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
[REPLAY] Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in…
Capital Allocators – Inside the Institutional Investment IndustryAdam Wyden - ADW Capital (Manager Meetings, EP.37)
On today's Manager Meeting, Savneet Signh interviews Adam Wyden. Savneet is the President and CEO of PAR Technology Corp, a $1.5 billion market cap public…
- Capital Allocators – Inside the Institutional Investment Industry
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
I'm excited to share the first episode of a new podcast called Private Equity Deals. Much like Capital Allocators, we'll share investment conversations that…
- Capital Allocators – Inside the Institutional Investment Industry
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
Greg Lippmann is the co-founder and Chief Investment Officer of LibreMax, an $8 billion asset management firm specializing in structured products. Greg…
- Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I've shared in the past…
Capital Allocators – Inside the Institutional Investment IndustryAllan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
On today's Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital. Andy is President of PRINCO where he has overseen…
- Capital Allocators – Inside the Institutional Investment Industry
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a…
- Capital Allocators – Inside the Institutional Investment Industry
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
Carla Harris is a Senior Client Advisor at Morgan Stanley, the most recent of many posts in her 35-year career at the firm that included serving as Vice…
Capital Allocators – Inside the Institutional Investment IndustryHoward Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
On today's Manager Meeting, David Huang interviews Howard Smith. David is an Associate Director at UTIMCO, the $66 billion investment company that manages the…
- Capital Allocators – Inside the Institutional Investment Industry
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Paul Enright is a private investor managing his own capital under single family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking…
- Capital Allocators – Inside the Institutional Investment Industry
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
Brent Montgomery is the CEO of Wheelhouse Group, a family office where he creates entertainment content and a venture capital fund that invests in businesses…
Capital Allocators – Inside the Institutional Investment IndustryAvichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
On today's Manager Meeting, Maneesh Gandhi sits down with Avichal Garg. Maneesh is a Partner at Evanston Capital, a $4.5 billion hedge fund of funds, whose CIO…
- Capital Allocators – Inside the Institutional Investment Industry
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, 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
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
Josh Friedman is the Co-Founder and Co-CEO of Canyon Partners, a $25 billion multi-strategy firm that specializes in credit-related analysis across distressed…
- Capital Allocators – Inside the Institutional Investment Industry
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
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Rob Citrone is the Founder of Discovery Capital Management, a $2 billion global hedge fund investing across equities, fixed income, currencies, and rates with…
Capital Allocators – Inside the Institutional Investment IndustryRegan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Regan Bozman is a General Partner at Lattice Capital, an early-stage crypto fund that helps founders build defensible moats and new growth playbooks. Regan…
- Capital Allocators – Inside the Institutional Investment Industry
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
Ashvin Chhabra is the President and Chief Investment Officer of Euclidean Capital, the family office for Jim Simons of Renaissance Technologies. Ashvin joined…
- Capital Allocators – Inside the Institutional Investment Industry
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
Today's final episode of Crypto for Institutions 2 is a special Sponsor Insight from Anchorage Digital. Diogo Monica is the Co-Founder and President of…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL ANNOUNCEMENT – Decision Making Bootcamp, July 20th @ 11am
I'd like to invite you to attend a special bootcamp on Decision Making I'll be teaching on July 20th at 11am EST. I'll share actionable frameworks with special…
- Capital Allocators – Inside the Institutional Investment Industry
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
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
Olaf Carlson-Wee is the Founder and CEO of Polychain Capital, a $5 billion investment firm that was one of the first institutional crypto funds upon its launch…
- Capital Allocators – Inside the Institutional Investment Industry
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
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
Stephen McKeon is a Partner at Collab+Currency and Associate Professor of Finance at the University of Oregon, where is teaches a course on crypto assets. As…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
Professor Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school and earning his PhD…
- Capital Allocators – Inside the Institutional Investment Industry
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
We kick off Crypto for Institutions 2 with Marcos Veremis. Marcos is a Partner at Accolade Partners, a $4.4 billion venture fund of funds whose founder Joelle…
- Capital Allocators – Inside the Institutional Investment Industry
Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253)
Legendary investor Sam Zell is the chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago. Sam has a storied track…
Capital Allocators – Inside the Institutional Investment IndustryLeigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
