Episodes
A decade of tape. Every episode is checked claim by claim and playable.
69 episodes in 2024
🎙CAPITAL ALLOCATORS
34m Year in Review 2024 (EP.424)
In this special 2024 Year in Review episode, Capital Allocators CEO Hank Sturmack interviews host Ted Seides to evaluate the platform's key research, notable podcast dialogues, and broader i…
14 statements 7 featured
🎙CAPITAL ALLOCATORS
52m Training Grounds: Wellington Management – Jean Hynes (EP.423)
In this episode of the Capital Allocators 'Training Grounds' series, host Ted Seides interviews Wellington Management CEO Jean Hynes to explore how the $1.3 trillion private partnership recr…
19 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
44m Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
Ted Seides interviews Eric Peters, CIO of One River Asset Management and CEO of Coinbase Asset Management, exploring the construction of capital-efficient, all-weather 'Total Portfolio' solu…
27 statements 10 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 7m Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Host Ted Seides interviews Simon Krinsky of Hall Capital Partners and Tim McCusker of NEPC to examine the strategic rationale, deal structures, and operational integration behind their landm…
27 statements 10 featured 4 assessments
🎙CAPITAL ALLOCATORS
57m Chris Heller - Ten Years of Weird Alternatives (EP.420)
In this episode of Capital Allocators, host Ted Seides interviews Chris Heller, co-founder of Cordillera Investment Partners, to mark the firm's ten-year anniversary investing $1.6 billion a…
25 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 12m Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
In this episode of Capital Allocators, host Ted Seides interviews Matt Bank, Deputy CIO at Global Endowment Management (GEM), exploring institutional governance, enterprise risk frameworks, …
31 statements 8 featured 3 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Jeff Glass - Home Equity Investment at Hometap (EP.418)
In this episode of Capital Allocators, host Ted Seides interviews Jeff Glass, co-founder and CEO of HomeTap, on his professional journey from cold calling and venture investing to pioneering…
12 statements 3 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 1m Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
In this episode of Capital Allocators, host Ted Seides interviews Jon Glidden, Chief Investment Officer of Delta Air Lines, detailing how disciplined portfolio construction, portable alpha, …
20 statements 8 featured 4 assessments
🎙CAPITAL ALLOCATORS
56m Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
In this episode of Capital Allocators, host Ted Seides interviews Chris and Rob Michalik, identical twin co-founders of Kinderhook Industries, exploring how their blue-collar roots, mutual t…
17 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
42m [REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
Host Ted Seides interviews Kinderhook Industries co-founders Chris and Rob Michalik to explore the acquisition, operational turnaround, and strategic expansion of Ironclad Environmental Serv…
19 statements 8 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 6m Scott Bessent - Macro Maven (EP.415)
Renowned global macro investor Scott Bessent discusses his four-decade career, sharing key lessons from his time at Soros Fund Management and Key Square Group. He details iconic asymmetric m…
26 statements 9 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 10m Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
In this episode of Capital Allocators, host Ted Seides interviews Ricky Sandler, founder and Chief Investment Officer of Eminence Capital, exploring his thirty-year career and the strategic …
29 statements 9 featured 2 assessments
🎙CAPITAL ALLOCATORS
16m WTT: Yale Backs Emerging Managers… and Then What?
Ted Seides analyzes the Yale Investments Office's new Prospect Fellowship, evaluating its strategic motivations, operational hurdles, and the profound risks and opportunities it creates for …
15 statements 5 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 3m Brad Briner - Family Office to Public Service (EP.413)
In this episode of Capital Allocators, host Ted Seides interviews Brad Briner, former Co-CIO of Willett Advisors and candidate for North Carolina State Treasurer, exploring institutional ass…
28 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
56m Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Matt Miller, Co-Founder of Grey Rock Investment Partners, joins Ted Seides to discuss navigating the energy transition through pragmatic, high-return niche strategies. Miller explains how Gr…
33 statements 12 featured 13 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
52m Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
In this episode of Capital Allocators, host Ted Seides interviews Kristof Gleich, President and CIO of Harbor Capital Advisors, about executing a major firm turnaround and building a curated…
15 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
49m Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
In this episode of Capital Allocators, host Ted Seides interviews Stephen Nesbitt, CEO and CIO of Cliffwater, exploring his journey from quantitative asset allocation pioneer to private debt…
17 statements 5 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 9m David Salem - Investment Wisdom from the Owner's Box (EP.409)
In this episode of Capital Allocators, host Ted Seides interviews institutional investing veteran David Salem, exploring four decades of insights across endowment stewardship, manager select…
26 statements 9 featured 1 assessments
🎙CAPITAL ALLOCATORS
46m Rahul Moodgal – Master Fund Raiser Returns (EP.408)
In this episode of Capital Allocators, host Ted Seides interviews Parvus Asset Management partner Rahul Moodgal on the art of relationship-driven capital raising, strategies for navigating a…
17 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 0m Toby Rodes - Unlocking Value in Japan (EP.407)
Toby Rodes, co-founder of Kaname Capital, joins host Ted Seides to discuss the transformative corporate governance reforms, structural market dynamics, and deep value engagement strategies d…
32 statements 11 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 21m Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
In this episode of Capital Allocators, host Ted Seides interviews Floodgate co-founder Mike Maples Jr. on his book 'Pattern Breakers,' exploring the mental models, inflections, and non-conse…
44 statements 13 featured 1 assessments
🎙CAPITAL ALLOCATORS
53m David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Veteran credit investor Dave Breazzano discusses the evolution of high-yield debt, Polen Capital's disciplined underwriting and portfolio construction philosophy, and the changing macroecono…
11 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 2m Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
In this episode of Capital Allocators, host Ted Seides interviews Jase Auby, Chief Investment Officer of the Teacher Retirement System of Texas, exploring how one of the largest public pensi…
39 statements 13 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
In this episode of Capital Allocators, host Ted Seides interviews David Eichhorn, CEO of NISA Investment Advisors, discussing NISA's $400 billion institutional platform, risk-controlled fixe…
19 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
33m Michael Mervosh - Invest in Yourself (EP.402)
In this episode of Capital Allocators, host Ted Seides speaks with Hero's Journey Foundation founder Michael Mervosh to explore how mythological frameworks, somatic awareness, and embracing …
10 statements 3 featured
🎙CAPITAL ALLOCATORS
55m CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
In this episode of Capital Allocators, host Ted Seides speaks with Roz Hewsenian and Joshua Fenton about orchestrating a seamless Chief Investment Officer succession at the Helmsley Charitab…
21 statements 7 featured
🎙CAPITAL ALLOCATORS
48m Succession - Sarah Samuels on Generational Transitions (EP.400)
In this 400th episode of Capital Allocators, host Ted Seides interviews Sarah Samuels, Partner and Head of Investment Management Research at NEPC, about evaluating and navigating generationa…
20 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 16m Todd Simkin - Game of Trading at Susquehanna (EP.399)
In this episode of Capital Allocators, Ted Seides interviews Todd Simkin, Associate Director at Susquehanna International Group (SIG) and CEO of Susquehanna Re, exploring how SIG applies mat…
27 statements 9 featured 2 assessments
🎙CAPITAL ALLOCATORS
52m Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
In this episode of Capital Allocators, host Ted Seides interviews Jeff Assaf, founder and Chief Investment Officer of ICG Advisors, exploring his career evolution, external manager selection…
14 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 4m Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
In this episode of Capital Allocators, host Ted Seides interviews Rob Small and Anil Seetharam of Stockbridge at Berkshire Partners about managing a concentrated $5 billion public equity str…
37 statements 11 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 2m Jennifer Prosek – Nailing the Narrative (EP.396)
In this episode of Capital Allocators, host Ted Seides interviews Jennifer Prosek, founder and CEO of Prosek Partners, on the critical role of proactive branding, narrative positioning, and …
24 statements 10 featured 1 assessments
🎙CAPITAL ALLOCATORS
54m Training Grounds: Bain Capital, John Connaughton (EP.395)
In this episode of the 'Training Grounds' series on Capital Allocators, host Ted Seides interviews John Connaughton, Co-Managing Partner of Bain Capital, exploring how the firm grew from con…
25 statements 10 featured 8 assessments
🎙CAPITAL ALLOCATORS
43m Charles Duhigg- Secrets of Communication (EP.394)
In this episode of Capital Allocators, host Ted Seides interviews Pulitzer Prize-winning journalist and author Charles Duhigg to explore the neuroscience and behavioral frameworks of superco…
17 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
56m Ben Hunt - The Stories that Drive Markets (EP.393)
In this episode of Capital Allocators, host Ted Seides interviews Ben Hunt, creator of Epsilon Theory, to explore how storytelling, game theory, and unstructured data drive market behavior. …
13 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 5m Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
Yann Robard, founder of Dawson Partners, discusses his journey from CPPIB to pioneering structured secondary liquidity solutions, detailing Dawson's cultural architecture and forecasting a o…
13 statements 5 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
On this episode of Capital Allocators, host Ted Seides interviews Graham Weaver, Founder and Managing Partner of Alpine Investors, detailing how Alpine built a top-performing 16-billion-doll…
24 statements 8 featured
🎙CAPITAL ALLOCATORS
47m Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
In this episode of Capital Allocators, host Ted Seides interviews Mo Haghbin, Head of Multi-Asset Solutions at Invesco, exploring how his group manages $88 billion through top-down, regime-b…
10 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
58m Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
In this episode of Capital Allocators, host Ted Seides interviews Anne-Marie Fink, Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board (SWIB), exploring how th…
40 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
20m WTT: The Investment Manager Playbook - What Allocators Don't See
Ted Seides explores the strategic decisions investment managers face across their lifecycle, explaining why scaling an asset management firm is often a necessary strategy for talent retentio…
8 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 15m Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
In this episode of Capital Allocators, Alexis Ohanian discusses his journey from co-founding and turning around Reddit to building Seven Seven Six as an operating-system-driven venture capit…
20 statements 8 featured 11 assessments
🎙CAPITAL ALLOCATORS
1h 24m Dan Tennebaum - The Case for India at India Capital (EP.387)
Host Ted Seides interviews Dan Tannenbaum, Managing Director at India Capital, exploring his 25-year journey investing in India and the structural case for allocating capital to Indian publi…
37 statements 11 featured 22 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 16m Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
In this episode of Capital Allocators, host Ted Seides interviews Tremblant Capital founder and CIO Brett Barakett to explore his 23-year career managing fundamental equity strategies, execu…
33 statements 10 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 13m Cliff Asness - Simple Investing is Hard (EP.385)
In this episode of Capital Allocators, host Ted Seides interviews Cliff Asness, founder and CIO of AQR Capital Management, exploring the empirical foundations of quantitative factor investin…
24 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 16m Classic Deal - Burger King by 3G Capital (EP.384)
In this episode of Capital Allocators, host Ted Seides interviews 3G Capital co-managing partners Alex Behring and Daniel Schwartz to examine the operational playbook behind their landmark 2…
29 statements 10 featured 12 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Alex Abell, Managing Partner at RCP Advisors, joins Ted Seides to discuss the nuances of lower middle market buyout investing, the evolution of deal-level quantitative benchmarking, and effe…
15 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 2m Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
Amherst College Chief Investment Officer Letitia Johnson explains how she stewards the college's $4 billion endowment through a concentrated, bottom-up manager selection strategy anchored in…
24 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 13m David Morehead – Top Down Allocation at Baylor (EP.381)
Baylor University CIO David Morehead joins Ted Seides to detail his distinct top-down, macro-thematic investment philosophy overseeing the university's $2.2 billion endowment. He explores Ba…
36 statements 10 featured 5 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
In this episode of Capital Allocators, host Ted Seides interviews Andreessen Horowitz general partner Chris Dixon to explore the foundational architecture, economic utility, and long-term in…
25 statements 10 featured 8 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
50m Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
In this episode of Capital Allocators, host Ted Seides interviews Shiloh Bates, Chief Investment Officer at Flat Rock Global, to explore the structural mechanics, historical resilience, and …
14 statements 6 featured 10 assessments
🎙CAPITAL ALLOCATORS
45m Nigel Dawn - Secondaries in Private Markets (EP.378)
In this episode of Capital Allocators, host Ted Seides interviews Nigel Dawn, Global Head of Private Capital Advisory at Evercore, to explore the evolution, mechanics, and rapid expansion of…
29 statements 11 featured 13 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 14m Training Grounds – Carnegie Corporation of New York (EP.377)
In this inaugural episode of the 'Training Grounds' series on Capital Allocators, Carnegie Corporation of New York alumni Ellen Schumann, Meredith Jenkins, Kim Liu, and Elisa Maul explore th…
28 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
58m Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
In this live Capital Allocators episode, Ted Seides interviews Blythe Masters, founding partner of Motive Partners and former senior J.P. Morgan executive, exploring her pioneering career in…
20 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
53m Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Jonathan Tepper, founder and CIO of Prevatt Capital, joins Ted Seides to discuss his transition from studying industrial concentration in 'The Myth of Capitalism' to managing a concentrated,…
22 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
39m Mike Freno – Confident Humility at Barings (EP.374)
In this episode of Capital Allocators, host Ted Seides interviews Mike Freno, Chairman and CEO of Barings, exploring how mutual insurance ownership, rigorous credit underwriting, and a cultu…
18 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
55m Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
In this episode of Capital Allocators, host Ted Seides interviews Michael Leffell, founder of Portage Partners and 10 East, exploring his career from pioneering distressed debt investing at …
17 statements 7 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 5m Richard Sandler – The Prosecution of Michael Milken (EP.372)
Host Ted Seides interviews attorney Richard Sandler to re-examine the landmark 1990 prosecution of Michael Milken, exposing how prosecutorial overreach, media sensationalism, and technical r…
16 statements 5 featured 12 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 16m Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
In this episode of Capital Allocators, host Ted Seides sits down with financier and philanthropist Michael Milken to explore the creation of the high-yield credit market, the principles of c…
35 statements 9 featured 19 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
54m Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
Michael Mauboussin joins Ted Seides to examine the cognitive limitations of pattern recognition in investing, alongside structural shifts in public markets including power-law wealth creatio…
28 statements 9 featured 13 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 7m Magnus Grimeland – Day Zero Investing at Antler (EP.369)
In this episode of Capital Allocators, Antler Capital founder and CEO Magnus Grimeland shares his journey from naval special forces to founding Zalora and details Antler's global 'Day Zero' …
21 statements 6 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 20m Brad Jacobs – Masterclass on Leadership and Management (EP.368)
In this masterclass on corporate leadership and capital allocation, serial entrepreneur Brad Jacobs breaks down the strategic playbook, cognitive habits, and operational frameworks behind bu…
21 statements 8 featured 7 assessments
🎙CAPITAL ALLOCATORS
24m Ron Biscardi – Inside iConnections Global Alts (EP.367)
In this live episode of Capital Allocators recorded at Global Alts in Miami, host Ted Seides interviews iConnections CEO Ron Biscardi about the technology, curation, and logistics behind the…
7 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 7m Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
In this episode of Capital Allocators, host Ted Seides interviews Sanjay Ayer, Portfolio Manager and Co-Head of Research at WCM Investment Management, about the firm's distinctive investment…
38 statements 10 featured
🎙CAPITAL ALLOCATORS
53m Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
In this episode of Capital Allocators, Ted Seides speaks with Raphael Arndt, CEO of the Future Fund, about why conventional 60/40 portfolio construction has failed in a new macroeconomic reg…
25 statements 10 featured 3 assessments
🎙CAPITAL ALLOCATORS
51m Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
In this episode of Capital Allocators, host Ted Seides sits down with Chad Summe and Mike Vieth, partners at Cincinnati-based eGateway Capital, to examine their operator-led growth equity st…
17 statements 6 featured 8 assessments
🎙CAPITAL ALLOCATORS
1h 12m Tilly Franklin – Endowment Model at Cambridge University (EP.363)
In this episode of Capital Allocators, host Ted Seides interviews Tilly Franklin, CEO and CIO of University of Cambridge Investment Management, discussing her non-linear career path, the reb…
30 statements 10 featured 3 assessments
🎙CAPITAL ALLOCATORS
52m George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
In this episode of Capital Allocators, host Ted Seides interviews George Michelakis, CIO of Gladstone Management, about applying the rigorous strategic discipline of an international chess m…
25 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 3m Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Brian Christensen, Executive Managing Director and Senior Portfolio Manager at Sands Capital, sits down with Ted Seides to explain the firm's high-conviction growth investing philosophy, six…
34 statements 10 featured 4 assessments
🎙CAPITAL ALLOCATORS
53m Ana Marshall – The Climb to Investment Excellence (EP.360)
In this episode of Capital Allocators, host Ted Seides interviews Ana Marshall, Chief Investment Officer of the William and Flora Hewlett Foundation, to explore her book The Climb to Investm…
19 statements 7 featured
🎙CAPITAL ALLOCATORS
1h 3m Morgan Housel – Same as Ever (EP.359)
In this episode of Capital Allocators, host Ted Seides interviews bestselling author and investor Morgan Housel about his book 'Same as Ever', exploring timeless behavioral patterns, the pow…
42 statements 11 featured 2 assessments 1 contradicted