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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 5 of 6

  1. Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)

    · 53 min · Episode 411

    Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active managers to roll out active ETFs, collective investment…

  2. [REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)

    · 59 min · Episode 195

    Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an…

  3. Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)

    · 45 min · Episode 410

    Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combined $110 billion, including $30 billion in private market interval…

  4. David Salem - Investment Wisdom from the Owner's Box (EP.409)

    · 1 h 05 min · Episode 409

    David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The Investment Fund for Foundations (TIFF), which he led for…

  5. Rahul Moodgal – Master Fund Raiser Returns (EP.408)

    · 46 min · Episode 408

    Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and…

  6. [REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87)

    · 1 h 01 min · Episode 87

    Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits. Collectively, Rahul has raised and helped raise $60 billion…

  7. Toby Rodes - Unlocking Value in Japan (EP.407)

    · 56 min · Episode 407

    Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We…

  8. Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)

    · 1 h 17 min · Episode 406

    Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed…

  9. David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

    · 54 min · Episode 405

    Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested…

  10. Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)

    · 58 min · Episode 404

    Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that's the fifth largest in the U.S. TRS manages assets that support the retirement…

  11. WTT: The Power of Private Equity

    · 11 min

    My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what's inside, and a…

  12. David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)

    · 54 min · Episode 403

    David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly…

  13. Michael Mervosh - Invest in Yourself (EP.402)

    · 30 min · Episode 402

    Today's show is quite different from our typical show. It's an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero's Journey Foundation. Michael created HJF to…

  14. CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

    · 51 min · Episode 401

    Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years.…

  15. [REPLAY] Roz Hewsenian – Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)

    · 1 h 16 min

    Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the…

  16. Succession - Sarah Samuels on Generational Transitions (EP.400)

    · 44 min · Episode 400

    As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We've seen several successful transitions of firms, many that…

  17. [REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)

    · 47 min · Episode 264

    Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to…

  18. Todd Simkin - Game of Trading at Susquehanna (EP.399)

    · 1 h 12 min · Episode 399

    Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to decision-making.…

  19. Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)

    · 48 min · Episode 398

    Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of…

  20. Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)

    · 1 h 00 min · Episode 397

    Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equity manager that sits inside the $20B private equity firm. Unlike…

  21. Jennifer Prosek – Nailing the Narrative (EP.396)

    · 58 min · Episode 396

    Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years has helped the world's top brands navigate what comes next. In asset management, Prosek's clients…

  22. [REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)

    · 56 min

    Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek…

  23. Training Grounds: Bain Capital, John Connaughton (EP.395)

    · 50 min · Episode 395

    Today's show is the second in an ongoing mini-series discussing Training Grounds, organizations that have developed industry leaders. The first episode discussed Carnegie Corporation, where over a dozen years 8 of the…

  24. Charles Duhigg- Secrets of Communication (EP.394)

    · 39 min · Episode 394

    Charles Duhigg is a celebrated writer for The New Yorker and author of bestseller "The Power of Habit." His latest book, "Supercommunicators," describes how to effectively communicate in conversation. Our conversation…

  25. Ben Hunt - The Stories that Drive Markets (EP.393)

    · 52 min · Episode 393

    Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words "If a price moves, it is because a human told…

  26. WTT: Reducing Fees: Actions Speak Louder Than Words

    · 8:00

    I've been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted's blog here.

  27. Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)

    · 1 h 01 min · Episode 392

    Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions to the private markets. Formed initially as Whitehorse…

  28. SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals

    · 1:41

    Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.

  29. Graham Weaver – People-Driven Private Equity at Alpine (EP.391)

    · 1 h 00 min · Episode 391

    Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people…

  30. Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)

    · 48 min · Episode 390

    Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our…

  31. Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)

    · 54 min · Episode 389

    Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund…

  32. WTT: The Investment Manager Playbook - What Allocators Don't See

    · 20 min

    My last post, The Investment Office Playbook: What Managers Don't See, discussed part of what happens inside an investment office that managers don't see but that significantly influences the cadence of capital…

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

    · 1 h 11 min · Episode 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 describes as a technology company that deploys venture capital. Alexis…

  34. Dan Tennebaum - The Case for India at India Capital (EP.387)

    · 1 h 24 min · Episode 387

    Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and…

  35. Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)

    · 1 h 13 min · Episode 386

    Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together…

  36. Cliff Asness - Simple Investing is Hard (EP.385)

    · 1 h 09 min · Episode 385

    Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent, comical, and irreverent,…

  37. Classic Deal - Burger King by 3G Capital (EP.384)

    · 1 h 12 min · Episode 384

    3G Capital's buyout of Burger King may be the most successful private equity deal you've never heard about. Over the last fourteen years, or the length of a typical private equity fund, 3G turned a $1 billion…

  38. 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. Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)

    · 58 min · Episode 382

    Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at…

  40. David Morehead – Top Down Allocation at Baylor (EP.381)

    · 1 h 09 min · Episode 381

    David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets…

  41. Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)

    · 1 h 00 min · Episode 380

    On today's show, we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. We've shared conversations under this theme about a range of…

  42. [REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)

    · 52 min · Episode 258

    Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated venture funds and a team of eighty professionals. Chris is one of…

  43. [REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)

    · 1 h 01 min · Episode 172

    Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds. Before joining Andreesen in 2013, Chris co-founded, built and sold two technology companies and was a prolific seed…

  44. Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)

    · 50 min · Episode 379

    Shiloh Bates is the Chief Investment Officer at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. Last year, Shiloh published CLO Investing, a comprehensive review of the…

  45. Nigel Dawn - Secondaries in Private Markets (EP.378)

    · 41 min · Episode 378

    Nigel Dawn is the global head of Private Capital Advisory at Evercore, where he leads the secondaries business he started a decade ago. Under Nigel's leadership, Evercore had become the market leader in transaction…

  46. WTT: The Investment Office Playbook - What Managers Don't See

    · 10 min

    I've been thinking about the investment office playbook and what managers don't see when they meet with allocators. Read Ted's blog here.

  47. Training Grounds – Carnegie Corporation of New York (EP.377)

    · 1 h 10 min · Episode 377

    Today's show is the first in an ongoing mini-series discussing Training Grounds, organizations that have developed and spawned future industry leaders. We'll cover both allocators and managers to see what we can learn…

  48. Blythe Masters - Fintech Innovation at Motive Partners (EP.376)

    · 54 min · Episode 376

    Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companies that enable the financial services industry. Blythe spent 27 years…

  49. Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)

    · 50 min · Episode 375

    Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated portfolio of global monopolies. He is also the author of The…

  50. [REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)

    · 52 min

    Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide objective and comprehensive data to form actionable ideas…

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