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
Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)
Sonya Sawtell-Rickson is the Chief Investment Officer of Australian Superannuation Fund HESTA, a AUD 75 billion ($50 billion) pool dedicated to health and…
- Capital Allocators – Inside the Institutional Investment Industry
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
Dmitry Balyasny is the founder, Managing Partner, and Chief Investment Officer of Balyasny Asset Management, a $21 billion multi-strategy hedge fund considered…
- Capital Allocators – Inside the Institutional Investment Industry
Alan Forman – Yale Endowment Real Estate (EP.340)
Alan Forman is the former Director of Real Estate at the Yale Investments Office, where he spent 31.5 years before retiring last year. For three decades, Alan…
- Capital Allocators – Inside the Institutional Investment Industry
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
Muthu Muthiah is the Chief Investment Officer of Children's Healthcare of Atlanta (CHOA), one of the largest pediatric clinical care providers in the U.S…
- Capital Allocators – Inside the Institutional Investment Industry
Adam Karr – Extreme Alignment at Orbis (EP.338)
Today's sponsored insight is with Adam Karr, the President and Portfolio Manager at Orbis, a $35 billion global equity manager founded in 1989 by legendary…
- Capital Allocators – Inside the Institutional Investment Industry
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo), where she oversees $160 billion on behalf of 17 pensions, endowments, insurance…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: The Real Yale Model
Investors have played the game of telephone with David Swensen's Pioneering Portfolio Management. Re-reading his book offers insights that differ from…
- Capital Allocators – Inside the Institutional Investment Industry
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
Today's show is the most popular episode from our new podcast, Investment Management Operations. Subscribe to Investment Management Operations on Apple…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] 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
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
Next week, we'll release the first episode of Season 3 of Private Equity Deals, this time focusing on deals in the middle market. As an interlude between…
- Capital Allocators – Inside the Institutional Investment Industry
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Stan Miranda is the Founder and Chairman of Partners Capital, a $50 billion OCIO that started in 2001 as a solution for private equity founders. Earlier in his…
- Capital Allocators – Inside the Institutional Investment Industry
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Kimberly Sargent is the Chief Investment Officer of the Packard Foundation where she oversees $10 billion. She is a well-respected member of the Yale diaspora…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Today's Sponsored Insight features Michael Carmen, the Co-Head of Private Investments at Wellington Management. Wellington's Private Investment platform has $8…
- Capital Allocators – Inside the Institutional Investment Industry
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
Today's show is a panel about the merits of private equity. On one side is Sachin Khajuria. a former partner at Apollo and twenty-five-year veteran of the…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored "Two and Twenty," a fantastic insider's…
- Capital Allocators – Inside the Institutional Investment Industry
WTT: Active Management Today is a Single Decision
This WTT: Active Management Today is a Single Decision comes from a few conversations I've had recently with CIOs about the underperformance of long only…
- Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – The Art of the Interview (EP.330)
After our recent podcast conversation, Matt Breitfelder, Partner and Global Head of Human Capital at Apollo, asked me if he could turn the tables and, in his…
- Capital Allocators – Inside the Institutional Investment Industry
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
Seth Klarman – Timeless Value Investing (EP.328)
Seth Klarman is a legendary value investor and CEO and Portfolio Manager of The Baupost Group, an investment firm founded in 1982 that manages $27 billion…
- Capital Allocators – Inside the Institutional Investment Industry
Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)
Today's sponsored insight features Ravi Viswanathan, Founder and Managing Partner of NewView Capital (NVC), a venture firm that created a disruptive model for…
- Capital Allocators – Inside the Institutional Investment Industry
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with one hundred of the most…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of…
- 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
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Porter Collins and Vincent Daniel are the founders of Seawolf Capital, their family office managed as an old school hedge fund. Previously, they were two of…
- Capital Allocators – Inside the Institutional Investment Industry
Investment Management Operations Podcast
We're excited to announce a new podcast set to air next week under the Capital Allocators umbrella – Investment Management Operations. Subscribe to Investment…
- Capital Allocators – Inside the Institutional Investment Industry
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
This Sponsored Insight features Don Mullen. Don is the Founder & CEO of Pretium Partners, a $51 billion specialized investment firm he started in 2012 to focus…
- Capital Allocators – Inside the Institutional Investment Industry
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
Matt Breitfelder is a Partner and Global Head of Human Capital at Apollo Global Management, where he focuses on attracting and developing extraordinary talent…
- Capital Allocators – Inside the Institutional Investment Industry
WTT – The Impermanence of Permanent Capital
"Nothing lasts forever" as the aphorism goes, and such is the case with permanent capital. The quirk in the theoretically sound concept cause some challenges…
- Capital Allocators – Inside the Institutional Investment Industry
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
Eric Resnick is the co-founder and CEO of KSL Capital Partners, a private equity firm launched in 2005 that specializes in the travel and leisure industry. KSL…
- Capital Allocators – Inside the Institutional Investment Industry
Breitling on Private Equity Deals
Season 2 of Private Equity Deals concludes with one last name you know – luxury watchmaker Breitling. Ever wonder what happens when only the fourth owner of a…
- Capital Allocators – Inside the Institutional Investment Industry
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Chris Sacca is one of the most accomplished venture investors of the last half century. He founded Lowercase Capital in 2010 and made seed stage investments in…
- Capital Allocators – Inside the Institutional Investment Industry
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Today's Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of…
- Capital Allocators – Inside the Institutional Investment Industry
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
Adam Shapiro is the Managing Partner of East Rock Capital, where he oversees $3 billion on behalf of a handful of families investing primarily in hedge funds…
- Capital Allocators – Inside the Institutional Investment Industry
Mavis Tire Express Services on Private Equity Deals
Listen to Mavis Tire Express Services on Private Equity Deals. On Private Equity Deals this week, our 7th and penultimate episode of season 2 features the…
- Capital Allocators – Inside the Institutional Investment Industry
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Today's episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Managing…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] 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
WTT - I Don't Know
I share a bunch of questions on my mind for which my best answer is "I Don't Know." These include issues around sovereign debt, asset allocation, an economic…
- Capital Allocators – Inside the Institutional Investment Industry
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
Today's sponsored insight is another empty room, an opportunity ignored by most investors because they either don't want to or can't participate. This time…
- Capital Allocators – Inside the Institutional Investment Industry
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Amy Falls is the CIO at Northwestern University, where she oversees the school's $14.2 billion endowment that supports university operations and funds about a…
- Capital Allocators – Inside the Institutional Investment Industry
Sam Zell – A Tribute to a Legend (REPLAY – EP.253)
Last Thursday, we lost Sam Zell, one of the true investment greats and one of the most popular past guests on the show. As a small tribute to the great man and…
- Capital Allocators – Inside the Institutional Investment Industry
Selective Search on Private Equity Deals
It's executive search…for love. On Episode 6 of Season 2 of Private Equity Deals, Brent Beshore from Permanent Equity describes their purchase of the highest…
- Capital Allocators – Inside the Institutional Investment Industry
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Marc is the Chairman, CEO, and Co-founder of Avenue Capital Group, a global investment firm focused on distressed debt that he founded in 1995 with his sister…
- Capital Allocators – Inside the Institutional Investment Industry
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
Today's Sponsored Insight is from Richard Craib, the Founder and CEO of Numerai, a machine learning-based hedge fund launched in 2015 that crowdsources models…
- Capital Allocators – Inside the Institutional Investment Industry
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
Tony Yoseloff is the Managing Partner of Davidson Kempner Capital Management, a forty-year-old, $40 billion multi-strategy investment management firm that…
- Capital Allocators – Inside the Institutional Investment Industry
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 – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. Ashby was named by CIO Magazine as one of the most…
- 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
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
My guest on today's sponsored insight is Aaron Sack, the head of Morgan Stanley Capital Partners, Morgan Stanley Investment Management's middle market private…
- Capital Allocators – Inside the Institutional Investment Industry
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
On today's show, we'll discuss a continuing 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
Yahoo on Private Equity Deals
Listen to Yahoo on Private Equity Deals. The fifth episode of Season 2 of Private Equity Deals releases today. We discuss Apollo's purchase of Yahoo a year and…
- Capital Allocators – Inside the Institutional Investment Industry
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world. Mario is the CEO of Hamilton Lane, which manages over $100…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
Mario Giannini is the CEO of Hamilton Lane, where he oversees nearly $1 trillion of assets under management and advisement in private capital, making it…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
My guest on the first episode of Private Equity Masters is John Toomey, one of two members of the Executive Management Committee at HarbourVest Partners. For…
- Capital Allocators – Inside the Institutional Investment Industry
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
Today's sponsored insight is a special podcast drop from our friends at Thoma Bravo. If you liked the episode with Orlando Bravo on Capital Allocators or Scott…
- Capital Allocators – Inside the Institutional Investment Industry
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
Coach Paul Assaiante is the winningest coach in college sports history. For 30 years until announcing his retirement at the end of this season, Coach led the…
- Capital Allocators – Inside the Institutional Investment Industry
WTT – Playing for Tomorrow
The mismanagement of SVB's balance sheet got me thinking about other times in the past investing through periods when asset prices felt inflated across the…
- Capital Allocators – Inside the Institutional Investment Industry
Yellowstone Club on Private Equity Deals
Listen to Yellowstone Club on Private Equity Deals The fourth episode of Season 2 of Private Equity Deals drops today on the Private Equity Deals podcast feed…
- Capital Allocators – Inside the Institutional Investment Industry
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
Tom Joy is the Chief Investment Officer at the Church Commissioners of England, where he is responsible for the stewardship of the Church of England's £10.1…
- Capital Allocators – Inside the Institutional Investment Industry
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
My guest on today's sponsored insight is Andy Lee, the Founder and CIO of Parallaxes Capital. Andy spun out of Lone Star in 2017 to focus on the niche…
- Capital Allocators – Inside the Institutional Investment Industry
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and…