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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.

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All Episodes

58:33

[REPLAY] Private Equity Masters 3: Robert F. Smith –...

Capital Allocators – Inside the Institutional... ·

2025/06/09

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista’s current portfolio companies are about 70 in number and house 70,000 employees, 700,000 customers across 175 countries, and 200 million global users. Its combined revenue would make the portfolio one of the

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40:08

Kipp deVeer – Scaling for Private Wealth Globally in...

Capital Allocators – Inside the Institutional... ·

2025/06/02

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approach to serving the wealth channel. We discuss Ares’ dedicated focus and expansion in private wealth alongside a strategic acquisition five years ago, the

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01:05:55

[REPLAY] Kipp deVeer – The World of Private Credit at...

Capital Allocators – Inside the Institutional... ·

2025/06/02

Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Management Committee. Our conversation covers Kipp’s path to Ares, the business and credit markets twenty years ago, and the exponential growth of Ares since. We

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56:53

Jon Madorsky – Navigating the Evolution of Private...

Capital Allocators – Inside the Institutional... ·

2025/05/29

Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm 21 years ago and has participated in the growth of the secondaries business from its earliest stages. His partner, Alex Abell, joined me on the show last year and that conversation is replayed in the feed. Our conversation covers the history and maturation of the secondaries market

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56:30

[REPLAY] Alex Abell - Lower Middle Market Buyout...

Capital Allocators – Inside the Institutional... ·

2025/05/29

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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50:18

Kristin Kallergis Rowland – Alts at J.P. Morgan’s...

Capital Allocators – Inside the Institutional... ·

2025/05/26

Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan’s $3 trillion private bank. The Private Bank’s investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P

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05:22

WTT: The Hardest Day to Invest is Always Today

Capital Allocators – Inside the Institutional... ·

2025/05/22

In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can register for our next cohort of Capital Allocators University here, July 7th in New York City. Read Ted’s blog here.

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47:14

Eric Mogelof – KKR’s Pivot to Private Wealth (Private...

Capital Allocators – Inside the Institutional... ·

2025/05/19

Eric Mogelof is the head of Global Client Solutions at KKR, one of the world’s leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm’s objective in private wealth is to deliver the same strategies, performance, and quality of experience to individuals as it does institutions. Our conversation shares how a

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57:15

James Clarke – Building Enduring Partnerships at Blue...

Capital Allocators – Inside the Institutional... ·

2025/05/15

James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firm’s launch and has been instrumental in its explosive growth over the last eight years. Doug was a past guest on the show, and that conversation is replayed in the feed. Our conversation covers James’ path to asset management, lessons he learned over a decade at PIMCO,

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57:42

[REPLAY] Private Equity Masters 6 – Doug Ostrover –...

Capital Allocators – Inside the Institutional... ·

2025/05/15

Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets, over 90% of which is in permanent capital vehicles. Previously, Doug was one of the founders, and

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54:40

John Mathews – Steering the Largest Wirehouse at UBS...

Capital Allocators – Inside the Institutional... ·

2025/05/12

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors. Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private

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51:06

Michael Sidgmore – Alternatives Go Mainstream...

Capital Allocators – Inside the Institutional... ·

2025/05/05

Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building businesses in fintech and asset management, and investing across the private market ecosystem. Our conversation offers an in-depth introduction to the intersection of private markets and private wealth. We discuss the origins

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35:29

Rodrigo Bitar – Overlooked Opportunities in Latin...

Capital Allocators – Inside the Institutional... ·

2025/04/28

Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes, I reached out to today’s guest, Rodrigo Bitar, Co-founder of 3B1 Partners, to get his perspective on opportunities in the region. Rodrigo was a past guest on the show three years ago, and that conversation is replayed in the feed. Our conversation this time around covers the

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35:09

[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in...

Capital Allocators – Inside the Institutional... ·

2025/04/28

Original Release Date: 08/29/2022 On today’s show we’ll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country’s autocratic political regime, sanctions, and headline risk. But alongside those known risks are the potential for significant rewards. Rodrigo Bitar is the Co-Founder and Managing Partner of 3B1 Partners, the leading private equity fund

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04:25

WTT: What it Takes to Raise Capital

Capital Allocators – Inside the Institutional... ·

2025/04/24

No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great? Read Ted’s blog here.

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58:56

Ben Forman – Unlocking Blockchain’s Potential (EP.441)

Capital Allocators – Inside the Institutional... ·

2025/04/21

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies. Ben last came on the show in 2022 as part of our Crypto for Institutions mini-series, and that conversation is replayed in the feed. Our conversation dives into the evolution of blockchain over the past few years, including the industry's "Lehman moment" and subsequent recovery. We

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01:13:40

[REPLAY] Ben Forman – Opportunities in DeFi (EP.256,...

Capital Allocators – Inside the Institutional... ·

2025/04/21

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit investing, and private equity at venerable institutions such as Rothschild, TPG, and KKR. Our conversation covers Ben’s background, pivot to crypto, and launch of ParaFi into a bear

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01:01:38

Geopolitical Uncertainty – James Aitken,...

Capital Allocators – Inside the Institutional... ·

2025/04/14

Last week was one of the most volatile in market history. In the last twenty-five years, it’s likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for the future. In a change from our typical market-insensitive conversations, I was fortunate to gather three of the most insightful thinkers on global macroeconomics and geopolitics on Friday to share their assessment of the changing landscape. My guests on today’s show are James Aitken, Marko Papic, and

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45:12

[REPLAY] Louis-Vincent Gave – Macro Consequences of...

Capital Allocators – Inside the Institutional... ·

2025/04/14

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia’s invasion of Ukraine. He

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55:55

[REPLAY] Marko Papic – Geopolitical Alpha at...

Capital Allocators – Inside the Institutional... ·

2025/04/14

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko’s approach is akin to Moneyball for politics, challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Marko’s upbringing, the flaws of most political

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743 results

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