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 IndustrySam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
Sam Sicilia is the Chief Investment Officer of HostPlus, Australia's AUZ 37 billion ($25B USD) Superannuation Fund. Sam joined HostPlus in 2008 after a storied…
Capital Allocators – Inside the Institutional Investment IndustryMartin Whittaker – JUST Capital (First Meeting, EP.02)
Martin Whittaker is the founding CEO of JUST Capital, a non-profit created by a group of concerned, influential leaders, including Deepak Chopra and Paul Tudor…
Capital Allocators – Inside the Institutional Investment IndustryJon Wertheim – Sports and… (Capital Allocators, EP. 102)
Jon Wertheim is a sports journalist and author who has a passion for psychology and economics. He is the Executive Editor at Sports Illustrated, where he has…
Capital Allocators – Inside the Institutional Investment IndustryCapital Allocators Presents: First Meeting with Ted Seides
I'm excited to announce the launch of a spinoff of capital allocators called first meeting. First meeting episodes will be conversations with leading…
Capital Allocators – Inside the Institutional Investment IndustryPatrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management, the host of the Invest Like the Best podcast, and a great friend. Patrick's podcast and…
Capital Allocators – Inside the Institutional Investment IndustryKhe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Khe Hy rose to be one of the youngest Managing Directors at Blackrock's hedge fund of funds business. In his 30s he left the industry to explore what would…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called "soft skills"…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
David Gurfein is a decorated Marine Corps Combat veteran whose nickname "Bull" fits the bill. Enlisting at age 17, Bull drove tanks and was an honor graduate…
Capital Allocators – Inside the Institutional Investment IndustryTim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Tim Recker is the CIO of the $2.4 billion James Irvine Foundation. He joined the foundation in 2016 after spending a decade in private equity and real assets…
Capital Allocators – Inside the Institutional Investment IndustryMichael 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 IndustryREPLAY - 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 IndustryJon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in 1988. Hirtle Callaghan retains the…
Capital Allocators – Inside the Institutional Investment IndustryMatt Levine – Money Stuff (Capital Allocators, EP.97)
Matt Levine writes Money Stuff, a brilliant daily financial newsletter on Bloomberg View. His column discusses current events in corporate finance and markets…
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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 IndustryDavid Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years in…
Capital Allocators – Inside the Institutional Investment IndustryPaul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
Paul Rabil is the co-founder and CEO of the Premier Lacrosse League or PLL, a new tour-based league of the top professional lacrosse players in the world that…
Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
A few months ago, Marcel van de Hoef interviewed me on his podcast, The Meeting Strategist. He created Meeting Strategist to help senior professionals across…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Ted Seides - Deep Dive into Hedge Funds (Capital Allocators, EP.34)
I've received several emails over the last bunch of months asking for my take on the investing world and the topics we cover on the show. Fortunately, I've had…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Ted Seides - It's Not About the Money (EP.45)
Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left the business a few years ago and has developed a fascinating media…
Capital Allocators – Inside the Institutional Investment IndustryDan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
Dan Ariely is a renowned behavioral economist, author, entrepreneur, and investor. He is the James B. Duke Professor of Psychology and Behavioral Economics at…
Capital Allocators – Inside the Institutional Investment IndustryJordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative…
Capital Allocators – Inside the Institutional Investment IndustryManny Friedman – EJF on Economic Opportunity Zones (EP.91)
Manny Friedman is the founder of EJF Capital. Manny discussed his background and his nuanced take on markets last July in Episode 61 of the podcast. In that…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny started…
Capital Allocators – Inside the Institutional Investment IndustryThomas Russo – All About Google (Capital Allocators, EP.90)
Tom Russo is the Managing Member of Garnder Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway. This week, we continue…
Capital Allocators – Inside the Institutional Investment IndustryThomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and I sat down in Episode 16 to discuss his background and investment strategy in what was one…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY (EP.16) Thomas Russo – Buy and Hold...and Then What
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global…
Capital Allocators – Inside the Institutional Investment IndustryMatt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded after departing from…
Capital Allocators – Inside the Institutional Investment IndustryRahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits…
Capital Allocators – Inside the Institutional Investment IndustryChris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers' Retirement System (CalSTRS). He joined CalSTRS back in…
