Capital Allocators – Inside the Institutional Investment Industry
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Capital Allocators – Inside the Institutional Investment Industry
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 hel...
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Interdisciplinary Skills: Interviewing – The Art of the Interview
This week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about intervi...
WTT: The Anatomy of a Blow-Up
This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters.
Read Ted's blog here.
Interdisciplinary Skills: Decision-Making – Annie Duke (2022)
Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practiti...
Interdisciplinary Skills: Decision-Making – Annie Duke (2018)
Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practiti...
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, mana...
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, afte...
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last deca...
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billio...
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)
Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, a...
WTT: 5.5 Lessons at 55
This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, an...
Moat Investing Nuances – Pat Dorsey (EP.509)
Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and...
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he...
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three year...
[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)
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WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma
This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners p...
Hotel Investing at EOS – Jonathan Wang (EP.506)
Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under m...
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing th...
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
Erik Brooks is the Co-Founder and Managing Partner of Ethos Capital, a middle-market private equity firm built to bring seasoned C-Suite operators int...
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
John Kim, or Kimmer, has raised more than $70 billion across his career for leading venture capital and private equity firms. Kimmer recently distille...
Making Mistakes – Josh Steiner (EP.503)
Josh Steiner is a polymath of the New York and D.C. power corridors across government, media, and finance, and co-author of From Mistakes to Meaning:...
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
Today's show discusses an innovative joint venture between asset owners and a multi-manager hedge fund that seeks to deliver smooth, equity-like retur...
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
Sloane Payne and Dave Joerger are the COO and CCO of WCM Investment Management, a firm chronicled over the years for its remarkable culture and growth...
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Alex Sloane and Matt Perelman are co-founders of Garnett Station Partners, a $4 billion private equity firm focused on buy-and-build investments in fo...
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
Rodney Comegys is the CIO of Vanguard Capital Management and its Head of Global Equity Indexing, where he oversees $8.5 trillion in index assets acros...
Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Randall Stutman is the founder of Admired Leadership and one of the most sought-after executive coaches in the world. He's known across Wall Street, t...
[REPLAY] Randall Stutman - Admired Leadership (EP.150)
Randall Stutman is founder and co-head of the Leadership Practice at CRA. and the Admired Leadership Institute. Randall is probably the top executive...
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
My guest on today's special episode is Joel Holsinger, Co-head of Ares' $50 billion Alternative Credit strategy. In addition to his long and stellar c...
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
Bruce MacDonald is the CEO and CIO of the Virginia Commonwealth University Investment Management Company, which runs $2.5 billion for VCU's endowment...
Kieran Goodwin – Private Credit Concerns (EP.494)
Kieran Goodwin is a Partner at Saba Capital, a $6 billion hedge fund manager that seeks to identify dislocations in credit and equity markets to gener...
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Jeremy ha...
WTT: When the Benchmark Becomes a Bet
Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it's the most widely used bench...
Will Guidara – Unreasonable Hospitality (EP.492)
Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitality has...
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance a...
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early-stage entrepreneurs that she started...
[REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he des...
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossov...
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
Learn more about our Strategic Investments: Old Well Labs.
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[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investme...
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 emp...
WTT: Can Private Markets Normalize?
Read Ted's blog here.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsu...