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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

01:06:56

CIO Greatest Hits: Private Equity – Mario Giannini...

Capital Allocators – Inside the Institutional... ·

2025/08/18

This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist. Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini

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01:12:59

CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC),...

Capital Allocators – Inside the Institutional... ·

2025/08/18

This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist. Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini

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01:16:19

CIO Greatest Hits: Public Pensions – Ash Williams...

Capital Allocators – Inside the Institutional... ·

2025/08/11

This week’s Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space, modernizing the compensation scheme, asset allocation, and governance in a public pension fund – a notoriously tricky political seat. Original Release Date: July 7, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium

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50:39

CIO Greatest Hits: Sovereign Wealth Funds – Nicolai...

Capital Allocators – Inside the Institutional... ·

2025/08/04

This week’s Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway’s $1.5 trillion pool five years ago after a stellar career in the hedge fund world. He has done a remarkable job as a universal owner of assets, dramatically increasing transparency with his constituents, including on his terrific podcast – In Good Company. Original Release Date: December 4, 2023 Learn More Follow Ted on Twitter

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54:19

CIO Greatest Hits: Single Family Offices – Steve...

Capital Allocators – Inside the Institutional... ·

2025/07/28

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November

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52:33

CIO Greatest Hits: Single Family Offices – Dawn...

Capital Allocators – Inside the Institutional... ·

2025/07/28

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November

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06:17

WTT: Reconstructing Private Equity: Portfolio...

Capital Allocators – Inside the Institutional... ·

2025/07/24

The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the industry and the convergence of public and private assets might feel like dogs and cats living together. I’ve been thinking about how this will play out

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56:46

CIO Greatest Hits: Endowments – Scott Wilson (WashU)

Capital Allocators – Inside the Institutional... ·

2025/07/21

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Scott comes from a direct investing background and has adopted a position-focused approach to diligence and co-investing, leading to a very different portfolio construction. It’s perhaps the leading example of a new approach

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01:14:28

CIO Greatest Hits: Endowments – Andy Golden (Princo)

Capital Allocators – Inside the Institutional... ·

2025/07/21

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the endowment model for decades. His discussion of Princo’s decision-making process is among the most referenced descriptions of any podcast with a CIO.

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51:29

Ron Kantowitz – Direct Lending’s Evolution and...

Capital Allocators – Inside the Institutional... ·

2025/07/17

Ron Kantowitz is the Head of Private Debt for Invesco’s Global Senior Loan platform, where he leads a team that manages $50 billion focused on middle-market, senior secured, direct lending. Our conversation traces Ron’s path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy, investment process, and perspectives on competition, the role of banks, and opportunities ahead for private credit investors. NA4597908 Capital

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01:16:10

Tim Sullivan – Yale’s Private Portfolio (EP.456)

Capital Allocators – Inside the Institutional... ·

2025/07/14

Today’s show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale University’s private market portfolios for 39 years. He joined the Yale Investments Office upon graduation from Yale College in 1986, just one year after David Swensen took the helm. He worked alongside David to build and manage the most successful institutional private equity and venture capital programs in history. Tim lived through the

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09:35

WTT: A New Twist on an Old Bet with Buffett

Capital Allocators – Inside the Institutional... ·

2025/07/09

Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue. Read WTT: A New Twist on an Old Bet with Buffett

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01:10:12

Michael Ovitz – Reinventing Talent and Building...

Capital Allocators – Inside the Institutional... ·

2025/07/07

Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra Streisand, filmmaker Steven Spielberg, author Michael Crichton, talk show host David Letterman, the Coca Cola Company, and many, many more. Michael

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53:58

[REPLAY] Ali Hamed – Novel Venture Investing at...

Capital Allocators – Inside the Institutional... ·

2025/07/07

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed. Our second conversation starts with an update on CoVenture’s growth and dives into Crossbeam Venture Partners, CoVenture’s venture business. We discuss Crossbeam’s sweet spot, sourcing, due diligence, deal dynamics,

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01:02:57

[REPLAY] Ali Hamed - Novel Asset Investing (Capital...

Capital Allocators – Inside the Institutional... ·

2025/07/07

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creative twist on its market. Our conversation starts with Ali’s entrepreneurial path to the creation of CoVenture, and covers examples of previously

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57:55

Friends Reunion 3 – Five Allocators Riff on Investing...

Capital Allocators – Inside the Institutional... ·

2025/06/30

Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, Jon Harris of AIM, and Casey Whalen of Lazard Wealth. Over two decades, our dinner crew has shared investment ideas and perspectives through cycles, and this conversation continues the tradition two years after their last appearance on the show. We

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01:08:33

Hugh MacArthur – Private Equity’s Challenges and...

Capital Allocators – Inside the Institutional... ·

2025/06/23

Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space. Our conversation covers Bain’s work in private equity across due diligence, sourcing, value added support, and strategy for both GP and LP organizations. We

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53:55

Bob Oros – RIA Perspective at Hightower (Private...

Capital Allocators – Inside the Institutional... ·

2025/06/16

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of RIAs that he integrated under Hightower’s Well-th Rebalanced culture. Our conversation shares a perspective on how RIAs function and allocate capital at

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55:42

Josh Koplewicz – Flexible Capital and Creative...

Capital Allocators – Inside the Institutional... ·

2025/06/12

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh’s journey from his early fascination with business and real estate to building Thayer Street into an institutional platform. We discuss the lessons he learned at Goldman Sachs and his transition from scrappy dealmaker to fund manager. We cover Thayer

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41:38

David Breach – Software Specialist Enters Private...

Capital Allocators – Inside the Institutional... ·

2025/06/09

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista’s founder, was a past guest on the show, and that conversation is replayed in the feed. Our conversation centers on Vista’s strategic expansion into the private wealth channel. David

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743 results

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