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

01:00:38

Lane MacDonald – Teamwork, Alignment, and Investing...

Capital Allocators – Inside the Institutional... ·

2026/01/26

Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in assets under management. Lane was a U.S. Olympic hockey player and Hobey Baker award winner as the best player in college hockey in the late '80s, but his aspirations of following in his father's footsteps and playing in the NHL were derailed shortly thereafter by injuries. In the decades since, he spent a dozen years in private equity and the last

en

01:22:47

Nick Rohatyn – Emerging Markets Multi-Asset Investing...

Capital Allocators – Inside the Institutional... ·

2026/01/22

Nick is the CEO of The Rohatyn Group, a global emerging markets and real assets investment firm he founded in 2002 that manages $7 billion across public and private markets. Nick previously spent two decades leading JP Morgan's emerging markets business across multiple cycles and served on the bank's Executive Committee. He also served as the founding chair of the Emerging Market Traders Association and later as chair of the Emerging Markets Private Equity Association. Nick's worldview is also

en

01:07:51

Scott Kleinman – Apollo's Integrated Alternatives...

Capital Allocators – Inside the Institutional... ·

2026/01/19

Scott Kleinman is the Co-President of Apollo Asset Management. Scott joined Apollo in 1996 as its 13th employee and has spent nearly three decades helping build the firm into nearly a trillion-dollar alternative asset manager and retirement powerhouse. Our conversation traces Apollo's evolution from a value-oriented private equity boutique to an integrated platform investing across the capital structure at scale. We discuss the firm's core philosophy of excess return per unit of risk, its post-GFC

en

01:00:08

Ashby Monk – Total Portfolio Approach and the Future...

Capital Allocators – Inside the Institutional... ·

2026/01/12

Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby has worked closely with some of the world's largest sovereign wealth funds and pension funds on governance, organizational design, technology, and investment strategy. He is also a co-founder of KDX Management, a venture capital firm focused on investech, a co-founder of several startups in the space, and a repeat past guest on the show. His first and

en

59:47

[REPLAY] Ashby Monk – Investor Identity, Navigation,...

Capital Allocators – Inside the Institutional... ·

2026/01/12

Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the largest asset owners in the world for more than twenty years with a particular interest in how to improve outcomes for their beneficiaries and the world. Ash also serves as the Head of Research at Addepar, a fintech company that helps investors make smarter decisions. He has twice appeared on the show – as the 29th guest back in 2017 and again two years

en

01:00:16

[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital...

Capital Allocators – Inside the Institutional... ·

2026/01/12

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth funds and large pension funds, and is involved with a bunch of fin tech companies, all of which attempt to create innovative solutions to fixing the financial future for individuals,

en

01:03:24

Mike Gitlin – The Century of Capital Group (EP.479)

Capital Allocators – Inside the Institutional... ·

2026/01/05

Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates have historically experienced a fraction of the turnover of industry norms. My guest is Mike Gitlin, the CEO of Capital Group, known for its long-term philosophy, private ownership, and multi-manager investment system

en

48:07

Top 5 of 2025: #1: Howard Marks

Capital Allocators – Inside the Institutional... ·

2025/12/29

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this year. We dive into his thoughts on the implications of the growth of private credit for investors. With that, I hope you sprint to the finish line of this year with all the gusto in your soul, and come out on the other side of

en

52:58

Top 5 of 2025: #2: Ian Charles

Capital Allocators – Inside the Institutional... ·

2025/12/29

We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career creating liquidity solutions in private markets. Arctos' second strategy goes back to his roots, providing solutions for GPs. In all of his work, Ian is intensively research and data-driven, and he brings that to bear to describe the current state of private market businesses. Learn More Follow Ted on

en

01:16:44

Top 5 of 2025: #3: Tim Sullivan

Capital Allocators – Inside the Institutional... ·

2025/12/29

We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 years in the saddle, he led Yale's private equity investing, which was the biggest return driver in the biggest success story over the last four decades. He shares four decades worth of wisdom and insights in our conversation. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the

en

43:38

Year in Review 2025 (EP.478)

Capital Allocators – Inside the Institutional... ·

2025/12/22

For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our efforts to improve discoverability of great episodes, outstanding asset management fintech products, and Capital Allocators University. With the Year in Review, we also kick off our countdown of the most popular episodes of 2025. We'll drop two this week and the top three next week. Wishing you a

en

56:24

Top 5 of 2025: #5: Adrian Meli

Capital Allocators – Inside the Institutional... ·

2025/12/22

We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long only public equities. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

en

53:11

Top 5 of 2025: #4: Alex Sacerdote

Capital Allocators – Inside the Institutional... ·

2025/12/22

We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of adoption. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

en

01:28:02

Matthew Dicks – Storytelling Mastery (EP.477)

Capital Allocators – Inside the Institutional... ·

2025/12/15

Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7, and nonprofits, including Yale, Harvard, and the FBI. His bestselling books, Storyworthy and its business companion, Stories Sell, are my favorite books on storytelling. Matt spent a decade as a manager at McDonalds, twenty years as a wedding DJ, and will retire this year after 27 years as a middle school teacher. He's written six fiction and three

en

01:02:02

Josh Wolfe & Brett McGurk – Venture, Geopolitics, and...

Capital Allocators – Inside the Institutional... ·

2025/12/08

Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a repeat past guest on the show. His first appearance from 2018 discusses his story, including phrases: 'chips in shoulders put chips in pockets,' 'failure comes from a failure to imagine failure,' and 'directional arrows of progress.' Brett joined Lux last year, following a 20-year career

en

01:09:30

[REPLAY] Josh Wolfe – Seeing the Lux (Capital...

Capital Allocators – Inside the Institutional... ·

2025/12/08

Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh's innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing. Our conversation covers Josh's early passion for science and finance, building a competitive advantage in venture capital from scratch, sourcing ideas,

en

48:12

Robert Boucai & James Broyer – Tax-Efficient...

Capital Allocators – Inside the Institutional... ·

2025/12/04

This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert is also the Founder of Newbrook Capital Advisors, a hedge fund he launched twenty years ago that today manages $1 billion across long-short and long-only strategies. He was born with sensorineural hearing loss and today serves on the Board of the Hearing Health

en

55:42

John Khoury – Asymmetry and Opportunity in Public...

Capital Allocators – Inside the Institutional... ·

2025/12/01

John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recently launched an active ETF, ticker: LPRE, which invests in the most attractively priced stocks from Long Pond's list of the highest-quality real estate businesses. Our conversation covers John's path into public real estate investing, changes in the

en

01:00:15

Michael Kelly – Democratizing Access to the Middle...

Capital Allocators – Inside the Institutional... ·

2025/11/24

Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets. Michael Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative asset manager focused on private middle-market strategies for the wealth channel. Michael has been in the alternatives industry for three decades, starting as an analyst under Lee

en

55:48

Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)

Capital Allocators – Inside the Institutional... ·

2025/11/20

This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collective investment trusts, and separately managed accounts. Dan joined the firm in 2002 as a junior analyst and took over leadership of the team six years later, guiding its evolution through vast changes in data, computing power, and investment methodology. Our conversation traces Dan's path from flipping

en

769 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 -...