Episodes
A decade of tape. Every episode is checked claim by claim and playable.
48 episodes in 2019
🎙CAPITAL ALLOCATORS
57m Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
Dr. Charles Vorster, a Cleveland Clinic neurosurgeon with an MBA from Yale, joins host Ted Seides to explore decision-making, acute stress management, and team leadership in high-stakes envi…
18 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
42m Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Recorded live at the 2019 TIFF Annual Investment Forum, host Ted Seides moderates a discussion with CIOs Neal Triplett of DUMAC and Kim Lew of the Carnegie Corporation on asset allocation, m…
16 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 0m Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
In this episode of Capital Allocators, host Ted Seides speaks with Institutional Investor Editor-in-Chief Kip McDaniel about the art of financial storytelling, investigative journalism, digi…
27 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
56m Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
In this episode of Capital Allocators, host Ted Seides interviews Anne Martin, Chief Investment Officer of Wesleyan University, exploring her non-linear journey from elite rowing and technol…
32 statements 9 featured
🎙CAPITAL ALLOCATORS
56m Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
In this episode of Capital Allocators, Ted Seides interviews Drew Dickson, founder and CIO of Albert Bridge Capital, exploring his concentrated European equity strategy that integrates deep …
26 statements 9 featured 1 assessments
🎙CAPITAL ALLOCATORS
56m Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
In this episode of Capital Allocators, host Ted Seides interviews Steve Rattner, Chairman and CEO of Willett Advisors, discussing his multifaceted career spanning journalism, investment bank…
24 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 11m Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
In this episode of Capital Allocators, host Ted Seides interviews Jason Karp, founder and CEO of HumanCo, about his journey from quantitative and fundamental hedge fund management to mission…
14 statements 5 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
Dawn Fitzpatrick, Chief Investment Officer of Soros Fund Management, details her journey from derivatives pit trading to managing $25 billion in philanthropic capital, outlining her framewor…
26 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 12m Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
In this interview with Ted Seides, Ash Fontana discusses the founding thesis and operational methodology of Zetta Ventures, an early-stage venture firm dedicated to B2B artificial intelligen…
29 statements 10 featured 1 assessments
🎙CAPITAL ALLOCATORS
55m Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Ana Marshall, Chief Investment Officer of the William and Flora Hewlett Foundation, explains how her eighteen-year background in direct fundamental investing informs her high-conviction port…
39 statements 9 featured 2 assessments
🎙CAPITAL ALLOCATORS
41m Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
In this episode of Capital Allocators, Ted Seides interviews Jay Girotto, founder of Farmland Opportunity, exploring how institutional capital can access high-quality U.S. row crop farmland …
28 statements 9 featured 10 assessments
🎙CAPITAL ALLOCATORS
56m Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Macroeconomic researcher and author Jonathan Tepper joins Ted Seides to explain Variant Perception's quantitative forecasting engine and explore the core arguments of his book, The Myth of C…
27 statements 9 featured 11 assessments
🎙CAPITAL ALLOCATORS
32m Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
Ted Seides interviews 8VC founding partner Joe Lonsdale to examine his trajectory from co-founding Palantir and Addepar to building an elite venture capital firm. The conversation explores 8…
16 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
53m Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)
Cognitive psychologist Dr. Gary Klein joins investment authors Paul Sonkin and Paul Johnson to explain how naturalistic decision-making, tacit expertise, and properly executed pre-mortem ana…
15 statements 7 featured 3 assessments
🎙CAPITAL ALLOCATORS
41m Michael Schwimer - Sports Betting at JAMBOS (First Meeting, EP.08)
In this episode of Capital Allocators, Michael Schwimer discusses how Big League Advance's elite quantitative sports analytics evolved into JAMBOS, a sports handicapping platform designed to…
24 statements 9 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 4m Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
In this episode of Capital Allocators, host Ted Seides interviews Matt Whineray, CEO of the New Zealand Superannuation Fund, exploring the sovereign wealth fund's four competitive endowments…
47 statements 12 featured 8 assessments
🎙CAPITAL ALLOCATORS
1h 6m Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
In this episode of Capital Allocators, host Ted Seides interviews Scott Kupor, Managing Partner of Andreessen Horowitz, exploring the firm's pioneering founder-centric operational model, hig…
31 statements 11 featured 4 assessments
🎙CAPITAL ALLOCATORS
54m Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
In this episode of Capital Allocators, host Ted Seides interviews entrepreneur and author Eric Ries to examine the foundations of the Lean Startup methodology and its practical application i…
21 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
50m David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
In this episode of Capital Allocators, host Ted Seides interviews Cambridge Associates CEO David Druley to examine the evolution of institutional portfolio management, manager due diligence,…
19 statements 7 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
In this episode of Capital Allocators, host Ted Seides interviews Galaxy Digital founder and CEO Mike Novogratz about his evolution from a Wall Street macro trader to a prominent digital ass…
12 statements 5 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 3m Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
In this episode of Capital Allocators, Ted Seides interviews Jon Harris, CEO of Alternative Investment Management (AIM), exploring his people-first investment philosophy, qualitative due dil…
19 statements 7 featured
🎙CAPITAL ALLOCATORS
47m André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04)
Ted Seides interviews André Bourbonnais, Global Head of BlackRock Long-Term Private Capital, about his leadership across major Canadian pension funds and the creation of an innovative perman…
10 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 20m Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
In this episode of Capital Allocators, host Ted Seides interviews Ash Williams, Executive Director and CIO of the Florida State Board of Administration, exploring his leadership of a $200 bi…
16 statements 6 featured 6 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 22m Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
In this episode of Capital Allocators, host Ted Seides interviews Sam Sicilia, Chief Investment Officer of Hostplus, who explores how the Australian superannuation fund leverages its young d…
28 statements 10 featured 5 assessments
🎙CAPITAL ALLOCATORS
51m Martin Whittaker – JUST Capital (First Meeting, EP.02)
Martin Whittaker, founding CEO of JUST Capital, joins Ted Seides to explain how nationwide public polling and rigorous data science redefine corporate excellence around stakeholder prioritie…
12 statements 5 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
45m Jon Wertheim – Sports and… (Capital Allocators, EP. 102)
In this episode of Capital Allocators, host Ted Seides interviews veteran sports journalist and author Jon Wertheim to explore the intersections of sports, behavioral economics, and decision…
15 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 18m Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
In the premiere episode of First Meeting, host Ted Seides interviews Patrick O'Shaughnessy, CEO of O'Shaughnessy Asset Management, exploring the firm's systematic factor investing models, no…
37 statements 10 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
54m Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Former BlackRock Managing Director Khe Hy reflects on his transition from a high-powered Wall Street career to founding RadReads, exploring the psychological realities of wealth and fulfillm…
14 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 8m Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
In this 100th episode of Capital Allocators, host Ted Seides interviews Tim Recker, CIO of the James Irvine Foundation, exploring institutional governance, an ultra-concentrated 25-manager p…
43 statements 11 featured 3 assessments
🎙CAPITAL ALLOCATORS
59m Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
In this episode of Capital Allocators, host Ted Seides interviews renowned investment strategist Michael Mauboussin to explore the BAIT framework for systematically identifying sustainable i…
25 statements 5 featured 8 assessments
🎙CAPITAL ALLOCATORS
59m Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
In this episode of Capital Allocators, host Ted Seides interviews Jon Hirtle, Executive Chairman of Hirtle Callaghan, exploring the genesis of the Outsourced Chief Investment Officer (OCIO) …
15 statements 4 featured 1 assessments
🎙CAPITAL ALLOCATORS
42m Matt Levine – Money Stuff (Capital Allocators, EP.97)
Financial columnist Matt Levine joins Ted Seides to discuss his transition from corporate law and investment banking to authoring Bloomberg's Money Stuff, breaking down complex securities re…
