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Feb
21

2019

Columbia

Endowment

Cook Children’s New CIO from Columbia Endowment

by Marcelino Pantoja

"The Cook Children’s Health Care System has hired a senior investor from Columbia University’s endowment as its new chief investment...

Feb
20

2019

Endowment

Endowments Return 8.2% in 2018

by Marcelino Pantoja

"Other than the upturn at the University of Texas system, which saw a jump of 16.4 percent, the list of...

Feb
19

2019

Endowment

Foundation

Cambridge Associates on Cryptoassets

by Marcelino Pantoja

"Most large institutions have steered clear of the 10-year-old, $120 billion industry because it’s largely unregulated and cryptocurrencies have been...

Feb
18

2019

Foundation

Klarman Foundation Hires CIO

by Marcelino Pantoja

"Baupost is also well known as a distressed-debt investor, profiting from trades such as Lehman Brothers Holdings Inc.’s bankruptcy. In...

Feb
17

2019

Podcast

Rahul Moodgal – Master Fund Raiser (EP.87)

by Ted Seides

Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized...

Feb
14

2019

Harvard

Philanthropy

Harvard Breaking Higher Ed Fundraising Record

by Marcelino Pantoja

"All but the first fiscal year of the capital campaign saw annual fundraising totals in excess of $1 billion. Last...

Feb
13

2019

CNBC

CNBC clip

by Ted Seides

Ted appeared on CNBC to discuss off-the-run investment opportunities.  

Feb
13

2019

Endowment

UTIMCO

UTIMCO CIO Britt Harris First Year at Endowment

by Marcelino Pantoja

“‘I’d heard that endowments were in general strong performers, but they are even stronger than I had anticipated,’ Harris admits....

Feb
12

2019

Higher Ed

Philanthropy

College Giving in 2018 Up 7.2%

by Marcelino Pantoja

"The S&P 500 Index’s 14 percent return in the period may have helped encourage giving from a variety of donors....

Feb
11

2019

Campus

Columbia

Columbia Building Manhattanville Campus

by Marcelino Pantoja

"Today, the heart of industrial Manhattanville, which is sandwiched between Broadway and 12th Avenue at the end of West 125th...

Feb
10

2019

Podcast

Chris Ailman – CalSTRS’ Venerable CIO (EP.86)

by Ted Seides

Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers' Retirement System (CalSTRS). He...

Feb
8

2019

Institutional Investor

The Price That Makes Hedge Funds a Steal

by Ted Seides

This article originally appeared here in Institutional Investor on January 31, 2019 Hedge funds are expensive. Would you buy them...

Feb
7

2019

Johns Hopkins

Philanthropy

Johns Hopkins $1.8 Billion Bloomberg Gift

by Marcelino Pantoja

"I have always been grateful for that opportunity. I gave my first donation to Hopkins the year after I graduated:...

Feb
6

2019

Endowment

UTIMCO

Texas Endowment Billion Dollar Royalties

by Marcelino Pantoja

“Mineral rights are also seen as a relatively low-risk way to get exposure to energy and generate income compared with...

Feb
5

2019

Foundation

Portfolio Management

Hewlett Foundation CIO on Fund Managers

by Marcelino Pantoja

"We've got a fairly mature portfolio. This means we don't have a lot of new managers in and out of...

Feb
5

2019

Monthly Email

Capital Allocators Monthly – January 2019

by Ted Seides

As always, please feel free to forward this email to friends. Here Ye, Here Ye We crossed ONE MILLION downloads...

Feb
5

2019

Institutional Investor

What Happened When I Met Jack Bogle

by Ted Seides

This article originally appeared here in Institutional Investor on January 31, 2019 The Vanguard founder espoused low-cost index investing. I...

Feb
4

2019

Endowment

Harvard

Harvard CIO Narv Narvekar on Endowment Changes

by Marcelino Pantoja

"In a refinement, or perhaps a restatement, of his description of the duration of that transition, [CEO] Narvekar wrote that...

