Episodes
A decade of tape. Every episode is checked claim by claim and playable.
33 episodes in 2017
🎙CAPITAL ALLOCATORS
1h 21m Deep Dive into Hedge Funds (Capital Allocators, EP.34)
In this retrospective dialogue from Capital Allocators, host Ted Seides joins Patrick O'Shaughnessy to dissect hedge fund manager selection, fee alignment, and portfolio construction derived…
30 statements 13 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 4m Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
In this episode of Capital Allocators, host Ted Seides interviews Chris Acito, CEO and CIO of Gapstow Capital Partners, to explore the evolution of alternative and structured credit, portfol…
17 statements 7 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 3m Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
In this episode of Capital Allocators, host Ted Seides interviews veteran value investors and Columbia Business School professors Paul Johnson and Paul Sonkin about their book Pitch the Perf…
21 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
56m Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
In this episode of Capital Allocators, host Ted Seides interviews Meredith Jenkins, Chief Investment Officer of Trinity Wall Street, who shares insights on multi-asset endowment management, …
14 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
43m Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
In this episode of Capital Allocators, host Ted Seides interviews Larry Mestel, founder and co-CEO of Primary Wave, exploring the valuation, proactive marketing, and portfolio management of …
15 statements 4 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 5m Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
In this episode of Capital Allocators, host Ted Seides interviews Dr. Ashby Monk on restructuring institutional asset ownership, eliminating excessive financial intermediation, and leveragin…
19 statements 5 featured 5 assessments
🎙CAPITAL ALLOCATORS
55m Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
Ted Seides interviews Jason Klein, Chief Investment Officer at Memorial Sloan Kettering Cancer Center, exploring how MSK constructs its $4.5 billion multi-asset portfolio, evaluates exceptio…
19 statements 7 featured
🎙CAPITAL ALLOCATORS
51m Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
In this episode of Capital Allocators, host Ted Seides interviews Ellen Ellison, Chief Investment Officer of the University of Illinois Foundation, exploring how she built an institutional e…
17 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
44m David Barrett – Searching for Leaders (Capital Allocators, EP.26)
In this episode of Capital Allocators, host Ted Seides interviews executive recruiter David Barrett to explore the business models, sourcing methodologies, governance dynamics, and vetting s…
12 statements 5 featured
🎙CAPITAL ALLOCATORS
1h 24m Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
University of Notre Dame Chief Investment Officer Scott Malpass discusses how three decades of mission-driven governance, disciplined manager sourcing, and factor-aware asset allocation grew…
35 statements 15 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 8m Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Ted Seides interviews Jim Dunn, CEO and CIO of Verger Capital Management, exploring the spin-out of Wake Forest University's endowment into an outsourced CIO model, factor-based portfolio co…
29 statements 11 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 7m Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Dan Egan, Director of Behavioral Finance and Investing at Betterment, joins Ted Seides to explain how quantitative behavioral economics, automated tax management, and intentional interface d…
24 statements 9 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
In this episode of Capital Allocators, ONE Championship founder and chairman Chatri Sityodtong details his journey from poverty to hedge fund success, explaining how he combined value-invest…
20 statements 7 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 3m Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
In this episode of Capital Allocators, host Ted Seides interviews Richard Lawrence, founder of Overlook Group, exploring his four-decade career compounding capital in Asian equities. Lawrenc…
31 statements 16 featured 5 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 12m Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
In this episode of Capital Allocators, host Ted Seides interviews Kip McDaniel, Chief Content Officer at Institutional Investor, to discuss allocator psychology, industry rankings, investiga…
31 statements 9 featured 11 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
56m Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
In this episode of Capital Allocators, host Ted Seides interviews Vice Cream founder Dan Schorr, who discusses how surviving personal trauma and cancer inspired him to create an unapologetic…
15 statements 7 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
Harvard Business School Professor Tom DeLong joins host Ted Seides to examine the psychological drivers, career pitfalls, and management challenges of high-achieving professionals. Drawing f…
15 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 7m Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
Ted Seides interviews Adam Blitz, CEO and CIO of Evanston Capital Management, exploring Evanston's bottom-up manager selection process, qualitative due diligence framework, low-leverage port…
29 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 3m Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
In this episode of Capital Allocators, host Ted Seides interviews veteran value investor Tom Russo to explore his multi-decade investment philosophy focused on global consumer brands, tax-de…
26 statements 7 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 14m Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
In this episode of Capital Allocators, host Ted Seides interviews renowned institutional investor Chris Douvos, Managing Director of Venture Investment Associates, exploring his pioneering c…
29 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 17m Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
In this episode of Capital Allocators, host Ted Seides interviews Andy Golden, longtime president of the Princeton University Investment Company (PRINCO), discussing his career evolution, go…
29 statements 9 featured 1 assessments
🎙CAPITAL ALLOCATORS
54m Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
In this episode of Capital Allocators, host Ted Seides interviews Mario Therrien, Senior Vice President at CDPQ, exploring the core pillars of the Canadian pension model, long-term governanc…
12 statements 3 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 9m Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
In this episode of Capital Allocators, host Ted Seides interviews Larry Kochard, CEO and CIO of UVIMCO, exploring his career trajectory, the trade-offs of internal versus external asset mana…
21 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 17m David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
In this episode of Capital Allocators, host Ted Seides interviews decorated Marine combat veteran and Harvard Business School graduate David 'Bull' Gurfein on applying military leadership, f…
18 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
59m Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
In this episode of Capital Allocators, host Ted Seides interviews Jeffrey Solomon, President of Cowen Group, exploring his journey from aspiring actor to founding Ramius Advisors and steerin…
18 statements 7 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 15m Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
In this episode of Capital Allocators, host Ted Seides interviews asset management luminary Charley Ellis to explore the structural evolution of financial markets, the compelling logic behin…
25 statements 9 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
In this episode of Capital Allocators, host Ted Seides interviews Jennifer Heller, President and Chief Investment Officer of Brandywine Trust Group, exploring her career journey from emergin…
19 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 10m Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
In this episode of Capital Allocators, host Ted Seides interviews Josh Brown, CEO of Ritholtz Wealth Management, about his journey from transactional stockbroking to becoming a prominent fid…
23 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 14m The Bet with Buffett (Capital Allocators, EP.05)
In this special episode of Capital Allocators, host Ted Seides and guest host Patrick O'Shaughnessy conduct a comprehensive post-mortem of Seides's famous ten-year million-dollar wager again…
32 statements 7 featured 14 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 5m Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
In this episode of Capital Allocators, host Ted Seides interviews Tom Lenehan, Deputy CIO at Rockefeller University, exploring his transition from direct private equity investing to managing…
15 statements 5 featured 6 assessments
🎙CAPITAL ALLOCATORS
58m Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
In this episode of Capital Allocators, Ted Seides interviews Brett Barth, Co-Founder and Managing Partner of BBR Partners, exploring his journey from Goldman Sachs to managing $12.5 billion …
23 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
54m André Perold – Academic Practitioner (Capital Allocators, EP.02)
In this episode of Capital Allocators, host Ted Seides interviews Harvard Business School professor emeritus and HighVista Strategies CIO André Perold to explore how academic rigor, probabil…
19 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 16m Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
In this inaugural episode of Capital Allocators, host Ted Seides interviews veteran investor Steve Galbraith, exploring his multifaceted career from Morgan Stanley Chief Strategist and Maver…
24 statements 7 featured 8 assessments