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Ted Seides

Founder and Host, Capital Allocators · 578 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

hostinvestorfounderauthorexecutive@tseides ↗LinkedIn ↗capitalallocators.com ↗

Ted Seides is the founder and host of the Capital Allocators podcast and author of investment books including Capital Allocators and Private Equity Deals. Previously, he worked at the Yale Investments Office and co-founded Protégé Partners.

339statements → 130claims → 51claims resolved → 78%fully supported → 3.78/5average certainty → 2.16/5average debate potential → ≈4.5/5argument clarity, estimated → 19said about them ↓

40 supported 9 partly supported 2 contradicted 4 not yet assessed 75 not checkable as stated how the 130 claims stand · each chip opens the sources

26 predictions · 104 assertions · 53 opinions · 135 insights · 18 disclosures · 3 what ifs · every statement was checked. The predictions and assertions are the 130 claims: statements the public record can support or contradict. 51 are resolved, 4 are not yet assessed, and 75 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Ted argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
Seides: Major private equity platforms will acquire deal teams within five years
“I'd be very surprised if you don't see one of the larger private equity players try to grow through acquiring teams. They are long capital and short origination or dealmaking capability relative to the capital they could command. So it does make sense that if …”
Ted Seides Sep 8, 2025 ▶ 27:04 Ted on Alt Goes Mainstream (EP.458)

Their most notable contradicted claim

Assertion Contradicted
The Yale endowment holds almost zero public equities or bonds
“So our beloved alma mater, Yale University, has next to no money in public equities or bonds.”
Ted Seides Jul 30, 2018 ▶ 48:06 Charley Ellis - Indexing and Its Alternatives (EP.62)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
93% certainty 3
84% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Ted Seides on measured tape to publish a rate. This says nothing about how they speak.

Everything Ted Seides said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Seides: Believed Buffett was 'the patsy' for picking the S&P 500
“I thought Warren was the patsy at the poker table, because he threw out the S&P as the index. I thought that was the wrong index to be picking, and it was something that was going to be an easy hurdle to overcome.”
Ted Seides May 2, 2017 ▶ 20:30 The Bet with Buffett (Capital Allocators, EP.05)
Opinion
Seides: Many Private Equity Firms Have Already Raised Their Last Fund
“There are a lot of private equity firms out there today who don't realize they've already raised their last fund.”
Ted Seides Dec 22, 2025 ▶ 12:16 Year in Review 2025 (EP.478)
Opinion
NAV Loan Dividend Recaps Are a Gimmick to Juice IRR
“The dividend recap of a private equity portfolio seems like a gimmick to juice distributions and IRR so the GP can ask for a commitment to its next fund. In fact, NAV lenders are pitching this concept to GPs as part of the value proposition for accepting a loa…”
Ted Seides Oct 14, 2023 ▶ 7:51 WTT - NAV Loans: Canary or the Gold Mine?
Opinion
NAV Loans Signal the End of the Private Equity Boom
“NAV loans strike me as a canary in the coal mine signaling the end of the private equity boom.”
Ted Seides Oct 14, 2023 ▶ 12:38 WTT - NAV Loans: Canary or the Gold Mine?
Opinion
NAV Loans Resemble Pre-2008 Subprime AAA CDO Tranches
“In many ways, NAV loans resembled the AAA tranches of subprime CDOs 15 years ago.”
Ted Seides Oct 14, 2023 ▶ 13:54 WTT - NAV Loans: Canary or the Gold Mine?
Insight
Swensen: Private Equity Fee Burden Almost Guarantees Disappointing Returns
“He said, while illiquid markets provide a much greater range of mispriced assets, private investors fare little better than their marketable security counterparts, as the extraordinary fee burden typical of private equity funds almost guarantees delivery of di…”
Ted Seides Sep 9, 2023 ▶ 9:35 WTT: The Real Yale Model
Assertion Not checkable as stated
Seides: Buyouts underperform public equities after risk and illiquidity adjustments
“He said, in aggregate, buyout investments failed to match public market alternatives. After adjusting for the higher level of risk and the greater degree of illiquidity in buyout transactions, publicly traded equity securities gain a clear advantage.”
Ted Seides Sep 9, 2023 ▶ 10:47 WTT: The Real Yale Model
Assertion Not checkable as stated
Seides: Aggregate venture capital returns fail to compensate for risk
“Over reasonably long periods of time, aggregate venture returns more or less match marketable equity returns, indicating the providers of capital fail to receive compensation for the substantial risk inherent in startup investing.”
Ted Seides Sep 9, 2023 ▶ 11:03 WTT: The Real Yale Model
Opinion
Seides: Warren Buffett won 10-year wager with a questionable decision process
“So I would say he won with the decision process that was questionable. We lost with a decision process that looked pretty good.”
Ted Seides Sep 5, 2022 ▶ 53:56 Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Insight
Seides: Immediate push to back new diverse-owned funds is structurally misguided
“A lot of the response that I've seen from the people I talked to is we're going to go invest in a diverse manager, a diverse owned manager and my contention all along is that's incredibly misguided because the structure of the industry today was created based …”
Ted Seides Sep 27, 2021 ▶ 53:00 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Opinion
Seides: SPAC Sponsor Equity Offers Best Risk-Reward Since Subprime Short
“The sponsor equity in a SPAC is the best risk reward available in the markets anywhere that I've seen since the subprime short.”
Ted Seides Mar 25, 2021 ▶ 20:06 Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)
Opinion
Seides: Warren Buffett lacked a robust thesis for their 2008 index bet
“So he didn't have a robust thesis. He was just plying it, you know, to hope to make the point that fees, you know, in hedge fund world are expensive.”
Ted Seides Jan 27, 2020 ▶ 39:10 Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
Opinion
Seides: Would make the 10-year Buffett bet again based on favorable odds
“I would make the bet again, over and over and over again, enough times so that the odds played out.”
Ted Seides May 2, 2017 ▶ 48:32 The Bet with Buffett (Capital Allocators, EP.05)
Prediction Not checkable as stated
Seides: Private Equity Exit Recovery Is Two to Four Years Away
“I continue to think this takes several years. Maybe it's two, three, four years away. It's a question of how long does it take for that bid-ask spread to narrow?”
Ted Seides Dec 22, 2025 ▶ 10:18 Year in Review 2025 (EP.478)
Insight
Seides: Sovereign and Private Wealth Capital Exclusively Benefits Mega-Funds
“The private wealth channel is a whole different distribution mechanism. What those two things have in common is they benefit the largest firms. They don't benefit the middle market player. So the middle market, you have contraction, and then you have expansion…”
Ted Seides Dec 22, 2025 ▶ 11:51 Year in Review 2025 (EP.478)
Prediction Not checkable as stated
Seides: Private Credit Structures Prevent a Bank-Like Systemic Calamity
“I do not think there's going to be some calamity. The structure that the asset managers are using is just much better than what the banks used to use. You know, borrow short, lend long. So these are very long dated structures, which is great. You can work thro…”
Ted Seides Dec 22, 2025 ▶ 17:21 Year in Review 2025 (EP.478)
Prediction Open · timeframe Dec 2028
Seides: Massive Inflows Will Compress Private Credit Returns to Roughly 6%
“Where I think there is a challenge is when all this money comes in, the one thing it does for sure is compress spreads. I don't think the people buying in the wealth channel have the right understanding of what returns they should expect. There was a pocket of…”
Ted Seides Dec 22, 2025 ▶ 17:38 Year in Review 2025 (EP.478)
Insight
Seides: Venture Capital Has Structurally Shifted Toward Remaining Private Forever
“The one interesting aspect of venture, structurally, is to the extent private equity is private for longer, venture feels like it's private forever.”
Ted Seides Dec 22, 2025 ▶ 18:18 Year in Review 2025 (EP.478)
Prediction Open · timeframe Dec 2027
Seides: Unlocked Private Market Capital Will Flow Back Into Public Equities
“The biggest impact of that over the next couple of years is that when private markets unlock for liquidity, the first wave of that money from the institutional market is going to go back to the public markets. It's not going to get recycled in the private mark…”
Ted Seides Dec 22, 2025 ▶ 20:28 Year in Review 2025 (EP.478)
Prediction Not checkable as stated
Seides: Wealth investors in mega PE funds will likely get median returns
“I think that's most of what the wealth channel today is going to get. Median, maybe median plus. Maybe you can get to top quartile with some of these funds, but at 20, twenty-five billion dollar private equity funds, it's hard to do that”
Ted Seides Sep 8, 2025 ▶ 11:58 Ted on Alt Goes Mainstream (EP.458)
Opinion
Seides: Median private equity has a 40% chance of outperforming the S&P
“I wrote in this piece that I think the chances of private equity average, so the median private equity outperforming S&P's 40%.”
Ted Seides Sep 8, 2025 ▶ 16:26 Ted on Alt Goes Mainstream (EP.458)
Insight
Seides: Allocating to private equity is now mostly about diversification, not alpha
“I think most of it today is about diversification. It used to be the case that you only participated in these alt strategies for alpha.”
Ted Seides Sep 8, 2025 ▶ 19:14 Ted on Alt Goes Mainstream (EP.458)
Opinion
Seides: Public markets alone no longer provide a globally diversified portfolio
“It's not clear that you can get the globally diversified portfolio of assets just in the public markets the way you definitely could 25 years ago.”
Ted Seides Sep 8, 2025 ▶ 20:14 Ted on Alt Goes Mainstream (EP.458)
Opinion
Seides: Private equity risks hedge-fund-style fee scrutiny as returns compress
“You had this one and a half and 20 And the net returns were 10 to 12, and everyone was happy, and when they got to be six, all of a sudden, people have scrutiny. I think that's the concern with private equity today.”
Ted Seides Sep 8, 2025 ▶ 22:12 Ted on Alt Goes Mainstream (EP.458)

Show 24statements(315 left)

The other half of the tape: Ted Seides's own voice is left out of every number here. 19 statements on the record name them. every mention, with the transcript →

Statements about Ted Seides, by other people (19)