Feb
3

2019

Podcast

Steve Kuhn – Life After Hedge Funds (EP.85)

by Ted Seides

Steve Kuhn is a retired hedge fund manager.  He spent two decades in the industry, specializing in mortgage-backed securities at...

Jan
31

2019

Endowment

Ivy League

Ivy League Endowments 2018 Performance Analysis

by Marcelino Pantoja

"Fiscal year 2018 was a stronger year for Ivy endowment performance than fiscal year 2017. Traditional outperformers continued to outperform,...

Jan
30

2019

Endowment

Harvard

Harvard Vineyards Thirst for Water in California

by Marcelino Pantoja

"The county supervisors issued an emergency moratorium on new agricultural wells starting Aug. 27, 2013—not just wells in the affected...

Jan
29

2019

Amherst

Endowment

Amherst CIO Mauricia Geissler on Fund Managers

by Marcelino Pantoja

"Moving to a broader asset allocation structure/model is probably one of the most significant shifts over the last 15 years....

Jan
28

2019

Endowment

Stanford

Stanford CIO Rob Wallace on Endowment Purpose

by Marcelino Pantoja

"The endowment is actually a collection of more than 7,000 individual gifts from donors. These generous gifts are meant to...

Jan
27

2019

Podcast

Donna Snider – Inside the Investment Process at the Kresge Foundation (EP.84)

by Ted Seides

 Donna Snider is a Managing Director at the $4 billion Kresge Foundation, where she has worked for ten years...

Jan
24

2019

Foundation

Private Equity

Pittsburgh Foundation on PE Funds

by Marcelino Pantoja

"We look for consistency of fund size, the experience of the team and consistency regarding how they approach their investment...

Jan
23

2019

Stanford

University

Founding a University

by Marcelino Pantoja

"When railroad magnate and former California Gov. Leland Stanford and his wife, Jane Lathrop Stanford, lost their only child, Leland,...

Jan
22

2019

Endowment

Princeton

Princeton CIO Andy Golden on Investment Returns

by Marcelino Pantoja

“Princeton aims for a 10 percent annualized return, which is close to the long-term return for the S&P 500, not...

Jan
21

2019

Higher Ed

History

Higher Ed Hustle

by Marcelino Pantoja

"Another source of strength was that this disparate collection of largely undistinguished colleges and universities had succeeded in surviving a...

Jan
20

2019

Podcast

Ron Biscardi – Putting Hedge Funds in Context (EP.83)

by Ted Seides

Ron Biscardi, the Co-Founder and CEO of Context Capital Partners and a Partner and Board Member of Context Summits.  Ron sits...

Jan
17

2019

Endowment

Notre Dame

Notre Dame CIO Scott Malpass Humble Beginnings

by Marcelino Pantoja

"The story goes that [Scott Malpass] came back to campus with $20 in his pocket and needing a job and...

Jan
16

2019

Endowment

Research

New Study on Endowments Large and Small

by Marcelino Pantoja

"The study was based on the IRS filings of 28,696 endowments and foundations. In addition to comparing university endowments to...

Jan
15

2019

Endowment

Harvard

Harvard Monetizing Campus Real Estate

by Marcelino Pantoja

“Fourthly, in strictly monetary terms, the University is holding land it values at $969 million in its most recent financial...

Jan
14

2019

Endowment

UTIMCO

UTIMCO CIO Britt Harris on Endowment Strategy

by Marcelino Pantoja

"Our strategy for being among the best endowments is to: - Have a clearly defined culture that is extreme. -...

Jan
13

2019

Podcast

Jean Hynes – Inside Wellington Management (EP.82)

by Ted Seides

 Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance...

Jan
13

2019

Endowment

Yale

Yale CIO David Swensen on Fund Managers

by Marcelino Pantoja

"We want people who are maniacally focused on beating the markets, generating superior investment returns. That’s an incredibly important distinction...

Jan
12

2019

Endowment

Yale

University Endowments

by Marcelino Pantoja

I am thrilled to share with you here on the Capital Allocators blog interesting articles and publications on University endowments....

Jan
6

2019

Podcast

Jennifer Prosek – Branding an Asset Management Firm (EP.81)

by Ted Seides

 Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy...

Jan
2

2019

Monthly Email

Capital Allocators Monthly – December 2018

by Ted Seides

  Every year we turn over the calendar and start fresh.  Some years it feels daunting.  This time, maybe not...

Dec
24

2018

Podcast

The Top 10 Episodes of 2018

by Ted Seides

   Thanks to you, this little pet project interviewing great leaders in the investment industry will cross one million...

Dec
16

2018

Podcast

Tim McCusker – Consistency and Creativity at NEPC (EP.80)

by Ted Seides

 Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets...

Dec
9

2018

Podcast

Brent Beshore – Micro Buyout Adventur.es (EP.79)

by Ted Seides

 Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the...

Dec
2

2018

Podcast

Tom Bushey – Launching a Hedge Fund (EP.78)

by Ted Seides

 Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016.  Tom graduated from...

Nov
30

2018

Monthly Email

Capital Allocators Monthly – November 2018

by Ted Seides

  Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in...

Nov
25

2018

Podcast

Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (EP.77)

by Ted Seides

 Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that...

Nov
18

2018

Podcast

Annie Duke – Thinking More in Bets (EP.76)

by Ted Seides

 Annie Duke is a decision-making expert, former world-famous poker player, and author of the best seller, Thinking in Bets. ...

Nov
11

2018

Podcast

Michael Lombardi – Leadership Through Football (EP.75)

by Ted Seides

 Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl...

Nov
4

2018

Podcast

Jeffrey Solomon – Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)

by Ted Seides

 Last week, the senseless and tragic events at the Tree of Life Synagogue in Pittsburgh left me and many...

Oct
31

2018

Monthly Email

Capital Allocators Monthly – October 2018

by Ted Seides

  I've been on the speaking circuit of late.  Great to catch up with lots of investors and allocators and...

Oct
28

2018

Podcast

Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)

by Ted Seides

 Karl Scheer is the Chief Investment Officer of the University of Cincinnati’s billion-dollar endowment.  Before taking the helm at...

Oct
21

2018

Podcast

Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)

by Ted Seides

 Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the...

Oct
14

2018

Podcast

Michael Schwimer – Moneyball as an Investment Strategy (EP.72)

by Ted Seides

 Michael Schwimer is the CEO of Big League Advance, a company that makes investments in Minor League baseball players...

Oct
14

2018

Medium

Origins of an Investing Podcast

by Ted Seides

  Published on Medium on October 14, 2018 Did you find the podcast, or did the podcast find you? On a...

Oct
7

2018

Podcast

Michael Batnick – The Best Investors and Their Biggest Mistakes (EP.71)

by Ted Seides

 Michael Batnick is the Director of Research at Ritholz Wealth Management, author of the Irrelevant Investor blog, co-host of...

Oct
1

2018

Institutional Investor

What Billy Beane and Jim Simons Have in Common

by Ted Seides

  Published in Institutional Investor on September 28, 2018 Major League Baseball’s playoffs are approaching, and I’m left with a...

Sep
30

2018

Podcast

Andrew Golden – Princeton University’s Chief Investing Tiger (EP.13)

by Ted Seides

 Andy Golden is the President of Princeton University’s Investment Management Company (or PRINCO) for the last 22 years.  Having...

Sep
28

2018

Monthly Email

Capital Allocators Monthly – September 2018

by Ted Seides

  Investing is simple, but it's not easy. Although I don't trade much, last year I bought Bitcoin in September...

Sep
23

2018

Podcast

Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)

by Ted Seides

 Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Future Fund.  He trained...

Sep
16

2018

Podcast

Stephen McKeon – Professor of Crypto Security Tokens (EP.69)

by Ted Seides

 Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school...

Sep
10

2018

Institutional Investor

The Death of Passive Management

by Ted Seides

  Published in Institutional Investor on September 9, 2018 Once upon a time, allocators in public markets chose between passive...

Sep
8

2018

Podcast

Michael Mervosh – Invest in Yourself (EP.68)

by Ted Seides

 Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to...

Sep
2

2018

Podcast

Sarah Williamson – Focusing Capital on the Long-Term (EP.67)

by Ted Seides

 Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to...

Aug
30

2018

Monthly Email

Capital Allocators Monthly (Aug 2018)

by Ted Seides

  Back to school, back to work! I'm diving into research on funds investing in Economic Opportunity Zones on behalf...

Aug
26

2018

Podcast

Kristian Fok – Australia’s CBUS Superannuation CIO

by Ted Seides

-  Kristian Fok is the Chief Investment Officer of Australia’s A46B ($35B USD) Construction & Building Industry Superannuation Fund,...

Aug
19

2018

Podcast

Josh Wolfe – Seeing the Lux (EP.64)

by Ted Seides

 Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm that targets cutting-edge solutions to...

Aug
12

2018

Podcast

Ben Reiter – Moneyball 2.0 (EP.64)

by Ted Seides

 Ben Reiter is a senior writer for Sports Illustrated and the author of Astroball:  The New Way to Win...

Aug
5

2018

Podcast

Roz Hewsenian – Helmsley Trust’s Chief of People and Process (EP.63)

by Ted Seides

 Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in...

Jul
30

2018

Monthly Email

Capital Allocators Monthly (July 2018)

by Ted Seides

  A great month to catch up on reading and listening.  My favorite reads this month triggered mentions of others...

Jul
29

2018

Podcast

Charley Ellis – Indexing and Its Alternatives (EP.62)

by Ted Seides

 Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most...

Jul
22

2018

Podcast

Manny Friedman – Non-Linear Financial Systems (EP.61)

by Ted Seides

 Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with...

Jul
8

2018

Podcast

Anthony Scaramucci – It’s Called A Mooch (EP.60)

by Ted Seides

The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur...

Jul
1

2018

Podcast

Peter Troob – Monkey Business in High Yield (EP.59)

by Ted Seides

 Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular...

Jun
28

2018

Monthly Email

Capital Allocators Monthly (June 2018)

by Ted Seides

  Summer reading time, and this month was a good one. We launched a premium content subscription to Capital Allocators,...

Jun
24

2018

Podcast

James Aitken – Macro Strategist Extraordinaire (EP.58)

by Ted Seides

 Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon,...

Jun
17

2018

Podcast

Brian Portnoy – From Complex to Simple (EP.57)

by Ted Seides

 Brian Portnoy is the Director of Investment Education at $100 billion investment solutions provider Virtus Investment Partners, where he strives...

Jun
9

2018

Podcast

Tom Lydon – ETF Trends (EP.56)

by Ted Seides

 Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder...

Jun
3

2018

Podcast

Tali Sharot – Optimism, Decisions and Mistakes (EP.55)

by Ted Seides

 Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Tali combines research...

Jun
2

2018

Institutional Investor

The Hedge Fund Fee Conundrum

by Ted Seides

  Published in Institutional Investor on June 1, 2018 Five years ago, a friend at a large institutional investor spent...

May
29

2018

Monthly Email

Capital Allocators Monthly (May 2018)

by Ted Seides

  Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds...

May
27

2018

Podcast

John Pfeffer – Crypto for Institutions (EP. 54)

by Ted Seides

 John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.”  He is currently Partner...

May
20

2018

Podcast

Ross Israel – Stable, Predictable Cash Flows (EP.53)

by Ted Seides

Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The...

May
13

2018

Podcast

Kim Lew – The Carnegie Way (EP.52)

by Ted Seides

 Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and...

May
9

2018

CNBC

CNBC Clip

by Ted Seides

Back to basics on hedge funds. Watch here  

May
6

2018

Podcast

Paul Black – Gratitude, Fun, and Growth Stocks (EP.51)

by Ted Seides

 Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that...

Apr
29

2018

Monthly Email

Capital Allocators Monthly (April 2018)

by Ted Seides

  I'll be heading the Omaha this weekend for my last annual public drubbing.  Stop me and say hello if...

Apr
29

2018

Podcast

James Williams – Curating The Getty’s Assets (EP.50)

by Ted Seides

   Jim Williams is the Vice President, Chief Investment Officer and Treasurer of the Getty Trust, where he oversees...

Apr
22

2018

Podcast

Michael Cembalest – Eye on the Market (EP.49)

by Ted Seides

   Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a...

Apr
15

2018

Podcast

Steven Galbraith – In the Boardroom (EP.48)

by Ted Seides

   A year ago, I sat down with my friend Steven Galbraith to record the first conversation of Capital...

Apr
7

2018

Podcast

Chris Brockmeyer – On Broadway (EP. 47)

by Ted Seides

   Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for...

Apr
2

2018

Monthly Email

Capital Allocators Monthly (March 2018)

by Ted Seides

  Having fun with these markets (or weather) yet?  The more things stay the same... Reading 1. My latest Institutional...

Apr
1

2018

Podcast

Andy Redleaf – Evolution of Markets (EP.46)

by Ted Seides

   Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999...

Mar
25

2018

Podcast

It’s Not About the Money (EP.45)

by Ted Seides

   Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left...

Mar
17

2018

Wayne Wicker – Managing for Millions who Matter (EP.44)

by Ted Seides

   Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50...

Mar
11

2018

Clare Flynn Levy and Cameron Hight – Moneyball for Managers (EP.43)

by Ted Seides

   Our exploration of the use of modern data analytics to enhance investment results continues this week with two...

Mar
4

2018

Basil Qunibi – Moneyball for Allocators (EP.42)

by Ted Seides

   Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael...

Feb
28

2018

Capital Allocators Monthly (February 2018)

by Ted Seides

  The more things change, the more they stay the same.  Markets back to the bull, volatility in check, and...

Feb
25

2018

Rick Selvala – Harvesting Volatility (EP.41)

by Ted Seides

   Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of...

Feb
18

2018

Ali Hamed – Novel Asset Investing (EP.40)

by Ted Seides

   Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund.  CoVenture is an...

Feb
5

2018

Annie Duke – Improving Decision Making (EP.39)

by Ted Seides

 Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top...

Jan
31

2018

Capital Allocators Monthly (January 2018)

by Ted Seides

  I'm going to endeavor to send out an email monthly with writing and podcast updates. Feel free to pass...

Jan
28

2018

Seth Masters – Investment Polymath (EP.38)

by Ted Seides

  Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers.  He started as...

Jan
22

2018

Bill Spitz – Seasoned Commodore (EP.37)

by Ted Seides

  Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He...

Jan
8

2018

Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (EP.36)

by Ted Seides

  Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. ...

Jan
1

2018

Margaret Chen – Leadership and Outsourcing the Investment Office (EP.35)

by Ted Seides

  Margaret Chen is the Head of CA Capital Management, Cambridge Associates’ $20 billion Outsourced Chief Investment Officer (OCIO) business....

Dec
18

2017

Deep Dive into Hedge Funds (EP.34)

by Ted Seides

  I received several emails over the last bunch of months asking for my take on the investing world and...

Dec
11

2017

Chris Acito – Credit Where Credit is Due (EP.33)

by Ted Seides

  Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career...

Nov
27

2017

Paul Johnson and Paul Sonkin, The Perfect Investment (EP.32)

by Ted Seides

  Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment.  Paul Sonkin is an...

Nov
13

2017

Meredith Jenkins – A Path to Trinity (EP.31)

by Ted Seides

  Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s...

Oct
30

2017

Larry Mestel – Making Music Royalties Sing (EP.30)

by Ted Seides

  Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary...

Oct
23

2017

Ashby Monk – Asset Giant Futurist (EP.29)

by Ted Seides

  Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also...

Oct
9

2017

Jason Klein – Investing to Cure Cancer (EP.28)

by Ted Seides

  Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital’s...

Oct
2

2017

Ellen Ellison – Playing to Your Strengths (EP.27)

by Ted Seides

  Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as...

Sep
25

2017

David Barrett – Searching for Leaders (EP.26)

by Ted Seides

  David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset...

Sep
18

2017

Scott Malpass – The Fighting Irish’s Twelfth Man (EP.25)

by Ted Seides

 Scott Malpass is the esteemed Vice President and CIO of Notre Dame University, where he oversees the school's $12...

Sep
4

2017

Jim Dunn – Protect, Perform, Provide (EP.24)

by Ted Seides

  Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is...

Aug
28

2017

Dan Egan – Better Investment Outcomes (EP.23)

by Ted Seides

  Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the leading robo-advisor overseeing $10 billion in...

Aug
21

2017

Chatri Sityodtong – Warrior Spirit (EP.22)

by Ted Seides

  Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career...

Aug
14

2017

Richard Lawrence – Compounding in Asia (EP.21)

by Ted Seides

   Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused...

Aug
7

2017

Kip McDaniel – CIO Whisperer (EP.20)

by Ted Seides

  Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor.  Prior to joining II a year...

Jul
31

2017

Dan Schorr – Death, Ice Cream, and Entrepreneurship (EP.19)

by Ted Seides

  Dan Schorr is the founder of Vice Cream, an early stage company that is bringing back unapologetic indulgence to...

Jul
24

2017

Thomas DeLong – Authentic Leadership (EP.18)

by Ted Seides

  Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so...

Jul
17

2017

Adam Blitz – Inside Hedge Fund Allocation (EP.17)

by Ted Seides

   Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund...

Jul
10

2017

Thomas Russo – Buy and Hold…and Then What (EP.16)

by Ted Seides

   Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a...

Jul
6

2017

Reflections – Hardly a Waste of Time (EP.15)

by Ted Seides

  A few months ago, an idea came to me to share some conversations with great capital allocators that I’ve...

Jul
3

2017

Chris Douvos – Venture Capital’s Super LP (EP.14)

by Ted Seides

   Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture...

Jun
16

2017

Mario Therrien – The Canadian Pension Model (EP.12)

by Ted Seides

   Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et...

Jun
7

2017

Larry Kochard – Endowment Professor (EP.11)

by Ted Seides

  Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides...

Jun
2

2017

David “Bull” Gurfein – Interdisciplinary Lessons from the Marines (EP.10)

by Ted Seides

  David Gurfein, whose nickname “Bull” fits the bill, is a decorated Marine Corps Combat veteran who enlisted at age...

May
25

2017

Jeffrey Solomon – Vision, Tenacity, and Empathy (EP.09)

by Ted Seides

   Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on...

May
19

2017

Charley Ellis – Multiple Ways to Win (EP.08)

by Ted Seides

  Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade...

May
17

2017

Jenny Heller – Thinking it Through (EP.07)

by Ted Seides

  Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to...

May
5

2017

Josh Brown – When Witchcraft Failed (EP.06)

by Ted Seides

  Josh Brown is the CEO of Ritholz Wealth Management, a NYC-based financial advisor that helps people align their investments...

Apr
28

2017

The Bet with Buffett (EP.05)

by Ted Seides

  Today’s show is a little different from my ongoing series of conversations with Capital Allocators.  As you probably know,...

Apr
24

2017

Tom Lenehan – Perpetual Thinking at Rockefeller University (EP.04)

by Ted Seides

   Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management...

Apr
19

2017

Brett Barth – Asset Allocation for Families (EP.03)

by Ted Seides

   Brett Barth is a founder, Managing Partner, and Director of Investment Research at BBR Partners. BBR manages north...

Apr
12

2017

André Perold – The Academic Practitioner (EP.02)

by Ted Seides

  André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years...

Apr
12

2017

Steven Galbraith – Five Tool Player (EP.01)

by Ted Seides

  Steve Galbraith is an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall...