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
David Morehead – Top Down Allocation at Baylor (EP.381)
David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year…
- Capital Allocators – Inside the Institutional Investment Industry
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
On today's show, we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. We've…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated venture…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founded, built…
- Capital Allocators – Inside the Institutional Investment Industry
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
Shiloh Bates is the Chief Investment Officer at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. Last year, Shiloh…
- Capital Allocators – Inside the Institutional Investment Industry
Nigel Dawn - Secondaries in Private Markets (EP.378)
Nigel Dawn is the global head of Private Capital Advisory at Evercore, where he leads the secondaries business he started a decade ago. Under Nigel's…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Investment Office Playbook - What Managers Don't See
I've been thinking about the investment office playbook and what managers don't see when they meet with allocators. Read Ted's blog here.
- Capital Allocators – Inside the Institutional Investment Industry
Training Grounds – Carnegie Corporation of New York (EP.377)
Today's show is the first in an ongoing mini-series discussing Training Grounds, organizations that have developed and spawned future industry leaders. We'll…
- Capital Allocators – Inside the Institutional Investment Industry
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companies that…
- Capital Allocators – Inside the Institutional Investment Industry
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide…
- Capital Allocators – Inside the Institutional Investment Industry
Mike Freno – Confident Humility at Barings (EP.374)
Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private fixed income, real assets, and capital…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East, an investment platform for…
- Capital Allocators – Inside the Institutional Investment Industry
Richard Sandler – The Prosecution of Michael Milken (EP.372)
A long time ago, 33 years to be exact, Mike Milken pled guilty to 6 counts of violations of securities laws, went to jail for 2 years, and received a lifetime…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
Michael Milken is a legendary financier and philanthropist. Mike is best known for his role in creating the high yield bond market in the 1970s and 1980s at…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to articulate…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] 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 Industry
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
Magnus Grimeland is the CEO and founder of Antler, one of the world's largest day zero investor. Antler's pre-seed strategy canvasses 27 countries, 1,000…
- Capital Allocators – Inside the Institutional Investment Industry
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
Brad Jacobs is a career CEO and the founder of Jacobs Private Equity (his family office). Brad created and grew three platforms using a roll-up strategy that…
- Capital Allocators – Inside the Institutional Investment Industry
Ron Biscardi – Inside iConnections Global Alts (EP.367)
Ron Biscardi, the CEO of iConnections, whose Global Alts conference in Miami is the largest capital introduction gathering in the industry. In addition to the…
- Capital Allocators – Inside the Institutional Investment Industry
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with 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] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM…
- 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
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
Raphael Arndt is the CEO of the Future Fund, Australia's 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (EP.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
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on growth…
- Capital Allocators – Inside the Institutional Investment Industry
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University…
- Capital Allocators – Inside the Institutional Investment Industry
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Next Alpha Frontier
How will we generate returns to meet important spending needs in an increasingly unforgiving world? One answer is "Internal Alpha' – making fewer mistakes…
- Capital Allocators – Inside the Institutional Investment Industry
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital, a growth-focused public and private equity manager that…
- Capital Allocators – Inside the Institutional Investment Industry
Ana Marshall – The Climb to Investment Excellence (EP.360)
Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss Ana's…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital. Ana joined Hewlett eighteen years ago…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of…
- Capital Allocators – Inside the Institutional Investment Industry
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
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328
We're counting down the top 5 episodes of 2023. The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless Value…
- Capital Allocators – Inside the Institutional Investment Industry
2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341
We're counting down the top 5 episodes of 2023. Number three covered private credit and number two covers the other most topical strategy of the year –…
- Capital Allocators – Inside the Institutional Investment Industry
2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329
We're counting down the top 5 episodes of 2023. At number three, Kip DeVeer and the world of private credit at Ares. The subject of private credit was top of…
- Capital Allocators – Inside the Institutional Investment Industry
2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334
We're counting down the top 5 episodes of 2023. Coming in at number four is Stan Miranda, the modern endowment model at Partners Capital. Stan's original…
- Capital Allocators – Inside the Institutional Investment Industry
Year in Review 2023 (EP.358)
It's that time of year when I share my annual letter and a rundown of the top episodes of 2023. Like last year, we'll be counting down the top 5 episodes each…
- Capital Allocators – Inside the Institutional Investment Industry
2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291
We're counting down the top 5 episodes of 2023. Kicking us off at number five, is Greg Lemkau, the evolution of MSD, episode 291. I can't say I'm surprised by…
- Capital Allocators – Inside the Institutional Investment Industry
Gary Sernovitz - Inside the CIO Seat (EP.357)
Gary Sernovitz is Managing Director at Lime Rock Partners, an oil and gas-focused private equity firm that manages $10 billion, where he runs the firm's…
- Capital Allocators – Inside the Institutional Investment Industry
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors where he…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
On today's show we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. Andy Acker…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Today's episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña…
- Capital Allocators – Inside the Institutional Investment Industry
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
Marcia Page is the Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital. Värde is a thirty-year-old $13 billion leading…
- Capital Allocators – Inside the Institutional Investment Industry
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Nicolai Tangen is the CEO of Norges Bank Investment Management, where he oversees the $1.3 trillion Norwegian Sovereign Wealth Fund, the largest sovereign…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Levy – Crow Family Real Estate Empire (EP.353)
Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow seventy-five years ago that today includes longstanding…
- Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Unlocking Investment Wisdom (EP.352)
Happy Thanksgiving to everyone. For a little turkey treat, today's show has me on the other side of the mike. Sarah Samuels, the head of manager research at…
- Capital Allocators – Inside the Institutional Investment Industry
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
Chad Hutchinson is a partner at Arctos Partners, a private equity firm best known as the leading minority owner of professional sports franchises. Chad was one…
- Capital Allocators – Inside the Institutional Investment Industry
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Rick Heitzmann is the founder and Managing Partner of FirstMark Capital, a network-driven seed and series A venture capital firm managing $3.5 billion that…
- Capital Allocators – Inside the Institutional Investment Industry
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
On today's sponsored insight, we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't…
- Capital Allocators – Inside the Institutional Investment Industry
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
Allison Thacker is the President and Chief Investment Officer of Rice Management Company, where she oversees Rice University's $8 billion dollar endowment…
- Capital Allocators – Inside the Institutional Investment Industry
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Bruce Ou is the Managing Partner of GroveStreet, a boutique firm that has invested $10 billion in the private markets on behalf of fourteen institutional…
- Capital Allocators – Inside the Institutional Investment Industry
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
This Sponsored Insight features Timothy Lyne, the CEO of Antares Capital, a alternative asset manager with $64+ billion in assets. Antares is a leading…
- Capital Allocators – Inside the Institutional Investment Industry
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Raelan Lambert, John Jackson, and Erik Sebusch are three of the leaders at Mercer Alternatives, the alternative investment arm of the consulting juggernaut…
- Capital Allocators – Inside the Institutional Investment Industry
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Isaac Corre is the founder, CEO, and Portfolio Manager of Governors Lane, a hedge fund he launched in 2015 focused on event-driven strategies. Isaac describes…
- Capital Allocators – Inside the Institutional Investment Industry
WTT - NAV Loans: Canary or the Gold Mine?
NAV loans are the latest development in private equity. Private credit managers see NAV loans as gold mines. Private equity managers are testing the waters…
- Capital Allocators – Inside the Institutional Investment Industry
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
This Sponsored Insight features Finny Kuruvilla, the Co-Chief Investment Officer, Founding Member, and healthcare Portfolio Manager at Eventide Asset…