Episodes

A decade of tape. Every episode is checked claim by claim and playable.

579episodes processed
575hours of tape
13,421statements extracted → 2,384verdicts →
202637202555202469202370202274202184202062201948201847201733

70 episodes in 2023

🎙CAPITAL ALLOCATORS
51m
capital-allocators Dec 18, 2023
Gary Sernovitz - Inside the CIO Seat (EP.357)
In this episode of Capital Allocators, host Ted Seides interviews Gary Sernovitz, Managing Director at Lime Rock Partners and author of The Counting House, to explore the governance complexi…
21 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
43m
capital-allocators Dec 14, 2023
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
In this episode of Capital Allocators, host Ted Seides interviews Thomas Haugaard of Janus Henderson Investors to explore the structural mechanics, systematic credit modeling, and market mis…
20 statements 7 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 10m
capital-allocators Dec 11, 2023
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
In this episode of Capital Allocators, host Ted Seides interviews Marcia Page, Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital, examining her pioneer…
27 statements 11 featured 2 assessments
🎙CAPITAL ALLOCATORS
53m
capital-allocators Dec 4, 2023
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
Nicolai Tangen, CEO of Norges Bank Investment Management (NBIM), details his career journey from military intelligence and founding AKO Capital to managing Norway's $1.3 trillion Sovereign W…
22 statements 7 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 0m
capital-allocators Nov 27, 2023
Michael Levy – Crow Family Real Estate Empire (EP.353)
In this episode of Capital Allocators, host Ted Seides interviews Michael Levy, CEO of Crow Holdings, exploring his Wall Street career, the firm's 75-year history and partner-driven culture,…
14 statements 5 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
39m
capital-allocators Nov 23, 2023
Ted Seides – Unlocking Investment Wisdom (EP.352)
In this special live episode hosted by Sarah Samuels at Wellington Management, Ted Seides reflects on his career journey from the Yale Investment Office and Protégé Partners to founding Capi…
14 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
57m
capital-allocators Nov 20, 2023
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
Ted Seides interviews Chad Hutchinson, partner at Arctos Partners and former MLB and NFL athlete, exploring his transition into institutional private equity, distressed debt underwriting, an…
20 statements 5 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 12m
capital-allocators Nov 13, 2023
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
Host Ted Seides interviews Rick Heitzman, founder and managing partner of FirstMark Capital, about his journey from distressed buyouts and startup turnarounds to building a premier New York …
31 statements 8 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
47m
capital-allocators Nov 9, 2023
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
Ted Martell, co-founder of Maverick Real Estate Partners, joins Ted Seides to explore the niche market of New York City commercial real estate non-performing loans. He explains how Maverick …
27 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 3m
capital-allocators Nov 6, 2023
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
In this episode of Capital Allocators, host Ted Seides interviews Allison Thacker, President and Chief Investment Officer of Rice Management Company, exploring how Rice University manages it…
23 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
56m
capital-allocators Oct 30, 2023
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Ted Seides interviews Bruce Ou, Managing Partner at GroveStreet, exploring the firm's bespoke separately managed account model, manager selection and diligence across lower middle-market buy…
26 statements 7 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
47m
capital-allocators Oct 26, 2023
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
Antares Capital CEO Tim Lyne joins Ted Seides on Capital Allocators to discuss three decades of private credit evolution, from founding the firm in 1996 and pioneering unitranche loans to ma…
17 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
57m
capital-allocators Oct 23, 2023
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Mercer Alternatives leaders Raelan Lambert, John Jackson, and Erik Sebusch join Ted Seides to explain the institutional consulting giant's organizational architecture, rigorous manager selec…
16 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
50m
capital-allocators Oct 16, 2023
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Ted Seides interviews Isaac Corre, founder and portfolio manager of Governors Lane, to explore the evolution of event-driven investing across merger arbitrage, stressed credit, and special s…
31 statements 12 featured 4 assessments
🎙CAPITAL ALLOCATORS
15m
capital-allocators Oct 14, 2023
WTT - NAV Loans: Canary or the Gold Mine?
Host Ted Seides examines the rapid growth of Net Asset Value (NAV) loans in private equity, exploring whether fund-level borrowing represents an innovative capital allocation tool or a hazar…
19 statements 4 featured 4 assessments
🎙CAPITAL ALLOCATORS
56m
capital-allocators Oct 12, 2023
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
In Episode 343 of Capital Allocators, host Ted Seides interviews Finny Kuruvilla, Co-CIO of Eventide Asset Management, exploring his transition from clinical medicine to fund management and …
17 statements 7 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 5m
capital-allocators Oct 9, 2023
Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)
Ted Seides interviews Sonya Sawtell-Rickson, Chief Investment Officer of Australian superannuation fund HESTA, exploring how the fund implements the Total Portfolio Approach, navigates syste…
36 statements 11 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 29m
capital-allocators Oct 2, 2023
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
Ted Seides interviews Dmitry Balyasny, Founder and CIO of Balyasny Asset Management (BAM), exploring his journey from proprietary trader to building a premier $20 billion multi-strategy plat…
54 statements 21 featured 2 assessments
🎙CAPITAL ALLOCATORS
56m
capital-allocators Sep 25, 2023
Alan Forman – Yale Endowment Real Estate (EP.340)
In this episode of Capital Allocators, Ted Seides interviews Alan Forman, former Director of Real Estate at the Yale Investments Office, about pioneering the private equity real estate model…
30 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
56m
capital-allocators Sep 18, 2023
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
In this episode of Capital Allocators, host Ted Seides interviews Muthu Muthiah, Chief Investment Officer at Children's Healthcare of Atlanta, exploring his career journey, his simplified tw…
19 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
58m
capital-allocators Sep 14, 2023
Adam Karr – Extreme Alignment at Orbis (EP.338)
In this episode of Capital Allocators, host Ted Seides interviews Adam Karr, President and Portfolio Manager at Orbis, exploring the firm's unique zero-base refundable fee structure, perpetu…
21 statements 11 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 4m
capital-allocators Sep 11, 2023
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
In this episode of Capital Allocators, host Ted Seides interviews Marlene Puffer, Chief Investment Officer of the Alberta Investment Management Corporation (AIMCo), exploring her career evol…
35 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
15m
capital-allocators Sep 9, 2023
WTT: The Real Yale Model
Host Ted Seides re-examines David Swenson's foundational writings to deconstruct prevalent industry myths surrounding the Yale Model and highlight the true first principles of institutional …
12 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 4m
capital-allocators Sep 4, 2023
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
Jen Birmingham, Managing Director at the Princeton University Investment Company (PRINCO), shares how building rigorous operational infrastructure, fostering a collaborative and pedagogical …
25 statements 9 featured 1 assessments
🎙CAPITAL ALLOCATORS
55m
capital-allocators Aug 28, 2023
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
In this episode of Private Equity Deals, host Ted Seides interviews Bain Capital's Chris Gordon to unpack the historic 2006 take-private of Hospital Corporation of America (HCA). Gordon expl…
25 statements 8 featured 12 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m
capital-allocators Aug 21, 2023
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Partners Capital founder Stan Miranda joins Ted Seides to explain how his firm modernizes David Swensen's endowment model across a $50 billion multi-asset portfolio, detailing their quantita…
39 statements 12 featured 1 assessments
🎙CAPITAL ALLOCATORS
57m
capital-allocators Aug 14, 2023
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
Kimberly Sargent, Chief Investment Officer of the David and Lucile Packard Foundation, details her institutional investment philosophy, portfolio construction, rigorous diligence frameworks,…
23 statements 8 featured 4 assessments
🎙CAPITAL ALLOCATORS
55m
capital-allocators Aug 10, 2023
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
Wellington Management's Michael Carmen shares insights on building an $8 billion late-stage private equity platform, detailing how public market expertise, rigorous valuation discipline, and…
14 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 0m
capital-allocators Aug 7, 2023
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
In this episode of Capital Allocators, host Ted Seides moderates a rigorous debate between former Apollo partner Sachin Khajuria and DOJ Special Counsel Brendan Ballou on the merits and crit…
19 statements 6 featured 9 assessments
🎙CAPITAL ALLOCATORS
1h 4m
capital-allocators Jul 31, 2023
Ted Seides – The Art of the Interview (EP.330)
In this special episode of Capital Allocators, guest host Matt Breitfelder turns the tables to interview Ted Seides on the craft of interviewing, active listening, panel moderation, and publ…
12 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 10m
capital-allocators Jul 24, 2023
Kipp deVeer – The World of Private Credit at Ares (EP.329)
In this episode of Capital Allocators, host Ted Seides interviews Kipp deVeer, Head of Ares Credit Group and CEO of Ares Capital Corporation, exploring the institutional evolution of private…
25 statements 6 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 37m
capital-allocators Jul 17, 2023
Seth Klarman – Timeless Value Investing (EP.328)
In this episode of Capital Allocators, host Ted Seides interviews legendary value investor Seth Klarman, CEO and portfolio manager of The Baupost Group, exploring his four-decade career, opp…
43 statements 10 featured 1 assessments
🎙CAPITAL ALLOCATORS
44m
capital-allocators Jul 13, 2023
Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)
In this episode of Capital Allocators, host Ted Seides interviews Ravi Viswanathan, founder and managing partner of NewView Capital, exploring the expanding market for venture secondaries an…
26 statements 8 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 1m
capital-allocators Jul 10, 2023
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
In this episode of Capital Allocators, host Ted Seides interviews macroeconomic consultant James Aitken to examine the ongoing conflict between central bank monetary tightening and massive f…
26 statements 7 featured 9 assessments
🎙CAPITAL ALLOCATORS
1h 3m
capital-allocators Jul 3, 2023
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
In this episode of Capital Allocators, host Ted Seides interviews Seawolf Capital co-founders Porter Collins and Vincent Daniel, exploring their journey from the historic subprime mortgage s…
34 statements 12 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m
capital-allocators Jun 29, 2023
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
In this episode of Capital Allocators, host Ted Seides interviews Don Mullen, founder and CEO of Pretium Partners, who shares how his 30-year Wall Street career informed the institutionaliza…
29 statements 8 featured 8 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
1h 4m
capital-allocators Jun 26, 2023
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
In this episode of Capital Allocators, host Ted Seides interviews Matt Breitfelder, Partner and Global Head of Human Capital at Apollo Global Management, on applying human capital science an…
27 statements 8 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 3m
capital-allocators Jun 19, 2023
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
Eric Resnick, co-founder and CEO of KSL Capital Partners, joins Ted Seides to explore the macroeconomic trends, operational complexities, and underwriting strategies behind building a $21 bi…
33 statements 10 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 20m
capital-allocators Jun 12, 2023
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
In this episode of Capital Allocators, legendary investor Chris Sacca joins Ted Seides to discuss his journey from childhood hustles and a crippling dot-com debt crisis to historic venture r…
34 statements 8 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 3m
capital-allocators Jun 8, 2023
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Jim Falbe, founder of Saguaro Capital Management, shares his journey from humanitarian work to institutional investing, explaining how his firm fuses classic Graham-and-Dodd value investing …
33 statements 12 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 2m
capital-allocators Jun 5, 2023
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
In this episode of Capital Allocators, host Ted Seides interviews Adam Shapiro, Managing Partner of East Rock Capital, exploring his career journey from Goldman Sachs to managing three billi…
24 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 16m
capital-allocators May 29, 2023
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
In this Capital Allocators masterclass, host Ted Seides convenes veteran institutional allocators Craig Bergstrom, Adam Blitz, and Dan Fagan to dissect hedge fund portfolio construction in a…
37 statements 13 featured 4 assessments
🎙CAPITAL ALLOCATORS
53m
capital-allocators May 25, 2023
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
