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2021
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (EP.180)
by Ted Seides
Brought to you by: Coinbase Prime, FalconX, Bitwise, MG Stover, and Chainalysis | Eric Peters is the founder and CIO...
2021
Capital Allocators Monthly – February 2021
by Ted Seides
Hello Fellow Listeners,Some of our favorite reads and listens this month cover market extremes, crypto, private equity, and SPACs.Announcements and Gratitudes...
2021
Podcast
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (EP.179)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution, Coinbase Prime and Columbia Threadneedle Investments | Alex Shahidi and...
2021
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (EP.178)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Rostin Behnam is the Acting Chairman of...
2021
Podcast
Jennifer Prosek – Business Development and Leadership in a Virtual World (EP.177)
by Connor Aller
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Jennifer Prosek is the founder and...
2021
Podcast
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (EP.176)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | David Baran and Kazuhiko Shibata are...
2021
Podcast
Private Equity Masters: Paul Salem – Providence Equity Partners (EP.175)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Paul Salem is a Senior Managing...
2021
Monthly Email
Capital Allocators Monthly – January 2021
by Ted Seides
Hello Fellow Listeners,Some of our favorite reads and listens this month covered SPACs, public pensions, value investing, and more.A Break...
2021
Podcast
Collette Chilton – Humility and Loyalty at Williams College (EP.174)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Collette Chilton is the CIO of...
2021
Podcast
Fran Kinniry – The Comfort of Paradox at Vanguard Group (EP.173)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Fran Kinniry is a twenty three-year...
2021
Podcast
Chris Dixon – The Future of Blockchain at a16z (EP.172)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Chris Dixon is a General Partner...
2021
Capital Allocators Monthly – December 2020
by Ted Seides
Hello Fellow Listeners,It's 2021 - nuff said!Announcements and Gratitudes * Capital Allocators Summit on Operational Due Diligence, January 29th. Rahul...
2021
Podcast
James Clear – Mastering Habits (EP.171)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | James Clear, author of last year’s...
2020
Podcast
by Ted Seides
Brought to you by: iConnections and Northern Trust Front Office Solution | With a big thank you for your enthusiastic...
2020
Podcast
André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)
by Ted Seides
Brought to you by: Coinbase Prime, Canalyst, and iConnections | André Perold, the Co-Managing Partner and Chief Investment Officer of...
2020
Podcast
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (EP.168)
by Ted Seides
Brought to you by: Coinbase Prime, Canalyst, and iConnections | Daryn Dodson is the founder of Illumen Capital, a venture...
2020
Podcast
Chamath Palihapitiya – The Social Capital Flywheel (EP.167)
by Ted Seides
Brought to you by: Coinbase Prime, Canalyst, and iConnections | Chamath Palihapitiya is the founder and CEO of Social Capital,...
2020
Monthly Email
Capital Allocators Monthly – November 2020
by Ted Seides
Hello Fellow Listeners,Announcements and Gratitudes * Capital Allocators on Instagram and YouTubeWe're experimenting with posts on Instagram and YouTube. Follow us...
2020
Podcast
Ben Reiter – Over the Edge with the Houston Astros (EP.166)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, and iConnections | Ben Reiter, longtime Sports Illustrated columnist, author of the NY...
2020
Podcast
Joel Greenblatt – Common Sense for Value at Gotham Capital (EP.165)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Joel Greenblatt is a legendary...
2020
Podcast
Shane Parrish – Learning to Learn at Farnam Street (EP.164)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Shane Parrish is the founder...
2020
Podcast
Karyn Williams – Measuring Risk Practically at Hightree Advisors (EP.163)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Karyn Williams is the founder of Hightree...
2020
Capital Allocators Monthly – October 2020
by Ted Seides
Hello Fellow Listeners,Announcements and Gratitudes https://capitalallocatorspodcast.com/subscriptionsignup * SIGN-UP FOR PREMIUM! We added an audio component for Premium Members for the first...
2020
Podcast
Mike Trigg – Defying the Fade at WCM (EP.162)
by Ted Seides
Brought to you by: Canalyst, iConnections, and Northern Trust Front Office Solution | You may remember my popular first meeting...
2020
Podcast
Marko Papic – Geopolitical Alpha at Clocktower Group (EP.161)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, and Northern Trust Front Office Solution | Marko Papic is the Chief...
2020
Podcast
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (EP.160)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Carrie Thome is the...
2020
Podcast
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (FM.23)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Mathieu Chabran, a co-founder...
2020
Podcast
Scott Wilson – Concentrated Investing at Washington University-St. Louis (EP. 159)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Scott Wilson is the...
2020
Monthly Email
Capital Allocators Monthly – September 2020
by Ted Seides
Hello Fellow Listeners,We have a lot cooking this fall. Our premium members can access a new premium podcast feed that...
2020
Podcast
Luke Ellis and Mario Therrien – Best Practices in Alternatives (EP.158)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution, and DiligenceVault | Luke Ellis and Mario Therrien are long-time...
2020
Podcast
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (EP.157)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution, and DiligenceVault | Paul Marshall is a co-founder and Chairman...
2020
Podcast
Annie Duke – How to Decide (EP.156)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions and DiligenceVault | Annie Duke, former professional poker player, decision-making expert,...
2020
Podcast
Morgan Housel – The Psychology of Money (EP.155)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Morgan Housel is a partner at Collaborative Fund and one...
2020
Monthly Email
Capital Allocators Monthly – August 2020
by Ted Seides
Announcements and Gratitudes * Morgan Housel, The Psychology of Money. Here we go! Morgan's first book releases next week. It's a fantastic...
2020
Podcast
Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (EP. 154)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Joel Wittenberg is the chief investment officer and vice president...
2020
Podcast
Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (EP.153)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Shundrawn Thomas, President of Northern Trust Asset Management, where he...
2020
Podcast
Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (EP.152)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Kim Lew is the highly regarded Chief Investment Officer of...
2020
Unconscious Discrimination in Asset Management
by Ted Seides
This article originally appeared here in Institutional Investor on August 10, 2020 August 10, 2020 Andrew Cenci/Bloomberg Imagine that Dr....
2020
Podcast
Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Change (EP.151)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Jake Walthour is the Co-Founder and CEO of Blueprint Capital...
2020
Podcast
Matthew Granade – Inside Data Science at Point72 (FM.22)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Matthew Granade is Chief Market Intelligence Officer at Point72 and...
2020
Monthly Email
Capital Allocators Monthly – July 2020
by Ted Seides
Hope you're healthy and staying safe. Announcements and Gratitudes * Admired Leadership Digital (can't miss course and can't miss episode) Randall...
2020
Podcast
Randall Stutman – Admired Leadership (EP.150)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Randall Stutman is founder and co-head of the Leadership Practice...
2020
Podcast
Taimur Hyat – After the Great Lockdown (EP.149)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Taimur Hyat is the Chief Operating Officer at PGIM, a...
2020
Podcast
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (FM.21)
by Ted Seides
Brought to you by: BlackRock and Northern Trust Front Office Solutions | Adam Fisher is the CIO of Commonwealth Asset...
2020
Podcast
Hiro Mizuno – Changing the Game (EP.148)
by Ted Seides
Brought to you by: Wellington Management Company | Hiro Mizuno is the recently departed Executive Managing Director and Chief Investment...
2020
Podcast
Reuben Munger – Private Capital Perspective (EP.147)
by Ted Seides
Brought to you by: Wellington Management Company | Reuben Munger is the Managing Partner of Vision Ridge Capital, a private...
2020
Monthly Email
Capital Allocators Monthly – June 2020
by Ted Seides
Hello Fellow Listeners,I can't remember a month with more powerful narratives. I just couldn't find a way to keep the reading...
2020
Podcast
Lauren Taylor Wolfe – Activist Perspective (EP.146)
by Ted Seides
Brought to you by: Wellington Management Company | Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an...
2020
Podcast
Tony Davis – Hedge Fund Perspective at Inherent Group (EP.145)
by Ted Seides
Brought to you by: Wellington Management Company | Tony Davis is the CEO and Chief Investment Officer of Inherent Group,...
2020
Podcast
Richard Lawrence – ESG Integration at Overlook (EP.144)
by Ted Seides
Brought to you by: Wellington Management Company | Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented...
2020
Podcast
David Blood – Pioneering a Generation (EP.143)
by Ted Seides
Brought to you by: Wellington Management Company | David Blood is co-founder and Senior Partner of Generation Investment Management, a...
2020
Podcast
Emanuel Citron – Sourcing Sustainable Managers (EP.142)
by Ted Seides
Brought to you by: Wellington Management Company | Manny Citron is Managing Partner at Volery Capital, a private equity firm...
2020
Podcast
Bob Litterman – Pricing Climate Risk (EP.141)
by Ted Seides
Brought to you by: Wellington Management Company | Bob Litterman is a founding partner and Chairman of the Risk Committee...
2020
Podcast
Liqian Ma – Allocator Perspective (EP. 140)
by Ted Seides
Brought to you by: Wellington Management Company | Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. ...
2020
Podcast
Wendy Cromwell – The $170 Trillion Opportunity (EP.139)
by Ted Seides
Brought to you by: Wellington Management Company | Wendy Cromwell is Vice Chair of Wellington Management and the Director of...
2020
Podcast
Clarke Futch – Healthcare Royalty Partners (FM.20)
by Ted Seides
Clarke Futch is a co-founder, Managing Partner and Chairman of the Investment Committee at Healthcare Royalty Partners, an investment firm...
2020
Capital Allocators Monthly – May 2020
by Ted Seides
Announcements and Gratitudes * First Meeting Private Podcasts Drop me an email if you’re interested in learning more. For a sample of...
2020
Podcast
by Ted Seides
Brought to you by: Context 365 | Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset...
2020
Top 10 Best Investing Podcasts
by Ted Seides
Capital Allocators found itself in familiar territory alongside Ted's favorite investing podcasts in Value Walk's ranking of the Top 10...
2020
Podcast
Daylian Cain – Master Class in Negotiations (EP.138)
by Ted Seides
Brought to you by: Context 365 and Northern Trust Front Office Solutions | Daylian Cain is a Senior Lecturer in...
2020
Podcast
Laurence Siegel – Current Myths and Long-Term Optimism (EP.137)
by Ted Seides
Brought to you by: Context 365, Northern Trust Front Office Solutions, and Atom Finance | Larry Siegel is the Gary...
2020
Podcast
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
by Ted Seides
Brought to you by: Canoe Intelligence, Northern Trust Front Office Solutions, and Atom Finance | Daniel Adamson is a Senior...
2020
Podcast
Tim McCusker – Advising Through a Crisis at NEPC (EP.135)
by Ted Seides
Brought to you by: Prosek Partners | Tim McCusker is the Chief Investment Officer at consulting powerhouse NEPC, who serves...
2020
Podcast
Michael Mervosh – Investing in Yourself During a Crisis (EP.134)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions| Michael Mervosh, clinical psychologist and founder of the Hero’s Journey Foundation. ...
2020
Institutional Investor
Don’t Just Do Something, Sit There
by Ted Seides
This article originally appeared here in Institutional Investor on April 24, 2020 Allocators will eventually allocate — but don’t get...
2020
Podcast
Andy Golden – Navigating Princeton’s Endowment Through (Another) Crisis (EP.133)
by Ted Seides
Brought to you by: Prosek Partners | Andy Golden is the President of PRINCO, where he has overseen the management...
2020
Podcast
Annie Duke – Decision Making in a Crisis (EP.132)
by Ted Seides
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | My friend Brian Portnoy recently...
2020
Institutional Investor
The Day of Reckoning for Private Equity
by Ted Seides
This article originally appeared here in Institutional Investor on April 16, 2020 The Day of Reckoningfor Private Equity This crisis is likely...
2020
Podcast
Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis (EP.131)
by Ted Seides
Brought to you by: Prosek Partners | Sandra Robertson, OU Endowment Management’s esteemed CEO and CIO, rejoined me for an...
2020
Podcast
Sandra Robertson – Oxford’s Queen of Endowment Management (EP.130)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions, and Atom Finance | Sandra Robertson is the CEO and Chief...
2020
Podcast
Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (EP.129)
by Ted Seides
Brought to you by: Prosek Partners | Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a...
2020
Podcast
Eric Peters – Trading and Evolution at One River (FM.18)
by Ted Seides
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | Eric Peters is the founder...
2020
Podcast
Mark Baumgartner – Allocating in a Crisis at IAS (EP.128)
by Ted Seides
Brought to you by: Prosek Partners | Mark Baumgartner is the CIO of the Institute for Advanced Study, where he...
2020
Monthly Email
Capital Allocators Monthly – March 2020
by Ted Seides
Announcements and Gratitudes * The show might go on. Capital Allocators LIVE! is scheduled for June 18th. We have a month before...
2020
Podcast
Ben Inker – Value Investing at GMO (FM.17)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast, Northern Trust Front Office Solutions, and Atom Finance | Ben Inker is...
2020
Podcast
Michael Mauboussin – Consilient Observations in a Crisis (EP.127)
by Ted Seides
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | Michael Mauboussin is the Head...
2020
Podcast
James Aitken – Systemic Risk in a Crisis (EP.126)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions, and Atom Finance | In the midst of this unprecedented time,...
2020
Podcast
Greg Fleming – Building and Running Rockefeller Capital Management (EP.125)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma | Greg Fleming is the founding CEO of Rockefeller...
2020
Podcast
Christie Hamilton – Tweeting on Allocation at Children’s Health (EP. 124)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma | Christie Hamilton is the Head of Investments at...
2020
Podcast
Mike Mauzé – Escape Velocity for CPG Brands at VMG Partners (FM.16)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma | Mike Mauzé is the General Partner at VMG Partners, which...
2020
Monthly Email
Capital Allocators Monthly – February 2020
by Ted Seides
Announcements and Gratitudes Capital Allocators LIVE tickets are available (June 18, 2020 in NYC) Founder's Class tickets are now closed, and...
2020
Podcast
Doug Phillips – Middle of the Fairway at the University of Rochester (EP.123)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma| Doug Phillips is the CIO of the University of...
2020
Podcast
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (FM EP.15)
by Ted Seides
Brought to you by: Selective Search, Atom Finance, And Colmore| Dan Rasmussen is the Founder and portfolio manager at Verdad...
2020
Podcast
James Aitken – Tour Around the World from a Small Island (EP.122)
by Ted Seides
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore| James Aitken is the Founder and...
2020
Monthly Email
Capital Allocators Monthly – January 2020
by Ted Seides
Announcements and Gratitudes * Capital Allocators LIVE! is coming on June 18th in NYC with an all-star cast of...
2020
Podcast
Peter Kraus – Widening the Aperture on Alpha (FM EP.14)
by Ted Seides
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore| Peter Kraus is the Chairman and...
2020
Podcast
Ted Seides – A Rational Reminder (EP.121)
by Ted Seides
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore | Last year, I appeared on...
2020
Podcast
Beezer Clarkson – Sapphire Gem of Early Stage Venture (EP.120)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Beezer Clarkson is Managing Director at Sapphire Ventures where she...
2020
Capital Allocators Monthly – December 2019
by Ted Seides
Announcements and Gratitudes * Podcasting has taken me in directions I never could have imagined. I thought by now...
2020
Podcast
Greg Zuckerman – Decoding Renaissance Medallion (EP 119)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Gregory Zuckerman is a special...
2019
Podcast
by Ted Seides
Our annual rundown of the most downloaded shows of 2019. Wishing you a new year filled with wealth, health, and...
2019
Podcast
Dr. Sarel Vorster – Conducting Brain Surgery (EP.117)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Dr. Sarel Vorster is a practicing neurosurgeon at the Cleveland...
2019
Podcast
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (EP.116)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Neal Triplett is the CIO of DUMAC, the organization that...
2019
Podcast
Kip McDaniel – How to Get an Allocator’s Attention (EP.115)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Kip McDaniel is the Chief...
2019
Monthly Email
Capital Allocators Monthly – November 2019
by Ted Seides
Announcements and Gratitudes * In the spirit of the Thanksgiving season, I'd like to express my gratitude for those...
2019
Podcast
Anne Martin – Pulling the Oars as CIO of Wesleyan University (EP.114)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Anne Martin is the Chief...
2019
Podcast
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Drew Dickson is the founder...
2019
Podcast
Steve Rattner – Overseeing Michael Bloomberg’s Family Office (EP.113)
by Ted Seides
Brought to you by: Canoe Intelligence and Colmore | Steve Rattner is the Chairman and CEO of Willett Advisors, which...
2019
Podcast
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
by Ted Seides
Brought to you by: Colmore and Top Traders Unplugged Podcast | Jason Karp is the Founder and CEO of HumanCo,...
2019
Podcast
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (EP.112)
by Ted Seides
Brought to you by: Colmore and Northern Trust Front Office Solutions | Dawn Fitzpatrick is the Chief Investment Officer at...
2019
Monthly Email
Capital Allocators Monthly – October 2019
by Ted Seides
Announcements and Gratitudes Special thanks to new sponsors of the podcast, Colmore and Northern Trust Front Office Solutions. Reading (Ordered...
2019
Podcast
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
by Ted Seides
Brought to you by: Zetta Ventures | My guest on today’s First Meeting is Ash Fontana, a Managing Director...
2019
Podcast
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (EP.111)
by Ted Seides
Brought to you by: Colmore and Northern Trust Front Office Solution | Ana Marshall is the Vice President and...
2019
Podcast
Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
by Ted Seides
Brought to you by: Canoe Intelligence | Jay Girotto is the President of Farmland Opportunity, a $400 million investment manager...
2019
Podcast
Jonathan Tepper – Variant Perception of Capitalism (EP.110)
by Ted Seides
Brought to you by: Canoe Intelligence and Northern Trust Front Office Solutions | Jonathan Tepper is the founder of Variant...
2019
Capital Allocators Monthly – September 2019
by Ted Seides
Announcements and Gratitudes * Capital Allocators reached 2 million downloads this month. Thanks for listening and sharing the show!!! * Know...
2019
Podcast
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
by Ted Seides
Brought to you by: Canoe Intelligence and Northern Trust Front Office Solutions | Joe Lonsdale is a founding partner...
2019
Institutional Investor
by Ted Seides
This article originally appeared here in Institutional Investor on September 23, 2019 The Amazon of 2030 Amazon stock ballooned,...
2019
Podcast
Gary Klein with Paul Johnson and Paul Sonkin – Conducting Pre-Mortem Analysis (EP.109)
by Ted Seides
Gary Klein is a noted cognitive psychologist with an innate ability to see what others don’t. Over his 40-year...
2019
Podcast
Michael Schwimer – Sports Betting at JAMBOS (First Meeting, EP.08)
by Ted Seides
Brought to you by: Canoe Intelligence | Michael Schwimer is the CEO of Big League Advance (BLA) and JAMBOS. ...
2019
Podcast
Matt Whineray – Innovation at New Zealand Super Fund (EP.108)
by Ted Seides
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most...
2019
Capital Allocators Monthly – August 2019
by Ted Seides
Announcements and Gratitudes * We started crowd sourcing favorite quotes from each week's episode. If you find a quote you...
2019
Podcast
Scott Kupor – Andreessen Horowitz (First Meeting, EP.07)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast and Canoe Intelligence| Scott Kupor is the managing partner at Andreessen...
2019
Podcast
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (EP.107)
by Ted Seides
Eric Ries is the founder and CEO of LTSE, the company that is affiliated with the SEC-approved Long-Term Stock...
2019
Podcast
David Druley – Structure into Action at Cambridge Associates (EP. 106)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | David Druley is the CEO of Cambridge Associates, a global...
2019
Podcast
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
by Ted Seides
Mike Novogratz is the CEO of Galaxy Digital, a merchant bank with a balance sheet to invest that seeks...
2019
Podcast
Paul Black – WCM Investment Management (First Meeting, EP.05)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | My guest on today’s first meeting is Paul Black of WCM...
2019
Monthly Email
Capital Allocators Monthly – July 2019
by Ted Seides
Announcements and Gratitudes * Special thanks to sponsor Barings, whose Streaming Income podcast digs below the headlines to find out...
2019
Podcast
Jon Harris – Investing in People at AIM (EP.105)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | Jon Harris is the CEO of Alternative Investment Management, a...
2019
Podcast
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.03)
by Ted Seides
André Bourbonnais is a Managing Director at Blackrock and Global Head of its newly launched Long-Term Private Capital business, a...
2019
Podcast
Richard Lawrence – Overlook Investments Group (First Meeting, EP.03)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | My guest on today’s First Meeting is Richard Lawrence of...
2019
Podcast
Ash Williams – Florida SBA’s Reigning Chief (EP.104)
by Ted Seides
Ash Williams is the Executive Director and CIO of the Florida State Board of Administration, where he oversees $200...
2019
Monthly Email
Capital Allocators Monthly – June 2019
by Ted Seides
Announcements and Gratitudes * We've added a new stream of content to the blog. Stanford Professor Ashby Monk (see Episode 29)...
2019
Pods
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
by Ted Seides
Sam Sicilia is the Chief Investment Officer of HostPlus, Australia’s AUZ 37 billion ($25B USD) Superannuation Fund. Sam joined HostPlus...
2019
Podcast
Martin Whittaker – JUST Capital (First Meeting EP.02)
by Ted Seides
Martin Whittaker is the founding CEO of JUST Capital, a non-profit created by a group of concerned, influential leaders, including...
2019
Pods
Jon Wertheim – Sports AND… (EP.102)
by Ted Seides
Jon Wertheim is a sports journalist and author who has a passion for psychology and economics. He is the Executive...
2019
Podcast
Capital Allocators Presents: First Meeting with Ted Seides
by Ted Seides
I'm excited to announce the launch of a spinoff of capital allocators called first meeting. First meeting episodes will be...
2019
Podcast
Patrick O’Shaughnessy – O’Shaughnessy Asset Management (First Meeting, EP.01)
by Ted Seides
Brought to you by: Essentia Analytics | Patrick O’Shaughnessy is the CEO of O’Shaughnessy Asset Management, the host of the...
2019
Monthly Email
Capital Allocators Monthly – May 2019
by Ted Seides
Announcements and Gratitudes * Last month I wrote that I'm looking for my next opportunity to manage capital. I received...
2019
Pods
Khe Hy – Radical Shift from Investing to Purpose (EP.101)
by Ted Seides
Khe Hy rose to be one of the youngest Managing Directors at Blackrock’s hedge fund of funds business. In his...
2019
Pods
Tim Recker – Concentration at the James Irvine Foundation (EP.100)
by Ted Seides
Tim Recker is the Chief Investment Officer of the $2.4 billion James Irvine Foundation. He joined the foundation in...
2019
Podcast
Michael Mauboussin – Who’s on the Other Side? (EP.99)
by Ted Seides
Brought to you by: Essentia Analytics | Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue...
2019
Pods
Jon Hirtle – The Pioneer of OCIO (EP.98)
by Ted Seides
Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in...
2019
Monthly Email
Capital Allocators Monthly – April 2019
by Ted Seides
Announcements and Gratitudes * I’m looking to bring together what I’ve been developing the last two years - managing a...
2019
Pods
Matt Levine – Money Stuff (EP.97)
by Ted Seides
Matt Levine writes Money Stuff, a brilliant daily financial newsletter on Bloomberg View. His column discusses current events in corporate...
2019
Pods
David Zorub – The Path to a Hedge Fund Launch (EP.96)
by Ted Seides
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding...
2019
Pods
Paul Rabil – Lacrosse and Entrepreneurship (EP.95)
by Ted Seides
Paul Rabil is the co-founder and CEO of the Premier Lacrosse League or PLL, a new tour-based league of the...
2019
Institutional Investor
Why David Swensen is the Roger Federer of Investing
by Ted Seides
This article originally appeared here in Institutional Investor on April 12, 2019. In his seminal 1975 research paper “The Loser’s Game,”...
2019
Pods
Ted Seides – Interviewing and Manager Meetings (EP.94)
by Ted Seides
A few months ago, Marcel van de Hoef interviewed me on his podcast, The Meeting Strategist. He created Meeting Strategist...
