Capital Allocators

By Ted Seides

Business Investing

What's Capital Allocators about?

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital.

4.8

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Paula Volent – Star Endowme...

10.25.2021

Paula Volent is the recently named Chief Investment Officer for Rockefeller University’s $2.5 billion endowment. Paula previously oversaw Bowdoin College’s endowment for twenty years as it grew from $450 million to $2 billion during her tenure and generated returns at ...

Capital Allocators episodes:

10.25.2021 Paula Volent – Star Endowment Manager’s Next Act at Rockefeller University (Capital Allocators, EP.219) Paula Volent is the recently named Chief Investment Officer for Rockefeller University’s $2.5 billion endowment. Paula previously oversaw Bowdoin College’s endowment for twenty years as it grew from $450 million to $2 billion during her tenure and generated returns at ...
10.21.2021 Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16] On today’s Manager Meetings, Kim Lew speaks with Stefan Kaluzny. Kim is the President and Chief Executive Officer of the Columbia Investment Management Company, where she is responsible for managing the University’s $11 billion endowment. She also recently received Institutional ...
10.18.2021 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218) Erik Serrano Berntsen is the Founder and CEO of Stable Asset Management, whose mission is to back the Founders of tomorrow’s leading investment firms. Our conversation starts with Erik’s own experience from launch to around $3 billion in assets under ...
10.14.2021 Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15) On today’s episode of Manager Meetings, Ethan Berman interviews Hamish Corlett. Ethan was the founder and CEO of NYSE-listed RiskMetrics Group until it was bought by MSCI in 2010. Upon the sale of the business, Ethan invested in just one ...
10.11.2021 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 ...
10.07.2021 Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14) On today’s manager meeting, Ellen Ellison speaks with Jon Brolin. Ellen is the former Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as the first leader of the now $2.4 billion Foundation. Jon is ...
10.04.2021 Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216) Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 offices worldwide. Barry has invested nearly $200 billion across every major real estate asset class around the ...
09.30.2021 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson’s emerging markets equity strategy. Janus Henderson is a ...
09.27.2021 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215) Today’s show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew. For the last twenty years, four friends and ...
09.27.2021 [REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105) Jon Harris is the CEO of Alternative Investment Management, a twenty-year-old investment firm that started as a family office and has evolved into managing $1 billion in hedge fund and private equity strategies on behalf of a range of fascinating ...
09.27.2021 [REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31) Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s endowment and real estate assets. Before taking the helm as Trinity’s first CIO, she was the co-CIO of Carnegie Corporation of ...
09.27.2021 [REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03) Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both ...
09.23.2021 Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12) On today’s Manager Meetings, Beezer Clarkson speaks with Mike Smith and Nikhil Basu Trivedi. Beezer is a past guest on Capital Allocators and is a Partner at Sapphire Ventures, where she is responsible for the management of Sapphire’s fund investments ...
09.20.2021 Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214) Luke Ellis is the CEO of Man Group, the largest publicly traded hedge fund company at $135 billion in assets across five distinct investment engines. Luke is also the Deputy Chairman of the Standards Board for Alternative Investments (SBAI), and ...
09.20.2021 [REPLAY] Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158) Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standards Board of Alternative Investments. The SBAI is an industry consortium that brings together managers ...
09.16.2021 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11) On today’s Manager Meeting, Paul Black speaks to Ryan Batchelor. Paul is a popular past guest on the show and the Co-CEO of WCM Investment Management. Ryan is the Co-Founder and Portfolio Manager at Clifford Capital Partners, a $320 million ...
09.13.2021 Katie Hall – Hall Capital Partners (Capital Allocators, EP.213) Katie Hall is the Founder and Co-Chair of Hall Capital Partners, a $40 billion OCIO for high-net-worth families, endowments and foundations. She launched Hall Capital with the backing of Don Fisher, Warren Hellman and recent Presidential candidate Tom Steyer back ...
09.09.2021 Leda Braga – Systematica Investments (Manager Meetings, EP.10) On today’s manager meeting, Mario Therrien speaks with Leda Braga. Mario is a two-time past guest on the show and is the Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ). CDPQ oversees ...
09.06.2021 Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212) Three years ago, Paul Black from WCM Investment Management joined me on the show for a very popular conversation. At the time, WCM managed $25 billion in global growth equities out of the limelight in Laguna Beach, CA. Last year, ...
09.06.2021 [REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162) 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, ...
09.06.2021 [REPLAY] - Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 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 ...
09.02.2021 Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09) On today’s show, Roz Hewsenian interviews Jan Garfinkle. Roz serves as the Chief Investment Officer of the Helmsley Charitable Trust, an $8 billion foundation dedicated to increasing access to health care. Jan is the founder of Arboretum Ventures, a $700 ...
08.30.2021 Jennifer Heller – Beginner’s Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211) Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12 billion of ‘family endowments’ that are effectively permanent capital if well invested and managed. She is nothing ...
08.30.2021 [REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07) Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almost ...