In this episode of Capital Allocators, Ted Seides interviews Kiyan Zandiyeh, Chief Investment Officer at Sturgeon Capital, exploring his investment journey, operational lessons from frontier…
23 statements 7 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m
capital-allocators May 22, 2023
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Northwestern University Chief Investment Officer Amy Falls sits down with host Ted Seides to explore her career transition from fixed income trading to leading major institutional endowments…
38 statements 11 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 10m
capital-allocators May 15, 2023
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
In this episode of Capital Allocators, host Ted Seides interviews Avenue Capital Group co-founder Marc Lasry to discuss his journey from immigrant beginnings to pioneering distressed debt an…
29 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
49m
capital-allocators May 11, 2023
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
In this episode of Capital Allocators, host Ted Seides interviews Richard Craib, founder and CEO of Numerai, exploring how the firm crowdsources quantitative models from thousands of global …
29 statements 8 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 8m
capital-allocators May 8, 2023
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
In this episode of Capital Allocators, host Ted Seides interviews Tony Yoseloff, Managing Partner and CIO of Davidson Kempner Capital Management, exploring the firm's forty-year evolution, c…
35 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 4m
capital-allocators May 1, 2023
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
In this episode of Capital Allocators, host Ted Seides interviews Stanford researcher Ashby Monk on how institutional asset owners can optimize returns through 'Investor Identity,' advanced …
28 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
38m
capital-allocators Apr 27, 2023
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
In this episode of Capital Allocators, host Ted Seides interviews Aaron Sack, Head of Morgan Stanley Capital Partners, exploring his career trajectory, the mechanics of branded middle-market…
14 statements 2 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 3m
capital-allocators Apr 24, 2023
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
In this episode of Capital Allocators, host Ted Seides interviews Rod Wong, founder of RTW Investments, exploring how specialized full-lifecycle investing, probabilistic trial underwriting, …
35 statements 12 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 16m
capital-allocators Apr 17, 2023
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
In episode 309 of Capital Allocators, host Ted Seides convenes private equity leaders Mario Giannini and John Toomey to analyze macroeconomic shifts, valuation realities, fundraising headwin…
51 statements 12 featured 10 assessments
🎙CAPITAL ALLOCATORS
30m
capital-allocators Apr 13, 2023
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
This syndicated episode of Thoma Bravo's 'Behind the Deal' explores the decade-long partnership between Thoma Bravo Managing Partner Seth Boro and SailPoint CEO Mark McClain. They detail the…
6 statements 2 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 6m
capital-allocators Apr 10, 2023
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
In this episode of Capital Allocators, legendary Trinity College squash coach Paul Assaiante shares his time-tested leadership philosophy, exploring how emotional regulation, radical transpa…
17 statements 5 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 2m
capital-allocators Apr 3, 2023
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
In this episode of Capital Allocators, host Ted Seides interviews Tom Joy, Chief Investment Officer at the Church Commissioners for England, exploring how the £10 billion endowment combines …
19 statements 6 featured
🎙CAPITAL ALLOCATORS
38m
capital-allocators Mar 30, 2023
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
In this episode of Capital Allocators, host Ted Seides interviews Andy Lee, founder and Chief Investment Officer of Parallaxes Capital, to explore the niche asset class of Tax Receivable Agr…
22 statements 9 featured 8 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
49m
capital-allocators Mar 27, 2023
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Host Ted Seides interviews Adam Rodman, founder and CIO of Segra Capital Management, exploring the fundamental, contrarian investment thesis for nuclear energy amid the global clean energy t…
28 statements 8 featured 13 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
57m
capital-allocators Mar 23, 2023
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
In this episode of Capital Allocators, host Ted Seides interviews David Abrams, founding partner of Velocity Capital Management, exploring his transition from distressed debt investing at Ap…
8 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 4m
capital-allocators Mar 20, 2023
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
In this episode of Capital Allocators, host Ted Seides interviews Colin Campbell, partner and co-head of Partnership Strategies at Bain Capital, exploring the structural mechanics, asymmetri…
25 statements 10 featured 7 assessments
🎙CAPITAL ALLOCATORS
59m
capital-allocators Mar 13, 2023
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
In this episode of the Climate Solutions series, Capricorn Investment Group partner Bill Orum outlines how the firm manages a multi-billion-dollar impact endowment across venture innovation,…
28 statements 11 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 16m
capital-allocators Mar 6, 2023
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
In this premiere episode of Capital Allocators' Climate Solutions miniseries, host Ted Seides interviews Farallon Capital founder and Galvanize Climate Solutions co-founder Tom Steyer about …
23 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
59m
capital-allocators Feb 27, 2023
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
Host Ted Seides convenes veteran venture allocators Beezer Clarkson, Chris Douvos, and Joelle Kayden to analyze the post-bubble venture capital landscape, examining LP portfolio pacing, valu…
26 statements 7 featured 4 assessments
🎙CAPITAL ALLOCATORS
49m
capital-allocators Feb 20, 2023
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
PIMCO Group CIO Dan Ivascyn joins guest host Anna Marshall to discuss his career evolution, PIMCO's collaborative leadership model, the resurgence of value in public fixed income, and strate…
14 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 8m
capital-allocators Feb 13, 2023
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
In this episode of Capital Allocators, host Ted Seides interviews José E. Feliciano, co-founder and managing partner of Clearlake Capital, exploring the firm's growth from a seed-funded star…
29 statements 12 featured 3 assessments
🎙CAPITAL ALLOCATORS
41m
capital-allocators Feb 9, 2023
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
Brian Philpot, President and CEO of AgAmerica, discusses the specialized world of agricultural finance, explaining how disciplined underwriting, farmer-aligned capital structures, and modern…
23 statements 6 featured 12 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m
capital-allocators Feb 6, 2023
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
In this episode of Capital Allocators, Marshall Boyd, Co-President and CIO of Interstate Equities Corporation, breaks down his firm's disciplined 'meat and potatoes' value-add multifamily re…
21 statements 11 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
52m
capital-allocators Jan 30, 2023
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
In this episode of Capital Allocators, host Ted Seides interviews John-Austin Saviano, founder of High Country Advisors and inaugural CIO of UC Berkeley, on navigating institutional portfoli…
12 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
52m
capital-allocators Jan 23, 2023
Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293)
In this episode of Capital Allocators, host Ted Seides interviews Shundrawn Thomas, former President of Northern Trust Asset Management and Founder of The Copia Group, exploring his transiti…
13 statements 4 featured 8 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 7m
capital-allocators Jan 16, 2023
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
Ted Seides interviews SkyBridge Capital founder Anthony Scaramucci on navigating the fallout from the FTX collapse, maintaining institutional conviction in blockchain during crypto winter, a…
11 statements 5 featured
🎙CAPITAL ALLOCATORS
58m
capital-allocators Jan 9, 2023
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
In this episode of Capital Allocators, host Ted Seides interviews Gregg Lemkau, CEO of MSD Partners and Co-CEO of BDT & MSD Partners, exploring his 28-year career at Goldman Sachs, MSD's ins…
34 statements 8 featured 7 assessments
🎙CAPITAL ALLOCATORS
57m
capital-allocators Jan 2, 2023
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290)
In this episode of Capital Allocators, host Ted Seides interviews veteran advertising executive Neal Foard to explore the evolutionary psychology of storytelling, narrative structure, and ac…
15 statements 5 featured
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