Disclosure
Capital Group compensates portfolio managers based on returns, not asset volume
“If our investment results are the same and our tenure at Capital Group's the same, our bonus is the same. Meaning we don't incentivize a money grab to manage as many assets as you can.”
Mike Gitlin Jan 5, 2026 ▶ 19:50 Mike Gitlin – The Century of Capital Group (EP.479)
Assertion Supported
Aitken: Fundamental investors account for only 5-10% of listed turnover
“And yet the facts are that if you and I, Ted, decide we're going to buy some listed asset today, well, we're going to be five to 10% of the turnover. Because the way the world works today is that the flow is dominated by the machines, and that's not a criticis…”
James Aitken Jul 10, 2023 ▶ 41:17 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Insight
Housel: Sustaining average returns over long periods beats maximizing single-year returns
“What actually matters in investing is not what the highest returns that you can earn are in any given year. It's what returns that you can sustain for the longest period of time. And I think the dirtiest secret in investing is that average returns sustained fo…”
Morgan Housel Jan 1, 2024 ▶ 29:06 Morgan Housel – Same as Ever (EP.359)
Insight
Prosek: Firm Culture Does Not Need Uniqueness, Only Unique Packaging
“No, I think it has to be uniquely packaged.”
Jennifer Prosek Feb 15, 2021 ▶ 30:45 Jennifer Prosek – Business Development and Leadership in a Virtual World (Capital Allocators, EP.177)
Insight
Duke: Decision groups improve judgment by policing mutual biases
“So if we make a pact between the two of us, That you're going to watch my bias, and I'm going to watch your bias, and now we can form kind of a decision group together where we make rules about what the interaction is supposed to be. You can set me straight. I…”
Annie Duke Nov 19, 2018 ▶ 20:17 Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
Insight
Stutman: Frame feedback as recommendations to drastically reduce employee defensiveness
“What I tell leaders all the time, Ted, is they need to get out of the feedback business and get in the recommendation and suggestion business. They're going to be able to give a lot more feedback a lot more often with a lot less resistance and defensiveness ju…”
Randall Stutman Apr 13, 2026 ▶ 26:11 Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Insight
Stutman: Embed feedback inside 'how' questions to completely bypass defensiveness
“A how question, if it's done and carries feedback, actually embeds the feedback inside the question. When I say to you, Ted, how are you going to upgrade the talent on your team? The feedback is that your team talent needs to be upgraded. But I don't say that.…”
Randall Stutman Apr 13, 2026 ▶ 37:12 Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Insight
Spielman: Six to eight reports are optimal; check-ins need five minutes
“The six to eight is the sweet spot, but let's just even take the 20. I still think that that person can meet with his folks once a week, and it doesn't have to be an hour conversation. It could be Knocking on the door, popping by. Say, Ted, what do you got goi…”
Matt Spielman Oct 6, 2025 ▶ 33:01 Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
Insight
O'Leary: Getting managers to reveal concealed truths is 90% of diligence
“I think holding people's feet to the fire on tough stuff, like the conversation around the succession planning, those conversations where this is a safe venue for us to talk about hard things and really having managers understand that, and then feeling empower…”
Shannon O'Leary Mar 10, 2025 ▶ 39:37 Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Insight
Leaving money on the table generates repeat deals and superior long-term returns
“If I can sell you this for one dollar, yeah, I can sell it to you for one 40 because I have the hammer and I have the leverage, but that'll be the last deal that I ever did with Ted, right? But if I can sell you this for nine bucks, when you know it's worth 10…”
Alex Rodriguez Jun 7, 2021 ▶ 43:18 Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
Insight
Scouting and investing are both processes of elimination, not discovery
“So everything about scouting, just like I'm sure about stock investment, is about elimination, not finding. Everything's about elimination.”
Michael Lombardi Nov 12, 2018 ▶ 34:01 Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75)
Insight
Duke: Decision-makers must form accountability groups because others spot their biases better
“Other people are actually pretty good at spotting our biases. So in the same way that you sort of naturally recruit people into the process with you when you express things probabilistically, why not do that intentionally and just purposely recruit people into…”
Annie Duke Feb 5, 2018 ▶ 33:51 Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Insight
Duke: Framing decisions as bets transforms dissenting information into helpful calibration
“What a bet does is it shifts your idea of what winning means. So winning is now actually having the most accurate representation in the world. And that really comes through the accountability that this idea of betting is, because when you challenged your daugh…”
Annie Duke Feb 5, 2018 ▶ 32:41 Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
Assertion Supported
O'Shaughnessy: Zero fund-of-funds fees would not have won the Buffett bet
“If the fund to fund fees had been zero, you still would have lost.”
Patrick O'Shaughnessy May 2, 2017 ▶ 33:50 The Bet with Buffett (Capital Allocators, EP.05)
Assertion Partly supported
Moodgal: IADEI comprises 800 global institutions screening minority managers quarterly
“And on the back of that was born IADEI, Institutional Allocators for Diversity, Equity and Inclusion, which today has 800 institutions across the world that quarterly sifts through minority owned organizations. Minority led organizations in a certain asset cla…”
Rahul Moodgal Sep 26, 2024 ▶ 30:13 Rahul Moodgal – Master Fund Raiser Returns (EP.408)
Disclosure
Adventur.es closed its last two acquisitions without senior debt
“The last two deals we've done with no senior lender involved. We've done all equity with a combination of equity and seller debt.”
Brent Beshore Dec 10, 2018 ▶ 21:08 Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
Disclosure
Beshore: Adventur.es conducts deep diligence on about 15% of inbound deals
“In terms of real work, I would say probably 15% of the businesses that come through, we take a really close look at.”
Brent Beshore Dec 10, 2018 ▶ 29:17 Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
Disclosure
Carnegie maintains roughly 120 external manager relationships across eight asset classes
“We have too many relationships, but we have about a 120. Roughly the way we look at it, eight asset classes. It's roughly 10 or so in each asset.”
Kim Lew May 14, 2018 ▶ 51:17 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Assertion Not checkable as stated
Ellis: Swensen initially opposed Yale Endowment staff leaving for business school
“Particularly glad that you did go, because I know David had some reservations in those days. He's modified his views since then.”
Charlie Ellis May 22, 2017 ▶ 8:33 Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

Appearances (578)

