Episodes
A decade of tape. Every episode is checked claim by claim and playable.
84 episodes in 2021
🎙CAPITAL ALLOCATORS
50m Jamie Montgomery – March Capital (Manager Meetings, EP.26)
In this episode of Manager Meetings, host Ted Seides and institutional allocator Eric Yuppin interview March Capital Managing Partner Jamie Montgomery to examine the firm's concentrated ente…
20 statements 8 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
45m Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
In this episode of Manager Meetings, Agility's Nat Frazier interviews 137 Ventures co-founder Justin Fishner-Wolfson to explore the firm's bespoke collateralized lending model, late-stage ve…
11 statements 2 featured
🎙CAPITAL ALLOCATORS
1h 8m Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
Paul Black and Mike Trigg of WCM Investment Management explore how they rebuilt their firm into a $100 billion asset manager by pivoting to moat trajectory analysis, nurturing a culture of r…
22 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
54m Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
In this episode of Manager Meetings, Memorial Sloan Kettering CIO Jason Klein interviews Harlem Capital managing partners Jarrid Tingle and Henri Pierre-Jacques on their firm's evolution, in…
20 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 1m Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
In this episode of Capital Allocators, host Ted Seides interviews Christopher Zook, Chairman and CIO of CAZ Investments, exploring the firm's thematic investment philosophy, performance-alig…
18 statements 8 featured
🎙CAPITAL ALLOCATORS
58m Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
In this episode of Manager Meetings, Ahoy Capital founder Chris DuVos interviews First Round Capital partner Bill Trenchard to examine his transition from serial entrepreneur to seed investo…
18 statements 6 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 18m Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Arctos Sports Partners co-founders Ian Charles and Doc O'Connor join Ted Seides to explain the investment thesis, regulatory landscape, and institutional strategy behind acquiring minority e…
31 statements 12 featured 14 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 2m Will Cook - Sunriver Management (Manager Meetings, EP.22)
In this episode of Manager Meetings, host Ted Seides and institutional allocator Ben Cooper of Cardano Group sit down with Will Cook, founder of Sunriver Management. The discussion covers Co…
25 statements 8 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
In this episode of Capital Allocators, host Ted Seides interviews Chas Cocke, founder of LB Partners and co-founder of Investure, exploring his evolution from endowment allocator to concentr…
28 statements 10 featured 3 assessments
🎙CAPITAL ALLOCATORS
54m Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
In this episode of Manager Meetings, institutional allocator Tarek Siri interviews Brian Higgins, co-founder of King Street Capital, exploring the firm's 25-year evolution into a $20 billion…
15 statements 7 featured 4 assessments
🎙CAPITAL ALLOCATORS
56m Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
In this episode of Capital Allocators, host Ted Seides interviews Todd Boehly, Co-Founder, Chairman, and CEO of Eldridge, exploring his career evolution from structured credit at Guggenheim …
23 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 13m Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
In this Manager Meetings episode, Michael Liddy of Evanston Capital interviews Multicoin Capital co-founders Kyle Samani and Tushar Jain regarding their thesis-driven investment strategy, po…
35 statements 12 featured 5 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
50m Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
In this episode of Capital Allocators, host Ted Seides interviews business historian Richard Tedlow to examine the historical evolution, psychological mechanics, and inherent perils of chari…
8 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
42m Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
In this episode of Manager Meetings, Corbin Capital Partners CIO Craig Bergstrom interviews Antara Capital founder Himanshu Gulati to explore his opportunistic credit and event-driven equity…
15 statements 5 featured
🎙CAPITAL ALLOCATORS
1h 5m Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Ted Seides interviews Jordi Visser, President and CIO of Weiss Multi-Strategy Advisors, about leveraging quantitative data analytics, the Adaptability Quotient (AQ), and mental resilience in…
29 statements 11 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Satya Patel – Homebrew (Manager Meetings, EP.18)
Host Ted Seides and guest host Tim Recker of the James Irvine Foundation interview Satya Patel, co-founder of seed-stage venture firm Homebrew, exploring the firm's hands-on investment metho…
10 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 2m Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Savneet Singh, CEO of PAR Technology and partner at CoVenture, joins Ted Seides to discuss his journey from value investor and FinTech entrepreneur to enterprise software operator. He breaks…
25 statements 9 featured 5 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 13m Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
Institutional allocator Ellen Ellison interviews Rashmi Kwatra, founder and Chief Investment Officer of Sixteenth Street Capital, exploring her concentrated equity strategy across South and …
16 statements 6 featured
🎙CAPITAL ALLOCATORS
42m Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
In this episode of Capital Allocators, host Ted Seides interviews star endowment manager Paula Volent, exploring her journey from fine art conservation to leading Bowdoin College's endowment…
19 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 0m Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
Columbia University endowment CEO Kim Liu guest hosts an in-depth conversation with Sycamore Partners founder Stefan Kaluzny to explore private equity manager due diligence, retail turnaroun…
12 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 4m Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
In this episode of Capital Allocators, host Ted Seides interviews Erik Serrano Berntsen, founder and CEO of Stable Asset Management, about his operator-led framework for identifying, seeding…
22 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
48m Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
In this episode of the Manager Meetings series, guest host Ethan Berman interviews Hamish Corlett, co-founder of TDM Growth Partners, examining the firm's concentrated growth investment phil…
19 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
50m Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
In this episode of Capital Allocators, host Ted Seides interviews Matt Brown, founder and CEO of CAIS, exploring how the platform is democratizing alternative investments for independent wea…
9 statements 3 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 12m Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
Former endowment CIO Ellen Ellison interviews Edenbrook Capital founder Jonathan Brolin to examine his concentrated, private-equity-style approach to investing in public micro- and small-cap…
14 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 7m Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
In this episode of Capital Allocators, host Ted Seides interviews Starwood Capital Group founder Barry Sternlicht to examine his career trajectory, crisis-investing playbook, macroeconomic v…
24 statements 9 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
52m Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
In this episode of Manager Meetings, host Ted Seides interviews Daniel Graña, portfolio manager at Janus Henderson Investors, exploring his framework for emerging market investing centered o…
30 statements 13 featured 12 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 11m Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
In this special reunion roundtable, Ted Seides gathers veteran institutional allocators Brett Barth, John Harris, Meredith Jenkins, and Casey Whalen to reflect on their shared history and de…
25 statements 7 featured
🎙CAPITAL ALLOCATORS
51m Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)
In this episode of Manager Meetings, host Beezer Clarkson of Sapphire Ventures interviews Footwork Ventures co-founders Nikhil Basu Trivedi and Mike Smith about their thesis-driven early-sta…
14 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 2m Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
In this episode of Capital Allocators, host Ted Seides interviews Luke Ellis, CEO of Man Group, exploring his career trajectory, principles of repeatable alpha generation, capacity managemen…
26 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 1m Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Guest host Paul Black of WCM Investment Management interviews Ryan Batchelor, co-founder of Clifford Capital Partners, detailing his journey from forensic accounting to managing a concentrat…
11 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
55m Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
Hall Capital Partners founder and co-chair Katie Hall joins Ted Seides to discuss building an independent outsourced CIO firm, constructing customized multi-asset portfolios, and maintaining…
19 statements 5 featured
🎙CAPITAL ALLOCATORS
1h 1m Leda Braga – Systematica Investments (Manager Meetings, EP.10)
Host Ted Seides presents an in-depth conversation between institutional allocator Mario Terrien of CDPQ and Systematica Investments CEO Leda Braga on the mechanics of quantitative trend foll…
24 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
56m Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
In this episode of Capital Allocators, host Ted Seides interviews WCM Investment Management portfolio manager Mike Tian to explore the firm's moat trajectory framework, examine how competiti…
19 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 14m Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
In this episode of Manager Meetings, Roz Hewsenian of the Helmsley Charitable Trust interviews Jan Garfinkel, founder of Arboretum Ventures, exploring her journey from biomedical engineering…
21 statements 7 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
48m Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
In this episode of Capital Allocators, host Ted Seides interviews Jenny Heller, President and CIO of Brandywine Group Advisors, on managing $12 billion in multi-generational endowment capita…
25 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
43m Rick Rieder – BlackRock (Manager Meetings, EP.08)
In this edition of Manager Meetings, NEPC Chief Investment Officer Tim McCusker interviews BlackRock's CIO of Global Fixed Income Rick Rieder to explore unconstrained fixed income investing,…
21 statements 6 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
In this episode of Capital Allocators, host Ted Seides speaks with executive coach Matt Spielman about his transition from Wall Street to leadership coaching, detailing his Game Plan System,…
15 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 2m Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
In this episode of Manager Meetings, CIO Donna Snyder interviews Bruce Martin of Still Lake Capital to examine his transition from institutional credit management to running a concentrated, …
14 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 0m Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
Ted Seides interviews financial journalists Max Frumes and Sujeet Indap to dissect the landmark restructuring of Caesars Entertainment, revealing the aggressive financial engineering, credit…
28 statements 6 featured 21 assessments
🎙CAPITAL ALLOCATORS
44m Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)
In this episode of Capital Allocators, host Ted Seides interviews PitchBook's lead private equity analyst Wylie Fernyhough to explore the evolution, economics, manager incentives, governance…
18 statements 6 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 2m Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
In this episode of Manager Meetings, New Zealand Superannuation Fund CIO Stephen Gilmore interviews Bridgewater Associates Co-CIO Greg Jensen to explore Bridgewater's systematic investment a…
21 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 7m Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
In this episode of Capital Allocators, Stone Point Capital CEO Chuck Davis details his transition from Goldman Sachs to private equity, exploring his firm's multi-year outbound sourcing mode…
20 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 4m Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
In this episode of Manager Meetings, Evanston Capital's Kristen Van Gelder interviews Jonathan Lewinsohn, Co-Founder of Diameter Capital Partners, exploring credit market dynamics, portfolio…
23 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 6m Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
In this episode of Private Equity Masters, host Ted Seides interviews Orlando Bravo, founder and managing partner of Thoma Bravo, exploring the firm's operational playbook, the strategic evo…
30 statements 9 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 5m Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
In this episode of Manager Meetings, Verger Capital CIO Jim Dunn interviews Rosetta Analytics co-founder Julia Bonafede to explore her trailblazing career at Wilshire Associates, the limitat…
22 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 1m Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
In this episode of Capital Allocators, Blue Owl Capital Co-Founder and CEO Doug Ostrover discusses the rise of private credit, the mechanics of direct lending, and the importance of discipli…
19 statements 7 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
57m Bill Ford – General Atlantic (Manager Meetings, EP.03)
Wallace Foundation Chief Investment Officer Tom Lenahan interviews General Atlantic Chairman and CEO Bill Ford to examine the firm's four-decade evolution in global growth equity, its discip…
16 statements 5 featured 4 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
59m Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
In this episode of the Private Equity Masters miniseries, Eurazeo CEO Virginie Morgon joins Ted Seides to discuss her career trajectory from Lazard partner to principal investor, Eurazeo's t…
17 statements 5 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 12m Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
In this episode of Manager Meetings, former W.K. Kellogg Foundation CIO Joel Wittenberg interviews Eli Casdin, founder of Casdin Capital, to explore the evolution of molecular medicine and m…
21 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 3m Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
In this episode of Capital Allocators, host Ted Seides interviews Carlyle Group co-founder David Rubenstein on building a global private equity powerhouse, mastering institutional fundraisin…
19 statements 6 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 0m Jeremy Grantham – GMO (Manager Meetings, EP.01)
In this inaugural episode of Manager Meetings, institutional allocator Alex Shahidi interviews veteran investor Jeremy Grantham of GMO to examine historic market bubbles, valuation distortio…
39 statements 9 featured 11 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 2m Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
In this episode of Capital Allocators, host Ted Seides interviews Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners, discussing the economic advantages of enterprise softw…
27 statements 10 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 1m Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
Host Ted Seides interviews John Connaughton, Co-Managing Partner of Bain Capital, exploring the firm's evolution from a consulting-driven buyout pioneer into a $130 billion multi-asset globa…
19 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 8m Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
In this inaugural episode of the 'Private Equity Masters' miniseries, host Ted Seides interviews John Toomey of HarbourVest Partners to examine the evolution of modern private equity across …
33 statements 11 featured 6 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 1m Katy Milkman – How to Change (Capital Allocators, EP.199)
Wharton professor Katy Milkman joins Ted Seides on Capital Allocators to discuss the science of behavioral change, breaking down evidence-based strategies to overcome psychological barriers …
13 statements 3 featured 6 assessments
🎙CAPITAL ALLOCATORS
55m Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
In this episode of Capital Allocators, host Ted Seides interviews MLB legend Alex Rodriguez about his transition from professional baseball to institutional investing as Chairman and CEO of …
22 statements 10 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
In this tribute episode of Capital Allocators, host Ted Seides and longtime Yale Investment Committee chair Charley Ellis reflect on the life, leadership, and investment philosophy of the la…
18 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 4m Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
Stanford's Dr. Ashby Monk joins Ted Seides to analyze the dual role of institutional asset owners, dissect systemic governance and transparency barriers, and present modern technology framew…
26 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 3m Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
In this episode of Capital Allocators, host Ted Seides interviews behavioral economist Dan Ariely on how quantifying employee motivation, workplace fairness, and genuine corporate culture pr…
27 statements 8 featured 8 assessments
🎙CAPITAL ALLOCATORS
48m Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
Sulaiman Alderbas, Head of Alternative Investments at Kuwait's $130 billion Public Institution for Social Security (PIFSS), details the comprehensive organizational overhaul, governance refo…
21 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
52m Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193)
In this episode of Capital Allocators, host Ted Seides interviews Mark Johnson, Managing Partner and Co-Founder of Astra Capital Management, on translating mega-cap private equity governance…
9 statements 6 featured
🎙CAPITAL ALLOCATORS
1h 19m Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
In this inaugural episode of the 'Innovation in Private Markets' miniseries, host Ted Seides interviews Steve Moseley, Head of Alternative Investments at the Alaska Permanent Fund Corporatio…
23 statements 6 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 6m Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)
In this episode of Capital Allocators, host Ted Seides interviews Brian Bares, founder of Bares Capital Management, to explore his journey bootstrapping an institutional investment firm and …
24 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 0m Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)
Wharton professor Cade Massey joins host Ted Seides to explore how people analytics, forecasting methodologies, and behavioral science can optimize decision-making across NFL front offices a…
18 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 0m a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
Rebroadcast on Ted Seides's Capital Allocators podcast, this comprehensive a16z panel featuring Linda Xie and Jesse Walden explores the technological foundations, economic dynamics, cultural…
30 statements 11 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 19m Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
In this episode of Capital Allocators, host Ted Seides interviews Yen Liow, founder of Aravt Global, who shares his systematic philosophy on long-term compounder investing, portfolio constru…
38 statements 13 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
Dominic Garcia, Chief Investment Officer of New Mexico PERA, joins Ted Seides to explain how modern institutional risk budgeting, alpha-beta separation, synthetic overlays, and structural pe…
18 statements 7 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 6m Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
In this conversation with Ted Seides, former SoftBank Managing Director and Shutterfly CEO Jeff Hausenbold discusses operational scaling frameworks, the mechanics and power-law dynamics of t…
17 statements 9 featured 11 assessments 4 contradicted
🎙CAPITAL ALLOCATORS
44m Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
In this special role-reversal episode of Capital Allocators, host Ted Seides is interviewed by longtime friend Jenny Heller to discuss his personal reinvention, the entrepreneurial growth of…
11 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
58m Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
In this special role-reversal episode, guest host Patrick O'Shaughnessy interviews Ted Seides on the launch of his book, 'Capital Allocators: How the World's Elite Money Managers Lead and In…
19 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 0m Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
In this episode of Capital Allocators, host Ted Seides interviews Ari Paul, Chief Investment Officer of BlockTower Capital, exploring how institutional endowment experience and quantitative …
29 statements 9 featured 7 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 6m Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
In this episode of Capital Allocators, host Ted Seides speaks with Seth Ginns, Managing Partner at CoinFund, about evaluating digital assets beyond Bitcoin through fundamental analysis, Laye…
27 statements 9 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
48m Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
Host Ted Seides interviews Grayscale Investments CEO Michael Sonnenshein to explore how institutional allocators can evaluate, access, and securely invest in digital assets through structure…
22 statements 7 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Host Ted Seides interviews One River Asset Management CIO Eric Peters to analyze the macroeconomic investment thesis for Bitcoin, institutional infrastructure maturation, and the co-existenc…
31 statements 10 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 8m Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
In this episode of Capital Allocators, host Ted Seides interviews Alex Shahidi and Damien Bisserier, co-CIOs of Evoke-ARIS, who explore their multi-asset portfolio philosophy combining publi…
28 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 10m Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
In this episode of Capital Allocators, host Ted Seides interviews Rostin Behnam, Acting Chairman of the Commodity Futures Trading Commission (CFTC), discussing the evolution of derivatives o…
14 statements 5 featured 5 assessments
🎙CAPITAL ALLOCATORS
50m Jennifer Prosek – Business Development and Leadership in a Virtual World (Capital Allocators, EP.177)
In this episode of Capital Allocators, host Ted Seides speaks with Jennifer Prosek, founder and CEO of Prosek Partners, on navigating asset management marketing, remote business development,…
17 statements 6 featured
🎙CAPITAL ALLOCATORS
1h 9m David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
In this episode of Capital Allocators, host Ted Seides interviews Symphony Financial Partners co-founders David Baran and Kazuhiko Shibata about their pioneering approach to friendly shareho…
29 statements 7 featured 7 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
43m BONUS – Michael Mauboussin on the Decision Education Podcast
In this inaugural episode of the Decision Education Podcast presented by Capital Allocators, host Dr. Joe Sweeney interviews author and strategist Michael Mauboussin on decision science, bas…
13 statements 4 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 1m Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
In this episode of Capital Allocators, host Ted Seides interviews Paul Salem, Senior Managing Director Emeritus at Providence Equity Partners, exploring the power of sector specialization, t…
28 statements 7 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
In this episode of Capital Allocators, host Ted Seides interviews Collette Chilton, Chief Investment Officer of Williams College, who discusses her career journey across public pensions, cor…
29 statements 8 featured 9 assessments
🎙CAPITAL ALLOCATORS
1h 8m Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
In this episode of Capital Allocators, host Ted Seides interviews Vanguard veteran Fran Kinniry about Vanguard's unique mutual ownership model, the behavioral value of Advisors Alpha, and it…
29 statements 7 featured 9 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 8m Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
In this episode of Capital Allocators, Andreessen Horowitz General Partner Chris Dixon examines historical computing platform cycles, the architectural shift toward decentralized blockchains…
28 statements 10 featured 5 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 14m James Clear – Mastering Habits (Capital Allocators, EP.171)
In this episode of Capital Allocators, host Ted Seides interviews author James Clear about his entrepreneurial evolution, audience-building strategies, and the behavioral mechanics behind hi…
42 statements 10 featured 2 assessments