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.
In this podcast, Jeff Glass, co-founder and CEO of Hometap Equity Partners, shares insights into his journey as an entrepreneur. Hometap offers homeowners a unique way to tap into their home equity without the need to sell or incur debt. Jeff reflects on his early sales experiences and the valuable lessons he learned w...
Jon Glidden, the CIO of Delta Airlines' $16 billion pension fund, has successfully turned around a severely underfunded plan. His approach revolves around four main strategies: utilizing portable alpha through market-neutral hedge funds, tapping into private markets like private equity and real assets, enhancing return...
In this episode of Capital Allocators, hosts Chris and Rob Michalik, twin brothers and co-founders of Kinderhook Industries, share their inspiring journey from childhood jobs to establishing a thriving middle-market private equity firm. They discuss their strong partnership and the family-like culture that defines thei...
In this episode of Private Equity Deals, hosts Chris and Rob Michalik, twin brothers and co-founders of Kinderhook Industries, share insights into their private equity firm that focuses on middle-market businesses. They delve into Kinderhook's investment in Ironclad Environmental Services, a top provider of industrial ...
In this podcast episode, Scott Bessent, a prominent global macro investor and the CEO/CIO of Key Square Group, shares insights from his impressive career in the investment world. He reflects on his early experiences in Little River, South Carolina, and discusses the key influences that shaped his investment philosophy....
In this podcast episode, Ricky Sandler, founder of Eminence Capital, shares his inspiring journey from a finance-driven background to creating his own hedge fund. Together with Ted Seides, they delve into crucial topics such as the evolution of investment strategies, the role of quantitative tools, and the importance o...
In this podcast episode, we delve into Yale University's Prospect Fellowship program, which aims to empower new investment managers while honoring Yale's strong investment legacy established by David Swensen. The speaker discusses the motivations behind the program, the potential risks involved, and the complex dynamic...
In this podcast episode, Ted Seides talks with Brad Briner, a candidate for North Carolina State Treasurer, about the state's struggling pension fund and Briner's plans for improvement. They explore Briner's rich background in investment, from his work in endowment management to his role at Willett Advisors, sharing va...
In this podcast episode, Ted Seides sits down with Steve Rattner to explore his fascinating career that spans journalism, investment banking, private equity, government service, and managing Michael Bloomberg's family office. Rattner offers valuable insights from his experiences, emphasizing the importance of building ...
In this podcast episode, Matt Miller, Managing Director of Grey Rock Investment Partners, shares his insights on energy investing. He discusses his journey and the firm's strategic approach to navigating the complexities of traditional and renewable energy markets. Matt highlights the impact of ESG factors on investmen...
In this podcast episode, Kristof Gleich shares his unique career journey from physics to leading roles in major financial institutions, contrasting the cultures of Goldman Sachs and JP Morgan. He discusses how Harbor is strategically transforming to adapt to industry changes, particularly the transition from mutual fun...
In this podcast episode, behavioral economist Dan Ariely talks about his work with Irrational Capital and underscores the vital role of human capital in boosting corporate performance. He shares how his firm's research methods have evolved, stressing the importance of employee experiences over surface-level metrics lik...
This podcast episode explores Stephen Nesbitt's journey from traditional index funds to leading innovative alternative investments with his company, Cliffwater. It delves into his detailed research methods for selecting asset managers, his strategic shift towards private debt due to low yields, and the creative use of ...
This podcast episode features David Salem, a seasoned institutional investor, sharing his remarkable journey and deep insights accumulated over four decades in the field. From his early influences at Middlebury College and pivotal roles at GMO and TIFF to his current ventures with Hedgeye, Salem delves into critical th...
This podcast episode delves into the profound impact of relationships in the investment landscape, showcasing Rahul's journey and insights since his first appearance on the show. Emphasizing the significance of storytelling, long-term relationship building, and a value-centric approach to investor communications, Rahul...
This podcast episode delves into the transformative evolution of corporate governance in Japan, exploring the challenges and successes of various reform attempts. Toby emphasizes the necessity of long-term value creation over short-term profits, highlighting the significant role of the Government Pension Investment Fun...
This podcast episode highlights the journey of Maples in establishing Floodgate, a seed fund dedicated to lean startups, and his insights into the dynamics of startup success through concepts like inflection theory and the vital need for founders to align authentically with their vision. By challenging conventional nor...
This podcast episode delves into the journey of Dave Breazzano and DDJ Capital Management, highlighting the myriad strategies for navigating the complex landscape of high-yield investing, market inefficiencies, and risk management. Dave elucidates the importance of empirical analysis to debunk myths surrounding high-yi...
This podcast episode delves into the strategic insights of Jase Auby, CIO of TRS, as he navigates the complexities of risk management, energy investment, and innovative portfolio strategies in a large pension fund context. Highlighting TRS's unique position, Auby emphasizes the crucial balance between quantitative and ...
This podcast episode delves into the misconceptions surrounding private equity, driven by the author's insights from his book "Private Equity Deals." It articulates how private equity has evolved over two decades, showcasing its capability to enhance businesses through dedicated capital and expertise, while challenging...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
