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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

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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01:26:33

[REPLAY] James Aitken – Macro Strategist...

Capital Allocators – Inside the Institutional... ·

2025/04/14

Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002 joined the infamous AIG Financial Products team in London. In August 2006 he joined UBS, where he deployed his knowledge of the inner workings of the

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47:25

Howard Marks – Navigating Private Credit (EP.439)

Capital Allocators – Inside the Institutional... ·

2025/04/07

Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments that is majority owned by Brookfield Asset Management. Our conversation covers Howard's journey from his early days in finance to his current insights on the evolving credit landscape. We dive into themes from his latest Memo, Gimme Credit, exploring the pendulum swings in investor sentiment, the rise

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07:12

WTT: Private Equity Investing in 2030

Capital Allocators – Inside the Institutional... ·

2025/04/02

This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators will need to fine-tune their core investment beliefs to answer the many questions this environment has raised. Read Ted’s blog here.

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01:08:12

Meghan Reynolds – Art of Capital Formation (EP.438)

Capital Allocators – Inside the Institutional... ·

2025/03/31

Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after decade-long stints at Goldman Sachs and TPG. She’s like the private equity version of my friend and partner Rahul Moodgal, bringing a keen understanding of LPs and a relationship-focused approach to her role. Our conversation covers Meghan’s experience building and maintaining great LP relationships

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01:59

SPECIAL ANNOUNCEMENT: Capital Allocators Coaching

Capital Allocators – Inside the Institutional... ·

2025/03/27

We are excited to launch our latest initiative - Capital Allocators Coaching. We’ve brought together a team of retired CIOs and asset management executives to coach managers on telling their story. Learn more and schedule a consultation here.

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01:13:42

Ed Grefenstette – Bold Allocations at The Dietrich...

Capital Allocators – Inside the Institutional... ·

2025/03/24

Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative philanthropist, formed the foundation after selling his business for $170 million in 1997. Since then, the pool has grown 11.5x to $1.5 billion after distributing $400 million to

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52:41

Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)

Capital Allocators – Inside the Institutional... ·

2025/03/17

Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies. Our conversation covers Alex’s path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner at Goldman Sachs, and his formative years at Fidelity. We dive into the key lessons he learned at Fidelity, the development of his investment framework centered around S-curves,

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59:50

Shannon O’Leary – Relationship Capital Investing at...

Capital Allocators – Inside the Institutional... ·

2025/03/10

Shannon O’Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as ‘blunt,’ comfortably speaking her mind, including in her LinkedIn newsletter entitled ‘Say It Out Loud’. Our conversation covers Shannon’s relationship-driven approach to investing across families, Boards,

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56:33

David Zorub - Navigating Hedge Fund Headwinds at...

Capital Allocators – Inside the Institutional... ·

2025/03/03

David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and shorts across geographies, sectors, and capital structures. David joined me on the show a few months before he launched Parsifal six years ago to discuss his plans. We got back together to talk about what’s happened since. Our conversation covers the headwinds facing fundamental investing, Parsifal’s approach to counter those challenges, and the

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47:29

[REPLAY] David Zorub - The Path to a Hedge Fund...

Capital Allocators – Inside the Institutional... ·

2025/03/03

David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years in research and portfolio management at hedge funds and another few in investment banking and private equity. I interviewed David recently at Columbia University’s Student Investment Management Conference and that conversation follows. We cover his career path and his insights into the philosophy and structure of a hedge fund business and investment

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01:10:37

Brett Barth and Evan Roth – Stewarding Family Wealth...

Capital Allocators – Inside the Institutional... ·

2025/02/24

Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and is celebrating its 25th anniversary this year. Brett appeared on episode 3 of Capital Allocators eight years ago and is a regular contributor in our Friends Reunion shows. I’ve observed BBR’s growth since first meeting Brett and Evan twenty-four years ago and was excited to hear more about their journey. Our conversation covers BBR’s successes,

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53:48

[REPLAY] - Brett Barth – Asset Allocation for...

Capital Allocators – Inside the Institutional... ·

2025/02/24

Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From there we learn about how Brett came to form BBR. We spend a lot of time going into depth on his firm’s asset allocation process and on the decision-making process of manager selection. Along the way we touch on inefficiencies in Asia in the early days and in

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05:58

WTT: Will Blackstone Become Private Equity's Millennium?

Capital Allocators – Inside the Institutional... ·

2025/02/21

What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry mostly struggled. What will this mean for private markets going forward? Have a listen to find out. Read Ted’s blog here.

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54:31

Michael Choe - Atomization of Private Equity...

Capital Allocators – Inside the Institutional... ·

2025/02/17

Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity, credit, and technology opportunities that spun out of the Harvard Management Company in 1998. Our conversation covers Mike’s path from science to finance, including an immigrant story and a draw to decision-making at a young age. We discuss Charlesbank’s history and aspiration to manufacture sound decision-making as a path to investment success,

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