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

54:08

Mark Sullivan and Roberto Isch – Hedge Fund Investing...

Capital Allocators – Inside the Institutional... ·

2025/01/16

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a multi-asset fund-of-funds, and most recently, built a market-neutral platform overseen by Mark and Roberto. Our conversation covers the history and

en

49:37

Donald Miller - Building a Story Brand (EP.426)

Capital Allocators – Inside the Institutional... ·

2025/01/13

Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don helps businesses clarify their message so customers will listen. His latest book, Building a Storybrand 2.0, is a revised edition of one of the most succinct, impactful, and actionable books I’ve come across on storytelling. Our conversation covers Don’s most important lessons in telling a story that resonates with customers, including the seven

en

25:30

Ron Biscardi and Katie O'Reilly - Maximizing Value at...

Capital Allocators – Inside the Institutional... ·

2025/01/06

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS. One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January, in Beverly Hills for Milken in May, in Sun Valley for Allen

en

01:02:52

Top 5 of 2024: #1: Scott Bessent - EP.415

Capital Allocators – Inside the Institutional... ·

2025/01/03

We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a brilliant macro thinker and the cabinet nominee for Secretary of Treasury. The position created by Alexander Hamilton. I was an investor in Scott's first hedge fund, a partner of his for four years, a friend for more than 20, and a huge fan. I'm excited for Scott and for our country about what his appointment might mean for our economic

en

01:13:32

Top 5 of 2024: #2: Michael Milken - EP.371

Capital Allocators – Inside the Institutional... ·

2025/01/02

We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mike's legacy. Head of Business Development Job Posting Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list

en

01:09:34

Top 5 of 2024: #3: Cliff Asness - EP.385

Capital Allocators – Inside the Institutional... ·

2025/01/01

We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

en

01:05:18

Top 5 of 2024: #4: Ricky Sandler - EP.414

Capital Allocators – Inside the Institutional... ·

2024/12/31

We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access

en

30:59

Year in Review 2024 (EP.424)

Capital Allocators – Inside the Institutional... ·

2024/12/30

For this year’s annual review, our CEO Hank Strmac and I sat down to discuss where we’ve been and where we’re headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what’s top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all happen, and a few closing questions. I hope you find the conversation engaging and informative. Wishing you a very happy and prosperous new year. Head

en

01:12:17

Top 5 of 2024: #5: Alex Behring, Daniel Schwartz -...

Capital Allocators – Inside the Institutional... ·

2024/12/30

We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

en

48:23

Training Grounds: Wellington Management – Jean Hynes...

Capital Allocators – Inside the Institutional... ·

2024/12/23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals across 19 offices and a nearly 100 year history with an unusually low level of turnover along the way. Wellington has developed, recruited, and retained

en

39:41

Eric Peters - Paradigm Shifts and Solutions at One...

Capital Allocators – Inside the Institutional... ·

2024/12/16

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed. Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023

en

56:31

[REPLAY] Crypto for Institutions 1: Eric Peters –...

Capital Allocators – Inside the Institutional... ·

2024/12/16

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s

en

49:50

[REPLAY] Eric Peters – Trading and Evolution at One...

Capital Allocators – Inside the Institutional... ·

2024/12/16

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes, in which he shares macro insights through colorful anecdotes. Our conversation starts with Eric’s early exposure to

en

01:02:49

Asset Management Consolidation - Simon Krinsky, Hall...

Capital Allocators – Inside the Institutional... ·

2024/12/09

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alike. My guests on today’s show are leaders of two organizations that announced mergers in October – Simon Krinsky, a Managing Partner at Hall Capital and

en

52:38

Chris Heller - Ten Years of Weird Alternatives (EP.420)

Capital Allocators – Inside the Institutional... ·

2024/12/02

Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives. Cordillera looks for investments ahead of the crowd that offer compelling returns and significant diversification. Chris came on the podcast two years ago in our Manager Meeting series interviewed by FEG’s Greg Dowling, and that conversation is replayed in the feed. Our follow-up covers lessons learned over ten years of focusing on off-the-run

en

42:48

[REPLAY] Chris Heller - Weird Alternatives at...

Capital Allocators – Inside the Institutional... ·

2024/12/02

On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund that invests in niche, non-correlated assets, or what Chris calls weird stuff, like whiskey aging, boat marinas, spectrum, and water rights. Their

en

01:08:22

Matt Bank - "GEMs" of Risk, Asset Allocation, and...

Capital Allocators – Inside the Institutional... ·

2024/11/25

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt’s path to investing under recent guest David Salem and lessons learned about risk and governance while under his tutelage. We then turn to Matt’s move to GEM and its positioning in the OCIO industry. We cover GEM’s approach to asset allocation

en

55:25

Jeff Glass - Home Equity Investment at Hometap (EP.418)

Capital Allocators – Inside the Institutional... ·

2024/11/21

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at Bain Capital Ventures. Our conversation covers Jeff’s early lessons in sales, entrepreneurship, and investing that led to the founding of Hometap. We then

en

56:32

Jon Glidden - Delta Airlines Pension Fund Turnaround...

Capital Allocators – Inside the Institutional... ·

2024/11/18

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that threatened the solvency of the company thirteen years ago, investment performance combined with corporate contributions that offset plan payouts have improved Delta’s funding status

en

52:11

Chris and Rob Michalik - Twin Tackle of Private...

Capital Allocators – Inside the Institutional... ·

2024/11/11

Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on healthcare services, environmental services, and the automotive aftermarket. Chris and Rob joined me on Private Equity Deals to discuss one of their portfolio companies, Ironclad Environmental Services, and that conversation is replayed in the feed. This time around, we discuss their story attached at the hip. We cover their background and path to

en

743 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 -...