Leigh Drogen is the General Partner and CIO of Starkiller Capital, a quantitative asset manager in the digital asset space. Leigh came to the crypto world…
- Capital Allocators – Inside the Institutional Investment Industry
Chris Voss – Listening, Human Nature, and Negotiations (Capital Allocators, EP.252)
Chris Voss is the founder of the Black Swan Group, where he works with individuals, teams, and companies in the art of negotiation. Chris is the author of best…
- Capital Allocators – Inside the Institutional Investment Industry
SPECIAL REPLAY: Matt Spielman – Inflection Points
I'm excited to share that Matt Spielman, my friend of 25 years, a member of my personal Board of Directors, and my executive coach, released his first book…
- Capital Allocators – Inside the Institutional Investment Industry
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
Billy Libby is the co-founder of Upper90, a firm that invests in a hybrid of debt and equity in early stage technology companies to help founders scale…
Capital Allocators – Inside the Institutional Investment IndustryJohn Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
John Barber is the Managing Partner of Cohesive Capital, a $1 billion private equity firm founded in 2010 to focus exclusively on private and growth equity…
- Capital Allocators – Inside the Institutional Investment Industry
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed by senior executives from the Stanford Management Company in 2005. Larry…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the…
- Capital Allocators – Inside the Institutional Investment Industry
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
Sahil Bloom is one of most dynamic up and coming creators in the financial community. He spent a decade in investment banking and private equity before turning…
Capital Allocators – Inside the Institutional Investment IndustrySteve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
On today's Manager Meeting, Paula Volent interviews Steve Drobny. Paula is a legend in the endowment world and recent guest on Capital Allocators who is now…
- Capital Allocators – Inside the Institutional Investment Industry
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary and…
- Capital Allocators – Inside the Institutional Investment Industry
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 IndustryAndrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
On today's manager meeting, I interview Andrew Milgram, a Managing Partner and Chief Investment Officer of Marblegate Asset Management. Marblegate is a $2.3…
- Capital Allocators – Inside the Institutional Investment Industry
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
Tom Lenehan is the CIO at the Wallace Foundation, where he oversees $2 billion for the New York City-based Foundation whose mission is to foster equity and…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University's $2B endowment…
- Capital Allocators – Inside the Institutional Investment Industry
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a contributing columnist for The…
- Capital Allocators – Inside the Institutional Investment Industry
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
Steve Papa has been part of reimagining the technology landscape for twenty years. He was the Founder and CEO of Endeca, an enterprise software company that…
- Capital Allocators – Inside the Institutional Investment Industry
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Kathy Xu is the Founding Partner of Capital Today, a $2.5 billion firm that is one of the top venture capitalists in China. Capital Today strives to help small…
Capital Allocators – Inside the Institutional Investment IndustryChris 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
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
Renata Quintini and Roseanne Wincek are the Co-Founders and Managing Partners of Renegade Partners, a venture capital firm they launched in 2019 after each…
- Capital Allocators – Inside the Institutional Investment Industry
Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Today's show is a special Sponsor Insight from Aumni, highlighting their growing business for venture capitalists, operators, and LPs. Aumni helps private…
- Capital Allocators – Inside the Institutional Investment Industry
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
Arjun Sethi is Co-founder and CEO of Tribe Capital, a $1.3B venture capital fund built by engineers and scientists to focus on using product and data science…
- Capital Allocators – Inside the Institutional Investment Industry
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
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
Annie Lamont is a Co-Founder and Managing Partner of Oak HC/FT, a $3.3 billion venture capital firm investing across stages in tech-enable companies in…
- Capital Allocators – Inside the Institutional Investment Industry
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Occasionally, an event takes place that causes investors to reassess risk. Russian's actions in Ukraine last week could be a tipping point for one of those…
- 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
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Josh Wolfe is the Co-Founder and Managing Partner of Lux Capital, a $4 billion venture capital firm that invests in solutions to the most vexing puzzles of our…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional…
- Capital Allocators – Inside the Institutional Investment Industry
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
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
Aydin Senkut is the Founder and Managing Partner of Felicis Ventures, a $2 billion early stage venture firm that invests in founders building iconic companies…
- Capital Allocators – Inside the Institutional Investment Industry
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…