Capital Allocators – Inside the Institutional Investment Industry
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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 hel...
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784 حلقة
WTT: When the Benchmark Becomes a Bet
Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it's the most widely used bench...
Will Guidara – Unreasonable Hospitality (EP.492)
Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitality has...
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance a...
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early-stage entrepreneurs that she started...
[REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he des...
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossov...
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
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[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investme...
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 emp...
WTT: Can Private Markets Normalize?
Read Ted's blog here.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsu...
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the larges...
[REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scal...
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove...
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Brendan O'Connor is the CEO of Regal Partners, a premier alternatives manager in Australia with A$21B of funds under management across hedge funds, cr...
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
Jonathan Lewinsohn is the co-Managing Partner of Diameter Capital Partners, a credit-focused investment firm he founded with Scott Goodwin in 2017 tha...
[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 bil...
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in a...
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Nick is the CEO of The Rohatyn Group, a global emerging markets and real assets investment firm he founded in 2002 that manages $7 billion across publ...
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
Scott Kleinman is the Co-President of Apollo Asset Management. Scott joined Apollo in 1996 as its 13th employee and has spent nearly three decades hel...
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby has...
[REPLAY] 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 larg...
[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...
Mike Gitlin – The Century of Capital Group (EP.479)
Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none la...
Top 5 of 2025: #1: Howard Marks
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show...
Top 5 of 2025: #2: Ian Charles
We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate t...
Top 5 of 2025: #3: Tim Sullivan
We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Sw...
Year in Review 2025 (EP.478)
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We...
Top 5 of 2025: #5: Adrian Meli
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the mo...
Top 5 of 2025: #4: Alex Sacerdote
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes ho...
Matthew Dicks – Storytelling Mastery (EP.477)
Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7...
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology compani...
[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-con...
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate inv...
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 1...
Mike Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platfor...
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each...
WTT: The Sydney Sweeney Interview
Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University.
Read...
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing...
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment lea...
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long ta...