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.
This interview podcast features Ted Seides conversing with Mitchell Green, founder of Lead Edge Capital, a growth equity firm. The conversation begins with Green's background and career path, tracing his journey from family business exposure to venture capital and ultimately founding Lead Edge. A significant portion ...
This monologue podcast focuses on the current imbalance in the supply and demand of private equity fund flows. The speaker, Ted Seides, explains that the mismatch, originating in 2019, stems from factors such as faster fundraising, slower GP exits, and the denominator effect. He argues that while some liquidity solut...
This interview podcast episode features Ted Seides interviewing three managing directors from Lime Rock Capital about their remarkably successful investment in CrownRock, an oil and gas company. The discussion begins with the managing directors' backgrounds and Lime Rock's investment strategy, focusing on partnering wi...
This interview podcast features Ted Seides speaking with Mark Sullivan and Roberto Isch, partners at Wellington Management, a $1.3 trillion firm. The conversation centers on the evolution of Wellington's hedge fund strategies, from its beginnings in the mid-1990s to its current third-generation multi-strategy platform...
This interview podcast features Ted Seides speaking with Donald Miller, CEO of StoryBrand, about the art and science of crafting compelling brand messaging. The conversation follows a structured approach, starting with Miller's unconventional career path and moving into a detailed explanation of the seven key elements...
In this episode of the Capital Allocators podcast, a panel dives into how to get the most out of attending industry conferences. They discuss how to choose the right conferences by considering factors like access to limited partners (LPs), potential deal flow, branding opportunities, and media exposure. The conversatio...
In this podcast episode, listeners can enjoy a replay of an insightful conversation between Ted Seides and Scott Bessent, a distinguished global macro investor and nominee for the Treasury cabinet. Bessent shares stories from his remarkable 40-year investment career, including his time at Soros Fund Management, launchi...
In this episode of the Capital Allocators podcast, host Ben Carlson sits down with Michael Milken, a prominent financier and philanthropist. They explore Milken's remarkable journey, beginning from his childhood curiosity and leading to his groundbreaking impact on the high-yield bond market. Milken shares his five cen...
In this podcast episode, we revisit an interview with Cliff Asness, the founder and chief investment officer of AQR Capital Management. The discussion highlights Asness's journey from studying with Eugene Fama to establishing AQR, a firm that now manages around $100 billion. Key points of conversation include strategie...
In this episode of the Capital Allocators podcast, Ricky Sandler, CEO and CIO of Eminence Capital, shares insights from his impressive 30-year journey in long-short equity investing. He reflects on how he established Eminence in his 20s and adjusted his strategies to succeed in a constantly changing market. The convers...
In this episode of the Capital Allocators podcast, Ted Seides and Hank Strmac reflect on the year's journey, discussing the podcast's expansion, Ted's investment ventures, and their future aspirations. They explore significant themes in institutional investing, touching on the private equity cycle, the implications of ...
In this episode of the Capital Allocators podcast, hosts conversation with Alex Behring and Daniel Schwartz from 3G Capital, where they delve into their distinctive private equity strategy and the remarkable success of their Burger King acquisition. The episode kicks off with an introduction and details about a year-en...
In this episode of the Capital Allocators podcast, Jean Hynes, CEO of Wellington Management, shares insights into the firm's innovative approach to talent development and its growth into a global multi-asset manager. Hynes explains Wellington's apprenticeship-style training, a thorough interview process that prioritize...
In this podcast, Eric Peters discusses the journey of his firm, One River Asset Management, and its recent acquisition by Coinbase. He explains how his focus has shifted from personalized macro strategies to a comprehensive portfolio approach aimed at mitigating risk. This strategy incorporates systematic long equity v...
In this episode of the Capital Allocators podcast, Simon Krinsky from Hall Capital and Tim McCusker from NEPC discuss their recent mergers with Pathstone and Hightower Holdings. Both firms, known for their independence, delve into the reasons behind their decisions, sharing insights on the deal processes and the opport...
In this podcast, Chris Heller, co-founder of Cordillera Investment Partners, shares insights from a decade of investing in unique, non-traditional assets. Cordillera focuses on fragmented industries with little competition, allowing them to take their time to fully understand each opportunity before committing. Heller ...
In this episode of the Manager Meetings podcast, Chris Heller, co-founder of Cordillera Investment Partners, shares insights into his firm, which manages a $1.2 billion alternative investment fund. Cordillera specializes in "alternative alternatives"—unique, non-correlated assets such as aging whiskey, boat marinas, an...
In this podcast, Matt Bank, Deputy CIO of GEM, shares insights into his career journey and the firm's approach to Outsourced Chief Investment Officer (OCIO) services. He highlights a risk-first philosophy that centers on understanding client needs and their specific risk tolerances, including shortfall, drawdown, liqui...
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