Capital Allocators – Inside the Institutional Investment Industry
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Capital Allocators – Inside the Institutional Investment Industry
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and hel...
Episodi recenti
737 episodi
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) maki...
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth...
Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
My guest on today’s show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily...
[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financi...
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its fou...
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as “Google for finance.” The company’s 6,000 customer...
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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Adrian Meli – Active Equity Excellence at Eagle (EP.459)
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian...
Ted on Alt Goes Mainstream (EP.458)
Once in a while, I take a turn on the other side of the microphone and share it on our feed when I’ve said something different from what I have in the...
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leadi...
CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)
This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leadi...
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)
This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)
This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan fro...
CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan fro...
CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)
This week’s Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state...
CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)
This week’s Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway...
CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. W...
CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. W...
WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at...
CIO Greatest Hits: Endowments – Scott Wilson (WashU)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wi...
CIO Greatest Hits: Endowments – Andy Golden (Princo)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wi...
Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)
Ron Kantowitz is the Head of Private Debt for Invesco’s Private Credit platform, where he leads a team that manages middle-market, senior secured, dir...
Tim Sullivan – Yale’s Private Portfolio (EP.456)
Today’s show features one of the biggest industry legends you may never have heard before.
My guest is Tim Sullivan, who recently retire...
WTT: A New Twist on an Old Bet with Buffett
Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited f...
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful for...
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Al...
[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invest...
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, port...
Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453)
Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting...
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spe...
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capi...
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $1...
[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise softwa...
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, priva...
[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, includi...
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively...
[REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-...
Kristin Kallergis Rowland – Alts at J.P. Morgan’s Private Bank (Private Wealth 4, EP.447)
Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternat...