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 IndustryPeter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular expertise in distressed…
Capital Allocators – Inside the Institutional Investment IndustryJames Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with…
Capital Allocators – Inside the Institutional Investment IndustryBrian 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 IndustryTom Lydon – ETF Trends (Capital Allocators, EP.56)
Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder and CEO of ETF Trends, a business he created in 2004 whose…
Capital Allocators – Inside the Institutional Investment IndustryTali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Tali combines research in psychology, behavioral…
Capital Allocators – Inside the Institutional Investment IndustryJohn Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
John Pfeffer is an entrepreneur, investor and author of "An (Institutional) Investor's Take on Cryptoassets." He is currently Partner of Pfeffer Capital. In…
Capital Allocators – Inside the Institutional Investment IndustryRoss Israel - Stable, Predictable Cash Flows (EP.53)
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia's 82B AUZ ($62B USD) investment fund. The Queensland government…
Capital Allocators – Inside the Institutional Investment IndustryKim Lew – The Carnegie Way (Capital Allocators, EP.52)
Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation's $3.5 billion…
- Capital Allocators – Inside the Institutional Investment Industry
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 million…
Capital Allocators – Inside the Institutional Investment IndustryJames Williams – Curating The Getty's Assets (Capital Allocators, EP.50)
Jim Williams is the Vice President, Chief Investment Officer, and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty Museum…
Capital Allocators – Inside the Institutional Investment IndustryMichael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of…
Capital Allocators – Inside the Institutional Investment IndustrySteven Galbraith – In the Boardroom (Capital Allocators, EP.48)
One common refrain across my conversations has been the importance and subtleties of effective governance in making optimal investment decisions. Alongside…
Capital Allocators – Inside the Institutional Investment IndustryChris Brockmeyer – On Broadway (Capital Allocators, EP.47)
Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Chris…
Capital Allocators – Inside the Institutional Investment IndustryAndy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999 with primary offices in the metropolitan…
Capital Allocators – Inside the Institutional Investment IndustryIt's Not About the Money (Capital Allocators, 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 IndustryWayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50B across more than a million retirement accounts of…
Capital Allocators – Inside the Institutional Investment IndustryClare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for portfolio…
Capital Allocators – Inside the Institutional Investment IndustryBasil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael Mauboussin and Annie Duke suggested…
Capital Allocators – Inside the Institutional Investment IndustryRick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of volatility strategies that oversees $13 billion in assets…
Capital Allocators – Inside the Institutional Investment IndustryAli Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel…
- Capital Allocators – Inside the Institutional Investment Industry
Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World…
Capital Allocators – Inside the Institutional Investment IndustrySeth Masters – Investment Polymath (Capital Allocators, EP.38)
Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as an analyst in emerging market…
Capital Allocators – Inside the Institutional Investment IndustryBill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Bill Spitz was the longtime head of Vanderbilt University's endowment before retiring, for the first time, in 2007. He has received numerous lifetime…
Capital Allocators – Inside the Institutional Investment IndustryMichael 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 IndustryMargaret 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 IndustryDeep 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 IndustryChris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career as a management consultant and…
Capital Allocators – Inside the Institutional Investment IndustryPaul 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 IndustryMeredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church's endowment and real estate assets…
- Capital Allocators – Inside the Institutional Investment Industry
Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, the music…
- Capital Allocators – Inside the Institutional Investment Industry
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…
- Capital Allocators – Inside the Institutional Investment Industry
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital's $4.5 billion in long-term…
- Capital Allocators – Inside the Institutional Investment Industry
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as its first leader of the now $1.7 billion…
- Capital Allocators – Inside the Institutional Investment Industry
David Barrett – Searching for Leaders (Capital Allocators, EP.26)
David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP…
Capital Allocators – Inside the Institutional Investment IndustryScott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Scott Malpass is the esteemed Vice President and CIO of Notre Dame, where he oversees the University's $12 billion endowment. Scott earned his B.A. and M.B.A…
- Capital Allocators – Inside the Institutional Investment Industry
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he…
- Capital Allocators – Inside the Institutional Investment Industry
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his…
- Capital Allocators – Inside the Institutional Investment Industry
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia's largest sports media property. Chatri started his career as many listening to this…
- Capital Allocators – Inside the Institutional Investment Industry
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard…
- Capital Allocators – Inside the Institutional Investment Industry
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 Industry
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
Dan Schorr is the founder of Vice Cream, an early stage company that is bringing back unapologetic indulgence to the ice cream industry. After graduating from…
- Capital Allocators – Inside the Institutional Investment Industry
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 Industry
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund of funds manager with a decade and a half of…
- Capital Allocators – Inside the Institutional Investment Industry
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
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 Industry
Reflections – Hardly a Waste of Time (Capital Allocators, EP.15)
A few months ago an idea came to me to share some conversations with great capital allocators that I've been fortunate to know from my time in the business. I…
- Capital Allocators – Inside the Institutional Investment Industry
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for…
- Capital Allocators – Inside the Institutional Investment Industry
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
Andy Golden is the President of Princeton University's Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to…
- Capital Allocators – Inside the Institutional Investment Industry
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees…
- Capital Allocators – Inside the Institutional Investment Industry
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the…
- Capital Allocators – Inside the Institutional Investment Industry
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 Industry
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 Industry
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in the 1960s…
- Capital Allocators – Inside the Institutional Investment Industry
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of…
- Capital Allocators – Inside the Institutional Investment Industry
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
Josh Brown is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is…
- Capital Allocators – Inside the Institutional Investment Industry
The Bet with Buffett (Capital Allocators, EP.05)
Today's show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with…
- Capital Allocators – Inside the Institutional Investment Industry
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University's $2B endowment…
- Capital Allocators – Inside the Institutional Investment Industry
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we…
- Capital Allocators – Inside the Institutional Investment Industry
André Perold – Academic Practitioner (Capital Allocators, 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 Industry
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall…
- Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators Trailer
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