Capital Allocators – Inside the Institutional Investment IndustrySteve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Steve Kuhn is a retired hedge fund manager. He spent two decades in the industry, specializing in mortgage-backed securities at Cargill, Citadel, Goldman…
Capital Allocators – Inside the Institutional Investment IndustryDonna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
Donna Snider is a Managing Director at the $4 billion Kresge Foundation, where she has worked for ten years as one of three senior team members under Chief…
Capital Allocators – Inside the Institutional Investment IndustryRon Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
Ron Biscardi is the Co-Founder and CEO of Context Capital Partners and a Partner and Board Member of Context Summits. Ron sits at the intersection of buyers…
Capital Allocators – Inside the Institutional Investment IndustryJean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance of Wellington's storied partnership…
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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 IndustryTop 10 Episodes of Capital Allocators in 2018
Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most downloaded episodes featuring CIOs). If you…
Capital Allocators – Inside the Institutional Investment IndustryTim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets on behalf of 400 institutional clients…
Capital Allocators – Inside the Institutional Investment IndustryBrent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the intention of holding them…
Capital Allocators – Inside the Institutional Investment IndustryTom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016. Tom graduated from the Wharton School as an undergraduate, and…
Capital Allocators – Inside the Institutional Investment IndustryMark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that seeks to achieve just median returns but with…
Capital Allocators – Inside the Institutional Investment IndustryAnnie 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 IndustryMichael Lombardi – Leadership Through Football (Capital Allocators, EP.75)
Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl winning executive. He is the…
Capital Allocators – Inside the Institutional Investment IndustryJeffrey Solomon - Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)
Last week, the senseless and tragic events at the Tree of Life Synagogue in Pittsburgh left me and many others asking questions about our world today. This one…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management…
Capital Allocators – Inside the Institutional Investment IndustryKarl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
Karl Scheer is the Chief Investment Officer of the University of Cincinnati's billion-dollar endowment. Before taking the helm at Cincinnati in 2011, he co-ran…
Capital Allocators – Inside the Institutional Investment IndustryAndrew Tsai – Catching a Theme on the Chalkstream (EP.73)
Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the assets of quant guru Peter Muller. Andrew's…
Capital Allocators – Inside the Institutional Investment IndustryMichael 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 IndustryMichael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
Michael Batnick is the Director of Research at Ritholz Wealth Management, author of theIrrelevant Investor blog, co-host of the Animal Spirits podcast, and…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY Andrew Golden - Princeton University's Chief Investing Tiger (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 IndustryRaphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove into…
Capital Allocators – Inside the Institutional Investment IndustryStephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
Professor Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school and earning his PhD…
Capital Allocators – Inside the Institutional Investment IndustryMichael 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 IndustrySarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to encouraging long-term…
Capital Allocators – Inside the Institutional Investment IndustryKristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66)
Kristian Fok is the Chief Investment Officer of Australia's A46B ($35B USD) Construction & Building Industry Superannuation Fund, or CBUS. Prior to joining…
Capital Allocators – Inside the Institutional Investment IndustryJosh 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-conventional…
Capital Allocators – Inside the Institutional Investment IndustryBen Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
Ben Reiter is a senior writer for Sports Illustrated and the author of Astroball: The New Way to Win It All. He joined SI in 2004 a few years out of college…
Capital Allocators – Inside the Institutional Investment IndustryRoz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the…
Capital Allocators – Inside the Institutional Investment IndustryCharley Ellis - Indexing and Its Alternatives (EP.62)
Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide. He…
Capital Allocators – Inside the Institutional Investment IndustryManny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny started…
Capital Allocators – Inside the Institutional Investment IndustryREPLAY - Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
This replay is the one of the most downloaded shows from last year, and one that new listeners may have missed. Regular listeners no doubt might pick up a new…
Capital Allocators – Inside the Institutional Investment IndustryAnthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry…