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 2 of 6

  1. WTT: When the Benchmark Becomes a Bet

    · 9:29

    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 benchmark in the capital markets. But today, it doesn't represent the…

  2. Will Guidara – Unreasonable Hospitality (EP.492)

    · 58 min · Episode 492

    Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitality has become a New York Times bestseller and a business bible for…

  3. Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)

    · 45 min · Episode 491

    Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance across banking and capital markets. Chainlink has powered more than…

  4. Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)

    · 1 h 11 min · Episode 490

    Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early-stage entrepreneurs that she started with Alexis Ohanian in 2020. Alexis was a past guest on the show,…

  5. [REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)

    · 1 h 11 min

    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 describes as a technology company that deploys venture capital. Alexis…

  6. Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)

    · 1 h 09 min · Episode 489

    Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover strategies focused on technology and the consumer. Gavin's deep…

  7. Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)

    · 1 h 05 min · Episode 488

    Today's show dives into the state of the venture capital from the LP perspective. Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette…

  8. [REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)

    · 1 h 14 min

    Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets.…

  9. Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)

    · 1 h 02 min · Episode 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 employees. Bobby's storied Wall Street career includes spending seven…

  10. WTT: Can Private Markets Normalize?

    · 8:45

    In a world dominated by short-termism, does it seem odd that private equity holding periods are getting longer? Private equity professionals don't have different genes than other investors. They face a structural…

  11. Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)

    · 58 min · Episode 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 largest institutional pools of capital in the world. Stephen joined…

  12. [REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)

    · 1 h 01 min

    Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scale investment allocators in the world. The New Zealand government…

  13. [REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)

    · 1 h 26 min

    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 into infrastructure policy at the beginning of Australia's…

  14. Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)

    · 57 min · Episode 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, credit and royalties, real and natural assets, and growth equities.…

  15. Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

    · 1 h 15 min · Episode 484

    Jonathan Lewinsohn is the co-Managing Partner of Diameter Capital Partners, a credit-focused investment firm he founded with Scott Goodwin in 2017 that manages $25 billion across hedge fund, dislocation, CLO, and…

  16. [REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

    · 59 min

    On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past…

  17. Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)

    · 1 h 01 min · Episode 483

    Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in assets under management. Lane was a U.S. Olympic hockey player and…

  18. Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)

    · 1 h 23 min · Episode 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 public and private markets. Nick previously spent two decades leading JP…

  19. Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)

    · 1 h 08 min · Episode 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 helping build the firm into nearly a trillion-dollar alternative asset…

  20. Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)

    · 1 h 00 min · Episode 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 worked closely with some of the world's largest sovereign wealth…

  21. [REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

    · 1 h 00 min

    Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the largest asset owners in the world for more than twenty years with a…

  22. [REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)

    · 1 h 00 min

    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 University of Oxford, a Senior Advisor to the Chief Investment…

  23. Mike Gitlin – The Century of Capital Group (EP.479)

    · 1 h 03 min · Episode 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 larger and quieter than Capital Group, the $3.2 trillion global asset…

  24. Top 5 of 2025: #1: Howard Marks

    · 48 min

    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 to capture a moment where one of his Memos particularly caught my…

  25. Top 5 of 2025: #2: Ian Charles

    · 53 min

    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 the sports investing sector, Ian spent his career creating liquidity…

  26. Top 5 of 2025: #3: Tim Sullivan

    · 1 h 17 min

    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 Swensen arrived, and retired this year. In his 39 years in the saddle,…

  27. Year in Review 2025 (EP.478)

    · 44 min · Episode 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 then discuss highlights of the podcast and our efforts to improve…

  28. Top 5 of 2025: #5: Adrian Meli

    · 56 min

    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 most sophisticated tools of hedge fund investing to long only public…

  29. Top 5 of 2025: #4: Alex Sacerdote

    · 53 min

    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 how he finds companies ascending their S-curve of adoption. Learn…

  30. Matthew Dicks – Storytelling Mastery (EP.477)

    · 1 h 28 min · Episode 477

    Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7, and nonprofits, including Yale, Harvard, and the FBI. His…

  31. Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)

    · 1 h 02 min · Episode 476

    Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a…

  32. [REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

    · 1 h 10 min

    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 solutions to the most vexing puzzles of our time. Josh's…

  33. Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)

    · 48 min · Episode 475

    This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration,…

  34. John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

    · 56 min · Episode 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 15 years in the business, Long Pond is one of the few remaining firms…

  35. Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)

    · 1 h 00 min · Episode 473

    Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets.…

  36. Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)

    · 56 min · Episode 472

    This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collective investment…

  37. David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)

    · 1 h 11 min · Episode 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 year originating large scale financing solutions to premier…

  38. WTT: The Sydney Sweeney Interview

    · 6:47

    Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog here. Editing and post-production work for this episode was provided…

  39. Jay Ripley – Emerging Manager Selection at GEM (EP.470)

    · 1 h 05 min · Episode 470

    Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing $12 billion. Jay joined GEM in 2014, following six years in private…

  40. [REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)

    · 1 h 08 min

    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 leaders at The Duke Endowment and Duke University Investment Management…

  41. Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)

    · 49 min · Episode 469

    This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long tail of startup employees whose stock options often go abandoned or…

  42. Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)

    · 53 min · Episode 468

    Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two decades at Angelo Gordon. Jeff's career spans forty years of investing…

  43. Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)

    · 58 min · Episode 467

    Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over…

  44. [REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)

    · 1 h 05 min

    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 trajectory to turn a once struggling boutique into a $100…

  45. [REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

    · 56 min

    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 boutique in 1989. With so much of the institutional world,…

  46. Morgan Housel – The Art of Spending Money (EP.466)

    · 53 min · Episode 466

    Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan's work focuses on the intersection of human behavior and financial decision making. His first book, The…

  47. [REPLAY] Morgan Housel – Same as Ever (EP.359)

    · 58 min

    Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years ago and already…

  48. [REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)

    · 1 h 04 min

    Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I'll go on record and predict it will be a…

  49. John Graham – Evolution of the Canadian Model at CPPIB (EP.465)

    · 55 min · Episode 465

    John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) making it the 7th largest pension fund in the world. Geoffrey Rubin,…

  50. Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)

    · 28 min · Episode 464

    The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the…

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