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 - Short-Term Gain, Long-Term Pain, Part 2
Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience…
- Capital Allocators – Inside the Institutional Investment Industry
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investing with…
- Capital Allocators – Inside the Institutional Investment Industry
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital's partners in…
- Capital Allocators – Inside the Institutional Investment Industry
TaylorMade on Private Equity Deals
Listen to TaylorMade on Private Equity Deals It's almost golf season, and what better way to get mentally prepared for the game than listening to the…
- Capital Allocators – Inside the Institutional Investment Industry
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Bill Orum is a Partner at Capricorn Investment Group, one of the largest and longest standing mission-aligned investment organizations. Capricorn oversees $9…
- Capital Allocators – Inside the Institutional Investment Industry
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
Tom Steyer is the founder and former head of Farallon Capital Management, climate activist, candidate for President of the United States in 2020, and most…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Blue Triton Brands on Private Equity Deals
Listen to Blue Triton Brands on Private Equity Deals. On the second episode of season 2 of Private Equity Deals, Scott Spielvogel from One Rock Capital…
- Capital Allocators – Inside the Institutional Investment Industry
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
Beezer Clarkson, Chris Douvos, and Joelle Kayden are three of the most respected investors in venture capital funds, manning their forts at Sapphire Ventures…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
My guest on the 7th episode of Venture is Eating the Investment World is Joelle Kayden, the Founder and Managing Partner of Accolade Partners, a $3.6 billion…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire's fund investments in early stage venture…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for…
- Capital Allocators – Inside the Institutional Investment Industry
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
Dan Ivascyn is the Group-CIO of PIMCO, the legendary bond shop with nearly $2 trillion in assets under management. Dan arrived at PIMCO 25 years ago and…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Fenway Sports Group on Private Equity Deals (Season 2)
Season 2 of PE Deals starts this week with Fenway Sports Group. On Season 1, we shared stories of eight recent deals conducted by some of the premier private…
- Capital Allocators – Inside the Institutional Investment Industry
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
José E. Feliciano is the Co-Founder and Managing Partner of Clearlake Capital Group. Clearlake manages $75 billion in assets in a flexible strategy across…
- Capital Allocators – Inside the Institutional Investment Industry
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
Today's show is a sponsored insight from AgAmerica, the largest independent agricultural loan lender and servicer in the US. I sat down with President and CEO…
- Capital Allocators – Inside the Institutional Investment Industry
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
Marshall Boyd is the Co-President and CIO at Interstate Equities Corporation, a real estate investment firm that manages $1 billion focusing exclusively on…
- Capital Allocators – Inside the Institutional Investment Industry
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
John-Austin Saviano is the founder of High Country Advisors, where he serves as a strategic advisor to both investment firms and the institutional pools of…
- Capital Allocators – Inside the Institutional Investment Industry
Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293)
Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle market…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in…
- Capital Allocators – Inside the Institutional Investment Industry
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
Anthony Scaramucci is the Founder and Managing Partner of Skybridge Capital and the SALT conference, and for a brief period in 2017, the White House…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry…
- Capital Allocators – Inside the Institutional Investment Industry
WTT - You Won't Detect the Next Fraud
In a new feature on the podcast, we will share an audio version of Ted's blog, called What Ted's Thinking (or WTT). His latest discusses frauds and why you're…
- Capital Allocators – Inside the Institutional Investment Industry
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office. MSD was formed in 1998 to manage $400 million of…
- Capital Allocators – Inside the Institutional Investment Industry
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290)
Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling. Neal has ranked among the top ten most awarded…
- Capital Allocators – Inside the Institutional Investment Industry
2022 Top Episode #1: Sam Zell – Common Sense and Uncommon Profits, EP. 253
This week, we're counting down the top 5 episodes of 2022. Without further ado, the number 1 show of 2022 is Sam Zell – Common Sense and Uncommon Profits. Sam…
- Capital Allocators – Inside the Institutional Investment Industry
2022 Top Episode #2: Todd Boehly – The Next Berkshire Hathaway at Eldridge, EP. 223
This week, we're counting down the top 5 episodes of 2022. Coming in at number 2 is Todd Boehly – The Next Berkshire Hathaway. Todd is the Co-founder…
- Capital Allocators – Inside the Institutional Investment Industry
2022 Top Episode #3: Paul Enright – Inside Long-Short Equity Investing, EP. 264
This week, we're counting down the top 5 episodes of 2022. Weighing in at number 3 is Paul Enright - Inside Long Short investing. Paul is a private investor…
- Capital Allocators – Inside the Institutional Investment Industry
2022 Top Episode #4: Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game, EP. 261
