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. Ted founded Capital Allocators LLC in 2016 to explore best practices in the asset management industry from the perspective of asset owners, managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, and educates investors. From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. Ted holds a BA, Cum Laude, from Yale University and an MBA from Harvard Business School.
Fixed income arbitrage relies on identifying inefficiencies across substantially similar instruments, a strategy that has sustained Bracebridge Capital for over three decades. Nancy Zimmerman, co-founder of the firm, highlights that enduring market mispricings stem from constrained economic agents, benchmark-driven pas...
Real estate and infrastructure investing have evolved from opportunistic, leverage-heavy models toward a focus on durable, structural demand drivers and active asset management. Lauren Hochfelder, a 26-year veteran at Morgan Stanley, highlights that successful long-term performance requires rigorous, thematic analysis ...
Gavin Baker, Managing Partner and Chief Investment Officer of Atreides Management, discusses his investment philosophy, emphasizing the importance of rationality, intellectual honesty, and a willingness to be wrong. Baker highlights the need for an investment approach that aligns with one's emotional makeup, enabling b...
In this interview, John Graham discusses his non-traditional background, transitioning from a PhD in physical chemistry and a role as a research scientist to the investment business. He shares his experiences at CPP Investments, starting as an associate and eventually becoming CEO, highlighting the importance of mentor...
Investment professional Adrian Meli details his transition from an opportunistic hedge fund background to a long-only structure at Eagle, emphasizing the competitive advantage of long-term duration in an increasingly short-term market. Meli argues that the hedge fund industry’s alpha pool has diminished due to increase...
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