Capital Allocators – Inside the Institutional Investment Industry

CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)

CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)

Ted Seides introduces the Capital Allocators University for investor relations and business development professionals and announces the summer series featuring CIOs, including Stan Miranda from Partners Capital and Jenny Heller from Brandywine. The episode replays conversations with Miranda, who recounts the founding o...

CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)

In this episode of Capital Allocators, host Ted Seides replays conversations from the Summer Series, focusing on CIOs, specifically a "multi-family office twofer" featuring Stan Miranda from 2023 and Jenny Heller. The conversation with Jenny Heller explores her investment process, particularly the concept of approachin...

CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)

In this episode of Capital Allocators, host Ted Seides replays a conversation with Mario Giannini, Executive Co-Chairman of Hamilton Lane, from 2022. Giannini discusses his accidental entry into the private equity business, the evolution of Hamilton Lane from a small firm to a trillion-dollar asset manager, and key les...

CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)

This episode of Capital Allocators features a summer series focused on CIOs, specifically an asset class twofer covering hedge funds and private equity. The episode includes a hedge fund panel with Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital, discu...

CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)

In this episode of Capital Allocators, Ted Seides interviews Ash Williams, the former CIO of the Florida State Board of Administration. Williams shares his early life in Florida and how he transitioned into the investment world through a series of unexpected opportunities in state government. He discusses his experienc...

CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)

In this episode of Capital Allocators, Ted Seides interviews Nicolai Tangen, the leader of Norges Bank Investment Management, Norway's $1.5 trillion sovereign wealth fund. Tangen discusses his background in research and interviewing, drawing from his experiences in the Norwegian Intelligence Service and hedge fund mana...

CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)

In this episode of Capital Allocators, host Ted Seides replays a conversation with Steve Rattner, who manages Michael Bloomberg's family office, Willett Advisors. Rattner discusses his diverse career, from journalism to investment banking, private equity, and government service as the Car Czar during the 2008 financial...

CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)

WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought

This podcast episode, "What Ted's Thinking – Deconstructing Private Equity, Portfolio Construction for the Post-Distribution Drought," is a monologue by Ted, who analyzes the current state and future of private equity investments. He predicts a significant reduction in institutional commitments due to extended holding...

CIO Greatest Hits: Endowments – Scott Wilson (WashU)

Ted Seides introduces a summer series featuring past episodes with CIOs, specifically highlighting conversations with Andy Golden and Scott Wilson. The episode replays a conversation with Scott Wilson, CIO of Washington University, discussing his unconventional investment style centered around concentrated positions an...

CIO Greatest Hits: Endowments – Andy Golden (Princo)

Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

In this episode of Capital Allocators, host Ted Seides interviews Ron Kantowitz, Head of Private Debt for Invesco's Global Senior Loan Platform, about direct lending. Kantowitz discusses his career path, the evolution of direct lending as an asset class, and Invesco's conservative investment strategy focused on senior ...

Tim Sullivan – Yale’s Private Portfolio (EP.456)

In this episode of Capital Allocators, Ted Seides interviews Tim Sullivan, who recently retired from overseeing Yale University's private market portfolios for 39 years. Sullivan discusses his early days at Yale, the evolution of private equity and venture capital, lessons learned from market crashes and booms, and the...

WTT: A New Twist on an Old Bet with Buffett

Ted Seides recounts his 18-year-old bet with Warren Buffett pitting hedge funds against the S&P 500, discussing the outcome, its unexpected consequences, and proposing a new bet: private equity versus the S&P 500. He analyzes the potential factors influencing the outcome of this new bet, considering leverage, size, co...

Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)

In this episode of Capital Allocators, Ted Seides interviews Michael Ovitz, the co-founder of Creative Artists Agency (CAA), about his journey from Hollywood to investing. Michael shares formative experiences from his upbringing that instilled a relentless drive in him, the origins and culture of CAA, and his transitio...

[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)

In this episode of Capital Allocators, Ted Seides interviews Ali Hamed, the founder of CoVenture, about his firm's growth and investment strategies, particularly within Crossbeam Venture Partners. Ali discusses CoVenture's evolution from software for equity to tech-enabled asset-backed credit and early-stage venture ca...

[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)

In this episode of Capital Allocators, Ted Seides hosts a panel discussion with Brett Barth, Meredith Jenkins, Jon Harris, and Casey Whalen, who delve into various investment-related topics. They begin with a lighthearted game of Final Jeopardy before transitioning to a discussion on private market liquidity, allocatio...