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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

01:11:58

Michael Milken – Innovations in Finance, Medicine,...

Capital Allocators – Inside the Institutional... ·

2024/02/26

Michael Milken is a legendary financier and philanthropist. Mike is best known for his role in creating the high yield bond market in the 1970s and 1980s at Drexel Burnham Lambert, his guilty plea, and his remarkable philanthropic efforts over fifty years supporting medical research, education, and public health. Under Mike’s leadership, upstart Drexel became the most successful securities firm on Wall Street, enabled capital to become available for the 99% of companies that could not previously

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49:31

Michael Mauboussin - Pattern Recognition and Public...

Capital Allocators – Inside the Institutional... ·

2024/02/19

Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to articulate important investment concepts backed by academic research. His first of three prior conversations on the show is replayed in the feed. You can find the rest at capitalallocators.com. Our conversation explores Michael’s most recent piece on pattern recognition, including when it works and when it doesn’t. We then transition to discussing the

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01:11:25

[REPLAY] Michael Mauboussin – Active Challenges,...

Capital Allocators – Inside the Institutional... ·

2024/02/19

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason. Michael has been an Adjust Professor at Columbia Business School for 24 years. Our conversation covers Michael’s early career, the paradox of skill,

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01:07:58

Magnus Grimeland – Day Zero Investing at Antler (EP.369)

Capital Allocators – Inside the Institutional... ·

2024/02/15

Magnus Grimeland is the CEO and founder of Antler, one of the world’s largest day zero investor. Antler’s pre-seed strategy canvasses 27 countries, 1,000 portfolio companies, 8,000+ founders, and over 120,000 annual applications for 2,000 spots in its residency programs. Magnus founded Antler in 2017 after serving as the co-founder of Zalora, a tech-enable fashion brand in Asia. Our conversation covers Magnus’ journey from growing up in rural Norway to developing a global startup platform,

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01:15:48

Brad Jacobs – Masterclass on Leadership and...

Capital Allocators – Inside the Institutional... ·

2024/02/12

Brad Jacobs is a career CEO and the founder of Jacobs Private Equity (his family office). Brad created and grew three platforms using a roll-up strategy that resulted in seven multibillion-dollar publicly traded companies. He and his teams have raised $30 billion of capital, completed 500 acquisitions, created hundreds of thousands of jobs, and generated annual returns to shareholders in excess of 50%. Brad shares his playbook in his aptly named book, How to Make a Few Billion Dollars. In December,

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24:39

Ron Biscardi – Inside iConnections Global Alts (EP.367)

Capital Allocators – Inside the Institutional... ·

2024/02/08

Ron Biscardi, the CEO of iConnections, whose Global Alts conference in Miami is the largest capital introduction gathering in the industry. In addition to the annual event, iConnections hosts an annual charity cap intro event and provides its technology platform to connect the industry year-round. Last week, I joined 6,000 industry peers in Miami at Global Alts. The main event at the conference were an incredible 15,000 one-on-one meetings between allocators and managers. As a side show, I grabbed

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01:03:24

Sanjay Ayer – Think Different and Get Better at WCM...

Capital Allocators – Inside the Institutional... ·

2024/02/05

Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emerging market portfolio manager Mike Tian. Sanjay joined WCM in 2007, and alongside Mike Trigg, leads the firm’s research process that follows the mantra: think different and get better. Our conversation is a fascinating exploration of the differentiated mindset at WCM. We discuss topics, including

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01:04:24

[REPLAY] Paul Black and Mike Trigg – How to Build a...

Capital Allocators – Inside the Institutional... ·

2024/02/05

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 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year ago to dive into their research process. Their colleague Mike Tian shared another perspective earlier this year when he described applying WCM’s moat

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53:04

[REPLAY] - Mike Trigg – Defying the Fade at WCM...

Capital Allocators – Inside the Institutional... ·

2024/02/05

You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business to Natixis, continue to put big numbers on the board, and have grown to north of $66 billion, defying the fade of active management outflows. My guest on today’s show is Mike Trigg, a partner and portfolio manager of WCM’s Focused International Growth strategy

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55:47

[REPLAY] Paul Black - Gratitude, Fun, and Growth...

Capital Allocators – Inside the Institutional... ·

2024/02/05

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, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock manager located in a non-descript building in Laguna Beach, California. Our conversation starts with Paul’s trial-by-fire entry into the business and

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48:57

Raphael Arndt – The Death of Traditional Portfolio...

Capital Allocators – Inside the Institutional... ·

2024/01/29

Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assumed the CEO seat in 2020 after serving as Chief Investment Officer for six years. Our conversation from five years ago about the Fund’s total portfolio approach is replayed in the feed. Our conversation focuses on the significant changes in the Future Fund over the last few years. Raphael and his team

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01:25:40

[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth...

Capital Allocators – Inside the Institutional... ·

2024/01/29

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 privatizations in the late 1990s. After investing in the space for six year, he joined the Future Fund in 2008 to head the infrastructure team. Six years later, Raff became CIO. Our conversation spans all aspects of the management of a next generation institutional portfolio, including a one

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51:42

Chad Summe and Mike Veith – Corridor of Commerce at...

Capital Allocators – Inside the Institutional... ·

2024/01/25

Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on growth stage, enablement technologies that drive the future of digital supply chains, marketing, and commerce. Our conversation covers their path to creating eGateway, their investment strategy and process. Chad and Mike highlight the firm’s regional and relationship-based sourcing and value add opportunities that benefit from the importance of the

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01:08:05

Tilly Franklin – Endowment Model at Cambridge...

Capital Allocators – Inside the Institutional... ·

2024/01/22

Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University Endowment Fund. UCIM applies an endowment model approach primarily investing in managers and with an overall emphasis on sustainability. We discuss Tilly’s background that canvasses operating roles, direct private equity, at Apex, investing at Yale cub Alta Advisors, and the perspectives she brought to Cambridge four years ago. We cover her work

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48:20

George Michelakis – Chess Master’s Approach to...

Capital Allocators – Inside the Institutional... ·

2024/01/15

George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me at Protégé Partners, and six years later bought back the stake when still managing less than $100 million. In the dozen years since Gladstone has won awards for European Hedge Fund of the Year and the top performing five-year fund for three years in a row. Long before that, George became an

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05:16

WTT: The Next Alpha Frontier

Capital Allocators – Inside the Institutional... ·

2024/01/13

How will we generate returns to meet important spending needs in an increasingly unforgiving world? One answer is “Internal Alpha’ – making fewer mistakes alongside making great investments. Generating internal alpha is rarely taught in the investment field, which is why we created Capital Allocators University. Read Ted’s blog here.

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01:03:17

Brian Christiansen – High-Conviction Growth Investing...

Capital Allocators – Inside the Institutional... ·

2024/01/11

Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital, a growth-focused public and private equity manager that oversees $50 billion in assets. Our conversation covers Brian’s journey to Sands Capital, the firm's investment philosophy and approach to growth investing, six key investment criteria, portfolio construction, competitive advantage, and investment examples. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list

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49:18

Ana Marshall – The Climb to Investment Excellence...

Capital Allocators – Inside the Institutional... ·

2024/01/08

Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss Ana’s recently published book, The Climb to Investment Excellence. It is an outstanding, thorough guide for any leader overseeing a pool of institutional capital. But don’t take my word for it – the book jacket has praise from perhaps the best list of investment luminaries to ever adorn a cover: Seth Klarman from Baupost, Sir Christoper Hohn from TCI,

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46:44

[REPLAY] Ana Marshall – Preparing for the New...

Capital Allocators – Inside the Institutional... ·

2024/01/08

Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital. Ana joined Hewlett eighteen years ago after spending the same amount of time as a direct investor. She was a past guest in 2019 describing her approach, and that conversation is replayed in the feed. We caught up to discuss what is on Ana's mind going into the new year. We cover inflation, private equity secondaries, liquidity management, China, emerging markets, and ESG. We

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51:10

[REPLAY] Ana Marshall – Applied Direct Investing at...

Capital Allocators – Inside the Institutional... ·

2024/01/08

Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of capital. Ana joined Hewlett in 2004 after spending eighteen years as a direct investor in high yield credit, emerging market debt, and international equities. Our conversation covers Ana’s lifelong passion for investing, joining the “super buy side,” conducting company meetings to inform the manager selection and allocation process, portfolio

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743 results

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