Episodes
A decade of tape. Every episode is checked claim by claim and playable.
55 episodes in 2025
🎙CAPITAL ALLOCATORS
46m Year in Review 2025 (EP.478)
In this 2025 Year in Review episode of Capital Allocators, host Ted Seides and CEO Hank analyze institutional investing trends across private liquidity freezes, active public equities, and t…
24 statements 9 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
53m Top 5 of 2025: #4: Alex Sacerdote
Whale Rock Capital founder Alex Sacerdote joins Ted Seides on Capital Allocators to break down his career, research methodology, and S-curve investment framework. Sacerdote shares deep insig…
24 statements 12 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 32m Matthew Dicks – Storytelling Mastery (EP.477)
In this episode of Capital Allocators, master storyteller and author Matthew Dicks breaks down the mechanics of narrative craft, sharing actionable strategies to structure engaging stories, …
29 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 6m Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Lux Capital partners Josh Wolfe and Brett McGurk join host Ted Seides to discuss the structural bifurcation of venture capital, the emergence of 'sci-tech diplomacy' in global geopolitics, a…
24 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
48m Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Robert Boucai and James Broyer, co-founders of Newbrook Capital Properties, discuss reverse-engineering a long-duration, tax-efficient multifamily real estate strategy designed specifically …
33 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 0m John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
In this episode of Capital Allocators, Long Pond Capital founder John Khoury discusses his career journey, his firm's multi-year fundamental framework for exploiting public real estate valua…
38 statements 12 featured 13 assessments
🎙CAPITAL ALLOCATORS
1h 4m Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
In this episode of Capital Allocators, host Ted Seides interviews Mike Kelly, Co-President and CIO of Future Standard, to discuss the firm's growth into a $90 billion alternative asset platf…
32 statements 13 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
Ted Seides interviews Daniel Mahr, Head of MDT Advisers at Federated Hermes, exploring how their proprietary 'glass box' machine learning framework uses decision trees and multi-decade funda…
26 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 15m David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
David Lyon, Head of Capital Solutions at Neuberger Berman, joins Ted Seides to break down the mechanics, sourcing advantages, and underwriting discipline of hybrid capital solutions that pro…
28 statements 10 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Jay Ripley, Head of Investments at Global Endowment Management (GEM), discusses the firm's disciplined approach to emerging manager selection across private equity, venture capital, and hedg…
42 statements 13 featured 2 assessments
🎙CAPITAL ALLOCATORS
49m Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
Dave Thornton, co-founder and CEO of Vested, discusses how his platform provides liquidity to startup employees by financing option exercises at 409A discounts while creating a diversified, …
17 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
57m Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
In this episode of Capital Allocators, host Ted Seides interviews Jeff Aronson, co-founder of Centerbridge Partners, who shares insights on building a $43 billion firm that integrates privat…
20 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
59m Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
WCM Investment Management leaders Mike Trigg and Sanjay Ayer join Ted Seides to examine how the $120 billion firm evolved its investment framework, research tools, and organizational culture…
24 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
57m Morgan Housel – The Art of Spending Money (EP.466)
In this episode of Capital Allocators, host Ted Seides interviews bestselling author Morgan Housel about his book The Art of Spending Money, exploring why personal finance must be treated as…
32 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
59m John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
In this episode of Capital Allocators, CPPIB President and CEO John Graham details the strategic evolution of the Canadian pension model, explaining how the 730-billion-dollar fund implement…
35 statements 10 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
31m Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Ted Seides interviews Eric Mogelof, Head of Global Client Solutions at KKR, to examine the structural, operational, and fiduciary dynamics governing the integration of private market alterna…
13 statements 4 featured 9 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
52m Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
In this episode of Capital Allocators, host Ted Seides interviews executive coach Matt Spielman, founder and CEO of Inflection Point Partners, exploring how investment leaders can overcome e…
13 statements 5 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 13m Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
In this episode of Capital Allocators, ValueAct Capital co-CEOs Mason Morfit and Rob Hale discuss their firm's distinctive 25-year history of 'quiet activism' in public equities. They explai…
20 statements 7 featured 6 assessments
🎙CAPITAL ALLOCATORS
44m Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
