Capital Allocators – Inside the Institutional Investment Industry
by Ted Seides – Allocator and Asset Management Expert
Latest episode
WTT: You Can't See Everything
WTT: You Can't See Everything
About this podcast
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
The newest 50 of 839 episodes
- WTT: You Can't See Everything · 6 minThe new documentary about Elizabeth Holmes and a candid conversation with a successful investment manager got me thinking about how we discover the truth. In this What Ted's…
- Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526) · 1 h 0 min · Episode 526Aydin Senkut is the Founder of Felicis, a venture capital firm he founded 20 years ago that invests in seed and Series A companies, now out of a billion-dollar fund. Aydin…
- [REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234) · 1 h 0 minAydin Senkut is the Founder and Managing Partner of Felicis Ventures, a $2 billion early stage venture firm that invests in founders building iconic companies that transcend…
- Opportunistic Real Estate and Hard Asset Credit at Mavik – Vik Uppal (EP.525) · 50 min · Episode 525Vik Uppal is the Founder and CIO of Mavik Capital Management, a $2 billion flexible special situations investment firm grounded in commercial real estate and hard assets that…
- Dynamic Allocation and Concentrated Conviction – Zack McGuire (EP.524) · 59 min · Episode 524Zack McGuire is Senior Managing Director of Investments at Children's Healthcare of Atlanta. Zack's career spans Citigroup, Emory University, the University of Georgia…
- Continuation Vehicles from the LP Seat – Scott Ramsower (EP.523) · 48 min · Episode 523My guest on today's show is Scott Ramsower, Head of Private Equity Funds at the Teacher Retirement System of Texas, where a 27-person team manages $33 billion in private equity…
- AI Tools for the Investment Firm – Ben Harrison (EP.522) · 40 min · Episode 522Ben Harrison is President of Industries at Intapp, a leading provider of software solutions to professional and financial services firms. Ben first joined me three years ago to…
- [REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight) · 30 minThis Sponsored Insight features Ben Harrison, Founder and Co-President of DealCloud, our sponsor for Season 3 of Private Equity Deals. Ben discusses how DealCloud's vertical…
- Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521) · 52 min · Episode 521My guest on today's show is Tracy Britt Cool, co-founder of Kanbrick, a long-term investment partnership that provides owners of family-owned, midsized businesses with a…
- From Generalist to Specialist at Columbia's Endowment – Erlina Yeo Terwelp (EP.520) · 51 min · Episode 520Our next guest on the Senior Decision Makers series is Erlina Yeo Terwelp, a Managing Director at Columbia Investment Management Company, where she oversees the endowment's…
- Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519) · 60 min · Episode 519Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an…
- Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518) · 57 min · Episode 518Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the…
- Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517) · 50 min · Episode 517Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she founded…
- André Perold – Investing Through Exponential Change (EP.516) · 48 min · Episode 516André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally…
- [REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169) · 54 minAndré Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies…
- [REPLAY] André Perold – Academic Practitioner (EP.02) · 49 minAndré Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3 billion fund that…
- AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515) · 1 h 1 min · Episode 515AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today…
- Best of Habit Formation: James Clear · 1 h 11 minThis week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves…
- Best of Habit Formation: Katy Milkman · 58 minThis week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves…
- SPECIAL ANNOUNCEMENT: Capital Allocators University Online · 15 minWe're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a-year cohort…
- Best of Negotiations: Chris Voss · 45 minThis week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the…
- Best of Negotiations: Daylian Cain · 1 h 3 minThis week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the…
- Best of Storytelling: Matthew Dicks · 1 h 26 minThis week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a…
- Best of Storytelling: Donald Miller · 49 minThis week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a…
- Best of Pre-Mortem Analysis: Gary Klein · 49 minThis week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white paper…
- Best of Interviewing: Ted Seides · 1 h 0 minThis week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing, something I learned…
- WTT: The Anatomy of a Blow-Up · 6 minThis What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters. Read Ted's blog here. Editing and post-production work for this episode…
- Best of Decision-Making: Annie Duke (2022) · 1 h 17 minOur Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of…
- Best of Decision-Making: Annie Duke (2018) · 60 minOur Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of…
- Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514) · 45 min · Episode 514Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real…
- Rebuilding the NYU Endowment – Michelle Knudsen (EP.513) · 1 h 10 min · Episode 513Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an…
- Concentrating Managers and Diversifying Ideas at Hewlett – Luis Laboy (EP.512) · 47 min · Episode 512Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity…
- Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511) · 52 min · Episode 511Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of…
- Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510) · 54 min · Episode 510Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation…
- WTT: 5.5 Lessons at 55.5 · 8 minThis WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog…
- Moat Investing Nuances – Pat Dorsey (EP.509) · 1 h 7 min · Episode 509Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways…
- Transparency as an Edge at Trinity Wall Street – Nicholas Csicsko (EP.508) · 58 min · Episode 508Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins…
- Homegrown CIO at Williams College - Abigail Wattley (EP.507) · 47 min · Episode 507Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of…
- [REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174) · 54 minCollette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat…
- WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma · 8 minThis WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the…
- Hotel Investing at EOS – Jonathan Wang (EP.506) · 56 min · Episode 506Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management across the hotel…
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) · 1 h 4 min · Episode 505Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the challenging decade for…
- Operator-Led Private Equity at Ethos - Erik Brooks (EP.504) · 58 min · Episode 504Erik Brooks is the Co-Founder and Managing Partner of Ethos Capital, a middle-market private equity firm built to bring seasoned C-Suite operators into every aspect of the…
- Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503) · 1 h 9 min · Episode 503John Kim, or Kimmer, has raised more than $70 billion across his career for leading venture capital and private equity firms. Kimmer recently distilled three decades of lessons…
- Making Mistakes – Josh Steiner (EP.502) · 57 min · Episode 502Josh Steiner is a polymath of the New York and D.C. power corridors across government, media, and finance, and co-author of From Mistakes to Meaning: Owning Your Past So It…
- Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501) · 53 min · Episode 501Today's show discusses an innovative joint venture between asset owners and a multi-manager hedge fund that seeks to deliver smooth, equity-like returns at a lower cost than…
- Sloane Payne and Dave Joerger – Why Culture Matters (EP.500) · 55 min · Episode 500Sloane Payne and Dave Joerger are the COO and CCO of WCM Investment Management, a firm chronicled over the years for its remarkable culture and growth to $120 billion in assets…
- Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499) · 1 h 3 min · Episode 499Alex Sloane and Matt Perelman are co-founders of Garnett Station Partners, a $4 billion private equity firm focused on buy-and-build investments in founder-led, core economy…
- Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498) · 47 min · Episode 498Rodney Comegys is the CIO of Vanguard Capital Management and its Head of Global Equity Indexing, where he oversees $8.5 trillion in index assets across domestic, international…
- Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497) · 1 h 0 min · Episode 497Randall Stutman is the founder of Admired Leadership and one of the most sought-after executive coaches in the world. He's known across Wall Street, the hedge fund community…
