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 Industry
Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
Michael Mervosh, clinical psychologist and founder of the Hero's Journey Foundation. Michael joined me to talk about how people are managing their way through…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to a special…
Capital Allocators – Inside the Institutional Investment IndustryAndrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)
Andy Golden is the President of PRINCO, where he has overseen the management of Princeton University's $25 billion endowment since 1995. He was an early guest…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Andrew Golden - Princeton University's Chief Investing Tiger (Capital Allocators, EP.13)
After getting some great feedback from the replay of my conversation with Scott Malpass, I am going to repeat some gems from the past every few months. This…
Capital Allocators – Inside the Institutional Investment IndustryAnnie Duke – Decision Making in a Crisis (Capital Allocators, EP.132)
My friend Brian Portnoy recently put together a Zoom call where he and Jonathan Novy interviewed Annie Duke about decision making in the crisis. Brian was a…
Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
My guest on today's show once again is Annie Duke, decision-making expert, former world-famous poker player, and author of the best seller, Thinking in Bets. I…
Capital Allocators – Inside the Institutional Investment IndustrySandra Robertson – Calibrating Oxford's Portfolio in a Crisis (Capital Allocators, EP.131)
Sandra Robertson, OU Endowment Management's esteemed CEO and CIO, rejoined me for an update on how she and her team have been navigating the markets. It's…
Capital Allocators – Inside the Institutional Investment IndustrySandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
Sandra Robertson is the CEO and Chief Investment Officer of OU Endowment Management Ltd, a subsidiary company of the University of Oxford that manages the 4…
Capital Allocators – Inside the Institutional Investment IndustrySteve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capital Allocators, EP.129)
Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a non-profit that engages, empowers and connects limited partners (LPs) to…
Capital Allocators – Inside the Institutional Investment IndustryEric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where…
Capital Allocators – Inside the Institutional Investment IndustryMark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio. I reached out to Mark in this rapidly changing…
Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Mark Baumgartner – Luck, Risk and Uncertainty as CIO for the Institute for Advanced Study (Capital Allocators, EP.77)
Mark Baumgartner is the CIO of the Institute for Advance Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns but with…
Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in…
Capital Allocators – Inside the Institutional Investment IndustryBen Inker – Value Investing at GMO (First Meeting, EP.17)
Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham. Ben joined GMO…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute researcher of…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to discuss his…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of…
Capital Allocators – Inside the Institutional Investment IndustryJames Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
In the midst of this unprecedented time, I thought it would be helpful to hear from James Aitken, the extraordinary macro strategist who specializes in…
Capital Allocators – Inside the Institutional Investment IndustryGreg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Greg Fleming is the founding CEO of Rockefeller Capital Management, where he took the helm of a storied family office in 2018 to build and serve other families…
Capital Allocators – Inside the Institutional Investment IndustryChristie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
Christie Hamilton is the Head of Investments at the $2 billion Children's Health Medical Center of Dallas. She's perhaps the most well-followed institutional…
Capital Allocators – Inside the Institutional Investment IndustryMike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
Mike Mauzé is the General Partner at VMG Partners, which is one of those little known, closed capacity private equity firms that a small number of top…
Capital Allocators – Inside the Institutional Investment IndustryDoug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
Doug Phillips is the CIO of the University of Rochester, where he has overseen the school's $2.6 billion endowment for twenty years. Doug's two-decade tenure…
Capital Allocators – Inside the Institutional Investment IndustryDan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equity in the…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL ANNOUNCEMENT – CAPITAL ALLOCATORS LIVE!
I'm excited to announce Capital Allocators LIVE!, a live event that will take place in NYC on June 18th. I'll host a series of live podcasts with Michael…
Capital Allocators – Inside the Institutional Investment IndustryJames Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic research boutique based in Wimbledon, England from where he pens…
Capital Allocators – Inside the Institutional Investment IndustryPeter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Peter Kraus is the Chairman and CEO of Aperture Investors, a $5 billion asset manager he founded after a storied four-decade career on Wall Street, including…
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – A Rational Reminder (Capital Allocators, EP.121)
Last year, I appeared on the Rational Reminder podcast, a show hosted by Cameron Passmore and Ben Felix of PWL Capital, a terrific Ottawa, Canada-based wealth…
- Capital Allocators – Inside the Institutional Investment Industry
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire's fund investments in early stage venture…
Capital Allocators – Inside the Institutional Investment IndustryGregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
Gregory Zuckerman is a special writer at the Wall Street Journal and the author of five books, including his most recent, The Man Who Solved the Market: How…
Capital Allocators – Inside the Institutional Investment IndustryThe Best of 2019 (Capital Allocators, EP.118)
Our annual rundown of the most downloaded shows of 2019. Wishing you a new year filled with wealth, health, and joy. Learn More Read the Transcript Subscribe…
Capital Allocators – Inside the Institutional Investment IndustryDr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
Dr. Sarel Vorster is a practicing neuro surgeon at the Cleveland Clinic, where he performs procedures on the brain and spinal cord. Sarel has a…
Capital Allocators – Inside the Institutional Investment IndustryNeal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Neal Triplett is the CIO of DUMAC, the organization that oversees Duke University's $19 billion endowment, and Kim Lew is the CIO of the Carnegie Corporation…
Capital Allocators – Inside the Institutional Investment IndustryKip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
Kip McDaniel is the Chief Content Officer and Editor-in-Chief at Institutional Investor. In the early days of Capital Allocators, Kip joined me to share his…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as the…
Capital Allocators – Inside the Institutional Investment IndustryAnne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
Anne Martin is the Chief Investment Officer for Wesleyan University, where she manages the school's $1 billion endowment. Anne's career started in the tech…
Capital Allocators – Inside the Institutional Investment IndustryDrew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
Drew Dickson is the founder of Albert Bridge Capital, and CIO of the Alpha Europe funds, where he manages $350 million in European equities. Our conversation…
- Capital Allocators – Inside the Institutional Investment Industry
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg's personal and philanthropic assets. Steve's…
Capital Allocators – Inside the Institutional Investment IndustryJason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
Jason Karp is the Founder and CEO of HumanCo, a mission-driven, disruptive holding company focused on investing in healthier living. Before diving into this…
- Capital Allocators – Inside the Institutional Investment Industry
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
Dawn Fitzpatrick is the Chief Investment Officer at Soros Fund Management, where she manages $25 billion in Soros family and philanthropic assets. Dawn started…
Capital Allocators – Inside the Institutional Investment IndustryAsh Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
My guest on today's First Meeting is Ash Fontana, a Managing Director at Zetta Ventures, a venture capital firm that backs Artificial Intelligence companies…
Capital Allocators – Inside the Institutional Investment IndustryAna Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of…
Capital Allocators – Inside the Institutional Investment IndustryJay Girotto – Farmland Opportunity (First Meeting, EP.10)
Jay Girotto is the President of Farmland Opportunity, a $400 million investment manager that provides direct ownership of high quality, consistently productive…
Capital Allocators – Inside the Institutional Investment IndustryJonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide…
Capital Allocators – Inside the Institutional Investment IndustryJoe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
Joe Lonsdale is a founding partner at 8VC, a leading venture capital firm that partners with top founders and entrepreneurs to build lasting technology…
- Capital Allocators – Inside the Institutional Investment Industry
Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)
Gary Klein is a noted cognitive psychologist with an innate ability to see what others don't. Over his 40-year career in the field, he's pioneered the field of…
Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an analyst and portfolio manager at…
Capital Allocators – Inside the Institutional Investment IndustryMichael Schwimer - Sports Betting at JAMBOS (First Meeting, EP.08)
Michael Schwimer is the CEO of Big League Advance (BLA) and JAMBOS. Last year, I sat down with Michael and discussed his playing career and the formation of…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players in exchange for an agreed-upon percentage…
Capital Allocators – Inside the Institutional Investment IndustryMatt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scale…
Capital Allocators – Inside the Institutional Investment IndustryScott Kupor - Andreessen Horowitz (First Meeting EP.07)
Scott Kupor is the managing partner at Andreessen Horowitz, also known as a16z for the 16 letters between the A in Andreessen and the z in Horowitz. Scott is…
Capital Allocators – Inside the Institutional Investment IndustryEric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
Eric Ries is the founder and CEO of LTSE, the company that is affiliated with the SEC-approved Long-Term Stock Exchange, which seeks to build a new…
Capital Allocators – Inside the Institutional Investment IndustryDavid Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
David Druley is the CEO of Cambridge Associates, a global investment firm that works with premier institutional investors and family offices to manage custom…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
Margaret Chen is the Head of CA Capital Management, Cambridge Associates' $20 billion Outsourced Chief Investment Officer (OCIO) business. She has spent twenty…
Capital Allocators – Inside the Institutional Investment IndustryMichael Novogratz – Galaxy Digital (First Meeting, EP.06)
Mike Novogratz is the CEO of Galaxy Digital, a merchant bank with a balance sheet to invest that seeks to serve as the bridge between the crypto and…
Capital Allocators – Inside the Institutional Investment IndustryPaul Black - WCM Investment Management (First Meeting, EP.05)
My guest on today's first meeting is Paul Black of WCM Investment Management. This show is a replay of our conversation on Capital Allocators last year, and…
Capital Allocators – Inside the Institutional Investment IndustryJon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jon Harris is the CEO of Alternative Investment Management, a twenty-year-old investment firm that started as a family office and has evolved into managing $1…
Capital Allocators – Inside the Institutional Investment IndustryAndré Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
André Bourbonnais is a Managing Director at Blackrock and Global Head of its newly launched Long-Term Private Capital business, a multi-billion dollar…
Capital Allocators – Inside the Institutional Investment IndustryRichard Lawrence – Overlook Investments Group (First Meeting, EP.03)
My guest on today's First Meeting is Richard Lawrence of Overlook Investments Group, one of the top managers of Asian equities. The conversation that follows…
Capital Allocators – Inside the Institutional Investment IndustryAsh Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Ash Williams is the Executive Director and CIO of the Florida State Board of Administration, where he oversees $200 billion in assets for the State of Florida…