In this episode of Capital Allocators, AlphaSense co-founder and CEO Jack Kokko joins Ted Seides to discuss the transformation of financial research through semantic search, proprietary expe…
16 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 15m Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
Ted Seides interviews Herb Wagner, Managing Partner of Finepoint Capital, covering his journey from blue-collar Ohio roots through senior roles at Appaloosa and Baupost to launching his own …
27 statements 11 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 0m Adrian Meli – Active Equity Excellence at Eagle (EP.459)
In this episode of Capital Allocators, Adrian Meli of Eagle Capital Management explains how pairing hedge-fund-level investigative research with a patient, concentrated long-only mandate all…
25 statements 8 featured
🎙CAPITAL ALLOCATORS
58m Ted on Alt Goes Mainstream (EP.458)
In this interview on Alt Goes Mainstream, Capital Allocators founder Ted Seides discusses the democratization of private markets, institutional manager selection, the adoption of AI in dilig…
27 statements 10 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 30m CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
Ted Seides interviews Raphael Arndt, Chief Investment Officer of Australia's Future Fund, exploring the sovereign wealth fund's pioneering Total Portfolio Approach, dynamic risk governance, …
42 statements 12 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
51m Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Host Ted Seides interviews Ron Kantowitz, Head of Private Debt at Invesco, exploring the evolution of middle-market direct lending and Invesco's conservative, research-driven credit philosop…
18 statements 10 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 20m Tim Sullivan – Yale's Private Portfolio (EP.456)
In this retrospective interview, veteran allocator Tim Sullivan reflects on his 39-year tenure directing Yale University's private equity and venture capital portfolios alongside David Swens…
58 statements 17 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 14m Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
In this episode of Capital Allocators, host Ted Seides interviews legendary CAA co-founder and Treville Capital partner Michael Ovitz to explore his transformative career across Hollywood, c…
19 statements 6 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 2m Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
In this 'Friends Reunion' episode of Capital Allocators, host Ted Seides and four veteran chief investment officers analyze private market liquidity, public equity dispersion, macroeconomic …
28 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 13m Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Ted Seides interviews Hugh MacArthur, Chairman of Bain & Company's Global Private Equity Practice, to explore the severe liquidity bottleneck, macroeconomic headwinds, and structural transfo…
25 statements 10 featured 13 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
In this final installment of the Private Wealth mini-series, Hightower Advisors Chairman and CEO Bob Oros joins Ted Seides to discuss the institutional evolution of the RIA industry, M&A int…
16 statements 7 featured 1 assessments
🎙CAPITAL ALLOCATORS
55m Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
In this episode of Capital Allocators, host Ted Seides interviews Josh Koplewicz, founder and managing partner of Thayer Street Partners, exploring his journey from Goldman Sachs to building…
23 statements 10 featured 3 assessments
🎙CAPITAL ALLOCATORS
46m David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
In this episode of Capital Allocators, host Ted Seides interviews David Breach, President and COO of Vista Equity Partners, exploring Vista's operational playbook in enterprise software, the…
18 statements 8 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
44m Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
In this episode of Capital Allocators, host Ted Seides interviews Ares Management Co-President Kipp deVeer to discuss how leading alternative managers are expanding into the global private w…
21 statements 6 featured 8 assessments
🎙CAPITAL ALLOCATORS
56m Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
In this episode of Capital Allocators, Ted Seides interviews Jon Madorsky of RCP Advisors to examine the evolution, underwriting strategies, and future growth of the private equity secondari…
25 statements 9 featured 14 assessments 3 contradicted
🎙CAPITAL ALLOCATORS
54m Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
In this episode of the Capital Allocators Private Wealth mini-series, host Ted Seides interviews Kristin Kallergis Rowland, Global Head of Alternative Investments at J.P. Morgan Wealth Manag…
36 statements 13 featured 10 assessments
🎙CAPITAL ALLOCATORS
50m Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
In this episode of the Capital Allocators Private Wealth mini-series, host Ted Seides interviews Eric Mogeloff, Partner and Head of Global Client Solutions at KKR, to examine the secular mig…
26 statements 10 featured 6 assessments
🎙CAPITAL ALLOCATORS
57m James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
In this episode of Capital Allocators, James Clarke, Global Head of Institutional Capital at Blue Owl, shares his unconventional path into finance, core relationship-building principles, and…
18 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
59m John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
In this episode of the Capital Allocators Private Wealth series, host Ted Seides interviews John Matthews, Head of Private Wealth Management in the Americas for UBS, exploring the transforma…
18 statements 8 featured 4 assessments
🎙CAPITAL ALLOCATORS
55m Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Ted Seides interviews Michael Sidgmore of Broadhaven Ventures and 'Alt Goes Mainstream' to explore how alternative asset managers are expanding beyond traditional institutional limited partn…
26 statements 9 featured 14 assessments
🎙CAPITAL ALLOCATORS
40m Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
Ted Seides interviews Rodrigo Bitar, co-founder of 3x1 Partners, to explore contrarian private equity opportunities across overlooked Latin American markets, including Venezuela and Central …
19 statements 7 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 3m Ben Forman – Unlocking Blockchain's Potential (EP.441)
In this episode of Capital Allocators, host Ted Seides interviews Ben Forman, founder and managing partner of ParaFi Capital, to analyze the institutional maturation and technological evolut…
35 statements 10 featured 22 assessments 4 contradicted
🎙CAPITAL ALLOCATORS
1h 6m Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
In this special macroeconomic roundtable, host Ted Seides convenes strategists James Aitken, Louis-Vincent Gave, and Marko Papic to analyze the conclusion of United States economic exception…
45 statements 14 featured 10 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
51m Howard Marks – Navigating Private Credit (EP.439)
In this episode of Capital Allocators, Howard Marks of Oaktree Capital Management examines the rapid growth and underwriting risks of private credit, the discipline of risk control as a 'neg…
24 statements 9 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m Meghan Reynolds – Art of Capital Formation (EP.438)
Meghan Reynolds of Altimeter Capital joins Ted Seides to explore the art of institutional capital formation, sharing critical frameworks for investor communication, crisis management, and na…
14 statements 6 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 18m Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
In this episode of Capital Allocators, host Ted Seides interviews Ed Grefenstette, CEO and CIO of The Dietrich Foundation, exploring how the institution achieved an industry-leading endowmen…
42 statements 11 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 4m Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
In this episode of Capital Allocators, host Ted Seides interviews Shannon O'Leary, Chief Investment Officer of the St. Paul & Minnesota Foundation, exploring her relationship-driven investme…
42 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 1m David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
In this episode of Capital Allocators, host Ted Seides sits down with David Zorub, founder and Chief Investment Officer of Parsifal Capital Management, to examine how the firm scaled to $1.5…
28 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 15m Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
In this episode of Capital Allocators, host Ted Seides interviews Brett Barth and Evan Roth, co-founders and co-CEOs of BBR Partners, detailing the twenty-five-year evolution of their thirty…
29 statements 9 featured
🎙CAPITAL ALLOCATORS
59m Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
In this episode of Capital Allocators, host Ted Seides interviews Michael Choe, CEO of Charlesbank Capital Partners, exploring how the firm transforms private equity investing into a systema…
24 statements 8 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Ian Charles - Private Equity's New Rules (EP.431)
Host Ted Seides interviews Ian Charles, founding partner at Arctos Partners, to explore the structural shifts reshaping the private equity industry. Charles breaks down Arctos' proprietary f…
27 statements 10 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
In this episode of Capital Allocators, host Ted Seides interviews entrepreneur and investor Anthony Pompliano about how military service, Big Tech product management, and media distribution …
15 statements 6 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
48m Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
Ted Seides interviews Mitchell Green, founder and managing partner of Lead Edge Capital, exploring how the growth equity firm combines rigorous quantitative outbound sourcing with a network …
19 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 11m Striking Oil – CrownRock by Lime Rock Capital (EP.428)
In this episode of Capital Allocators, host Ted Seides interviews Lime Rock Capital managing directors Jonathan Farber, John Reynolds, and Jay McLean to dissect CrownRock, a historic private…
34 statements 12 featured 11 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
54m Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
Mark Sullivan and Roberto Isch detail the evolution of Wellington Management's third-generation market-neutral multi-strategy hedge fund platform, outlining their collaborative partnership c…
16 statements 5 featured 3 assessments
🎙CAPITAL ALLOCATORS
53m Donald Miller - Building a Story Brand (EP.426)
In this episode of Capital Allocators, host Ted Seides interviews StoryBrand CEO Donald Miller on how businesses and investment managers can clarify their messaging by positioning customers …
21 statements 7 featured
🎙CAPITAL ALLOCATORS
29m Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)
In this episode of Capital Allocators, host Ted Seides and moderator Hank host an expert panel featuring iConnections CEO Ron Biscardi and ProSec's Katie O'Reilly on how investment managers …
14 statements 4 featured