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 episode of Capital Allocators, host Ted Seides interviews Hugh MacArthur, Chairman of Bain & Company’s Global Private Equity Practice, about the current state and future of the private equity industry. MacArthur discusses Bain's work in private equity, including due diligence, sourcing, value creation, and stra...
In this episode of Capital Allocators, Ted Seides interviews Bob Oros, the outgoing Chairman and CEO of Hightower Advisors, about the evolution of private wealth management and the RIA business. Oros discusses Hightower's founding and transformation, its acquisition strategy, advisor retention, and investment approach,...
In this episode of Capital Allocators, host Ted Seides interviews Josh Koplewicz, Managing Partner of Thayer Street Partners, a private equity firm focused on providing flexible growth capital to lower middle market companies in financial and business services. Josh discusses his early interest in business and real est...
In this episode of Capital Allocators, Ted Seides interviews David Breach, President and COO of Vista Equity Partners, about Vista's strategic expansion into the private wealth channel. David discusses his background, from food sales to law, and how those experiences shaped his approach to private equity. The conversat...
In this episode of Capital Allocators, Ted Seides interviews Robert F. Smith, the founder, chairman, and CEO of Vista Equity Partners, focusing on enterprise software companies. Smith discusses his background as a chemical engineer and his transition to finance, identifying inefficiencies in how software companies were...
In this episode of Capital Allocators, Ted Seides interviews Kipp deVeer, co-president of Ares Management, about the firm's approach to serving the private wealth channel. They discuss Ares' credit-centric strategies, its expansion in private wealth through acquisition, and the resources developed to scale distribution...
In this episode of Capital Allocators, Ted Seides interviews Kipp deVeer, a director and partner at Ares Management, focusing on Ares' growth, investment strategies, and market perspectives. Kipp discusses his background, the evolution of Ares from a small firm to a $360 billion asset manager, and the key inflection po...
In this episode of Capital Allocators, host Ted Seides interviews Jon Madorsky, Managing Partner and Co-Portfolio Manager of the secondaries strategy at RCP Advisors, to discuss the evolution of the secondaries market, its use cases, transaction types, and capital sources. Madorsky shares insights on RCP's investment s...
In this episode of Capital Allocators, host Ted Seides interviews Alex Abell, a managing partner at RCP Advisors, about investing in lower middle market buyout funds. Alex shares his career journey, starting as an LP and eventually merging Atlas Diligence with RCP. The conversation explores how to assess managers using...
In this episode of Capital Allocators, host Ted Seides interviews Kristin Kallergis Rowland (KK), Global Head of Alternative Investments for J.P. Morgan Wealth Management, about the firm's approach to alternative investing for private wealth clients. KK discusses her career path at J.P. Morgan, the firm's centralized r...
Ted Seides, in this monologue podcast, discusses the current challenging investment landscape. He emphasizes that the most difficult time to invest is always the present, citing various market uncertainties such as tariffs, economic conditions, and high valuations across asset classes. He analyzes the bull and bear ca...
This episode explores the increasing allocation of private wealth into alternative investments, a trend traditionally dominated by institutional investors. Ted Seides interviews Eric Mogelof, Head of Global Client Solutions at KKR, to discuss how KKR, a leading alternative asset firm, is adapting to serve the private w...
This episode explores James Clarke's journey in asset management, from his unconventional start in stand-up comedy to his pivotal roles at PIMCO and Blue Owl. Clarke emphasizes the importance of authenticity and relationship-building, recounting how perseverance and a client-first approach led to significant deals, suc...
This episode explores Doug Ostrover's career in leveraged finance and the evolution of direct lending, beginning with his early experiences at EF Hutton and culminating in the formation of Blue Owl Capital. Ostrover recounts how an unexpected shift led him to leveraged finance, emphasizing the importance of strong part...
This episode explores the evolving landscape of private wealth management, particularly focusing on UBS's approach to serving ultra-high-net-worth clients. John Mathews, head of private wealth management in the Americas for UBS, discusses the firm's scale, managing over $2 trillion in assets, and its emphasis on person...
This episode explores the convergence of private markets and private wealth, focusing on the evolving landscape for both asset managers (GPs) and investors (LPs). Against the backdrop of institutional investors increasingly allocating to alternative investments, the discussion highlights the growing trend of private we...
This episode explores investment opportunities in Latin America, particularly focusing on Venezuela and Central America. Against the backdrop of global geopolitical shifts and tariff uncertainties, the guest, Rodrigo Bitar, co-founder of 3B1 Partners, highlights the attractive valuations and young, growing populations...
This episode explores the challenges small fund managers face in raising capital and offers practical advice for overcoming these hurdles. The speaker highlights the common mistake of managers blaming external factors for their lack of success, emphasizing the importance of self-awareness and proactive effort. More s...
This episode explores the evolution of blockchain technology and its expanding applications in finance and beyond, featuring an interview with Ben Forman, founder and managing partner of ParaFi Capital. Against the backdrop of the industry's 2022 downturn, marked by significant bankruptcies, Forman highlights a subseq...
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