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
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 employees…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: Can Private Markets Normalize?
In a world dominated by short-termism, does it seem odd that private equity holding periods are getting longer? Private equity professionals don't have…
- Capital Allocators – Inside the Institutional Investment Industry
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Matt 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 Industry
[REPLAY] Raphael 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 Industry
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, credit and…
Capital Allocators – Inside the Institutional Investment IndustryJonathan 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 that manages…
- Capital Allocators – Inside the Institutional Investment Industry
[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 billion…
- Capital Allocators – Inside the Institutional Investment Industry
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 assets…
Capital Allocators – Inside the Institutional Investment IndustryNick 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 public and…
- Capital Allocators – Inside the Institutional Investment Industry
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 helping…
- Capital Allocators – Inside the Institutional Investment Industry
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 worked…
- Capital Allocators – Inside the Institutional Investment Industry
[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 largest asset…
- Capital Allocators – Inside the Institutional Investment Industry
[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…
- Capital Allocators – Inside the Institutional Investment Industry
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 larger and…
- Capital Allocators – Inside the Institutional Investment Industry
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 to…
- Capital Allocators – Inside the Institutional Investment Industry
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 the sports…
- Capital Allocators – Inside the Institutional Investment Industry
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 Swensen…
- Capital Allocators – Inside the Institutional Investment Industry
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 then…
- Capital Allocators – Inside the Institutional Investment Industry
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 most…
- Capital Allocators – Inside the Institutional Investment Industry
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 how he…
- Capital Allocators – Inside the Institutional Investment Industry
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, and…
- Capital Allocators – Inside the Institutional Investment Industry
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 companies that…
- Capital Allocators – Inside the Institutional Investment Industry
[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-conventional…
- Capital Allocators – Inside the Institutional Investment Industry
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 investment…
- Capital Allocators – Inside the Institutional Investment Industry
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 15 years…
- Capital Allocators – Inside the Institutional Investment Industry
Michael 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 platforms…
- Capital Allocators – Inside the Institutional Investment Industry
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of…
- Capital Allocators – Inside the Institutional Investment Industry
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 year…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Sydney Sweeney Interview
Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog here…
- Capital Allocators – Inside the Institutional Investment Industry
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 $12…
- Capital Allocators – Inside the Institutional Investment Industry
[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 leaders at…
- Capital Allocators – Inside the Institutional Investment Industry
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 tail of…
- Capital Allocators – Inside the Institutional Investment Industry
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 decades at…
- Capital Allocators – Inside the Institutional Investment Industry
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-CEO…
- Capital Allocators – Inside the Institutional Investment Industry
[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 and moat…
- Capital Allocators – Inside the Institutional Investment Industry
[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 million…
- Capital Allocators – Inside the Institutional Investment Industry
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 behavior…
- Capital Allocators – Inside the Institutional Investment Industry
[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 million copies…
- Capital Allocators – Inside the Institutional Investment Industry
[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 Psychology of…
- Capital Allocators – Inside the Institutional Investment Industry
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) making it the…
- Capital Allocators – Inside the Institutional Investment Industry
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…
- Capital Allocators – Inside the Institutional Investment Industry
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 in…
- Capital Allocators – Inside the Institutional Investment Industry
[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 financial and…
- Capital Allocators – Inside the Institutional Investment Industry
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 founding in…
- Capital Allocators – Inside the Institutional Investment Industry
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 customers canvass…
- Capital Allocators – Inside the Institutional Investment Industry
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years…
- Capital Allocators – Inside the Institutional Investment Industry
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined…
- Capital Allocators – Inside the Institutional Investment Industry
Ted on Alt Goes Mainstream (EP.458)
Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the past. I…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)
This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)
This week's Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)
This week's Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway's $1.5…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We…