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] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel…
- Capital Allocators – Inside the Institutional Investment Industry
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
Fabrice Grinda is an entrepreneur, angel investor, and founder of FJ Labs, a venture capital firm that backs a diversified portfolio of startups in marketplace…
Capital Allocators – Inside the Institutional Investment IndustryFlorian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
On today's Manager Meeting, Greg Dowling interviews Florian Bartunek. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO…
- Capital Allocators – Inside the Institutional Investment Industry
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
Sean O'Sullivan is the founder of SOSV, a $1 billion global venture capital firm that seeds 150 companies a year through start-up development programs that…
- Capital Allocators – Inside the Institutional Investment Industry
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
Chris Douvos is the Founder and Managing Director of Ahoy Capital, where he invests in early-stage venture funds and co-invests alongside his managers. Chris…
- 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
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
David Rosenthal and Ben Gilbert are venture capitalists and hosts of the Acquired podcast. Acquired is one of my favorite shows. In it, David and Ben tell…
Capital Allocators – Inside the Institutional Investment IndustryJamie Montgomery – March Capital (Manager Meetings, EP.26)
On today's Manager Meeting, Eric Upin interviews Jamie Montgomery. Eric is the Co-founder of Point Olema Capital, a private investments office serving…
- Capital Allocators – Inside the Institutional Investment Industry
Year in Review 2021, (Capital Allocators, EP.228)
Our second annual review is an audio version of my annual letter to you. After the annual review, stay tuned for a rundown of the top shows of 2021. Learn More…
- Capital Allocators – Inside the Institutional Investment Industry
#1: Chamath Palihapitiya – The Social Capital Flywheel, EP.167
Chamath Palihapitiya is the founder and CEO of Social Capital, where he invests in private businesses, public markets, and experiments with that objective of…
- Capital Allocators – Inside the Institutional Investment Industry
#2: Barry Sternlicht – Masterclass in Real Estate in a Post-Covid World, EP.216
Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 offices…
- Capital Allocators – Inside the Institutional Investment Industry
#3: Katy Milkman – How to Change, EP..199
Katy Milkman, the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, host of Choiceology, Charles Schwab's popular podcast on…
- Capital Allocators – Inside the Institutional Investment Industry
#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188
Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long only…
- Capital Allocators – Inside the Institutional Investment Industry
#5: John Toomey – Private Equity Masters Ep.01, HarborVest Partners, 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 IndustryJustin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
On today's manager meeting, Nat Fraser interviews Justin Fishner-Wolfson. Nat is an Executive Director at Agility, a $15 billion outsourced CIO firm serving 42…
- Capital Allocators – Inside the Institutional Investment Industry
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 IndustryJarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
On today's Manager Meetings, Jason Klein sits down with Jarrid Tingle and Henri Pierre-Jacques. Jason is is the CIO at Memorial Sloan-Kettering Cancer Center…
- Capital Allocators – Inside the Institutional Investment Industry
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Christopher Zook is the Chairman and CIO of CAZ Investments, a twenty-year old, non-traditional multi-family office that has $3 billion invested in a series of…
Capital Allocators – Inside the Institutional Investment IndustryBill Trenchard - First Round Capital (Manager Meetings, EP.23)
On today's Manger Meeting, Chris Douvos interviews Bill Trenchard. Chris was an early guest on Capital Allocators and is the Founder of Ahoy Capital, a…
- Capital Allocators – Inside the Institutional Investment Industry
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Ian Charles and Doc O'Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in…
Capital Allocators – Inside the Institutional Investment IndustryWill Cook - Sunriver Management (Manager Meetings, EP.22)
On today's Manager Meeting, Ben Cooper interviews Will Cook. Ben is the Head of Manager Research at Cardano Group, a market leading investment adviser for…
- Capital Allocators – Inside the Institutional Investment Industry
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Chas Cocke is the founder of LB Partners and a former co-founder of Investure, one of the original scaled OCIO businesses. Chas has followed an atypical path…
Capital Allocators – Inside the Institutional Investment IndustryBrian Higgins - King Street Capital (Manager Meeting, EP. 21)
On today's Manager Meeting, Tarik Serri interviews Brian Higgins. Tarik is a Senior Director at Trans-Canada Capital, a $23 billion investment management firm…
- Capital Allocators – Inside the Institutional Investment Industry
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
Todd Boehly is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company with investments in eighty businesses…
Capital Allocators – Inside the Institutional Investment IndustryKyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
On today's Manager Meeting, Michael Liddy speaks with Kyle Samani and Tushar Jain. Mike is a Partner at Evanston Capital Management, a $4.5 billion hedge fund…
- Capital Allocators – Inside the Institutional Investment Industry
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
Richard Tedlow is the Class of 1949 Professor of Business Administration Emeritus at the Harvard Business School, where he spent three decades teaching…
Capital Allocators – Inside the Institutional Investment IndustryHimanshu Gulati – Antara Capital (Manager Meetings, EP.19)
On today's Manager Meeting, Craig Bergstrom interviews Himanshu Gulati. Craig is the Chief Investment Officer at Corbin Capital Partners, a $9 billion investor…
- Capital Allocators – Inside the Institutional Investment Industry
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Jordi Visser is the President & CIO of Weiss Multi-Strategy Advisers, a $4 billion hedge fund focused on an innovative investment process, insightful data…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative…
Capital Allocators – Inside the Institutional Investment IndustrySatya Patel – Homebrew (Manager Meetings, EP.18)
On today's manager meeting, Tim Recker interviews Satya Patel. Tim is the Chief Investment Officer of the $4 billion James Irvine Foundation. Satya is a…
- Capital Allocators – Inside the Institutional Investment Industry
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Savneet Singh is the President and CEO of PAR Technology Corp and a Partner at CoVenture. PAR is a $1.6 billion market cap public company whose technology…
Capital Allocators – Inside the Institutional Investment IndustryRashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
On today's manager meetings, Ellen Ellison speaks with Rashmi Kwatra. Ellen is a past guest on Capital Allocators when she was Chief Investment Officer of the…
- Capital Allocators – Inside the Institutional Investment Industry
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
Paula Volent is the recently named Chief Investment Officer for Rockefeller University's $2.5 billion endowment. Paula previously oversaw Bowdoin College's…
Capital Allocators – Inside the Institutional Investment IndustryStefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
On today's Manager Meetings, Kim Lew speaks with Stefan Kaluzny. Kim is the President and Chief Executive Officer of the Columbia Investment Management…
- Capital Allocators – Inside the Institutional Investment Industry
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
Erik Serrano Berntsen is the Founder and CEO of Stable Asset Management, whose mission is to back the Founders of tomorrow's leading investment firms. Our…
Capital Allocators – Inside the Institutional Investment IndustryHamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
On today's episode of Manager Meetings, Ethan Berman interviews Hamish Corlett. Ethan was the founder and CEO of NYSE-listed RiskMetrics Group until it was…
- Capital Allocators – Inside the Institutional Investment Industry
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 IndustryJonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
On today's manager meeting, Ellen Ellison speaks with Jon Brolin. Ellen is the former Chief Investment Officer of the University of Illinois Foundation, which…
- Capital Allocators – Inside the Institutional Investment Industry
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 offices…
Capital Allocators – Inside the Institutional Investment IndustryDaniel 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
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Today's show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jon Harris is the CEO of Alternative Investment Management, a twenty-year-old investment firm that started as a family office and has evolved into managing $1…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church's endowment and real estate assets…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we…
Capital Allocators – Inside the Institutional Investment IndustryMike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)
On today's Manager Meetings, Beezer Clarkson speaks with Mike Smith and Nikhil Basu Trivedi. Beezer is a past guest on Capital Allocators and is a Partner at…
- Capital Allocators – Inside the Institutional Investment Industry
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
Luke Ellis is the CEO of Man Group, the largest publicly traded hedge fund company at $135 billion in assets across five distinct investment engines. Luke is…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standards Board…
Capital Allocators – Inside the Institutional Investment IndustryRyan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
On today's Manager Meeting, Paul Black speaks to Ryan Batchelor. Paul is a popular past guest on the show and the Co-CEO of WCM Investment Management. Ryan is…
- Capital Allocators – Inside the Institutional Investment Industry
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
Katie Hall is the Founder and Co-Chair of Hall Capital Partners, a $40 billion OCIO for high-net-worth families, endowments and foundations. She launched Hall…
Capital Allocators – Inside the Institutional Investment IndustryLeda Braga – Systematica Investments (Manager Meetings, EP.10)
On today's manager meeting, Mario Therrien speaks with Leda Braga. Mario is a two-time past guest on the show and is the Head of Investment Funds and External…
- Capital Allocators – Inside the Institutional Investment Industry
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion in…
- 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 IndustryJan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
On today's show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion foundation…
- Capital Allocators – Inside the Institutional Investment Industry
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12…
- Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of…
Capital Allocators – Inside the Institutional Investment IndustryRick Rieder – BlackRock (Manager Meetings, EP.08)
On today's manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry's largest independent…
- Capital Allocators – Inside the Institutional Investment Industry
Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and…