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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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Year in Review 2020

by Ted Seides

Brought to you by: iConnections and Northern Trust Front Office Solution | With a big thank you for your enthusiastic...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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. ...

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...

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...

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...

Brett Jefferson – Capturing Inefficiencies in Structured Credit at Hildene Capital Management (FM.19)

by Ted Seides

Brought to you by: Context 365 | Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset...

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...

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...

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...

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...

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...

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. ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Best of 2019 (EP. 118)

by Ted Seides

Our annual rundown of the most downloaded shows of 2019.  Wishing you a new year filled with wealth, health, and...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

The Amazon of 2030

by Ted Seides

This article originally appeared here in Institutional Investor on September 23, 2019   The Amazon of 2030 Amazon stock ballooned,...

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...

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. ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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)...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,”...

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...

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...

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...

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,...

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,...

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...

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,...

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

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...

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...

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...

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...

CNBC clip

by Ted Seides

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

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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,...

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...

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...

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...

The Hedge Fund Fee Conundrum

by Ted Seides

This article originally appeared in Institutional Investor on June 1, 2018. Allocators want cheaper fees, but they also want the...

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...

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...

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...

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...

CNBC Clip

by Ted Seides

Back to basics on hedge funds. Watch here  

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Learning from the Dumb Money

by Ted Seides

This article originally appeared in Institutional Investor on March 5, 2018. For years, Ted Seides refused to pay attention to...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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. ...

When Will Yale Buy Bitcoin?

by Ted Seides

This article originally appeared in Institutional Investor on January 5, 2018. Hedge funds grew from a boutique investment area serving...

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....

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...

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...

Podcast Guest Dinner

by Ted Seides

  Welcome to our Podcast Guest Dinner Series! A few times each year, we gather together over dinner and drinks...

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...

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...

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...

Leading Allocators Get Active

by Ted Seides

This article originally appeared in Institutional Investor on October 26, 2017. “The problem with modern portfolio theory is that it’s...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Buffett Bet: Closing Thoughts

by Ted Seides

Ted’s lessons from the bet in Bloomberg View. Read OP-ED

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,...

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...

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...

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...

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...

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...

Ted’s Reflections

by Ted Seides

Ted’s blog post, “Betting with Buffett: Seven Lean Years Later. Betting with Buffett: Seven Lean Years Later

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...

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...

Press on Buffett’s Big Bet

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

Initial Thoughts on the Buffett’s Big Bet

by Ted Seides

Ted’s perspective at the initiation of the bet. A-Bet-Against-Buffett

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...

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...

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,...

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...