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
Top 5 of 2024: #4: Ricky Sandler - EP.414
We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years…
- Capital Allocators – Inside the Institutional Investment Industry
Year in Review 2024 (EP.424)
For this year's annual review, our CEO Hank Strmac and I sat down to discuss where we've been and where we're headed. Our conversation covers the best blogs…
- Capital Allocators – Inside the Institutional Investment Industry
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384
We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their…
- Capital Allocators – Inside the Institutional Investment Industry
Training Grounds: Wellington Management – Jean Hynes (EP.423)
Today's show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations…
- Capital Allocators – Inside the Institutional Investment Industry
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team's expertise trading and…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Eric 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 Industry
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of…
- Capital Allocators – Inside the Institutional Investment Industry
Chris Heller - Ten Years of Weird Alternatives (EP.420)
Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
On today's Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and…
- Capital Allocators – Inside the Institutional Investment Industry
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
Jeff Glass - Home Equity Investment at Hometap (EP.418)
Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to…
- Capital Allocators – Inside the Institutional Investment Industry
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
Jon Glidden is the CIO of Delta Air Lines, where he oversees the company's $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion…
- Capital Allocators – Inside the Institutional Investment Industry
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries' investment in Ironclad Environmental Services…
- Capital Allocators – Inside the Institutional Investment Industry
Scott Bessent - Macro Maven (EP.415)
Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund…
- Capital Allocators – Inside the Institutional Investment Industry
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: Yale Backs Emerging Managers… and Then What?
The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I've been thinking about why Yale launched the Fellowship and…
- Capital Allocators – Inside the Institutional Investment Industry
Brad Briner - Family Office to Public Service (EP.413)
Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state's $115…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] 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 Industry
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm…
- Capital Allocators – Inside the Institutional Investment Industry
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University…
- Capital Allocators – Inside the Institutional Investment Industry
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combined $110…
- Capital Allocators – Inside the Institutional Investment Industry
David Salem - Investment Wisdom from the Owner's Box (EP.409)
David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The…
- Capital Allocators – Inside the Institutional Investment Industry
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Rahul Moodgal - Master Fund Raiser (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 Industry
Toby Rodes - Unlocking Value in Japan (EP.407)
Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation…
- Capital Allocators – Inside the Institutional Investment Industry
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes…
- Capital Allocators – Inside the Institutional Investment Industry
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $65 billion in assets. Dave is one of the OGs in…
- Capital Allocators – Inside the Institutional Investment Industry
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that's the fifth largest…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Power of Private Equity
My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares…
- Capital Allocators – Inside the Institutional Investment Industry
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Mervosh - Invest in Yourself (EP.402)
Today's show is quite different from our typical show. It's an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director…
- Capital Allocators – Inside the Institutional Investment Industry
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Roz 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 Industry
Succession - Sarah Samuels on Generational Transitions (EP.400)
As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We've…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)
Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for…
- Capital Allocators – Inside the Institutional Investment Industry
Todd Simkin - Game of Trading at Susquehanna (EP.399)
Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known…
- Capital Allocators – Inside the Institutional Investment Industry
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client…
- Capital Allocators – Inside the Institutional Investment Industry
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equity…
- Capital Allocators – Inside the Institutional Investment Industry
Jennifer Prosek – Nailing the Narrative (EP.396)
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years has helped the world's top brands…
- 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 Industry
Training Grounds: Bain Capital, John Connaughton (EP.395)
Today's show is the second in an ongoing mini-series discussing Training Grounds, organizations that have developed industry leaders. The first episode…
- Capital Allocators – Inside the Institutional Investment Industry
Charles Duhigg- Secrets of Communication (EP.394)
Charles Duhigg is a celebrated writer for The New Yorker and author of bestseller "The Power of Habit." His latest book, "Supercommunicators," describes how to…
- Capital Allocators – Inside the Institutional Investment Industry
Ben Hunt - The Stories that Drive Markets (EP.393)
Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: Reducing Fees: Actions Speak Louder Than Words
I've been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted's blog here.
- Capital Allocators – Inside the Institutional Investment Industry
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals
Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.
- Capital Allocators – Inside the Institutional Investment Industry
Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses…
- Capital Allocators – Inside the Institutional Investment Industry
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion…
- Capital Allocators – Inside the Institutional Investment Industry
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Investment Manager Playbook - What Allocators Don't See
My last post, The Investment Office Playbook: What Managers Don't See, discussed part of what happens inside an investment office that managers don't see but…
- Capital Allocators – Inside the Institutional Investment Industry
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as…
- Capital Allocators – Inside the Institutional Investment Industry
Dan Tennebaum - The Case for India at India Capital (EP.387)
Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country…
- Capital Allocators – Inside the Institutional Investment Industry
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental…
- Capital Allocators – Inside the Institutional Investment Industry
Cliff Asness - Simple Investing is Hard (EP.385)
Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in…
- Capital Allocators – Inside the Institutional Investment Industry
Classic Deal - Burger King by 3G Capital (EP.384)
3G Capital's buyout of Burger King may be the most successful private equity deal you've never heard about. Over the last fourteen years, or the length of a…
- Capital Allocators – Inside the Institutional Investment Industry
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
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and…