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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

58:45

[REPLAY] Dan Ariely – The Human Capital Factor...

Capital Allocators – Inside the Institutional... ·

2024/10/10

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 investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conversation with Dan two years ago has been one of the most downloaded episodes of the show, and a recent research piece by JP Morgan entitled The Human

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45:26

Stephen Nesbitt – Innovation in Private Markets for...

Capital Allocators – Inside the Institutional... ·

2024/10/07

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 funds that begin just five years ago. Steve founded Cliffwater in 2004 to serve the burgeoning institutional market for alternative investments and bet the farm with a pivot to managing private credit assets for RIAs in 2019. That shift has been one of the most successful initiatives in

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01:05:25

David Salem - Investment Wisdom from the Owner's Box...

Capital Allocators – Inside the Institutional... ·

2024/09/30

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 nearly two decades until 2010. Since then, he has managed a multi-family office, worked and wrote alongside Ben Hunt at Epsilon Theory, and now serves as the Managing Director of Capital Allocation at Hedgeye Risk Management. Along the way, David worked closely with and distilled lessons

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46:11

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

Capital Allocators – Inside the Institutional... ·

2024/09/26

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 professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story from a teacher to a master fundraiser, is replayed in the feed. Rahul is a partner at Parvus Asset Management, a $10 billion European equity manager

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01:01:10

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

Capital Allocators – Inside the Institutional... ·

2024/09/26

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 for firms since 2005. He started his career in the industry at powerhouse TT International, and later joined The Children’s Investment Fund (TCI) where he led the marketing effort that raised $20 billion in just 3½ years. Within TCI’s affiliate model, Rahul also was responsible for

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55:57

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

Capital Allocators – Inside the Institutional... ·

2024/09/23

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 discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell side and at GMO. We turn to the past false starts of Japanese activism, recent changes in corporate governance, and Kaname’s process to take advantage of

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01:16:54

Mike Maples Jr. - Identifying Startup Pattern...

Capital Allocators – Inside the Institutional... ·

2024/09/16

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 Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike studied venture winners and created a framework to describe startup capitalism, which he writes about in his recently released book, Pattern Breakers: Why

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53:35

David Breazzano - High Yields and Low Risk at Polen...

Capital Allocators – Inside the Institutional... ·

2024/09/12

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 continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involvement in it, the founding of his firm in 1996, Polen’s strategy to take advantage of myths in the market, the implementation of the strategy, and Dave’s

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58:24

Jase Auby - Risk, Size, and Talent at Texas Teachers...

Capital Allocators – Inside the Institutional... ·

2024/09/09

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 security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in the pension community, including engagement with emerging managers and innovation in fee structures. Our conversation covers Jase’s background and path

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11:03

WTT: The Power of Private Equity

Capital Allocators – Inside the Institutional... ·

2024/09/04

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 rebuttal of common criticisms of private equity. Read Ted’s blog here.

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54:21

David Eichhorn - Serving Clients and Reducing Risk at...

Capital Allocators – Inside the Institutional... ·

2024/09/02

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 collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of LDI strategies. Our conversation dives into Dave’s twenty-five years at NISA, its client-centric focus, approach across fixed income and derivative

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30:05

Michael Mervosh - Invest in Yourself (EP.402)

Capital Allocators – Inside the Institutional... ·

2024/08/26

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 provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few weeks ago, I received a FaceTime call from Michael at the tail end of the annual HJF Men’s Journey in the mountains of West Virginia. He called alongside

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51:08

CIO Transition – Roz Hewsenian and Joshua Fenton,...

Capital Allocators – Inside the Institutional... ·

2024/08/19

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. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about succession, using the live example of a successful CIO transition. We discuss Roz’s plan for her retirement, steps to evaluate and train her successor, and

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01:15:52

[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of...

Capital Allocators – Inside the Institutional... ·

2024/08/19

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 consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the most important rule of management, successful investment consulting, taking time off, and joining Helmsley. We then turn to her current role and cover

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43:50

Succession - Sarah Samuels on Generational...

Capital Allocators – Inside the Institutional... ·

2024/08/12

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 haven’t survived their founders, and an entire sub-industry arise to help facilitate generational transfers across GP stakes, public offerings, and structured transactions. With both managers and allocators thinking more about the inevitability of succession, I thought it would be helpful

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46:32

[REPLAY] Sarah Samuels – Framework and Rigor at NEPC...

Capital Allocators – Inside the Institutional... ·

2024/08/12

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 joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought to bring the best of both worlds to her role at NEPC. Our conversation covers Sarah’s early career investing, time in the allocator seat at Mass PRIM and

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01:11:52

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

Capital Allocators – Inside the Institutional... ·

2024/08/05

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. Todd is also the CEO of Susquehanna Re, his latest role in a 27-year tenure at SIG that has spanned trading, strategic initiatives, and trader education. Our conversation covers the history of SIG alongside Todd’s roles, trader development, the art and science of trading, risk

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47:49

Jeff Assaf - Protecting Clients and Assets at ICG...

Capital Allocators – Inside the Institutional... ·

2024/07/29

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 successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service, many of whom he has served for decades. Our conversation covers Jeff’s path to investment allocation through Oppenheimer, Bear Stearns, and eventually

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01:00:05

Rob Small and Anil Seetharam - Public Equity Adjacent...

Capital Allocators – Inside the Institutional... ·

2024/07/22

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 many public equity strategies at private equity firms, Stockbridge works closely and collaboratively with Berkshire’s private equity team on its investment research and has attracted an enviable client roster of some of the most respected allocators in the world. Our conversation covers

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57:54

Jennifer Prosek – Nailing the Narrative (EP.396)

Capital Allocators – Inside the Institutional... ·

2024/07/15

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 oversee $60 trillion and comprise a who’s who in private and public markets. Jen is a popular past guest on this show from her first appearance five years ago and second when she shared her thoughts on navigating the pandemic. Our conversation updates Jen’s thoughts on the emerging

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