Episodes
A decade of tape. Every episode is checked claim by claim and playable.
37 episodes in 2026
🎙CAPITAL ALLOCATORS
15m SPECIAL ANNOUNCEMENT: Capital Allocators University Online
Ted Seides and colleague Hank announce the launch of Capital Allocators University Online, transitioning their executive curriculum into a flexible, MasterClass-style on-demand platform. The…
4 statements 2 featured
🎙CAPITAL ALLOCATORS
44m Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, shares her strategic perspective on managing an eighty-billion-dollar real estate and infrastructure platform. She details th…
26 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 15m Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
In this episode of Capital Allocators, host Ted Seides interviews Michelle Knudsen, Chief Investment Officer at New York University, on executing a comprehensive overhaul of the university's…
24 statements 8 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
51m Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
In this episode of the Senior Decision Makers miniseries, Luis Laboy, Director of Public Equities at the William and Flora Hewlett Foundation, shares how his fifteen years as an emerging mar…
18 statements 7 featured
🎙CAPITAL ALLOCATORS
52m Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
In this episode of Capital Allocators, host Ted Seides interviews Frank Danieli, Head of Global Credit Solutions at MA Financial Group, exploring how Australia's post-GFC banking regulations…
31 statements 7 featured 8 assessments
🎙CAPITAL ALLOCATORS
58m Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Baroness Dambisa Moyo joins Ted Seides to discuss corporate governance, macroeconomic pragmatism, and the evolution of her family office, Altered Trajectory. Drawing on experiences across gl…
21 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 11m Moat Investing Nuances – Pat Dorsey (EP.509)
In Episode 509 of Capital Allocators, host Ted Seides interviews Pat Dorsey, founder of Dorsey Asset Management, about the qualitative nuances of economic moat analysis, executive management…
49 statements 15 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 2m Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
In this episode of the 'Senior Decision Makers' miniseries, Nicholas Csicsko, Managing Director at Trinity Wall Street Endowment, details how his background in musical composition informs hi…
17 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
51m Homegrown CIO at Williams College - Abigail Wattley (EP.507)
Williams College Chief Investment Officer Abigail Wattley joins Ted Seides to discuss her two-decade journey from junior analyst to CIO, detailing how the $4.5 billion endowment balances lon…
20 statements 5 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 0m Hotel Investing at EOS – Jonathan Wang (EP.506)
Jonathan Wang, founder and CEO of EOS Investors, discusses how his firm combines scientific underwriting, disciplined market selection, and a vertically integrated operating model to drive v…
19 statements 7 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 9m Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
In this episode of Capital Allocators, Ted Seides interviews Rajiv Jain, Chairman and CIO of GQG Partners, exploring his contrarian investment philosophy, crisis-tested risk management, and …
53 statements 14 featured 8 assessments
🎙CAPITAL ALLOCATORS
1h 2m Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
In this episode of Capital Allocators, host Ted Seides interviews Ethos Capital co-founder Erik Brooks on his career evolution from value investing and frontier privatizations to establishin…
28 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 13m Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
In this episode of Capital Allocators, legendary capital fundraiser John Kim (Kimmer) joins Ted Seides to break down the philosophy, psychology, and tactical execution of institutional fund …
30 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 1m Making Mistakes – Josh Steiner (EP.502)
In this episode of Capital Allocators, host Ted Seides interviews investor and author Josh Steiner about deconstructing professional mistakes, cognitive decision-making frameworks, and effec…
15 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
57m Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
In this episode of Capital Allocators, host Ted Seides interviews Will England of Walleye Capital, Derek Drummond of SWIB, and Tony Caruso of UTIMCO to discuss Dockside, an innovative manage…
21 statements 5 featured 5 assessments
🎙CAPITAL ALLOCATORS
59m Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
In this milestone 500th episode of Capital Allocators, WCM Investment Management executives Sloan Payne and Dave Jerger discuss how prioritizing human-centric culture, radical trust, psychol…
21 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 8m Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
In this episode of Capital Allocators, host Ted Seides speaks with Alex Sloane and Matt Perelman, co-founders of Garnett Station Partners, examining their operational origins, shared-desk cu…
30 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
51m Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
In this episode of Capital Allocators, host Ted Seides interviews Rodney Comegys, Chief Investment Officer of Vanguard Capital Management, on the operational mechanics, trading execution, an…
21 statements 5 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Renowned executive coach Randall Stutman joins Ted Seides to share empirical, behavioral leadership strategies derived from studying thousands of elite leaders. The conversation details acti…