EpisodeDateSpeaking time
SPECIAL ANNOUNCEMENT: Capital Allocators University Online Sep 3, 2026 10m
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514) Jul 30, 2026 5m
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513) Jul 27, 2026 12m
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) Jul 20, 2026 7m
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511) Jul 16, 2026 7m
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510) Jul 13, 2026 11m
Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 10m
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508) Jun 29, 2026 6m
Homegrown CIO at Williams College - Abigail Wattley (EP.507) Jun 22, 2026 11m
Hotel Investing at EOS – Jonathan Wang (EP.506) Jun 15, 2026 10m
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 12m
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504) Jun 1, 2026 10m
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503) May 25, 2026 10m
Making Mistakes – Josh Steiner (EP.502) May 18, 2026 13m
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501) May 11, 2026 11m
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500) May 4, 2026 6m
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499) Apr 27, 2026 10m
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498) Apr 20, 2026 10m
Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497) Apr 13, 2026 11m
Promote Giving – A New Model for Performance-Driven Giving (EP.496) Apr 9, 2026 4m
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495) Apr 6, 2026 12m
Kieran Goodwin – Private Credit Concerns (EP.494) Mar 30, 2026 11m
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493) Mar 23, 2026 11m
Will Guidara – Unreasonable Hospitality (EP.492) Mar 16, 2026 9m
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491) Mar 12, 2026 4m
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490) Mar 9, 2026 10m
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) Mar 2, 2026 10m
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488) Feb 23, 2026 10m
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487) Feb 16, 2026 9m
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486) Feb 9, 2026 15m
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485) Feb 5, 2026 6m
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) Feb 2, 2026 10m
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483) Jan 26, 2026 14m
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482) Jan 22, 2026 7m
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481) Jan 19, 2026 11m
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480) Jan 12, 2026 10m
Mike Gitlin – The Century of Capital Group (EP.479) Jan 5, 2026 12m
Year in Review 2025 (EP.478) Dec 22, 2025 34m
Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 6m
Matthew Dicks – Storytelling Mastery (EP.477) Dec 15, 2025 10m
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476) Dec 8, 2025 10m
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475) Dec 4, 2025 5m
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474) Dec 1, 2025 9m
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473) Nov 24, 2025 13m
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472) Nov 20, 2025 9m
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471) Nov 17, 2025 10m
Jay Ripley – Emerging Manager Selection at GEM (EP.470) Nov 10, 2025 11m
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) Nov 6, 2025 4m
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468) Nov 3, 2025 10m
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) Oct 27, 2025 6m
Morgan Housel – The Art of Spending Money (EP.466) Oct 20, 2025 11m
John Graham – Evolution of the Canadian Model at CPPIB (EP.465) Oct 13, 2025 11m
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464) Oct 9, 2025 8m
Matt Spielman – Igniting Careers and Energizing Lives (EP.463) Oct 6, 2025 11m
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) Sep 29, 2025 11m
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) Sep 25, 2025 5m
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) Sep 22, 2025 10m
Adrian Meli – Active Equity Excellence at Eagle (EP.459) Sep 15, 2025 8m
Ted on Alt Goes Mainstream (EP.458) Sep 8, 2025 39m
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund) Sep 1, 2025 13m
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457) Jul 17, 2025 7m
Tim Sullivan – Yale's Private Portfolio (EP.456) Jul 14, 2025 13m
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) Jul 7, 2025 10m
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) Jun 30, 2025 11m
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453) Jun 23, 2025 11m
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) Jun 16, 2025 13m
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451) Jun 12, 2025 5m
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450) Jun 9, 2025 11m
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449) Jun 2, 2025 12m
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448) May 29, 2025 6m
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447) May 26, 2025 11m
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446) May 19, 2025 12m
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445) May 15, 2025 6m
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444) May 12, 2025 12m
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443) May 5, 2025 12m
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442) Apr 28, 2025 9m
Ben Forman – Unlocking Blockchain's Potential (EP.441) Apr 21, 2025 9m
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) Apr 14, 2025 9m
Howard Marks – Navigating Private Credit (EP.439) Apr 7, 2025 10m
Meghan Reynolds – Art of Capital Formation (EP.438) Mar 31, 2025 11m
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) Mar 24, 2025 13m
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.43 Mar 10, 2025 12m
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) Mar 3, 2025 10m
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) Feb 24, 2025 12m
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) Feb 17, 2025 9m
Ian Charles - Private Equity's New Rules (EP.431) Feb 10, 2025 9m
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430) Feb 3, 2025 9m
Mitchell Green - Lead Edge of Harnessing Networks (EP.429) Jan 27, 2025 8m
Striking Oil – CrownRock by Lime Rock Capital (EP.428) Jan 20, 2025 10m
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) Jan 16, 2025 6m
Donald Miller - Building a Story Brand (EP.426) Jan 13, 2025 9m
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) Jan 6, 2025 8m
Year in Review 2024 (EP.424) Dec 30, 2024 26m
Training Grounds: Wellington Management – Jean Hynes (EP.423) Dec 23, 2024 12m
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) Dec 16, 2024 9m
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.42 Dec 9, 2024 11m
Chris Heller - Ten Years of Weird Alternatives (EP.420) Dec 2, 2024 10m
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) Nov 25, 2024 11m
Jeff Glass - Home Equity Investment at Hometap (EP.418) Nov 21, 2024 5m
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) Nov 18, 2024 9m
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) Nov 11, 2024 9m
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), Nov 11, 2024 8m
Scott Bessent - Macro Maven (EP.415) Nov 4, 2024 12m
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) Oct 28, 2024 11m
WTT: Yale Backs Emerging Managers… and Then What? Oct 25, 2024 13m
Brad Briner - Family Office to Public Service (EP.413) Oct 21, 2024 13m
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) Oct 14, 2024 9m
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) Oct 10, 2024 5m
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) Oct 7, 2024 11m
David Salem - Investment Wisdom from the Owner's Box (EP.409) Sep 30, 2024 10m
Rahul Moodgal – Master Fund Raiser Returns (EP.408) Sep 26, 2024 6m
Toby Rodes - Unlocking Value in Japan (EP.407) Sep 23, 2024 10m
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) Sep 16, 2024 12m
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) Sep 12, 2024 6m
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) Sep 9, 2024 11m
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) Sep 2, 2024 9m
Michael Mervosh - Invest in Yourself (EP.402) Aug 26, 2024 7m
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) Aug 19, 2024 11m
Succession - Sarah Samuels on Generational Transitions (EP.400) Aug 12, 2024 13m
Todd Simkin - Game of Trading at Susquehanna (EP.399) Aug 5, 2024 11m
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398) Jul 29, 2024 8m
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP Jul 22, 2024 12m
Jennifer Prosek – Nailing the Narrative (EP.396) Jul 15, 2024 13m
Training Grounds: Bain Capital, John Connaughton (EP.395) Jul 8, 2024 12m
Charles Duhigg- Secrets of Communication (EP.394) Jul 1, 2024 10m
Ben Hunt - The Stories that Drive Markets (EP.393) Jun 24, 2024 9m
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) Jun 17, 2024 11m
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) Jun 10, 2024 12m
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) Jun 6, 2024 8m
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) Jun 3, 2024 13m
WTT: The Investment Manager Playbook - What Allocators Don't See May 31, 2024 16m
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP May 27, 2024 10m
Dan Tennebaum - The Case for India at India Capital (EP.387) May 23, 2024 9m
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) May 20, 2024 12m
Cliff Asness - Simple Investing is Hard (EP.385) May 13, 2024 11m
Classic Deal - Burger King by 3G Capital (EP.384) May 6, 2024 14m
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383) May 2, 2024 6m
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) Apr 29, 2024 11m
David Morehead – Top Down Allocation at Baylor (EP.381) Apr 22, 2024 10m
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) Apr 15, 2024 11m
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379) Apr 11, 2024 7m
Nigel Dawn - Secondaries in Private Markets (EP.378) Apr 8, 2024 11m
Training Grounds – Carnegie Corporation of New York (EP.377) Apr 1, 2024 12m
Blythe Masters - Fintech Innovation at Motive Partners (EP.376) Mar 25, 2024 9m
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375) Mar 18, 2024 10m
Mike Freno – Confident Humility at Barings (EP.374) Mar 14, 2024 5m
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373) Mar 11, 2024 10m
Richard Sandler – The Prosecution of Michael Milken (EP.372) Mar 4, 2024 10m
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371) Feb 26, 2024 10m
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370) Feb 19, 2024 11m
Magnus Grimeland – Day Zero Investing at Antler (EP.369) Feb 15, 2024 7m
Brad Jacobs – Masterclass on Leadership and Management (EP.368) Feb 12, 2024 10m
Ron Biscardi – Inside iConnections Global Alts (EP.367) Feb 8, 2024 4m
Sanjay Ayer – Think Different and Get Better at WCM (EP.366) Feb 5, 2024 12m
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365) Jan 29, 2024 9m
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364) Jan 25, 2024 4m
Tilly Franklin – Endowment Model at Cambridge University (EP.363) Jan 22, 2024 12m
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362) Jan 15, 2024 11m
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361) Jan 11, 2024 4m
Ana Marshall – The Climb to Investment Excellence (EP.360) Jan 8, 2024 11m
Morgan Housel – Same as Ever (EP.359) Jan 1, 2024 11m
Gary Sernovitz - Inside the CIO Seat (EP.357) Dec 18, 2023 10m
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) Dec 14, 2023 5m
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355) Dec 11, 2023 10m
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354) Dec 4, 2023 14m
Michael Levy – Crow Family Real Estate Empire (EP.353) Nov 27, 2023 10m
Ted Seides – Unlocking Investment Wisdom (EP.352) Nov 23, 2023 30m
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351) Nov 20, 2023 10m
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) Nov 13, 2023 10m
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Nov 9, 2023 7m
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348) Nov 6, 2023 11m
Bruce Ou – Private Market Investing at GroveStreet (EP.347) Oct 30, 2023 10m
Tim Lyne – Three Decades of Private Credit at Antares (EP.346) Oct 26, 2023 7m
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345) Oct 23, 2023 11m
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344) Oct 16, 2023 9m
WTT - NAV Loans: Canary or the Gold Mine? Oct 14, 2023 13m
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343) Oct 12, 2023 5m
Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.34 Oct 9, 2023 13m
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341) Oct 2, 2023 12m
Alan Forman – Yale Endowment Real Estate (EP.340) Sep 25, 2023 12m
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339) Sep 18, 2023 13m
Adam Karr – Extreme Alignment at Orbis (EP.338) Sep 14, 2023 9m
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337) Sep 11, 2023 11m
WTT: The Real Yale Model Sep 9, 2023 13m
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336) Sep 4, 2023 5m
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335) Aug 28, 2023 8m
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334) Aug 21, 2023 11m
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333) Aug 14, 2023 10m
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332) Aug 10, 2023 6m
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331) Aug 7, 2023 11m
Ted Seides – The Art of the Interview (EP.330) Jul 31, 2023 35m
Kipp deVeer – The World of Private Credit at Ares (EP.329) Jul 24, 2023 11m
Seth Klarman – Timeless Value Investing (EP.328) Jul 17, 2023 11m
Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327) Jul 13, 2023 6m
James Aitken – Opportunities and Risks from Monetary Policy (EP.326) Jul 10, 2023 9m
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325) Jul 3, 2023 9m
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324) Jun 29, 2023 5m
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Alloca Jun 26, 2023 10m
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322) Jun 19, 2023 10m
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321) Jun 12, 2023 8m
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 6m
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP Jun 5, 2023 9m
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, May 29, 2023 12m
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital May 25, 2023 5m
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316) May 22, 2023 11m
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315) May 15, 2023 10m
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP. May 11, 2023 6m
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313) May 8, 2023 9m
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312) May 1, 2023 11m
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311 Apr 27, 2023 4m
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310) Apr 24, 2023 11m
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309) Apr 17, 2023 14m
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307) Apr 10, 2023 12m
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Alloc Apr 3, 2023 11m
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, Mar 30, 2023 5m
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) Mar 27, 2023 10m
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303) Mar 23, 2023 5m
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Alloc Mar 20, 2023 11m
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Al Mar 13, 2023 12m
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 30 Mar 6, 2023 13m
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocato Feb 27, 2023 12m
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298) Feb 20, 2023 5m
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP Feb 13, 2023 11m
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296) Feb 9, 2023 5m
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP. Feb 6, 2023 10m
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294) Jan 30, 2023 12m
Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital All Jan 23, 2023 9m
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) Jan 16, 2023 8m
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) Jan 9, 2023 7m
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290) Jan 2, 2023 9m
Year in Review 2022 (Capital Allocators, EP. 289) Dec 26, 2022 20m
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288) Dec 19, 2022 10m
Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators Dec 15, 2022 6m
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286) Dec 12, 2022 12m
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, Dec 5, 2022 10m
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capi Dec 1, 2022 7m
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. Nov 28, 2022 12m
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282) Nov 21, 2022 12m
Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Al Nov 17, 2022 6m
Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280) Nov 14, 2022 13m
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 27 Nov 7, 2022 10m
Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278) Oct 31, 2022 10m
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocat Oct 24, 2022 10m
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39) Oct 20, 2022 2m
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276) Oct 17, 2022 8m
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275) Oct 10, 2022 8m
Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP Oct 6, 2022 5m
Annie Duke – The Power of Quitting (Capital Allocators, EP.273) Oct 3, 2022 11m
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.27 Sep 26, 2022 11m
Adam Wyden - ADW Capital (Manager Meetings, EP.37) Sep 22, 2022 4m
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Sep 19, 2022 11m
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast Sep 15, 2022 6m
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.27 Sep 12, 2022 10m
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269) Sep 5, 2022 42m
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Sep 1, 2022 2m
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268) Aug 29, 2022 9m
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267) Aug 22, 2022 10m
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35) Aug 18, 2022 5m
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266) Aug 15, 2022 10m
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265) Aug 8, 2022 8m
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34) Aug 4, 2022 5m
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264) Aug 1, 2022 9m
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263) Jul 25, 2022 11m
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, Jul 18, 2022 13m
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, Jul 11, 2022 10m
Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34) Jul 7, 2022 8m
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260) Jul 4, 2022 9m
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP Jun 30, 2022 8m
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) Jun 27, 2022 9m
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04) Jun 23, 2022 8m
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) Jun 20, 2022 11m
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02) Jun 16, 2022 9m
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, Jun 13, 2022 10m
Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253) Jun 6, 2022 8m
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP. Jun 2, 2022 9m
Chris Voss – Listening, Human Nature, and Negotiations (Capital Allocators, EP.252) May 30, 2022 9m
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251) May 23, 2022 8m
John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31) May 19, 2022 7m
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocato May 16, 2022 10m
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.24 May 9, 2022 9m
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30) May 5, 2022 5m
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248) May 2, 2022 9m
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.24 Apr 25, 2022 8m
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29) Apr 21, 2022 11m
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246) Apr 18, 2022 10m
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investm Apr 11, 2022 10m
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World Apr 4, 2022 8m
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 ( Mar 28, 2022 9m
Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP. Mar 24, 2022 5m
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Ventur Mar 21, 2022 11m
Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241) Mar 17, 2022 4m
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the In Mar 14, 2022 11m
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239 Mar 10, 2022 7m
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Al Mar 7, 2022 12m
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237) Feb 28, 2022 8m
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World Feb 21, 2022 11m
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Inves Feb 14, 2022 13m
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the In Feb 7, 2022 11m
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 Jan 31, 2022 10m
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Inve Jan 24, 2022 12m
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, Jan 20, 2022 5m
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 ( Jan 17, 2022 11m
Chris Douvos – The LP's Perspective from Ahoy Capital, Venture is Eating the Investment Wo Jan 10, 2022 11m
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment Jan 3, 2022 13m
Jamie Montgomery – March Capital (Manager Meetings, EP.26) Dec 30, 2021 5m
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25) Dec 23, 2021 5m
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227 Dec 20, 2021 10m
Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24) Dec 16, 2021 5m
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocato Dec 13, 2021 9m
Bill Trenchard - First Round Capital (Manager Meetings, EP.23) Dec 9, 2021 5m
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Dec 6, 2021 10m
Will Cook - Sunriver Management (Manager Meetings, EP.22) Dec 2, 2021 5m
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224) Nov 29, 2021 9m
Brian Higgins - King Street Capital (Manager Meeting, EP. 21) Nov 24, 2021 5m
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223) Nov 22, 2021 7m
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20) Nov 18, 2021 5m
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222) Nov 15, 2021 10m
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19) Nov 11, 2021 5m
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221) Nov 8, 2021 9m
Satya Patel – Homebrew (Manager Meetings, EP.18) Nov 4, 2021 5m
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocat Nov 1, 2021 9m
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17) Oct 28, 2021 5m
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Alloca Oct 25, 2021 8m
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16] Oct 21, 2021 6m
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital A Oct 18, 2021 8m
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15) Oct 14, 2021 5m
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214) Oct 11, 2021 10m
Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14) Oct 7, 2021 6m
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, E Oct 4, 2021 7m
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) Sep 30, 2021 5m
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215) Sep 27, 2021 17m
Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12) Sep 23, 2021 5m
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214) Sep 20, 2021 9m
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11) Sep 16, 2021 6m
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213) Sep 13, 2021 11m
Leda Braga – Systematica Investments (Manager Meetings, EP.10) Sep 9, 2021 6m
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212) Sep 6, 2021 11m
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09) Sep 2, 2021 6m
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocato Aug 30, 2021 10m
Rick Rieder – BlackRock (Manager Meetings, EP.08) Aug 26, 2021 5m
Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) Aug 23, 2021 10m
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7) Aug 19, 2021 6m
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Cap Aug 16, 2021 11m
Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208) Aug 13, 2021 8m
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06) Aug 12, 2021 7m
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207) Aug 9, 2021 9m
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05) Aug 5, 2021 6m
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206) Aug 2, 2021 12m
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04) Jul 29, 2021 5m
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205) Jul 26, 2021 9m
Bill Ford – General Atlantic (Manager Meetings, EP.03) Jul 22, 2021 6m
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204) Jul 19, 2021 8m
Eli Casdin – Casdin Capital (Manager Meetings, EP.02) Jul 15, 2021 5m
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203) Jul 12, 2021 11m
Jeremy Grantham – GMO (Manager Meetings, EP.01) Jul 8, 2021 6m
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP Jul 5, 2021 10m
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201) Jun 28, 2021 12m
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200) Jun 21, 2021 11m
Katy Milkman – How to Change (Capital Allocators, EP.199) Jun 14, 2021 10m
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198) Jun 7, 2021 10m
Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197) May 31, 2021 12m
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196) May 24, 2021 10m
Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) May 17, 2021 11m
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital May 10, 2021 7m
Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (C May 6, 2021 6m
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alas May 3, 2021 8m
Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191) Apr 26, 2021 9m
Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190) Apr 19, 2021 11m
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189) Apr 15, 2021 4m
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188) Apr 12, 2021 11m
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187) Apr 5, 2021 10m
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186) Mar 29, 2021 10m
Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.18 Mar 25, 2021 35m
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Al Mar 22, 2021 43m
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capita Mar 18, 2021 9m
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP. Mar 15, 2021 12m
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP. Mar 11, 2021 10m
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, Mar 8, 2021 10m
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (C Mar 1, 2021 11m
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capita Feb 22, 2021 10m
Jennifer Prosek – Business Development and Leadership in a Virtual World (Capital Allocato Feb 15, 2021 10m
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocat Feb 8, 2021 10m
BONUS – Michael Mauboussin on the Decision Education Podcast Feb 4, 2021 1m
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.1 Feb 1, 2021 10m
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174) Jan 25, 2021 11m
Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173) Jan 18, 2021 14m
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172) Jan 11, 2021 9m
James Clear – Mastering Habits (Capital Allocators, EP.171) Jan 4, 2021 9m
Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170) Dec 28, 2020 17m
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169 Dec 21, 2020 10m
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Cap Dec 14, 2020 9m
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167) Dec 7, 2020 10m
Ben Reiter – Over the Edge with the Houston Astros (Capital Allocators, EP.166) Nov 30, 2020 10m
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165) Nov 23, 2020 11m
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164) Nov 16, 2020 12m
Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.1 Nov 9, 2020 10m
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162) Nov 2, 2020 9m
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) Oct 26, 2020 10m
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP Oct 19, 2020 11m
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23) Oct 12, 2020 10m
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocato Oct 5, 2020 11m
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158 Sep 28, 2020 10m
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157) Sep 21, 2020 12m
Annie Duke – How to Decide (Capital Allocators, EP.156) Sep 14, 2020 10m
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155) Sep 7, 2020 9m
Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (Capital Aug 31, 2020 9m
SPECIAL EPISODE – Introducing Invisible Forces Podcast Aug 27, 2020 2m
Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, E Aug 24, 2020 10m
Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocato Aug 17, 2020 8m
Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Alloc Aug 10, 2020 8m
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22) Aug 3, 2020 10m
Randall Stutman - Admired Leadership (Capital Allocators, EP.150) Jul 27, 2020 10m
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149) Jul 20, 2020 13m
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (Firs Jul 13, 2020 9m
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148) Jul 9, 2020 8m
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, Jul 6, 2020 10m
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, E Jul 2, 2020 9m
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital A Jun 29, 2020 10m
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocator Jun 25, 2020 8m
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143 Jun 22, 2020 9m
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocator Jun 18, 2020 8m
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141) Jun 15, 2020 9m
Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140) Jun 11, 2020 12m
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocato Jun 8, 2020 11m
Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20) Jun 1, 2020 9m
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First May 25, 2020 8m
Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138) May 18, 2020 9m
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137) May 11, 2020 10m
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136) May 4, 2020 11m
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135) Apr 30, 2020 5m
Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134) Apr 27, 2020 7m
Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocat Apr 23, 2020 5m
Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132) Apr 20, 2020 5m
Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130) Apr 13, 2020 12m
Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capita Apr 9, 2020 8m
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) Apr 6, 2020 8m
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128) Apr 2, 2020 6m
Ben Inker – Value Investing at GMO (First Meeting, EP.17) Mar 30, 2020 12m
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127) Mar 23, 2020 9m
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126) Mar 18, 2020 8m
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP Mar 16, 2020 10m
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.12 Mar 9, 2020 10m
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16) Mar 2, 2020 10m
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, Feb 24, 2020 13m
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (Firs Feb 17, 2020 9m
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122) Feb 10, 2020 6m
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14) Feb 3, 2020 9m
Ted Seides – A Rational Reminder (Capital Allocators, EP.121) Jan 27, 2020 35m
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) Jan 20, 2020 11m
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119) Jan 6, 2020 12m
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117) Dec 23, 2019 11m
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, Dec 16, 2019 10m
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115) Dec 9, 2019 9m
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114) Dec 2, 2019 10m
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, Nov 25, 2019 8m
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113) Nov 18, 2019 11m
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12) Nov 11, 2019 9m
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, E Nov 4, 2019 12m
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11 Oct 28, 2019 11m
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capit Oct 21, 2019 11m
Jay Girotto – Farmland Opportunity (First Meeting, EP.10) Oct 14, 2019 9m
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110) Oct 7, 2019 10m
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09) Sep 30, 2019 8m
Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital All Sep 23, 2019 10m
