become a…
- Capital Allocators – Inside the Institutional Investment Industry
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance across…
- Capital Allocators – Inside the Institutional Investment Industry
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early-stage entrepreneurs that she started with…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as…
- Capital Allocators – Inside the Institutional Investment Industry
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover…
Capital Allocators – Inside the Institutional Investment IndustryEd Grefenstette and Sean Warrington – Venture Market Update (EP.488)
Today's show dives into the state of the venture capital from the LP perspective. Sean Warrington is a Partner on the Private Investments team at Gresham…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment…