Episodes
A decade of tape. Every episode is checked claim by claim and playable.
74 episodes in 2022
🎙CAPITAL ALLOCATORS
24m Year in Review 2022 (Capital Allocators, EP. 289)
In Episode 289 of Capital Allocators, host Ted Seides presents his 2022 Annual Stakeholder Letter, reviewing the platform's media growth, in-person educational summits, strategic advisory en…
12 statements 4 featured
🎙CAPITAL ALLOCATORS
51m Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
In this episode of Capital Allocators, host Ted Seides interviews Ana Marshall, Chief Investment Officer at the William and Flora Hewlett Foundation, discussing macroeconomic regime shifts, …
27 statements 10 featured 4 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
51m Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
Ted Seides interviews Carol Geremia, President and Head of Global Distribution at MFS Investment Management, exploring the firm's nearly 100-year legacy, collaborative research culture, and …
11 statements 4 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 6m Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
In this episode of Capital Allocators, host Ted Seides interviews renowned investment luminary Charley Ellis on the governance flaws driving institutional underperformance, behavioral framew…
16 statements 5 featured 9 assessments
🎙CAPITAL ALLOCATORS
56m Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
Former Apollo partner Sachin Khajuria joins Ted Seides to demystify the private equity industry, discussing the operational strengths, scale advantages, and governance practices of top firms…
17 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 19m Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
In this masterclass episode of Capital Allocators, Eagle Point Credit Management founder Thomas Majewski explores the structural mechanics, historical resilience, and market inefficiencies o…
27 statements 8 featured 11 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
In this episode of Capital Allocators, host Ted Seides interviews Charles Van Vleet, Chief Investment Officer at Textron, who shares his unconventional, common-sense approach to corporate pe…
34 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
58m Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
In this episode of Capital Allocators, Taconic Capital co-founder Frank Brosens discusses his formative training on Goldman Sachs' risk arbitrage desk under Robert Rubin, Taconic's collabora…
18 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
45m Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
Melanie Pickett, Executive Vice President at Northern Trust, explores how Front Office Solutions was built to resolve technology deficits in institutional investment offices. The discussion …
20 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 13m Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
In this interview, Geoffrey Rubin, Chief Investment Strategist at CPPIB, explores the architecture of the modern Canadian pension model, detailing how internal active management, total-fund …
23 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 10m Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
In this episode of Capital Allocators, host Ted Seides interviews Colin Smith and Farouk Miah of All Africa Partners to discuss the contrarian opportunity in African public equities. They ex…
38 statements 15 featured 18 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
Michael Rees, founder of Dyal Capital and co-president of Blue Owl, joins Ted Seides to discuss the evolution, underwriting mechanics, and strategic impact of minority GP equity stakes in al…
15 statements 5 featured 4 assessments
🎙CAPITAL ALLOCATORS
52m Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
In this episode of Capital Allocators, host Ted Seides interviews Jon Ballis, Chairman of the Executive Committee at Kirkland & Ellis, exploring how the world's leading private equity law fi…
18 statements 7 featured 3 assessments
🎙CAPITAL ALLOCATORS
35m Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)
In this episode of Manager Meetings, NEPC Chief Investment Officer Tim McCusker interviews Income Research and Management (IR&M) co-founder Jack Sommers about the firm's growth from a $60 mi…
12 statements 3 featured
🎙CAPITAL ALLOCATORS
1h 0m Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
In this episode of Capital Allocators, Ted Seides interviews Reade Griffith, co-founder and CIO of Tetragon Financial Group and Polygon Global Partners, exploring his journey from military i…
27 statements 7 featured 8 assessments
🎙CAPITAL ALLOCATORS
40m Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Macro strategist Louis-Vincent Gave joins Ted Seides to analyze the breakdown of conventional 60/40 portfolios, presenting the structural investment case for emerging market debt, energy equ…
33 statements 9 featured 15 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
51m Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
Andy Acker, Lead Portfolio Manager at Janus Henderson Investors, discusses the fundamental dynamics, investment frameworks, and contrarian opportunities within the biotechnology sector follo…
17 statements 6 featured 11 assessments
🎙CAPITAL ALLOCATORS
1h 22m Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
Author and decision strategist Annie Duke joins host Ted Seides to dismantle the cultural stigma surrounding quitting, explaining why walking away from losing endeavors is an essential decis…
25 statements 10 featured 6 assessments
🎙CAPITAL ALLOCATORS
45m Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
In this episode of Capital Allocators, host Ted Seides interviews CAIS founder and CEO Matt Brown to examine the multi-trillion-dollar migration of private wealth capital into alternative in…
19 statements 4 featured 4 assessments
🎙CAPITAL ALLOCATORS
33m Adam Wyden - ADW Capital (Manager Meetings, EP.37)
In this episode of Manager Meetings, PAR Technology CEO Savneet Singh interviews ADW Capital founder Adam Wyden on his evolution from micro-cap activist investing to concentrated, high-quali…
20 statements 6 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
57m Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Host Ted Seides gathers veteran institutional allocators Meredith Jenkins, Casey Whalen, Brett Barth, and John Harris for an expansive roundtable on public equity volatility, private market …
21 statements 6 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
45m SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
In the debut episode of the Private Equity Deals podcast, host Ted Seides interviews KKR's Pete Stavros on the operational transformation and exit of C.H.I. Overhead Doors. The discussion ex…
36 statements 13 featured 12 assessments
🎙CAPITAL ALLOCATORS
54m Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
In Episode 270 of Capital Allocators, host Ted Seides interviews Greg Lippmann, co-founder and CIO of LibreMax Capital, discussing his famous subprime mortgage short, the mechanics of struct…
24 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 0m Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
In an interview on The Opto Sessions, Capital Allocators founder Ted Seides reflects on his investing career, lessons learned from legendary mentors like David Swensen, and the probabilistic…
19 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
43m Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
Andy Golden of PRINCO interviews Ansa Capital co-founders Allan Jean-Baptiste and Marco DeMeireles about their thesis-driven growth equity strategy, institutional partnership model, and disc…
20 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
39m Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
Host Ted Seides speaks with Rodrigo Bitar, co-founder of 3B1 Partners, to explore the contrarian opportunity of private equity investing in Venezuela's recovering, dollarized economy. Bitar …
17 statements 6 featured 10 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
54m Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
In this episode of Capital Allocators, host Ted Seides interviews Morgan Stanley Senior Client Advisor Carla Harris, who shares actionable career wisdom, leadership frameworks, and insights …
9 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
58m Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
In this episode of Manager Meetings, UTIMCO's David Wong interviews Howard Smith, Partner and Portfolio Manager at Indus Capital, exploring Smith's four-decade career investing in Japan, Ind…
16 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 10m Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
Former Viking Global Investors partner Paul Enright joins host Ted Seides to break down the core disciplines of long-short equity investing, dynamic portfolio management, and short-selling r…
29 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
56m Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
In this episode of Capital Allocators, host Ted Seides interviews Brent Montgomery, founder and CEO of Wheelhouse Group, exploring how his background producing unscripted television hits lik…
22 statements 10 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
In this episode of Manager Meetings, Evanston Capital's Manish Gandhi interviews Avichal Garg, co-founder of Electric Capital, exploring his engineering-first approach to crypto venture inve…
29 statements 9 featured 8 assessments
🎙CAPITAL ALLOCATORS
51m Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
In this episode of Capital Allocators, host Ted Seides interviews Sarah Samuels, Partner and Head of Investment Manager Research at NEPC, exploring her transition from public pensions and en…
39 statements 11 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 4m Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
Josh Friedman, co-founder and co-CEO of Canyon Partners, reflects on his career through the high-yield bond revolution and shares Canyon's disciplined approach to credit underwriting, naviga…
30 statements 11 featured 6 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 10m Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
In this episode of Capital Allocators, host Ted Seides interviews Hamilton Lane CEO Mario Giannini, exploring three decades of private equity evolution, the intricacies of GP governance and …
48 statements 14 featured 3 assessments
🎙CAPITAL ALLOCATORS
47m Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
In this episode of Capital Allocators, host Ted Seides interviews veteran global macro investor Rob Citrone, founder of Discovery Capital Management, on his career development under Julian R…
52 statements 15 featured 9 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
50m Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
In this episode of Capital Allocators' Manager Meetings, Ted Seides interviews Regan Bozman, General Partner at Lattice Capital, to explore his operator background at CoinList, Lattice's dis…
27 statements 8 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 8m Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
In this episode of Capital Allocators, host Ted Seides interviews Ashvin Chhabra, President and CIO of Euclidean Capital, discussing his transition from theoretical physics to finance, the d…
22 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 3m Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
In the finale of the Crypto for Institutions II miniseries, host Ted Seides interviews Anchorage Digital co-founder and president Diogo Monica about building institutional crypto custody, se…
16 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
55m Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
In this episode of Capital Allocators, host Ted Seides interviews Chris Dixon, General Partner at a16z Crypto, to explore the architectural principles, creator economics, and venture investm…
46 statements 15 featured 8 assessments 5 contradicted
🎙CAPITAL ALLOCATORS
1h 0m Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
Polychain Capital founder Olaf Carlson-Wee joins Ted Seides to discuss his evolution from Coinbase's first employee to managing a leading crypto-native fund, sharing deep strategic insights …
28 statements 10 featured
🎙CAPITAL ALLOCATORS
1h 16m Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
In this episode of Capital Allocators, host Ted Seides interviews Ben Forman, founder of ParaFi Capital, exploring how institutional credit underwriting, decentralized finance architecture, …
35 statements 9 featured 10 assessments
🎙CAPITAL ALLOCATORS
1h 2m Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
In this episode of Capital Allocators' Crypto for Institutions II miniseries, host Ted Seides interviews Stephen McKeon, partner at Collab+Currency and finance professor, to examine the cons…
35 statements 10 featured 5 assessments
🎙CAPITAL ALLOCATORS
54m Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
In this opening episode of the 'Crypto for Institutions II' miniseries, host Ted Seides interviews Marcos Veremis of Accolade Partners to explore institutional blockchain investing, manager …
20 statements 6 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253)
In this episode of Capital Allocators, legendary investor Sam Zell joins Ted Seides to discuss his contrarian investment philosophy, operational turnaround strategies, and five decades of le…
17 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 1m Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
In this episode of Manager Meetings, host Ted Seides interviews Leigh Drogen, CIO of Starkiller Capital, exploring his journey from quantitative equity hedge funds and founding Estimize to r…
28 statements 9 featured
🎙CAPITAL ALLOCATORS
48m Chris Voss – Listening, Human Nature, and Negotiations (Capital Allocators, EP.252)
Former FBI lead international kidnapping negotiator Chris Voss joins Ted Seides to explain how advanced tactical communication, behavioral psychology, and radical empathy can be applied to m…
17 statements 4 featured
🎙CAPITAL ALLOCATORS
50m Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
In this episode of Capital Allocators, host Ted Seides interviews Billy Libby, co-founder and CEO of Upper 90, exploring how quantitative trading principles inspired a novel hybrid credit-an…
23 statements 8 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
49m John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
In this episode of Manager Meetings, host Ted Seides interviews John Barber, founder and managing partner of Cohesive Capital, exploring his Wall Street background, the mechanics of executin…
14 statements 6 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
Makena Capital Management CIO Larry Kochard joins Ted Seides to discuss the nuances of the outsourced chief investment officer (OCIO) model, institutional portfolio construction, collaborati…
22 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 3m Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
In this episode of Capital Allocators, host Ted Seides interviews Sahil Bloom to explore his trajectory from collegiate athletics and private equity into digital writing and venture investin…
14 statements 5 featured
🎙CAPITAL ALLOCATORS
40m Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
In this episode of Manager Meetings, endowment chief investment officer Paula Volent interviews Steve Drobny, founder of Clocktower Group, to examine macro hedge fund seeding, geopolitical r…
15 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 0m Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
Ted Seides interviews Greg Dowling, CEO and Head of Research at FEG Consulting, exploring the evolution of mid-market institutional consulting, qualitative due diligence frameworks, and port…
23 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
49m Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
In this episode of Capital Allocators, host Ted Seides interviews Gavekal CEO Louis-Vincent Gave to analyze the second-order macroeconomic consequences of Western sanctions, central bank res…
19 statements 5 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 0m Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
In this episode of Manager Meetings, host Ted Seides interviews Andrew Milgram, Managing Partner and CIO of Marblegate Asset Management, detailing his career, middle-market distressed credit…
23 statements 5 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 5m Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
In this episode of Capital Allocators, host Ted Seides interviews Tom Lenehan, Chief Investment Officer at the Wallace Foundation, about transitioning into the CIO role, executing a comprehe…
33 statements 10 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
54m Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
Author and financial historian Sebastian Mallaby joins Ted Seides on Capital Allocators to dissect the historical evolution, behavioral decision-making, partnership dynamics, and global futu…
19 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
47m Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
In this episode of Capital Allocators, host Ted Seides interviews entrepreneur and investor Steve Papa to explore his journey from pioneering faceted search at Endeca to incubating multi-bil…
30 statements 10 featured 7 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
57m Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Kathy Xu, founding partner of Capital Today, shares insights into her pioneering venture career in China, exploring her 28-year evergreen fund model, operational value-creation framework, an…
27 statements 8 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
47m Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
Chris Heller, co-founder of Cordillera Investment Partners, joins Greg Dowling on Manager Meetings to explore investing in niche, non-correlated alternative assets such as whiskey aging, wir…
18 statements 6 featured
🎙CAPITAL ALLOCATORS
57m Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
In this episode of Capital Allocators, host Ted Seides interviews Renata Quintini and Roseanne Wincek of Renegade Partners to discuss how their specialized fund accelerates startups through …
17 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
30m Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Ted Seides interviews Kelsey Chase, founder and president of Omni (Aumni), exploring how the platform transforms unstructured legal agreements into structured venture capital data and action…
9 statements 3 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 12m Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
In this episode of Capital Allocators, host Ted Seides interviews Tribe Capital co-founder Arjun Sethi on how his firm operates as an engineering-led technology company deploying venture cap…
32 statements 13 featured 3 assessments
🎙CAPITAL ALLOCATORS
46m James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
In this special episode of Capital Allocators, host Ted Seides interviews macroeconomic advisor James Aitken to examine the systemic financial, market, and geopolitical repercussions of the …
16 statements 5 featured 5 assessments
🎙CAPITAL ALLOCATORS
52m Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
In this episode of Capital Allocators, host Ted Seides interviews Oak HC/FT Co-Founder Annie Lamont, exploring her 40-year venture capital career, specialized investment framework in healthc…
27 statements 11 featured 8 assessments 4 contradicted
🎙CAPITAL ALLOCATORS
39m Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Host Ted Seides speaks with Clocktower Group Chief Strategist Marko Papic about the macroeconomic and geopolitical ramifications of Russia's invasion of Ukraine within an emerging multipolar…
28 statements 6 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 11m Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
In this episode of Capital Allocators, host Ted Seides interviews Josh Wolfe, co-founder and managing partner of Lux Capital, on navigating venture market froth and backing scarce hard-scien…
22 statements 9 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 0m Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
Host Ted Seides interviews Joelle Kayden, founder and managing partner of Accolade Partners, examining her institutional career, multi-product fund-of-funds strategy, and manager selection f…
33 statements 11 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
Ted Seides interviews Aydin Senkut, founder of Felicis Ventures, exploring his operator career from Google to venture capital, his borderless outbound sourcing strategy, and his empathetic a…
13 statements 4 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
In this episode of Capital Allocators, host Ted Seides interviews Ali Hamed, founder of CoVenture and Crossbeam Venture Partners, exploring how his firm integrates tech-enabled asset-backed …
35 statements 14 featured
🎙CAPITAL ALLOCATORS
1h 9m Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
In this episode of the Capital Allocators miniseries, host Ted Seides interviews serial entrepreneur and FJ Labs co-founder Fabrice Grinda, exploring his journey from building iconic marketp…
37 statements 14 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
48m Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
In this episode of Manager Meetings, Greg Dowling interviews Florian Bartunek, CIO of Constellation Asset Management, to explore fundamental equity investing in Brazil. Bartunek shares insig…
25 statements 8 featured 11 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
54m Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
Ted Seides interviews SOSV founder Sean O'Sullivan to explore his trajectory from founding MapInfo to establishing a multi-stage deep-tech venture firm that systematically de-risks frontier …
14 statements 5 featured 7 assessments
🎙CAPITAL ALLOCATORS
50m Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment World 2 (Capital Allocators, EP.230)
In this episode of Capital Allocators, host Ted Seides interviews Chris Douvos of Ahoy Capital to examine the accelerating venture capital landscape from a limited partner's perspective. Dou…
29 statements 9 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 10m David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
In this kickoff to the 'Venture is Eating the Investment World' miniseries, host Ted Seides interviews Acquired co-hosts Ben Gilbert and David Rosenthal to examine the history, power-law mec…
30 statements 8 featured 4 assessments