Michael Schwimer - Sports Betting at JAMBOS (First Meeting, EP.08) Sep 16, 2019 11m
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108) Sep 9, 2019 10m
Scott Kupor - Andreessen Horowitz (First Meeting EP.07) Sep 2, 2019 12m
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107) Aug 26, 2019 8m
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106) Aug 19, 2019 10m
Michael Novogratz – Galaxy Digital (First Meeting, EP.06) Aug 12, 2019 8m
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105) Jul 29, 2019 11m
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.04) Jul 22, 2019 10m
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104) Jul 8, 2019 11m
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103) Jul 1, 2019 12m
Martin Whittaker – JUST Capital (First Meeting, EP.02) Jun 24, 2019 11m
Jon Wertheim – Sports and… (Capital Allocators, EP. 102) Jun 17, 2019 9m
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01) Jun 10, 2019 12m
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101) Jun 3, 2019 8m
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100) May 20, 2019 11m
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99) May 13, 2019 11m
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98) May 6, 2019 11m
Matt Levine – Money Stuff (Capital Allocators, EP.97) Apr 29, 2019 8m
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96) Apr 22, 2019 9m
Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95) Apr 15, 2019 9m
Ted Seides – Interviewing and Manager Meetings (Capital Allocators, EP.94) Apr 8, 2019 36m
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93) Apr 1, 2019 10m
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92) Mar 25, 2019 11m
Manny Friedman – EJF on Economic Opportunity Zones (EP.91) Mar 18, 2019 9m
Thomas Russo – All About Google (Capital Allocators, EP.90) Mar 11, 2019 9m
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89) Mar 4, 2019 13m
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88) Feb 25, 2019 10m
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87) Feb 18, 2019 12m
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86) Feb 11, 2019 11m
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85) Feb 4, 2019 9m
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, Jan 28, 2019 9m
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83) Jan 21, 2019 10m
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82) Jan 14, 2019 12m
Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81) Jan 7, 2019 11m
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80) Dec 17, 2018 10m
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79) Dec 10, 2018 9m
Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78) Dec 3, 2018 11m
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Nov 26, 2018 9m
Annie Duke – Thinking More in Bets (Capital Allocators, EP.76) Nov 19, 2018 9m
Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75) Nov 12, 2018 9m
Jeffrey Solomon - Grief and Goodness in Squirrel Hill (SPECIAL EPISODE) Nov 5, 2018 4m
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74) Oct 29, 2018 9m
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73) Oct 22, 2018 11m
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72) Oct 15, 2018 10m
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71 Oct 8, 2018 9m
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70) Sep 24, 2018 13m
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69) Sep 17, 2018 11m
Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68) Sep 10, 2018 14m
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67) Sep 3, 2018 11m
Kristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66) Aug 27, 2018 10m
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65) Aug 20, 2018 10m
Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64) Aug 13, 2018 11m
Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63) Aug 6, 2018 12m
Charley Ellis - Indexing and Its Alternatives (EP.62) Jul 30, 2018 12m
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61) Jul 23, 2018 8m
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60) Jul 9, 2018 9m
Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59) Jul 2, 2018 11m
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) Jun 25, 2018 9m
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57) Jun 18, 2018 9m
Tom Lydon – ETF Trends (Capital Allocators, EP.56) Jun 11, 2018 14m
Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55) Jun 4, 2018 12m
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54) May 28, 2018 9m
Ross Israel - Stable, Predictable Cash Flows (EP.53) May 21, 2018 12m
Kim Lew – The Carnegie Way (Capital Allocators, EP.52) May 14, 2018 12m
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) May 7, 2018 11m
James Williams – Curating The Getty's Assets (Capital Allocators, EP.50) Apr 30, 2018 14m
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49) Apr 23, 2018 12m
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48) Apr 16, 2018 14m
Chris Brockmeyer – On Broadway (Capital Allocators, EP.47) Apr 9, 2018 12m
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46) Apr 2, 2018 9m
It's Not About the Money (Capital Allocators, EP.45) Mar 26, 2018 42m
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44) Mar 19, 2018 14m
Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43) Mar 12, 2018 15m
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42) Mar 5, 2018 12m
Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41) Feb 26, 2018 14m
Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40) Feb 19, 2018 10m
Annie Duke - Improving Decision Making [Capital Allocators, EP.39] Feb 5, 2018 11m
Seth Masters – Investment Polymath (Capital Allocators, EP.38) Jan 29, 2018 12m
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37) Jan 22, 2018 15m
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allo Jan 8, 2018 14m
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.3 Jan 1, 2018 12m
Deep Dive into Hedge Funds (Capital Allocators, EP.34) Dec 18, 2017 52m
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33) Dec 11, 2017 10m
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32) Nov 27, 2017 11m
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31) Nov 13, 2017 10m
Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30) Oct 30, 2017 9m
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29) Oct 23, 2017 9m
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28) Oct 9, 2017 13m
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27) Oct 2, 2017 10m
David Barrett – Searching for Leaders (Capital Allocators, EP.26) Sep 25, 2017 13m
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25) Sep 18, 2017 18m
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) Sep 4, 2017 13m
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23) Aug 28, 2017 13m
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22) Aug 21, 2017 10m
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21) Aug 14, 2017 13m
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20) Aug 7, 2017 14m
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19) Jul 31, 2017 10m
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18) Jul 24, 2017 13m
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17) Jul 17, 2017 13m
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16) Jul 10, 2017 14m
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14) Jul 3, 2017 16m
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13) Jun 26, 2017 12m
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12) Jun 19, 2017 13m
Larry Kochard – Endowment Professor (Capital Allocators, EP.11) Jun 12, 2017 14m
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP. Jun 5, 2017 16m
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09) May 30, 2017 11m
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08) May 22, 2017 18m
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07) May 17, 2017 12m
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06) May 9, 2017 13m
The Bet with Buffett (Capital Allocators, EP.05) May 2, 2017 46m
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04) Apr 27, 2017 13m
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03) Apr 20, 2017 14m
André Perold – Academic Practitioner (Capital Allocators, EP.02) Apr 13, 2017 15m
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01) Apr 13, 2017 16m
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