This week, we're counting down the top 5 episodes of 2022. Coming in at number 4 is Rob Citrone - Emerging Markets, hedge funds, and staying in the game. Rob…
- Capital Allocators – Inside the Institutional Investment Industry
2022 Top Episode #5: Annie Duke – The Power of Quitting, EP.273
Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first…
- Capital Allocators – Inside the Institutional Investment Industry
Year in Review 2022 (Capital Allocators, EP. 289)
It's that time of year where I share my annual letter and a rundown of the top episodes of 2022. We're adding a little drama to the results this year by…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: CD&R on Private Equity Deals
The final episode of Season One of Private Equity Deals released this morning. I'm joined by Ravi Sachdev and Ron Williams from CD&R. Ravi is a specialist…
- Capital Allocators – Inside the Institutional Investment Industry
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
Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
Today's sponsor insight is from MFS, the $528 billion asset managers founded in 1924 and credited with creating the first ever mutual fund. Carol Geremia is…
- Capital Allocators – Inside the Institutional Investment Industry
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books, longtime member of Yale's Investment Committee…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in the 1960s…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Advent International on Private Equity Deals
The seventh episode of Season One of Private Equity Deals released this morning. I'm joined by Tricia Glynn, Managing Director at Advent International. We…
- Capital Allocators – Inside the Institutional Investment Industry
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
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
Today's show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it's CLO equity…
- Capital Allocators – Inside the Institutional Investment Industry
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets and $5 billion of defined contribution assets. Charles joined…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Bain Capital on Private Equity Deals
The sixth episode of Season One of Private Equity Deals released this morning. I'm joined by David Humphrey and Devin O'Reilly from Bain Capital, who worked…
- Capital Allocators – Inside the Institutional Investment Industry
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
Frank Brosens is a co-founder of Taconic Capital, an $8 billion event-driven, multi-strategy hedge fund founded in 1999. Frank started his career at Goldman…
- Capital Allocators – Inside the Institutional Investment Industry
Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
Today's sponsor insight features Melanie Pickett, Executive Vice President at Northern Trust, who is responsible for leading the Asset Owner segment in the…
- Capital Allocators – Inside the Institutional Investment Industry
Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
Geoffrey Rubin is the Senior Managing Director and Chief Investment Strategist of Canadian Pension Plan Investment Board, or CPPIB, which oversees $520 billion…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: EQT on Private Equity Deals
The fifth episode of Season One of Private Equity Deals released this morning. I'm joined by Arvindh Kumar, the Global Co-Head of Technology at EQT. We discuss…
- Capital Allocators – Inside the Institutional Investment Industry
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Colin Smith and Farouk Miah are the founders of All Africa Partners, a concentrated, public equity fund they launched last year with backing by three of the…
- Capital Allocators – Inside the Institutional Investment Industry
Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
Michael Rees is the Founder and Head of Dyal Capital Partners and Co-President of public company Blue Owl (OWL) after Dyal's merger with Owl Rock last year…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Berkshire Partners on Private Equity Deals
Our fourth episode of Private Equity Deals released this morning. I'm joined by Kevin Callaghan and Larry Hamelsky, long-time team members at Berkshire…
- Capital Allocators – Inside the Institutional Investment Industry
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
Jon Ballis is the Chairman of the Executive Committee of Kirkland & Ellis, one of the world's leading law firms and the market leader in private equity…
Capital Allocators – Inside the Institutional Investment IndustryJack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)
On today's Manager Meeting, Tim McCusker interviews Jack Sommers. Tim is the CIO at NEPC and a past guest on Capital Allocators. He oversees investment…
- Capital Allocators – Inside the Institutional Investment Industry
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
Reade Griffith is the co-founder and Chief Investment Officer of Tetragon and Polygon. Tetragon is a European-listed public holding company with $38 billion in…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Stone Point Capital on Private Equity Deals, EP.03
Our third episode of Private Equity Deals released this morning. I'm joined by Jarryd Levine, who helps lead Stone Point Capital's investments in Business…
- Capital Allocators – Inside the Institutional Investment Industry
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, manager of $2 billion in…
- 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
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
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World…
- Capital Allocators – Inside the Institutional Investment Industry
JUST RELEASED: Thoma Bravo on Private Equity Deals, EP.02
Our second episode of Private Equity Deals released this morning. I'm joined by Scott Crabill, a long-time partner at Thoma Bravo, to discuss their take…
- Capital Allocators – Inside the Institutional Investment Industry
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. Matt was a…