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.
The podcast "What Ted's Thinking" analyzes a recent viral video featuring an interview with Sydney Sweeney to highlight three essential interviewing techniques: open-ended questions, short questions, and pregnant pauses. The host, Ted, explains that the goal of an interview is to gather information and learn, contrasti...
In this episode of Capital Allocators, Ted Sides interviews Jay Ripley, Head of Investments and Deputy Managing Partner at Global Endowment Management (GEM), about manager selection, particularly with early-stage funds. Jay discusses his path into the investment world, his transition from GP to LP, and GEM's approach t...
In this episode of Capital Allocators, Ted Seides interviews Matt Bank, Deputy CIO at GEM, an OCIO managing $12 billion. Matt discusses his journey into investing, influenced by David Salem's liberal arts approach, and his move to GEM. The conversation explores GEM's governance model, emphasizing risk management, clien...
In this episode of Capital Allocators, Ted Seides interviews Dave Thornton, CEO of Vested, a venture secondaries platform focused on providing liquidity to startup employees and offering diversified exposure to top venture-backed startups. Dave shares his background in finance and entrepreneurship, detailing his experi...
In this episode of Capital Allocators, Ted Seides interviews Jeff Aronson, co-founder of Centerbridge Partners, discussing Aronson's career journey from law school to distressed investing, his time at Angelo Gordon, and the founding of Centerbridge with Mark Gallogly. They explore Centerbridge's investment model, which...
In this episode of Capital Allocators, host Ted Seides interviews Mike Trigg and Sanjay Ayer, portfolio managers at WCM Investment Management, about how the firm navigated a challenging period of underperformance after a long streak of success. They discuss the changes they made to their investment process, including r...
In this episode of Capital Allocators, host Ted Seides interviews Paul Black and Mike Trigg from WCM Investment Management, revisiting their firm's journey to becoming a $100 billion powerhouse. They discuss the unconventional strategies employed after a period of underperformance, emphasizing the importance of embraci...
In this episode of Capital Allocators, Ted Seides interviews Morgan Housel, bestselling author, about his latest book, "The Art of Spending Money." Housel discusses the psychological elements influencing spending habits, such as envy, aspiration, and contentment, and emphasizes the importance of aligning spending with ...
In this episode of Capital Allocators, Ted Seides interviews Morgan Housel, author of "The Psychology of Money" and "Same As Ever," about his books, the role of storytelling in finance, managing expectations, and the concept of compounding. Housel shares insights on risk management, behavioral incentives, and the impor...
In this episode of Capital Allocators, host Ted Seides interviews John Graham, President and CEO of the Canadian Pension Plan Investment Board (CPPIB), discussing the evolution of the Canadian model for pension fund management, CPPIB's investment framework, and leadership strategies. Graham shares his non-traditional b...
In this episode of Capital Allocators, host Ted Seides interviews Eric Mogelof, Head of Global Client Solutions at KKR, about the potential for private market allocations within retirement plans, particularly defined contribution (DC) plans. They discuss the current landscape of retirement assets, breaking it down into...
In this episode of Capital Allocators, Ted Seides interviews Matt Spielman, CEO of Inflection Point Partners, about leadership in investment organizations. Matt shares insights from his executive coaching experience, discussing the challenges leaders face, such as loneliness and the importance of having a clear "why." ...
In this episode of Capital Allocators, Ted Seides interviews Mason Morfit and Rob Hale, co-CEOs of ValueAct Capital, about their distinctive approach to activist investing, which favors quiet partnerships with management teams over confrontation and publicity. They discuss the firm's history, evolution, investment phil...
In this episode of Capital Allocators, host Ted Seides interviews Jack Kokko, co-founder and CEO of AlphaSense, a market intelligence platform. Kokko discusses his background, the initial frustrations that led to the creation of AlphaSense, and the evolution of the platform from a semantic search engine to an AI-powere...
In this episode of Capital Allocators, Ted Seides interviews Herb Wagner, the managing partner of Finepoint Capital, a $4 billion opportunistic value hedge fund. Herb discusses his early life and career, including formative jobs and influential mentors like Seth Klarman and David Tepper. The conversation explores the e...
In this episode of Capital Allocators, Ted Seides interviews Adrian Meli, Co-Chief Investment Officer of Eagle Capital Management, about his journey into investing, from his childhood fascination with finding value to his transition from the hedge fund world to a long-only strategy. Adrian discusses his rationale for m...
In this episode of Capital Allocators, host Ted Seides presents his appearance on Michael Sidgmore's Alt Goes Mainstream podcast, where they discuss lessons from the Private Wealth miniseries, David Swensen's legacy, private market interest from the wealth channel, parallels between private equity and hedge funds, beha...
Ted Seides hosts Capital Allocators, featuring interviews with Raphael Arndt from Australia Future Fund (from 2018) and Geoffrey Rubin from CPPIB (from 2022). The episode explores the Total Portfolio Approach of these Sovereign Wealth Funds, contrasting Australia's focus on external manager partnerships with CPPIB's hy...
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