08.26.2021 Rick Rieder – BlackRock (Manager Meetings, EP.08) On today’s manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry’s largest independent investment consultants with over $1.3 trillion assets under advisement. Rick is BlackRock’s Chief Investment Officer of ...
08.23.2021 Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional ...
08.19.2021 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7) On today’s manager meeting, Donna Snider speaks with Bruce Martin. Donna was a past guest on the show when named Institutional Investor’s top CIO of the future. Sure enough, today she serves as the Chief Investment Officer at Hackensack Meridian ...
08.16.2021 Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar’s Restructuring (Capital Allocators, EP.209) My guests on today’s show are financial journalists Max Frumes and Sujeet Indap, co-authors of “The Caesars Palace Coup,” a book detailing the bankruptcy of Caesars Entertainment. Coming off the heels of our Private Equity Masters mini-series, this conversation dives ...
08.13.2021 Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208) Today’s show is a special sponsor insight highlighting an example of the terrific research that comes out of Pitchbook. My guest is Wylie Fernyhough, PitchBook’s lead private equity analyst, where he produces industry research and dives deep on thematic areas ...
08.12.2021 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06) On today’s show, Stephen Gilmore interviews Greg Jensen. Stephen is the Chief Investment Officer at New Zealand Super Fund, the NZD $59 billion (USD $41 billion) innovative sovereign wealth fund whose CEO Matt Whineray was a former guest on Capital ...
08.09.2021 Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207) Our Private Equity Masters mini-series concludes with Chuck Davis, the CEO and Chairman of the Investment Committee at Stone Point Capital. Stone Point has invested $21 billion across 135 businesses, all in the financial services industry. Prior to joining Stone ...
08.05.2021 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05) On today’s manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She’s ...
08.02.2021 Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206) Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street’s best dealmaker” ...
07.29.2021 Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04) On today’s manager meeting, Jim Dunn speaks with Julia Bonafede. Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose anchor client is Wake Forest University. Jim previously served as CIO ...
07.26.2021 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205) Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct ...
07.22.2021 Bill Ford – General Atlantic (Manager Meetings, EP.03) On today’s show, Tom Lenehan interviews Bill Ford. Tom was a very early guest on the show while at Rockefeller University and earlier this year took over as CIO of the $1.6 billion Wallace Foundation. Bill is Chairman and CEO ...
07.19.2021 Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204) Virginie Morgon is the CEO of Eurazeo, a publicly listed asset manager that’s one of Europe’s leading private equity investors with more than $26 billion in assets, including $8 billion in permanent capital, across private equity, private debt, and real ...
07.15.2021 Eli Casdin – Casdin Capital (Manager Meetings, EP.02) On today’s manager meeting, Joel Wittenberg speaks with Eli Casdin. Joel is the former Chief Investment Officer of the W.K. Kellogg Foundation, one of the largest philanthropic foundations in the U.S. Eli is the Founder and Chief Investment Officer of ...
07.12.2021 Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203) David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group. Founded back in 1987, Carlyle is one of the world’s largest and most diversified global investment firms with $260 billion in asset under management across three business segments and ...
07.08.2021 Jeremy Grantham – GMO (Manager Meetings, EP.01) Alex Shahidi speaks with Jeremy Grantham. Alex is a past guest on the show and Co-CIO of Evoke Wealth and ARIS Consulting, a $19 billion registered investment advisor he co-founded in 2014. Jeremy is the famed leader of money manager ...
07.05.2021 Special Announcement: Manager Meetings with Capital Allocators Manager Meetings with Capital Allocators will feature an interview with a money manager, conducted by one of the manager’s institutional clients. We’ll share the stories and strategies that attracted the attention of the investor, bringing to light investment opportunities for ...
07.05.2021 Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202) Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. ...
06.28.2021 Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201) John Connaughton is a Co-Managing Partner at Bain Capital, a leading global private investment firm that oversees approximately $130 billion in assets. Founded in 1984 as the pioneer of a consulting-based approach to private equity investing, Bain Capital today invests ...
06.21.2021 Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200) My guest on the first episode of Private Equity Masters is John Toomey, one of two members of the Executive Management Committee at HarbourVest Partners. For more than thirty years, HarbourVest has invested across all parts of the private equity ...
06.14.2021 Katy Milkman – How to Change (Capital Allocators, EP.199) Katy Milkman, the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, host of Choiceology, Charles Schwab’s popular podcast on behavioral economics, the co-founder and co-director alongside Angela Duckworth of the Behavior Change for Good Initiative, ...
06.07.2021 Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198) Alex Rodriguez had a 25-year professional baseball career, highlighted by appearing in 14 MLB All-Star Games, winning the 2009 World Series Championship as a member of the New York Yankees, and hitting 696 home runs including more grand slams than ...
05.31.2021 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, ...
05.31.2021 [REPLAY] Charley Ellis - Indexing and Its Alternatives (EP.62) Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide. He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why ...
05.31.2021 [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 ...
05.24.2021 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196) Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. Ashby was named by CIO Magazine as one of the most influential academics in the institutional investing world. His current research focuses on the ...

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