
Capital Allocators with Ted Seides
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.
Episodes


Jennifer Choi, CEO - ILPA (Investment Management Operations, EP.02)

Seth Klarman – Timeless Value Investing (EP.328)

Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)

James Aitken – Opportunities and Risks from Monetary Policy (EP.326)

Lauren Dillard, CFO - Vista Equity Partners (Investment Management Operations, Ep.01)

Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)

Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
The single-family rental (SFR) market has evolved from a fragmented, localized industry into a scalable institutional asset class, driven by a persistent national housing shortage and shifting demographic preferences. Don Mullen, founder of Pretium Partners, highlights that the core of this transformation lies in apply...

Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital...

WTT – The Impermanence of Permanent Capital

Eric Resnick – Ski, Golf, and Vacation Investing at KSL (Capital Allocators, EP.322)

Breitling, Andreas Holzmueller & Luke Chapman (Partners Group), S.2, EP.08

Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)

Mavis Tire Express Services, David Roux & Tom O'Rourke (BayPine), S.2, EP.07

Selective Search, Brent Beshore (Permanent Equity), S.2, EP.06

Yahoo, David Sambur (Apollo), S.2, EP.05

Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

WTT - I Don’t Know
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