Capital Allocators – Inside the Institutional Investment Industry

By Ted Seides – Allocator and Asset Management Expert

Business Investing

What's Capital Allocators – Inside the Institutional Investment Industry about?

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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John-Austin Saviano – Emerg...

01.30.2023

John-Austin Saviano is the founder of High Country Advisors, where he serves as a strategic advisor to both investment firms and the institutional pools of capital that back them. Before starting High Country in 2017, John-Austin served as an allocator ...

Capital Allocators – Inside the Institutional Investment Industry episodes:

01.30.2023 John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294) John-Austin Saviano is the founder of High Country Advisors, where he serves as a strategic advisor to both investment firms and the institutional pools of capital that back them. Before starting High Country in 2017, John-Austin served as an allocator ...
01.23.2023 Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293) Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle market companies and drives social impact. Shundrawn was a past guest on the show while in his ...
01.23.2023 [REPLAY] Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153) Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in 2004 and rose to the leadership team in 2008. Over the last 8 years, he has hired and promoted ...
01.16.2023 Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) Anthony Scaramucci is the Founder and Managing Partner of Skybridge Capital and the SALT conference, and for a brief period in 2017, the White House Communications Director. Anthony and I were scheduled to record a conversation the Friday morning he ...
01.16.2023 [REPLAY] Anthony Scaramucci – It’s Called a Mooch (Capital Allocators, EP.60) The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry for 23 years, growing to prominence within the industry through his oversight of fund of ...
01.14.2023 WTT - You Won't Detect the Next Fraud In a new feature on the podcast, we will share an audio version of Ted’s blog, called What Ted’s Thinking (or WTT). His latest discusses frauds and why you're not likely to detect the next one. Learn More Follow Ted ...
01.09.2023 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office. MSD was formed in 1998 to manage $400 million of Michael's capital. In the ensuing twenty-five years, that initial $400 million has ...
01.02.2023 Neal Foard – The Art of Storytelling (Capital Allocators, EP.290) Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling. Neal has ranked among the top ten most awarded creative directors in the world. He has served as the Worldwide Director of Creative Learning ...
12.30.2022 2022 Top Episode #1: Sam Zell – Common Sense and Uncommon Profits, EP. 253 This week, we’re counting down the top 5 episodes of 2022. Without further ado, the number 1 show of 2022 is Sam Zell – Common Sense and Uncommon Profits. Sam is the chairman of Equity Group Investments, a private investment ...
12.29.2022 2022 Top Episode #2: Todd Boehly – The Next Berkshire Hathaway at Eldridge, EP. 223 This week, we’re counting down the top 5 episodes of 2022. Coming in at number 2 is Todd Boehly – The Next Berkshire Hathaway. Todd is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company ...
12.28.2022 2022 Top Episode #3: Paul Enright – Inside Long-Short Equity Investing, EP. 264 This week, we’re counting down the top 5 episodes of 2022. Weighing in at number 3 is Paul Enright - Inside Long Short investing. Paul is a private investor managing his own capital under single-family office, Krainos Capital. Paul opened ...
12.27.2022 2022 Top Episode #4: Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game, EP. 261 This week, we’re counting down the top 5 episodes of 2022. Coming in at number 4 is Rob Citrone - Emerging Markets, hedge funds, and staying in the game. Rob is the Founder of Discovery Capital Management, a $2 billion ...
12.26.2022 Year in Review 2022 (Capital Allocators, EP. 289) It's that time of year where I share my annual letter and a rundown of the top episodes of 2022. We’re adding a little drama to the results this year by counting down the top 5 each day this week. ...
12.26.2022 2022 Top Episode #5: Annie Duke – The Power of Quitting, EP.273 Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first conversation about Annie’s background and best-seller Thinking in Bets is replayed on the feed. Her latest masterpiece ...
12.21.2022 JUST RELEASED: CD&R on Private Equity Deals The final episode of Season One of Private Equity Deals released this morning. I’m joined by Ravi Sachdev and Ron Williams from CD&R.; Ravi is a specialist dealmaker in the healthcare space and Ron is an Operating Partner who is ...
12.19.2022 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288) 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 ...
12.19.2022 [REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111) Ana Marshall is the Vice President and Chief Investment Officer for The William and Flora Hewlett Foundation, where she oversees a $10.5 billion pool of capital. Ana joined Hewlett in 2004 after spending eighteen years as a direct investor in ...
12.15.2022 Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287) Today's sponsor insight is from MFS, the $528 billion asset managers founded in 1924 and credited with creating the first ever mutual fund. Carol Geremia is the President and Head of Global Distribution, where she oversees the firm's worldwide client ...
12.12.2022 Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286) Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books, longtime member of Yale's Investment Committee, and regular guest on the show. At the tender age of 85, Charley has published two books this year: ...
12.12.2022 [REPLAY] Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197) Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment Policy, and most recent work, The Index Revolution, ...
12.12.2022 [REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08) Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions ...
12.07.2022 JUST RELEASED: Advent International on Private Equity Deals The seventh episode of Season One of Private Equity Deals released this morning. I'm joined by Tricia Glynn, Managing Director at Advent International. We discuss their purchase of Orveon, a carve out of Shiseido comprised of three beauty brands. The ...
12.05.2022 Sachin Khajuria – Two and Twenty, An Insider’s Take on Private Equity (Capital Allocators, EP.285) Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored “Two and Twenty,” a fantastic insider’s account of the private equity industry. Our conversation covers Sachin’s rationale for writing Two and Twenty, the ...
12.01.2022 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284) Today’s show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it’s CLO equity, an asset that has consistently generated strong returns with modest risk for decades. That fact ...
11.28.2022 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283) Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets and $5 billion of defined contribution assets. Charles joined Textron a decade ago after eight years at the pension fund of United Technologies ...
11.23.2022 JUST RELEASED: Bain Capital on Private Equity Deals The sixth episode of Season One of Private Equity Deals released this morning. I’m joined by David Humphrey and Devin O’Reilly from Bain Capital, who worked together on the purchase of Zelis, a healthcare and fin tech company that serves ...
11.21.2022 Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282) Frank Brosens is a co-founder of Taconic Capital, an $8 billion event-driven, multi-strategy hedge fund founded in 1999. Frank started his career at Goldman Sachs, where he joined and later ran Bob Rubin’s legendary risk arbitrage desk. That group became ...
11.17.2022 Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281) Today’s sponsor insight features Melanie Pickett, Executive Vice President at Northern Trust, who is responsible for leading the Asset Owner segment in the Americas. Melanie joined Northern Trust five years ago to create its Front Office Solutions business, which today ...
11.14.2022 Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280) Geoffrey Rubin is the Senior Managing Director and Chief Investment Strategist of Canadian Pension Plan Investment Board, or CPPIB, which oversees $520 billion Canadian ($400 billion USD) on behalf of tens of millions of its citizens. CPPIB is a prime ...
11.09.2022 JUST RELEASED: EQT on Private Equity Deals The fifth episode of Season One of Private Equity Deals released this morning. I'm joined by Arvindh Kumar, the Global Co-Head of Technology at EQT. We discuss Innovyze, a mid-market vertical software company that provides smart water infrastructure to utilities ...
11.07.2022 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279) Colin Smith and Farouk Miah are the founders of All Africa Partners, a concentrated, public equity fund they launched last year with backing by three of the most successful investors in the region. Our conversation covers their backgrounds and the ...
10.31.2022 Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278) Michael Rees is the Founder and Head of Dyal Capital Partners and Co-President of public company Blue Owl (OWL) after Dyal’s merger with Owl Rock last year. Dyal is the market leader in buying General Partner stakes from established private ...
10.26.2022 JUST RELEASED: Berkshire Partners on Private Equity Deals Our fourth episode of Private Equity Deals released this morning. I’m joined by Kevin Callaghan and Larry Hamelsky, long-time team members at Berkshire Partners. We discuss their investment in Parts Town, one of those seemingly boring businesses that keeps on ...
10.24.2022 Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277) Jon Ballis is the Chairman of the Executive Committee of Kirkland & Ellis, one of the world’s leading law firms and the market leader in private equity. Kirkland generated $6 billion in revenue last year, including work with 700 investment ...
10.20.2022 Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39) On today’s Manager Meeting, Tim McCusker interviews Jack Sommers. Tim is the CIO at NEPC and a past guest on Capital Allocators. He oversees investment research and strategy for the $1.5 trillion consultant. Jack is the co-founder and Executive Chair ...
10.17.2022 Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276) Reade Griffith is the co-founder and Chief Investment Officer of Tetragon and Polygon. Tetragon is a European-listed public holding company with $38 billion in assets, comprised of $3 billion in direct investments on its balance sheet and $35B at TFG ...
10.12.2022 JUST RELEASED: Stone Point Capital on Private Equity Deals, EP.03 Our third episode of Private Equity Deals released this morning. I’m joined by Jarryd Levine, who helps lead Stone Point Capital’s investments in Business Services and Human Capital Management. We discuss their purchase of Bullhorn, a leading global software provider ...
10.10.2022 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275) Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, manager of $2 billion in assets. Louis is one of my go-to sources for strategic research. He came on the ...
10.10.2022 [REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has ...
10.06.2022 Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274) On today’s show we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. Andy Acker is a Portfolio Manager at our anchor sponsor, Janus Henderson Investors, where he manages ...
10.03.2022 Annie Duke – The Power of Quitting (Capital Allocators, EP.273) Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first conversation about Annie’s background and best-seller Thinking in Bets is replayed on the feed. Her latest masterpiece ...
10.03.2022 [REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39] Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World Series of Poker bracelet and the $2 million winner-take-all WSOP Tournament of ...
09.28.2022 JUST RELEASED: Thoma Bravo on Private Equity Deals, EP.02 Our second episode of Private Equity Deals released this morning. I’m joined by Scott Crabill, a long-time partner at Thoma Bravo, to discuss their take private purchase of RealPage. Search for Private Equity Deals on your favorite podcast platform and ...
09.26.2022 Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272) Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. Matt was a guest on the show last year discussing his path and the business, and that conversation is ...
09.26.2022 [REPLAY] Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214) Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in alternatives across private equity, private credit, hedge funds, and real estate. Our conversation covers Matt’s ...
09.22.2022 Adam Wyden - ADW Capital (Manager Meetings, EP.37) On today’s Manager Meeting, Savneet Signh interviews Adam Wyden. Savneet is the President and CEO of PAR Technology Corp, a $1.5 billion market cap public technology company, the Chairman of CoVenture, and a past guest on Capital Allocators earlier this ...
09.19.2022 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271) Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull their teeth to make it happen that first time, but ...
09.15.2022 SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast I’m excited to share the first episode of a new podcast called Private Equity Deals. Much like Capital Allocators, we’ll share investment conversations that previously occurred only behind closed doors. In each episode, we discuss an individual private market deal ...
09.12.2022 Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270) Greg Lippmann is the co-founder and Chief Investment Officer of LibreMax, an $8 billion asset management firm specializing in structured products. Greg co-founded LibreMax in 2010 after a long tenure at Deutsche Bank focused on the space. He was one ...
09.05.2022 Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269) Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I’ve shared in the past. Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors ...

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