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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

56:28

[REPLAY] Jen Prosek – Branding an Asset Management...

Capital Allocators – Inside the Institutional... ·

2024/07/15

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 Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. The firm has been listed as an Inc. 5000 Fastest Growing Company for nine years running. Jen is also a two-time author. Our conversation covers the

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50:25

Training Grounds: Bain Capital, John Connaughton...

Capital Allocators – Inside the Institutional... ·

2024/07/08

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 17 investment professionals that came through the doors became CIOs at Carnegie or other institutions. Bain Capital is one of the world’s largest private alternative investment firms. The firm was founded 40 years ago with a half dozen team members managing a $37 million growth equity

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38:59

Charles Duhigg- Secrets of Communication (EP.394)

Capital Allocators – Inside the Institutional... ·

2024/07/01

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 covers Charles’ path to writing business stories and personal books and turn to his latest tour du force. We discuss the science behind connection, three types of conversations, methods to become a better communicator, and tools to navigate challenging conversations. Charles’ book and

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52:24

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

Capital Allocators – Inside the Institutional... ·

2024/06/24

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 themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technology companies. He has been studying trends using what we now call big data ever since his first book about predicting international conflict in 1997. Our

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08:00

WTT: Reducing Fees: Actions Speak Louder Than Words

Capital Allocators – Inside the Institutional... ·

2024/06/21

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.

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01:00:35

Yann Robard - Liquidity Solutions for Private Capital...

Capital Allocators – Inside the Institutional... ·

2024/06/17

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 Liquidity Partners and rebranded as Dawson, both names are inspired by Yann’s 1,000 km bicycle journey in the Canadian Arctic that led to his becoming a trailblazer in the market. Our conversation covers Yann's entrepreneurial career path, including fourteen years in the formative stages

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01:41

SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals

Capital Allocators – Inside the Institutional... ·

2024/06/15

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

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59:50

Graham Weaver – People-Driven Private Equity at...

Capital Allocators – Inside the Institutional... ·

2024/06/10

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 create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio companies. The strategy has led Alpine to be recognized by Prequin as the most consistent top-performing private equity fund manager. Our conversation

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47:44

Mo Haghbin - Customizing Solutions from the Top Down...

Capital Allocators – Inside the Institutional... ·

2024/06/06

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 conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approach that canvasses every type of asset pool and structure and focuses first on top-down strategic asset allocation and tactical positioning, and only later

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53:46

Anne-Marie Fink - Cutting Edge Pension Investing at...

Capital Allocators – Inside the Institutional... ·

2024/06/03

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 manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, and cutting-edge strategies, all of which have contributed to a fully funded plan. Anne-Marie joined SWIB to lead its external manager efforts four years

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20:06

WTT: The Investment Manager Playbook - What...

Capital Allocators – Inside the Institutional... ·

2024/05/31

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 deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to grow. Read Ted’s blog here.

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01:10:54

Alexis Ohanian – From Reddit to 776, a Technology...

Capital Allocators – Inside the Institutional... ·

2024/05/27

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 was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for $10 million and returned as Executive Chair in 2014 to help lead the turnaround of the business. In between and since, he has invested in early-stage

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01:24:23

Dan Tennebaum - The Case for India at India Capital...

Capital Allocators – Inside the Institutional... ·

2024/05/23

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 venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, the challenges of venture capital investing in the country, and the case for public equities. We turn to India Capital’s perspective on sourcing,

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01:12:50

Brett Barakett - Digging for the Puck at Tremblant...

Capital Allocators – Inside the Institutional... ·

2024/05/20

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 for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alongside friends and peers who have since retired. Yet he keeps skating to where the puck is going. Our conversation covers Brett’s path to launching

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01:08:59

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

Capital Allocators – Inside the Institutional... ·

2024/05/13

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, all wrapped into one. Our conversation covers Cliff's journey from studying market efficiency under Eugene Fama to capitalizing on market inefficiencies at AQR. We discuss regime changes in factors, difficult periods for performance and AQR’s business, research innovation, machine

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01:11:42

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

Capital Allocators – Inside the Institutional... ·

2024/05/06

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 investment into $28 billion in value. The annual dividends from the investment accruing to 3G today are around 70% of its invested capital. The deal is one of the highest earning buyouts ever. 3G is an organization with a storied history. Founded by Jorge Paolo Lemann, Carlos Alberto Sicupira,

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56:30

Alex Abell - Lower Middle Market Buyout Investing at...

Capital Allocators – Inside the Institutional... ·

2024/05/02

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 business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then merging Atlas with RCP a decade ago. Today, he helps manage RCP’s research efforts, its customized solutions, and advisory services. Our conversation

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57:55

Letitia Johnson - Concentrated and Long-Term at...

Capital Allocators – Inside the Institutional... ·

2024/04/29

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 Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view over the last five years. Our conversation covers the subtleties of managing an endowment with a concentrated, bottom-up manager-selected approach for the

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01:08:46

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

Capital Allocators – Inside the Institutional... ·

2024/04/22

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 investing. He created an approach to investing at Baylor that is quite different from others in the seat. David recently started sharing his insightful perspectives on the craft on Twitter/X under the handle @CIO_Baylor. Our conversation covers David’s background and path to Baylor,

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59:30

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

Capital Allocators – Inside the Institutional... ·

2024/04/15

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 forgotten opportunities from specific emerging markets to biotech. Previous episodes are available under the mini-series or topic search at capitalallocators.com. This time around, we discuss a room that was overflowing two years ago, has been abandoned since, and might be coming back once

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775 results

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