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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

A weekly Business, Investing and Management podcast featuring Ted Seides
 2 people rated this podcast
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

Episodes
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

A weekly Business, Investing and Management podcast featuring Ted Seides
 2 people rated this podcast
Rate Podcast

Episodes of Capital Allocators – Inside the Institutional Investment Industry

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Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companies that enable the financial services industry. Blythe spent 27 years at JP Morgan, starting as
Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated portfolio of global monopolies. He is also the author of The Myth of Capitalism, a boo
Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide objective and comprehensive data to form actionable ideas from leading indicators an
Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private fixed income, real assets, and capital solutions on behalf of its insurance company parent MassMutual and other institutions. Bari
Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East, an investment platform for sophisticated investors to access private markets by co-investing alongside Michael. Mic
A long time ago, 33 years to be exact, Mike Milken pled guilty to 6 counts of violations of securities laws, went to jail for 2 years, and received a lifetime ban from the securities industry. He was at the time the most successful and powerful
Michael Milken is a legendary financier and philanthropist. Mike is best known for his role in creating the high yield bond market in the 1970s and 1980s at Drexel Burnham Lambert, his guilty plea, and his remarkable philanthropic efforts over
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. Michael is renowned for his ability to articulate important investment concepts backed by academic research. His first of three prior co
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and com
Magnus Grimeland is the CEO and founder of Antler, one of the world’s largest day zero investor. Antler’s pre-seed strategy canvasses 27 countries, 1,000 portfolio companies, 8,000+ founders, and over 120,000 annual applications for 2,000 spots
Brad Jacobs is a career CEO and the founder of Jacobs Private Equity (his family office). Brad created and grew three platforms using a roll-up strategy that resulted in seven multibillion-dollar publicly traded companies. He and his teams have
Ron Biscardi, the CEO of iConnections, whose Global Alts conference in Miami is the largest capital introduction gathering in the industry. In addition to the annual event, iConnections hosts an annual charity cap intro event and provides its t
Sanjay Ayer is a portfolio manager at WCM Investment Management, the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black, President Mike Trigg, and emerging market portfolio manager Mike Tian. San
Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul ca
You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business t
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989.  With so much of the institutional world, including my own training, f
Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assumed the CEO seat in 2020 after serving as Chi
Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Future Fund.  He trained as an engineer and dove into infrastructure policy at the beginning of Australia’s privatizations in the late 1990s. A
Today's Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm that focuses on growth stage, enablement technologies that drive the future of digital supply chains, marketing,
Tilly Franklin is the CEO and Chief Investment Officer at University of Cambridge Investment Management, where she oversees the £4.0B Cambridge University Endowment Fund. UCIM applies an endowment model approach primarily investing in managers
George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me at Protégé Partners, and six years later boug
How will we generate returns to meet important spending needs in an increasingly unforgiving world? One answer is “Internal Alpha’ – making fewer mistakes alongside making great investments. Generating internal alpha is rarely taught in the inv
Brian Christiansen is Executive Managing Director and Senior Portfolio Manager at Sands Capital, a growth-focused public and private equity manager that oversees $50 billion in assets. Our conversation covers Brian’s journey to Sands Capital,
Ana Marshall is the CIO for the $14 billion William and Flora Hewlett Foundation and a two-time past guest on the show. This time around, we discuss Ana’s recently published book, The Climb to Investment Excellence. It is an outstanding, thorou
Ana Marshall is the CIO for The William and Flora Hewlett Foundation, where she oversees a $13 billion pool of capital. Ana joined Hewlett eighteen years ago after spending the same amount of time as a direct investor. She was a past guest in 2
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