20 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
52m David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
In this live Columbia University interview on Capital Allocators, host Ted Seides speaks with David Zorub, founder and CIO of Parsifal Capital. Zorub discusses his multi-asset career evoluti…
18 statements 6 featured
🎙CAPITAL ALLOCATORS
1h 3m Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
In this episode of Capital Allocators, lacrosse champion and entrepreneur Paul Rabil discusses his journey from professional athlete to sports business innovator with host Ted Seides. Rabil …
11 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
49m Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94)
In this crossover interview on The Meeting Strategist, Capital Allocators host Ted Seides discusses the qualitative art of manager due diligence, behavioral finance, and how active listening…
17 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 13m Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
In this episode of Capital Allocators, host Ted Seides interviews behavioral economist Dan Ariely to explore how human psychology, workplace motivation, and institutional trust can be rigoro…
14 statements 6 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 23m Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
In this episode of Capital Allocators, host Ted Seides interviews Jordi Visser, President and CIO of Weiss Multi-Strategy Advisors, exploring the modern evolution of active portfolio managem…
36 statements 11 featured 1 assessments
🎙CAPITAL ALLOCATORS
47m Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
In this episode of Capital Allocators, host Ted Seides interviews EJF Capital founder Manny Friedman to examine the legislative architecture, tax mechanics, and economic potential of federal…
22 statements 8 featured 11 assessments 5 contradicted
🎙CAPITAL ALLOCATORS
43m Thomas Russo – All About Google (Capital Allocators, EP.90)
In this episode of Capital Allocators, host Ted Seides interviews veteran value investor Tom Russo on his rare portfolio addition of Alphabet (Google), exploring how consumer brand investing…
15 statements 6 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Institutional value investor Tom Russo joins Ted Seides to deliver a comprehensive analysis of Berkshire Hathaway, exploring its subsidiary autonomy, insurance float economics, capital alloc…
25 statements 9 featured 9 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 3m Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
In this episode of Capital Allocators, host Ted Seides interviews Matt Botein, co-founder of Gallatin Point Capital and former CIO of BlackRock Alternatives, exploring flexible private capit…
13 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 4m Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
In this episode of Capital Allocators, host Ted Seides interviews master capital raiser Rahul Moodgal, who shares his journey from academia to scaling premier hedge funds like TT Internation…
17 statements 4 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 17m Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
In this episode of Capital Allocators, host Ted Seides interviews Chris Ailman, longtime Chief Investment Officer of CalSTRS, who shares his strategies for managing a $220 billion public pen…
28 statements 7 featured 6 assessments
🎙CAPITAL ALLOCATORS
59m Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
Former Pine River Capital Management lead portfolio manager Steve Kuhn speaks with Ted Seides about his career in structured credit, the structural dynamics of active asset management, and h…
23 statements 9 featured 7 assessments
🎙CAPITAL ALLOCATORS
53m Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
In this episode of Capital Allocators, host Ted Seides interviews Donna Snider, Managing Director at the Kresge Foundation, exploring her transition from Wall Street derivatives structuring …
17 statements 5 featured
🎙CAPITAL ALLOCATORS
43m Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
In this episode of Capital Allocators, host Ted Seides interviews Ron Biscardi, co-founder and CEO of Context Capital Partners, exploring the evolution of emerging hedge fund acceleration, t…
12 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
57m Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
In this episode of Capital Allocators, host Ted Seides interviews Jean Hynes, Managing Partner at Wellington Management, exploring her career journey from administrative assistant to managin…
21 statements 6 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 0m Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
In this episode of Capital Allocators, host Ted Seides interviews Prosek Partners founder and CEO Jennifer Prosek about the strategic transformation of marketing, brand building, and crisis …
17 statements 5 featured 1 assessments