2019
Capital Allocators Monthly – March 2019
by Ted Seides
A few announcements before my favorite content this month. * Sign up here to receive our new weekly blog focusing on Endowment...
2019
Pods
Dan Ariely – Investing in Irrationality (EP.93)
by Ted Seides
Brought to you by: Essentia Analytics | Dan Ariely is a leading behavioral economist, author, entrepreneur, and investor. He is...
2019
Ted Seides Has Made His Mark, but He Feels like He’s Just Getting Started
by Ted Seides
My friend Jon Brolin, founder of Edenbrook Capital and adjunct professor of value investing at Fordham's Gabelli School of Business,...
2019
Pods
Jordi Visser – Next Generation of Manager Allocation (EP.92)
by Ted Seides
Brought to you by: Essentia Analytics | Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers,...
2019
Pods
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
by Ted Seides
Manny Friedman is the founder of EJF Capital. Manny discussed his background and his nuanced take on markets last summer...
2019
Pods
Thomas Russo – All About Google (EP.90)
by Ted Seides
Brought to you by: Essentia Analytics | Tom Russo is the Managing Member of Gardner Russo & Gardner. Last week,...
2019
Barron's
Capital Allocators Named in Barron’s Best Podcasts in Business and Finance
by Ted Seides
Recognized alongside How I Built This, Invest Like the Best, and Masters in Business. Here's the article
2019
Pods
Thomas Russo – All About Berkshire Hathaway (EP.89)
by Ted Seides
Brought to you by: Essentia Analytics | Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and...
2019
Monthly Email
Capital Allocators Monthly – February 2019
by Ted Seides
As always, please feel free to forward this email to friends. You can sign up to receive our new weekly...
2019
Pods
Matt Botein – Flexible Investing and Institutional Challenges (EP.88)
by Ted Seides
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded...
2019
Pods
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...
2019
CNBC
by Ted Seides
Ted appeared on CNBC to discuss off-the-run investment opportunities.
2019
Pods
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...
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...
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...
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...
2019
Pods
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...
2019
Pods
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...
2019
Pods
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...
2019
Pods
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...
2019
Pods
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...
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...
2018
Top 10 Episodes of Capital Allocators in 2018
by Ted Seides
Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most...
2018
Pods
by Ted Seides
Thanks to you, this little pet project interviewing great leaders in the investment industry will cross one million...
2018
Pods
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...
2018
Pods
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...
2018
Pods
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...
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...
2018
Pods
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...
2018
Pods
Annie Duke – Thinking More in Bets (EP.76)
by Ted Seides
Brought to you by: Essentia Analytics | Annie Duke is a decision-making expert, former world-famous poker player, and author...
2018
Pods
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...
2018
Pods
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...
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...
2018
Pods
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...
2018
Pods
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...
2018
Pods
Michael Schwimer – Moneyball as an Investment Strategy (EP.72)
by Ted Seides
Brought to you by: Essentia Anlytics Michael Schwimer is the CEO of Big League Advance, a company that makes...
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 wintry...
2018
Pods
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...
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...
2018
Pods
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...
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...
2018
Pods
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...
2018
Pods
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...
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...
2018
Pods
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...
2018
Pods
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...
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...
2018
Pods
Kristian Fok – Australia’s CBUS Superannuation CIO (EP.66)
by Ted Seides
- Kristian Fok is the Chief Investment Officer of Australia’s A46B ($35B USD) Construction & Building Industry Superannuation Fund,...
2018
Pods
Josh Wolfe – Seeing the Lux (EP.65)
by Ted Seides
Brought to you by: Essentia Analytics | Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture...
2018
Pods
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...
2018
Pods
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...
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...
2018
Pods
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...
2018
Pods
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...
2018
REPLAY – Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)
by Ted Seides
This replay is the one of the most downloaded shows from last year, and one that new listeners may have...
2018
Pods
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...
2018
Pods
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...
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,...
2018
Pods
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,...
2018
Pods
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...
2018
Pods
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...
2018
Pods
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...
2018
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on June 1, 2018. Allocators want cheaper fees, but they also want the...
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...
2018
Pods
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...
2018
Pods
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...
2018
Pods
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...
2018
CNBC
2018
Pods
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...
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...
2018
Pods
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...
2018
Institutional Investor
Your Brain Wants You To Make Bad Decisions. Here’s How To Avoid Them.
by Ted Seides
This article originally appeared in Institutional Investor on April 24, 2018. The human brain is hard-wired to confirm biases, overweight...
2018
Pods
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...
2018
Pods
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...
2018
Institutional Investor
The Edge You May Be Overlooking
by Ted Seides
This article originally appeared in Institutional Investor on April 13, 2018. When it comes to institutional investors, home field can...
2018
Pods
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...
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...
2018
Pods
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...
2018
Pods
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...
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...
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...
2018
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on March 5, 2018. For years, Ted Seides refused to pay attention to...
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...
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...
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...
2018
Institutional Investor
The Hidden Tax on Private Equity Investors
by Ted Seides
This article originally appeared in Institutional Investor on February 23, 2018. Private equity firms now extracting their extra pound of...
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...
2018
Annie Duke – Improving Decision Making (EP.39)
by Ted Seides
Brought to you by: Essentia Analytics | Annie Duke is a renown public speaker and decision strategist. For two...
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...
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...
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...
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. ...
2018
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on January 5, 2018. Hedge funds grew from a boutique investment area serving...
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....
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...
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...
2017
by Ted Seides
Welcome to our Podcast Guest Dinner Series! A few times each year, we gather together over dinner and drinks...
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...
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...
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...
2017
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on October 26, 2017. “The problem with modern portfolio theory is that it’s...
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...
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...
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...
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...
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...
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...
2017
Institutional Investor
Why Communication is Key to Active Management
by Ted Seides
This article originally appeared in Institutional Investor on September 1, 2017. If investing is a people business, then creating real...
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...
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...
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...
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...
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...
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...
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...
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...
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...
2017
Chris Douvos – Venture Capital’s Super LP (EP.14)
by Ted Seides
Chris Douvos is Manager Director at Venture Investment Associates, a fund that invests $1B in commitments to venture...
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...
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...
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...
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...
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...
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...
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...
2017
by Ted Seides
Ted’s lessons from the bet in Bloomberg View. Read OP-ED
2017
by Ted Seides
Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know,...
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...
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...
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...
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...
2016
Forbes
How to Start a Hedge Fund: Interview with Ted Seides
by Ted Seides
This interview originally appeared in Forbes on May 2, 2016. Have you ever wondered what it would be like to...
2015
by Ted Seides
Ted’s blog post, “Betting with Buffett: Seven Lean Years Later. Betting with Buffett: Seven Lean Years Later
2010
The Surprising Cost of Volatility
by Ted Seides
Published in Financial Times, April 26, 2010 Seeing a rise in volatility, Ted describes the implicit costs that a high...
2008
Understanding Hedge Fund Fundamentals and Trends
by Ted Seides
Published in CFA Conference Proceedings Quarterly, September 2008 In the midst of a meltdown, Ted takes a step back to...
2008
by Ted Seides
Read “Buffet’s Big Bet” (2008) from Fortune magazine to learn the details on the bet and initial reactions. Buffetts-Big-Bet
2008
Initial Thoughts on the Buffett’s Big Bet
by Ted Seides
Ted’s perspective at the initiation of the bet. A-Bet-Against-Buffett
2007
The Next Dominos: Junk Bonds and Counterparty Risk
by Ted Seides
Published in Peter L. Bernstein's Economics & Portfolio Strategy, December 1, 2007 Nearly a year before the collapse of Lehman...
2006
Disappearing Liquidity: Let’s Don’t Wait Til the Water Runs Dry
by Ted Seides
Published in Peter L. Bernstein's Economics & Portfolio Strategy, August 15, 2006 Two years before the financial crisis, Ted warns...
2005
Protege Partners: The Capacity Challenge
by Ted Seides
Published by Harvard Business School, April 12, 2005 Written by Professor Randy Cohen in 2004 and taught at Harvard, MIT,...
2002
The Issue of Risk Transparency
by Ted Seides
Published in Institutional Investor Quarterly, Fall 2002 In the early years of institutional hedge fund investing, Ted discusses the interests...