36 statements 11 featured
🎙CAPITAL ALLOCATORS
24m Promote Giving – A New Model for Performance-Driven Giving (EP.496)
Joel Holsinger, co-head of alternative credit at Ares Management, joins Ted Seides to discuss Promote Giving, an initiative mobilizing alternative asset managers to pledge at least five perc…
5 statements 3 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 4m Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
In this episode, Bruce MacDonald, CEO and CIO of VCU Investment Management Company, explains how his five-person team built a top-performing $2.5 billion endowment from scratch by concentrat…
29 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
50m Kieran Goodwin – Private Credit Concerns (EP.494)
In this episode of Capital Allocators, host Ted Seides interviews credit market veteran Kieran Goodwin of Saba Capital to discuss his extensive trading career, the structural fragilities of …
22 statements 9 featured 8 assessments
🎙CAPITAL ALLOCATORS
1h 22m Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
In this episode of Capital Allocators, GMO co-founder Jeremy Grantham joins Ted Seides to examine six decades of market cycles, outlining his statistical framework for identifying speculativ…
44 statements 12 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 2m Will Guidara – Unreasonable Hospitality (EP.492)
Restaurateur and author Will Guidara joins Ted Seides to explain how operationalizing 'unreasonable hospitality' and prioritizing human emotion creates an enduring competitive advantage acro…
18 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
45m Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
In this episode of Capital Allocators, host Ted Seides interviews Ryan Lovell, Director of Capital Markets at Chainlink Labs, exploring how decentralized oracle networks, tokenization, and c…
8 statements 4 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 15m Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
In this episode of Capital Allocators, host Ted Seides interviews Katelin Holloway, founding partner at Seven Seven Six, who explains how her extensive background in human resources and orga…
18 statements 8 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 13m Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
In this in-depth interview with Ted Seides, Atreides Management CIO Gavin Baker reflects on his formative influences, emotional discipline, and the truth-seeking crossover investment strateg…
40 statements 12 featured 2 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 9m Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
Host Ted Seides speaks with institutional allocators Ed Grefenstette of The Dietrich Foundation and Sean Warrington of Gresham Partners to explore the post-2021 venture capital landscape. Th…
42 statements 12 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 6m Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
In this episode of Capital Allocators, host Ted Seides interviews Bobby Jain, founder of Jain Global, on designing a premier multi-strategy hedge fund from first principles, managing complex…
41 statements 14 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 2m Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
In this episode of Capital Allocators, host Ted Seides interviews Stephen Gilmore, Chief Investment Officer of CalPERS, exploring the fund's strategic transition to the Total Portfolio Appro…
24 statements 8 featured 7 assessments
🎙CAPITAL ALLOCATORS
57m Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Brendan O'Connor, CEO of Regal Partners, explains how the firm scaled from an A$1B boutique into an A$21B publicly listed multi-strategy alternative asset manager. He outlines how Regal capi…
17 statements 7 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 19m Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
In this interview with Ted Seides, Jonathan Lewinsohn, co-founder of Diameter Capital Partners, explores the firm's approach to investing across corporate credit microcycles, private lending…
31 statements 11 featured 10 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 5m Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
In this interview, SCS Financial Chief Investment Officer Lane MacDonald shares his journey from elite collegiate hockey and private equity dealmaking to leading a multi-billion-dollar insti…
27 statements 9 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 22m Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
In this episode of Capital Allocators, Nick Rohatyn, founder and CEO of The Rohatyn Group, explains why conventional mono-asset and benchmark-driven investment models fail in emerging market…
38 statements 11 featured 10 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 12m Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
In this episode of Capital Allocators, Apollo Asset Management Co-President Scott Kleinman details the firm's evolution from a boutique distressed private equity shop into a global alternati…
46 statements 13 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Dr. Ashby Monk joins Ted Seides to discuss the Total Portfolio Approach (TPA), the transformative impact of artificial intelligence and InvestTech on institutional asset allocators, and stru…
26 statements 9 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 7m Mike Gitlin – The Century of Capital Group (EP.479)
Mike Gitlin, CEO of Capital Group, discusses the $3.2 trillion asset manager's generational private ownership, proprietary multi-manager Capital System, and long-term incentive structure, ou…
29 statements 11 featured 8 assessments 1 contradicted