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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 3 of 6

  1. 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…

  2. Matt Spielman – Igniting Careers and Energizing Lives (EP.463)

    · 48 min · Episode 463

    My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me on the show four…

  3. [REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)

    · 51 min · Episode 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 corporate world. Matt partners with high-performing…

  4. Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)

    · 1 h 09 min · Episode 462

    Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive path in activist…

  5. Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)

    · 45 min · Episode 461

    Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customers canvass 90% of the top asset management firms, all the world's…

  6. Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)

    · 1 h 11 min · Episode 460

    Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors…

  7. Adrian Meli – Active Equity Excellence at Eagle (EP.459)

    · 56 min · Episode 459

    Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and has helped build…

  8. Ted on Alt Goes Mainstream (EP.458)

    · 54 min · Episode 458

    Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the past. I recently appeared on Michael Sidgmore's Alt Goes Mainstream…

  9. CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)

    · 1 h 26 min

    This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of…

  10. CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)

    · 1 h 10 min

    This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of…

  11. CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)

    · 56 min

    This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have…

  12. CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)

    · 45 min

    This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have…

  13. CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

    · 54 min

    This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have…

  14. CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)

    · 1 h 07 min

    This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners,…

  15. CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)

    · 1 h 13 min

    This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners,…

  16. CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)

    · 1 h 16 min

    This week's Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space,…

  17. CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)

    · 51 min

    This week's Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway's $1.5 trillion pool five years ago after a stellar career in the…

  18. CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)

    · 54 min

    This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We packaged these two leading single-family offices together to hear…

  19. CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)

    · 53 min

    This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We packaged these two leading single-family offices together to hear…

  20. WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought

    · 6:17

    The movies from my teenage years foreshadowed the topsy-turvy world of today's private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted's Excellent Adventure) and dogs and cats…

  21. CIO Greatest Hits: Endowments – Scott Wilson (WashU)

    · 57 min

    Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two…

  22. CIO Greatest Hits: Endowments – Andy Golden (Princo)

    · 1 h 14 min

    Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two…

  23. Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)

    · 51 min · Episode 457

    Ron Kantowitz is the Head of Private Debt for Invesco's Private Credit platform, where he leads a team that manages middle-market, senior secured, direct lending. The Invesco Private Credit Platform manages $46 billion…

  24. Tim Sullivan – Yale's Private Portfolio (EP.456)

    · 1 h 16 min · Episode 456

    Today's show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale University's private market portfolios for 39 years. He…

  25. WTT: A New Twist on an Old Bet with Buffett

    · 9:35

    Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two…

  26. Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)

    · 1 h 10 min · Episode 455

    Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood's talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the…

  27. [REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)

    · 54 min

    Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture's assets…

  28. [REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

    · 1 h 03 min

    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 assets formed by the intersection of technology and…

  29. Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)

    · 58 min · Episode 454

    Today's episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners,…

  30. Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)

    · 1 h 09 min · Episode 453

    Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting team works on around 5,000 investment opportunities every year and…

  31. Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)

    · 54 min · Episode 452

    Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints…

  32. Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)

    · 56 min · Episode 451

    Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business…

  33. David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)

    · 42 min · Episode 450

    David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it…

  34. [REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)

    · 59 min · Episode 202

    Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private…

  35. Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)

    · 40 min · Episode 449

    Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show…

  36. [REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)

    · 1 h 06 min · Episode 329

    Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and…

  37. Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)

    · 57 min · Episode 448

    Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm…

  38. [REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)

    · 57 min · Episode 383

    Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the…

  39. Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)

    · 50 min · Episode 447

    Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan's $3…

  40. WTT: The Hardest Day to Invest is Always Today

    · 5:22

    In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can register for our next cohort of Capital Allocators University here,…

  41. Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)

    · 47 min · Episode 446

    Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across…

  42. James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)

    · 57 min · Episode 445

    James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly…

  43. [REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)

    · 58 min

    Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct…

  44. John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)

    · 55 min · Episode 444

    John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth…

  45. Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)

    · 51 min · Episode 443

    Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans…

  46. Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)

    · 35 min · Episode 442

    Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these…

  47. [REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)

    · 35 min · Episode 268

    Original Release Date: 08/29/2022 On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty…

  48. WTT: What it Takes to Raise Capital

    · 4:25

    No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they're great? Read Ted's blog here. Editing and…

  49. Ben Forman – Unlocking Blockchain's Potential (EP.441)

    · 59 min · Episode 441

    Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies.…

  50. [REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)

    · 1 h 14 min

    Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies.…

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