Podcasts · Business

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

300 episodes

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 page 1 of 6

  1. Continuation Vehicles from the LP Seat – Scott Ramsower (EP.523)

    · 48 min · Episode 523

    My 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 for the $250 billion pension plan. Scott…

  2. AI Tools for the Investment Firm – Ben Harrison (EP.522)

    · 40 min · Episode 522

    Ben 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 discuss DealCloud, Intapp's platform…

  3. [REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight)

    · 30 min

    This 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 software supports alternative investment…

  4. Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)

    · 52 min · Episode 521

    My 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 differentiated option from traditional private…

  5. From Generalist to Specialist at Columbia's Endowment – Erlina Yeo Terwelp (EP.520)

    · 51 min · Episode 520

    Our 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 private markets portfolio. Erlina's path…

  6. Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

    · 1 h 00 min · Episode 519

    Charlie 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 academic researcher, jack-of-all-trades…

  7. Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)

    · 57 min · Episode 518

    Stephen 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 retirement security of 346,000 teachers.…

  8. Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

    · 50 min · Episode 517

    Nancy 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 over 30 years ago, in 1994, alongside Gabe…

  9. André Perold – Investing Through Exponential Change (EP.516)

    · 48 min · Episode 516

    André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has twice been a past…

  10. [REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

    · 54 min

    André 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 across asset classes. André was the 2nd…

  11. [REPLAY] André Perold – Academic Practitioner (EP.02)

    · 49 min

    André 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 takes a multi-asset class,…

  12. 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 02 min · Episode 515

    AI 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, including what's working and what isn't,…

  13. Best of Habit Formation: James Clear

    · 1 h 11 min

    This 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. We've got two of the best – James Clear…

  14. Best of Habit Formation: Katy Milkman

    · 58 min

    This 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. We've got two of the best – James Clear…

  15. SPECIAL ANNOUNCEMENT: Capital Allocators University Online

    · 15 min

    We'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 of 25 or 30 professionals, built around…

  16. Best of Negotiations: Chris Voss

    · 45 min

    This 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 Difference and founder of the Black Swan…

  17. Best of Negotiations: Daylian Cain

    · 1 h 03 min

    This 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 Difference and founder of the Black Swan…

  18. Best of Storytelling: Matthew Dicks

    · 1 h 27 min

    This 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 request of a family member, storytelling…

  19. Best of Storytelling: Donald Miller

    · 49 min

    This 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 request of a family member, storytelling…

  20. Best of Pre-Mortem Analysis: Gary Klein

    · 49 min

    This 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 applying the tool to investment analysis…

  21. Best of Interviewing: Ted Seides

    · 1 h 01 min

    This 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 far more from hosting the show the last…

  22. WTT: The Anatomy of a Blow-Up

    · 6:07

    This 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 was provided by The Podcast Consultant…

  23. Best of Decision-Making: Annie Duke (2022)

    · 1 h 18 min

    Our 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 decision-making. Her best-seller Thinking in Bets…

  24. Best of Decision-Making: Annie Duke (2018)

    · 1 h 00 min

    Our 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 decision-making. Her best-seller Thinking in Bets…

  25. Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)

    · 45 min · Episode 514

    Lauren 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 estate, infrastructure, equity and…

  26. Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

    · 1 h 11 min · Episode 513

    Michelle 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 allocator at Partners Capital and the Mellon…

  27. Concentrating Managers and Diversifying Ideas at Hewlett – Luis Laboy (EP.512)

    · 47 min · Episode 512

    Our 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 book alongside CIO Ana Marshall — a…

  28. Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

    · 52 min · Episode 511

    Frank 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 private credit and lending strategies and…

  29. Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

    · 54 min · Episode 510

    Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords,…

  30. WTT: 5.5 Lessons at 55.5

    · 8:09

    This 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 here. Editing and post-production work…

  31. Moat Investing Nuances – Pat Dorsey (EP.509)

    · 1 h 07 min · Episode 509

    Pat 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. Pat created Morningstar's moat research…

  32. Transparency as an Edge at Trinity Wall Street – Nicholas Csicsko (EP.508)

    · 58 min · Episode 508

    Our 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 at the founding of the investment office…

  33. Homegrown CIO at Williams College - Abigail Wattley (EP.507)

    · 47 min · Episode 507

    Abigail 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 Collette Chilton, whose past…

  34. [REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)

    · 54 min

    Collette 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 since the early 1990s at the helm of…

  35. WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

    · 8:17

    This 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 next big challenge allocators face as a…

  36. Hotel Investing at EOS – Jonathan Wang (EP.506)

    · 56 min · Episode 506

    Jonathan 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 and residential sectors. Jonathan also…

  37. Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

    · 1 h 05 min · Episode 505

    Rajiv 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 active managers. Our conversation covers…

  38. Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)

    · 58 min · Episode 504

    Erik 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 investment process. Erik's experience prior to…

  39. Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)

    · 1 h 09 min · Episode 503

    John 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 into The Tao of Fundraising, the best…

  40. Making Mistakes – Josh Steiner (EP.502)

    · 57 min · Episode 502

    Josh 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 Doesn't Own You. Josh rose to national…

  41. Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)

    · 53 min · Episode 501

    Today'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 available in the marketplace. My guests are…

  42. Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

    · 55 min · Episode 500

    Sloane 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 under management. This special…

  43. Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)

    · 1 h 04 min · Episode 499

    Alex 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 businesses. Alex and Matt are lifelong…

  44. Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)

    · 47 min · Episode 498

    Rodney 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, and multi-asset strategies. Rodney joined…

  45. Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)

    · 1 h 00 min · Episode 497

    Randall 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, professional sports, the Olympics, and the…

  46. [REPLAY] Randall Stutman - Admired Leadership (EP.150)

    · 1 h 05 min

    Randall Stutman is founder and co-head of the Leadership Practice at CRA. and the Admired Leadership Institute. Randall is probably the top executive coach that you've never heard of before. He's spent 30 years…

  47. Promote Giving – A New Model for Performance-Driven Giving (EP.496)

    · 24 min · Episode 496

    My guest on today's special episode is Joel Holsinger, Co-head of Ares' $50 billion Alternative Credit strategy. In addition to his long and stellar career in the credit markets, Joel spearheaded the launch of Promote…

  48. Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)

    · 1 h 00 min · Episode 495

    Bruce MacDonald is the CEO and CIO of the Virginia Commonwealth University Investment Management Company, which runs $2.5 billion for VCU's endowment and health system. Bruce joined the University in 2015 and shortly…

  49. Kieran Goodwin – Private Credit Concerns (EP.494)

    · 46 min · Episode 494

    Kieran Goodwin is a Partner at Saba Capital, a $6 billion hedge fund manager that seeks to identify dislocations in credit and equity markets to generate convex returns in volatile times. Kieran has been one of the top…

  50. Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)

    · 1 h 18 min · Episode 493

    Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Jeremy has been one of the most respected and outspoken voices on value,…

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