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PODCAST

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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.

business investing

All Episodes

52:21

Ian Charles - Private Equity's New Rules (EP.431)

Capital Allocators – Inside the Institutional... ·

2025/02/10

Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just five years, Arctos has become the leading institutional investor across the five major North American sports leagues. It also serves as a strategic partner to leading private market sponsors with bespoke capital and liquidity solutions. As part of its effort to support both ecosystems, Arctos publishes data-driven research and content under

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01:13:35

[REPLAY] Ian Charles & Doc O’Connor – Investing in...

Capital Allocators – Inside the Institutional... ·

2025/02/10

Ian Charles and Doc O’Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in professional sports franchises. From its founding just two years ago, Arctos quickly has become the market leader in the space, raising a $2.1 billion first-time fund and a SPAC alongside Executive-in-Residence Theo Epstein, and buying stakes in MLB teams including the Boston Red Sox, the Golden State Warriors and Sacramento Kings in the NBA,

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53:43

Anthony Pompliano – Building Influence and Capital to...

Capital Allocators – Inside the Institutional... ·

2025/02/03

Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses 1.6 million people on X, 560,000 on YouTube, and 260,000 on his daily The Pomp Letter. Anthony created Professional Capital Management, an investment company that builds and invests in early-stage companies by leveraging his audience. He’s not alone in his family in creating a following. Pomp’s wife Polina writes the popular blog, The Profile, and

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43:53

Mitchell Green - Lead Edge of Harnessing Networks...

Capital Allocators – Inside the Institutional... ·

2025/01/27

Mitchell Green is the founder and managing partner of Lead Edge Capital, a growth equity firm with $5 billion in assets that invests in software, internet, and tech-enabled businesses. Lead Edge leverages its LPs, comprised of over 700 seasoned executives, entrepreneurs, deal makers, and celebrities to connect its portfolio companies with customers, partners, and talent. Unlike any other firm I’ve seen, the impressive list of LPs is publicly available on the firm’s website. Our conversation covers

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03:48

WTT: When Will Private Markets Normalize?

Capital Allocators – Inside the Institutional... ·

2025/01/22

Could 2025 be the year private equity fund flows return to normal? No. Not yet. Ted explains why in his latest post. Read Ted’s blog here.

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01:07:00

Striking Oil – CrownRock by Lime Rock Capital (EP.428)

Capital Allocators – Inside the Institutional... ·

2025/01/20

When you think of the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton come to mind. After a recent episode of Private Equity Deals, you might also think about 3G’s acquisition of Burger King. But I’d bet you wouldn’t think about an oil and gas play called CrownRock. Lime Rock Capital created CrownRock alongside a management team with $96.5 million of cash and assets in 2007. Seventeen years later, sold the business to Occidental Petroleum for $12.5

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54:08

Mark Sullivan and Roberto Isch – Hedge Fund Investing...

Capital Allocators – Inside the Institutional... ·

2025/01/16

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a multi-asset fund-of-funds, and most recently, built a market-neutral platform overseen by Mark and Roberto. Our conversation covers the history and

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49:37

Donald Miller - Building a Story Brand (EP.426)

Capital Allocators – Inside the Institutional... ·

2025/01/13

Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don helps businesses clarify their message so customers will listen. His latest book, Building a Storybrand 2.0, is a revised edition of one of the most succinct, impactful, and actionable books I’ve come across on storytelling. Our conversation covers Don’s most important lessons in telling a story that resonates with customers, including the seven

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25:30

Ron Biscardi and Katie O'Reilly - Maximizing Value at...

Capital Allocators – Inside the Institutional... ·

2025/01/06

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS. One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January, in Beverly Hills for Milken in May, in Sun Valley for Allen

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01:02:52

Top 5 of 2024: #1: Scott Bessent - EP.415

Capital Allocators – Inside the Institutional... ·

2025/01/03

We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a brilliant macro thinker and the cabinet nominee for Secretary of Treasury. The position created by Alexander Hamilton. I was an investor in Scott's first hedge fund, a partner of his for four years, a friend for more than 20, and a huge fan. I'm excited for Scott and for our country about what his appointment might mean for our economic

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01:13:32

Top 5 of 2024: #2: Michael Milken - EP.371

Capital Allocators – Inside the Institutional... ·

2025/01/02

We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mike's legacy. Head of Business Development Job Posting Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list

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01:09:34

Top 5 of 2024: #3: Cliff Asness - EP.385

Capital Allocators – Inside the Institutional... ·

2025/01/01

We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

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01:05:18

Top 5 of 2024: #4: Ricky Sandler - EP.414

Capital Allocators – Inside the Institutional... ·

2024/12/31

We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access

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30:59

Year in Review 2024 (EP.424)

Capital Allocators – Inside the Institutional... ·

2024/12/30

For this year’s annual review, our CEO Hank Strmac and I sat down to discuss where we’ve been and where we’re headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what’s top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all happen, and a few closing questions. I hope you find the conversation engaging and informative. Wishing you a very happy and prosperous new year. Head

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01:12:17

Top 5 of 2024: #5: Alex Behring, Daniel Schwartz -...

Capital Allocators – Inside the Institutional... ·

2024/12/30

We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

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48:23

Training Grounds: Wellington Management – Jean Hynes...

Capital Allocators – Inside the Institutional... ·

2024/12/23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals across 19 offices and a nearly 100 year history with an unusually low level of turnover along the way. Wellington has developed, recruited, and retained

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39:41

Eric Peters - Paradigm Shifts and Solutions at One...

Capital Allocators – Inside the Institutional... ·

2024/12/16

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed. Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023

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56:31

[REPLAY] Crypto for Institutions 1: Eric Peters –...

Capital Allocators – Inside the Institutional... ·

2024/12/16

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s

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49:50

[REPLAY] Eric Peters – Trading and Evolution at One...

Capital Allocators – Inside the Institutional... ·

2024/12/16

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes, in which he shares macro insights through colorful anecdotes. Our conversation starts with Eric’s early exposure to

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01:02:49

Asset Management Consolidation - Simon Krinsky, Hall...

Capital Allocators – Inside the Institutional... ·

2024/12/09

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alike. My guests on today’s show are leaders of two organizations that announced mergers in October – Simon Krinsky, a Managing Partner at Hall Capital and

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