x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

01:03:17

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

en

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,

en

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

en

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

en

59:24

Morgan Housel – Same as Ever (EP.359)

Capital Allocators – Inside the Institutional... ·

2024/01/01

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years ago and already ranks in the top five best-selling books about finance. Morgan recently published his second book, Same As Ever: A Guide to What Never Changes. Our conversation starts with what happened since his last appearance on the show just before the release of The Psychology of Money. We then

en

01:04:41

[REPLAY] Morgan Housel – The Psychology of Money...

Capital Allocators – Inside the Institutional... ·

2024/01/01

Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I’ll go on record and predict it will be a best-seller in short order. Our conversation starts with Morgan’s non-traditional education, his path to writing, and his process for writing each week. We then turn to the book and discuss some anecdotes about luck and risk, greed, compounding, patience, and tail events. We close with two

en

01:33:13

2023 Top Episode #1: Seth Klarman – Timeless Value...

Capital Allocators – Inside the Institutional... ·

2023/12/29

We’re counting down the top 5 episodes of 2023. The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless Value Investing. Seth’s uncommon wisdom and sole podcast appearance combined to make this year’s chart topper one for the ages. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

en

01:25:16

2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy...

Capital Allocators – Inside the Institutional... ·

2023/12/28

We’re counting down the top 5 episodes of 2023. Number three covered private credit and number two covers the other most topical strategy of the year – multi-manager platform hedge funds. Weighing in at number two is Dmitry Balyasny and his discussion of multi-strategy platforms at BAM. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

en

01:05:55

2023 Top Episode #3: Kipp deVeer – The World of...

Capital Allocators – Inside the Institutional... ·

2023/12/27

We’re counting down the top 5 episodes of 2023. At number three, Kip DeVeer and the world of private credit at Ares. The subject of private credit was top of mind for investors, and Kipp shared his experience and wisdom in this tour of the space. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

en

54:56

2023 Top Episode #4: Stan Miranda – Modern Endowment...

Capital Allocators – Inside the Institutional... ·

2023/12/26

We’re counting down the top 5 episodes of 2023. Coming in at number four is Stan Miranda, the modern endowment model at Partners Capital. Stan’s original insights shine in this story of the powerhouse OCIO he founded with Paul Dimitruk 20 years ago. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

en

10:51

Year in Review 2023 (EP.358)

Capital Allocators – Inside the Institutional... ·

2023/12/25

It's that time of year when I share my annual letter and a rundown of the top episodes of 2023. Like last year, we’ll be counting down the top 5 episodes each day this week. Tune in throughout the week to find out which episodes were played more than any other from last Thanksgiving to this one. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

en

56:56

2023 Top Episode #5: Gregg Lemkau – The Evolution of...

Capital Allocators – Inside the Institutional... ·

2023/12/25

We’re counting down the top 5 episodes of 2023. Kicking us off at number five, is Greg Lemkau, the evolution of MSD, episode 291. I can’t say I’m surprised by this one. Greg is beloved far and wide in the industry and all kinds of people came out of the woodwork when this release. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

en

46:32

Gary Sernovitz - Inside the CIO Seat (EP.357)

Capital Allocators – Inside the Institutional... ·

2023/12/18

Gary Sernovitz is Managing Director at Lime Rock Partners, an oil and gas-focused private equity firm that manages $10 billion, where he runs the firm’s investor relations and business development efforts. He is also the author of The Counting House, a fictional story about a CIO who oversees a $6 billion college endowment. After twenty years of observing CIOs, Gary brings his pointed, witty writing with a nuanced understanding of someone sitting in the CIO seat. Our conversation discusses the

en

43:10

Thomas Haugaard - Hard Currency Emerging Markets Debt...

Capital Allocators – Inside the Institutional... ·

2023/12/14

Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors where he helps manage $1.3 billion just one year into the team’s tenure at JHI. Thomas spent the last decade in the strategy with the same team, a prior decade in emerging markets research, and a decade before that in academia studying emerging markets. Our conversation covers Thomas’ path to investing, the opportunity set and misconceptions of hard

en

51:19

[REPLAY] Andy Acker - Empty Rooms: Investing in...

Capital Allocators – Inside the Institutional... ·

2023/12/14

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. Andy Acker is a Portfolio Manager at our anchor sponsor, Janus Henderson Investors, where he manages the firm’s healthcare strategies. Janus Henderson is a global asset manager with $300B in assets under management, and Andy oversees the firm’s Global Life Sciences strategy and its Biotechnology strategy. Biotech stocks have been crushed despite

en

52:42

[REPLAY] Daniel Graña – Janus Henderson Investors...

Capital Allocators – Inside the Institutional... ·

2023/12/14

Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson’s emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under management. Our conversation covers some stories of the wild west early days in emerging markets, Daniel’s strategy focusing on the intersection of good companies with good governance and good

en

01:06:03

Marcia Page – Corn Capitalist with a Velvet Hammer at...

Capital Allocators – Inside the Institutional... ·

2023/12/11

Marcia Page is the Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital. Värde is a thirty-year-old $13 billion leading global alternatives firm specializing in credit. MPowered came out of Marcia’s personal investing and focuses on accelerating equity for best-in-class female and underrepresented talent through capital, commitment, and connections. Marcia is one of the few women to have founded and scaled an alternatives firm over three decades. Our conversation

en

49:14

Nicolai Tangen – Overseeing the Largest Sovereign...

Capital Allocators – Inside the Institutional... ·

2023/12/04

Nicolai Tangen is the CEO of Norges Bank Investment Management, where he oversees the $1.3 trillion Norwegian Sovereign Wealth Fund, the largest sovereign wealth fund in the world. The Fund owns 1.5% of all public equities worldwide and 2.7% of all listed companies in Europe. As part of his effort to communicate with constituents, Nicolai also hosts “In Good Company,” a podcast where he interviews CEOs of large, global, market-leading companies. Before taking the helm three years ago, Nicolai was

en

55:30

Michael Levy – Crow Family Real Estate Empire (EP.353)

Capital Allocators – Inside the Institutional... ·

2023/11/27

Michael Levy is the CEO of Crow Holdings, the family real estate empire initiated by Trammel Crow seventy-five years ago that today includes longstanding family holdings, $30 billion in externally managed and development real estate, and a diversifying portfolio of non-real-estate assets. Before joining Crow, Michael had a long career in real estate finance and investment management at Morgan Stanley that culminated in his serving as COO of the Investment Management Division. Our conversation

en

35:38

Ted Seides – Unlocking Investment Wisdom (EP.352)

Capital Allocators – Inside the Institutional... ·

2023/11/23

Happy Thanksgiving to everyone. For a little turkey treat, today’s show has me on the other side of the mike. Sarah Samuels, the head of manager research at powerhouse consultant NEPC and a past guest on the show, is also the Board Chair of the CFA Society in Boston. She’s created a podcast series for the Society called “Pull Up a Chair,” and I was honored to be her inaugural guest. We recorded live at Wellington Management’s headquarters earlier this month in front of a crowd that included Tim

en

747 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...