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
WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
The movies from my teenage years foreshadowed the topsy-turvy world of today's private equity industry. Back then, we heard of strange things afoot at the…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Endowments – Scott Wilson (WashU)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Greatest Hits: Endowments – Andy Golden (Princo)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from…
- Capital Allocators – Inside the Institutional Investment Industry
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Ron Kantowitz is the Head of Private Debt for Invesco's Private Credit platform, where he leads a team that manages middle-market, senior secured, direct…
- Capital Allocators – Inside the Institutional Investment Industry
Tim Sullivan – Yale's Private Portfolio (EP.456)
Today's show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: A New Twist on an Old Bet with Buffett
Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood's talent business and built the most powerful force in…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ali 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
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Today's episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios…
- Capital Allocators – Inside the Institutional Investment Industry
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting team…
- Capital Allocators – Inside the Institutional Investment Industry
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three…
- Capital Allocators – Inside the Institutional Investment Industry
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to…
- Capital Allocators – Inside the Institutional Investment Industry
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software…
- Capital Allocators – Inside the Institutional Investment Industry
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250…
- Capital Allocators – Inside the Institutional Investment Industry
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle…
- Capital Allocators – Inside the Institutional Investment Industry
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Hardest Day to Invest is Always Today
In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can register…
- Capital Allocators – Inside the Institutional Investment Industry
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating back to…
- Capital Allocators – Inside the Institutional Investment Industry
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also…
- Capital Allocators – Inside the Institutional Investment Industry
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in assets, of…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private…
- Capital Allocators – Inside the Institutional Investment Industry
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
Original Release Date: 08/29/2022 On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: What it Takes to Raise Capital
No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove…
- Capital Allocators – Inside the Institutional Investment Industry
Ben Forman – Unlocking Blockchain's Potential (EP.441)
Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across…
- Capital Allocators – Inside the Institutional Investment Industry
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Last week was one of the most volatile in market history. In the last twenty-five years, it's likely matched only by the pandemic and Global Financial Crisis…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] James 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 Industry
Howard Marks – Navigating Private Credit (EP.439)
Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: Private Equity Investing in 2030
This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact…
- Capital Allocators – Inside the Institutional Investment Industry
Meghan Reynolds – Art of Capital Formation (EP.438)
Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching
We are excited to launch our latest initiative - Capital Allocators Coaching. We've brought together a team of retired CIOs and asset management executives to…
- Capital Allocators – Inside the Institutional Investment Industry
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…
- Capital Allocators – Inside the Institutional Investment Industry
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and…
- Capital Allocators – Inside the Institutional Investment Industry
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Shannon O'Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an…
- Capital Allocators – Inside the Institutional Investment Industry
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and shorts…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] David 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 Industry
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and is…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - 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
WTT: Will Blackstone Become Private Equity's Millennium?
What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity…
- Capital Allocators – Inside the Institutional Investment Industry
Ian Charles - Private Equity's New Rules (EP.431)
Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Ian Charles and Doc O'Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in…
- Capital Allocators – Inside the Institutional Investment Industry
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses 1.6…
- Capital Allocators – Inside the Institutional Investment Industry
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
Mitchell Green is the founder and managing partner of Lead Edge Capital, a growth equity firm with $5 billion in assets that invests in software, internet, and…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: When Will Private Markets Normalize?
Could 2025 be the year private equity fund flows return to normal? No. Not yet. Ted explains why in his latest post. Read Ted's blog here. Editing and…
- Capital Allocators – Inside the Institutional Investment Industry
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
When you think of the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton come to mind. After a recent episode of…
- Capital Allocators – Inside the Institutional Investment Industry
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and…
- Capital Allocators – Inside the Institutional Investment Industry
Donald Miller - Building a Story Brand (EP.426)
Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don helps…
- Capital Allocators – Inside the Institutional Investment Industry
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)
The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the…
- Capital Allocators – Inside the Institutional Investment Industry
Top 5 of 2024: #1: Scott Bessent - EP.415
We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a…
- Capital Allocators – Inside the Institutional Investment Industry
Top 5 of 2024: #2: Michael Milken - EP.371
We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market…
- Capital Allocators – Inside the Institutional Investment Industry
Top 5 of 2024: #3: Cliff Asness - EP.385
We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant…