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Nov
11

2018

Podcast

Michael Lombardi – Leadership Through Football (EP.75)

by Ted Seides, CFA

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

Nov
4

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Oct
28

2018

Podcast

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

by Ted Seides, CFA

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

Oct
21

2018

Podcast

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

by Ted Seides, CFA

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

Oct
14

2018

Podcast

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

by Ted Seides, CFA

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

Oct
14

2018

Medium

Origins of an Investing Podcast

by Ted Seides, CFA

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

Oct
7

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Sep
30

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Sep
23

2018

Podcast

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

by Ted Seides, CFA

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

Sep
16

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Sep
8

2018

Podcast

Michael Mervosh – Invest in Yourself (EP.68)

by Ted Seides, CFA

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

Sep
2

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Aug
26

2018

Podcast

Kristian Fok – Australia’s CBUS Superannuation CIO

by Ted Seides, CFA

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

Aug
19

2018

Podcast

Josh Wolfe – Seeing the Lux (EP.64)

by Ted Seides, CFA

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

Aug
12

2018

Podcast

Ben Reiter – Moneyball 2.0 (EP.64)

by Ted Seides, CFA

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

Aug
5

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Jul
29

2018

Podcast

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

by Ted Seides, CFA

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

Jul
22

2018

Podcast

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

by Ted Seides, CFA

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

Jul
8

2018

Podcast

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

by Ted Seides, CFA

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

Jul
1

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Jun
24

2018

Podcast

James Aitken – Macro Strategist Extraordinaire (EP.58)

by Ted Seides, CFA

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

Jun
17

2018

Podcast

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

by Ted Seides, CFA

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

Jun
9

2018

Podcast

Tom Lydon – ETF Trends (EP.56)

by Ted Seides, CFA

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

Jun
3

2018

Podcast

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

by Ted Seides, CFA

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

Jun
2

2018

Institutional Investor

The Hedge Fund Fee Conundrum

by Ted Seides, CFA

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

May
29

2018

Monthly Email

Capital Allocators Monthly (May 2018)

by Ted Seides, CFA

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

May
27

2018

Podcast

John Pfeffer – Crypto for Institutions (EP. 54)

by Ted Seides, CFA

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

May
20

2018

Podcast

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

by Ted Seides, CFA

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

May
13

2018

Podcast

Kim Lew – The Carnegie Way (EP.52)

by Ted Seides, CFA

 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, CFA

Back to basics on hedge funds. Watch here  

May
6

2018

Podcast

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

by Ted Seides, CFA

 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, CFA

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

Apr
29

2018

Podcast

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

by Ted Seides, CFA

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

Apr
22

2018

Podcast

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

by Ted Seides, CFA

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

Apr
15

2018

Podcast

Steven Galbraith – In the Boardroom (EP.48)

by Ted Seides, CFA

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

Apr
7

2018

Chris Brockmeyer – On Broadway (EP. 47)

by Ted Seides, CFA

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

Apr
2

2018

Capital Allocators Monthly (March 2018)

by Ted Seides, CFA

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

Apr
1

2018

Andy Redleaf – Evolution of Markets (EP.46)

by Ted Seides, CFA

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

Mar
25

2018

It’s Not About the Money (EP.45)

by Ted Seides, CFA

   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, CFA

   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, CFA

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

Mar
4

2018

Basil Qunibi – Moneyball for Allocators (EP.42)

by Ted Seides, CFA

   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, CFA

  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, CFA

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

Feb
18

2018

Ali Hamed – Novel Asset Investing (EP.40)

by Ted Seides, CFA

   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, CFA

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

Jan
31

2018

Capital Allocators Monthly (January 2018)

by Ted Seides, CFA

  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, CFA

  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, CFA

  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, CFA

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

Jan
1

2018

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

by Ted Seides, CFA

  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, CFA

  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, CFA

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

Nov
27

2017

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

by Ted Seides, CFA

  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, CFA

  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, CFA

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

Oct
23

2017

Ashby Monk – Asset Giant Futurist (EP.29)

by Ted Seides, CFA

  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, CFA

  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, CFA

  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, CFA

  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, CFA

 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, CFA

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

Aug
28

2017

Dan Egan – Better Investment Outcomes (EP.23)

by Ted Seides, CFA

  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, CFA

  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, CFA

   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, CFA

  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, CFA

  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, CFA

  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, CFA

   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, CFA

   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, CFA

  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, CFA

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

Jun
16

2017

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

by Ted Seides, CFA

   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, CFA

  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, CFA

  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, CFA

   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, CFA

  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, CFA

  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, CFA

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

Apr
28

2017

The Bet with Buffett (EP.05)

by Ted Seides, CFA

  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, CFA

   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, CFA

   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, CFA

  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, CFA

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