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Mar
7

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...

Mar
6

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...

Feb
28

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...

Feb
21

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...

Feb
14

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...

Feb
7

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...

Jan
31

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...

Jan
30

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...

Jan
24

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...

Jan
17

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...

Jan
10

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...

Jan
5

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...

Jan
3

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...

Dec
27

2020

Podcast

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...

Dec
20

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...

Dec
13

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...

Dec
6

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,...

Dec
1

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...

Nov
29

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...

Nov
22

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...

Nov
15

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...

Nov
8

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...

Nov
3

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...

Nov
1

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...

Oct
25

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...

Oct
18

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...

Oct
11

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...

Oct
4

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...

Oct
1

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...

Sep
27

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...

Sep
20

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...

Sep
13

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,...

Sep
6

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...

Sep
1

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...

Aug
30

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...

Aug
23

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...

Aug
16

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...

Aug
10

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....

Aug
9

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...

Aug
2

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...

Aug
2

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...

Jul
26

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...

Jul
19

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...

Jul
12

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...

Jul
8

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...

Jul
5

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...

Jul
1

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...

Jul
1

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...

Jun
28

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,...

Jun
24

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...

Jun
21

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...

Jun
17

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...

Jun
14

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...

Jun
10

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. ...

Jun
7

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...

May
31

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...

May
31

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...

May
24

2020

Podcast

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...

May
18

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...

May
17

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...

May
10

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...

May
3

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...

Apr
29

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...

Apr
26

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. ...

Apr
24

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...

Apr
22

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...

Apr
19

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...

Apr
16

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...

Apr
15

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...

Apr
12

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...

Apr
8

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...

Apr
5

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...

Apr
1

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...

Mar
31

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...

Mar
29

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...

Mar
22

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...

Mar
18

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,...

Mar
15

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...

Mar
8

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...

Mar
1

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...

Feb
28

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...

Feb
23

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...

Feb
16

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...

Feb
9

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...

Feb
5

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...

Feb
2

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...

Jan
26

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...

Jan
19

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...

Jan
6

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...

Jan
5

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...

Dec
29

2019

Podcast

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...

Dec
22

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...

Dec
15

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...

Dec
8

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...

Dec
2

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...

Dec
1

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...

Nov
24

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...

Nov
17

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...

Nov
10

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,...

Nov
3

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...

Oct
31

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...

Oct
27

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...

Oct
20

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...

Oct
13

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...

Oct
6

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...

Oct
1

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...

Sep
29

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...

Sep
23

2019

Institutional Investor

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,...

Sep
22

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...

Sep
15

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. ...

Sep
8

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...

Sep
5

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...

Sep
1

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...

Aug
25

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...

Aug
17

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...

Aug
11

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...

Aug
4

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...

Aug
1

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...

Jul
28

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...

Jul
21

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...

Jul
14

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...

Jul
7

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...

Jul
3

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)...

Jun
30

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...

Jun
23

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...

Jun
16

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...

Jun
10

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...

Jun
9

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...

Jun
3

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...

Jun
2

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...

May
19

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...

May
12

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...

May
5

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...

May
2

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...

Apr
28

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...

Apr
21

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...

Apr
14

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...

Apr
12

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,”...

Apr
7

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...

Mar
31

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...

Mar
31

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...

Mar
24

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,...

Mar
24

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,...

Mar
17

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...

Mar
10

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,...

Mar
4

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

Mar
3

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...

Feb
28

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...

Feb
24

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...

Feb
17

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...

Feb
13

2019

CNBC

CNBC clip

by Ted Seides

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

Feb
10

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...

Feb
8

2019

Institutional Investor

The Price That Makes Hedge Funds a Steal

by Ted Seides

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

Feb
5

2019

Monthly Email

Capital Allocators Monthly – January 2019

by Ted Seides

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

Feb
5

2019

Institutional Investor

What Happened When I Met Jack Bogle

by Ted Seides

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

Feb
3

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...

Jan
27

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...

Jan
20

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...

Jan
13

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...

Jan
6

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...

Jan
2

2019

Monthly Email

Capital Allocators Monthly – December 2018

by Ted Seides

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

Dec
31

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...

Dec
24

2018

Pods

The Top 10 Episodes of 2018

by Ted Seides

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

Dec
16

2018

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...

Dec
9

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...

Dec
2

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...

Nov
30

2018

Monthly Email

Capital Allocators Monthly – November 2018

by Ted Seides

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

Nov
25

2018

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...

Nov
18

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...

Nov
11

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...

Nov
4

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...

Oct
31

2018

Monthly Email

Capital Allocators Monthly – October 2018

by Ted Seides

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

Oct
28

2018

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...

Oct
21

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...

Oct
14

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...

Oct
14

2018

Medium

Origins of an Investing Podcast

by Ted Seides

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

Oct
7

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...

Oct
1

2018

Institutional Investor

What Billy Beane and Jim Simons Have in Common

by Ted Seides

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

Sep
30

2018

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...

Sep
28

2018

Monthly Email

Capital Allocators Monthly – September 2018

by Ted Seides

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

Sep
23

2018

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...

Sep
16

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...

Sep
10

2018

Institutional Investor

The Death of Passive Management

by Ted Seides

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

Sep
8

2018

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...

Sep
2

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...

Aug
30

2018

Monthly Email

Capital Allocators Monthly (Aug 2018)

by Ted Seides

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

Aug
26

2018

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,...

Aug
19

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...

Aug
12

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...

Aug
5

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...

Jul
30

2018

Monthly Email

Capital Allocators Monthly (July 2018)

by Ted Seides

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

Jul
29

2018

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...

Jul
22

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...

Jul
16

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...

Jul
8

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...

Jul
1

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...

Jun
28

2018

Monthly Email

Capital Allocators Monthly (June 2018)

by Ted Seides

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

Jun
24

2018

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,...

Jun
17

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...

Jun
9

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...

Jun
3

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...

Jun
1

2018

Institutional Investor

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...

May
29

2018

Monthly Email

Capital Allocators Monthly (May 2018)

by Ted Seides

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

May
27

2018

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...

May
20

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...

May
13

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...

May
9

2018

CNBC

CNBC Clip

by Ted Seides

Back to basics on hedge funds. Watch here  

May
6

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...

Apr
29

2018

Monthly Email

Capital Allocators Monthly (April 2018)

by Ted Seides

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

Apr
29

2018

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...

Apr
24

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...

Apr
22

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...

Apr
15

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...

Apr
13

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...

Apr
7

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...

Apr
2

2018

Monthly Email

Capital Allocators Monthly (March 2018)

by Ted Seides

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

Apr
1

2018

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...

Mar
25

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...

Mar
17

2018

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

by Ted Seides

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

Mar
11

2018

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

by Ted Seides

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

Mar
5

2018

Institutional Investor

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...

Mar
4

2018

Basil Qunibi – Moneyball for Allocators (EP.42)

by Ted Seides

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

Feb
28

2018

Capital Allocators Monthly (February 2018)

by Ted Seides

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

Feb
25

2018

Rick Selvala – Harvesting Volatility (EP.41)

by Ted Seides

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

Feb
23

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...

Feb
18

2018

Ali Hamed – Novel Asset Investing (EP.40)

by Ted Seides

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

Feb
5

2018

Annie Duke – Improving Decision Making (EP.39)

by Ted Seides

Brought to you by: Essentia Analytics |  Annie Duke is a renown public speaker and decision strategist. For two...

Jan
31

2018

Capital Allocators Monthly (January 2018)

by Ted Seides

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

Jan
28

2018

Seth Masters – Investment Polymath (EP.38)

by Ted Seides

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

Jan
22

2018

Bill Spitz – Seasoned Commodore (EP.37)

by Ted Seides

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

Jan
8

2018

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

by Ted Seides

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

Jan
5

2018

Institutional Investor

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...

Jan
1

2018

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

by Ted Seides

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

Dec
18

2017

Deep Dive into Hedge Funds (EP.34)

by Ted Seides

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

Dec
11

2017

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

by Ted Seides

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

Dec
2

2017

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...

Nov
27

2017

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

by Ted Seides

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

Nov
13

2017

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

by Ted Seides

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

Oct
30

2017

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

by Ted Seides

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

Oct
26

2017

Institutional Investor

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...

Oct
23

2017

Ashby Monk – Asset Giant Futurist (EP.29)

by Ted Seides

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

Oct
9

2017

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

by Ted Seides

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

Oct
2

2017

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

by Ted Seides

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

Sep
25

2017

David Barrett – Searching for Leaders (EP.26)

by Ted Seides

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

Sep
18

2017

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

by Ted Seides

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

Sep
4

2017

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

by Ted Seides

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

Sep
1

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...

Aug
28

2017

Dan Egan – Better Investment Outcomes (EP.23)

by Ted Seides

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

Aug
21

2017

Chatri Sityodtong – Warrior Spirit (EP.22)

by Ted Seides

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

Aug
14

2017

Richard Lawrence – Compounding in Asia (EP.21)

by Ted Seides

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

Aug
7

2017

Kip McDaniel – CIO Whisperer (EP.20)

by Ted Seides

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

Jul
31

2017

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

by Ted Seides

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

Jul
24

2017

Thomas DeLong – Authentic Leadership (EP.18)

by Ted Seides

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

Jul
17

2017

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

by Ted Seides

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

Jul
10

2017

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

by Ted Seides

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

Jul
6

2017

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

by Ted Seides

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

Jul
3

2017

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

by Ted Seides

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

Jun
16

2017

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

by Ted Seides

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

Jun
7

2017

Larry Kochard – Endowment Professor (EP.11)

by Ted Seides

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

Jun
2

2017

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

by Ted Seides

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

May
25

2017

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

by Ted Seides

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

May
19

2017

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

by Ted Seides

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

May
17

2017

Jenny Heller – Thinking it Through (EP.07)

by Ted Seides

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

May
5

2017

Josh Brown – When Witchcraft Failed (EP.06)

by Ted Seides

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

May
3

2017

Buffett Bet: Closing Thoughts

by Ted Seides

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

Apr
28

2017

The Bet with Buffett (EP.05)

by Ted Seides

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

Apr
24

2017

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

by Ted Seides

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

Apr
19

2017

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

by Ted Seides

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

Apr
12

2017

André Perold – The Academic Practitioner (EP.02)

by Ted Seides

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

Apr
12

2017

Steven Galbraith – Five Tool Player (EP.01)

by Ted Seides

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

May
2

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...

Feb
12

2015

Ted’s Reflections

by Ted Seides

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

Apr
26

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...

Sep
1

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...

Jul
23

2008

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

Jul
9

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

Dec
1

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...

Aug
15

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...

Apr
12

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,...

Oct
1

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...


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