Capital Allocators – Inside the Institutional Investment Industry
Business & Finance
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.
Episodes
- Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
Sloane Payne and Dave Joerger of WCM Investment Management delve into their firm's distinctive culture, growth to $120 billion in assets, and operational principles. Scott MacDonald hosts this special conversation.
- Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Alex Sloane and Matt Perelman, co-founders of Garnett Station Partners, discuss their investment approach in core economy businesses. They detail their journey from operating a Burger King franchise to building a private equity firm, highl…
- Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
Rodney Comegys, CIO of Vanguard Capital Management, explains the mechanics of indexing at Vanguard. The conversation covers Vanguard's ownership structure, values, product selection, and the process of delivering an index fund. It also tou…
- Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Randall Stutman, founder of Admired Leadership, discusses leadership frameworks, giving feedback, and developing followership. The conversation also covers behavioral insights for investment leaders and an AI coaching tool.
- [REPLAY] Randall Stutman - Admired Leadership (EP.150)
Randall Stutman, founder of the Leadership Practice at CRA, shares insights on executive coaching and the behaviors of successful leaders. He discusses his work with senior executives and hedge fund managers, as well as the Admired Leaders…
- Promote Giving – A New Model for Performance-Driven Giving (EP.496)
Joel Holsinger, Co-head of Ares' Alternative Credit strategy, discusses Promote Giving, a philanthropic initiative designed for alternative asset managers. The initiative encourages general partners to commit a percentage of their promote…
- Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
Bruce MacDonald, CEO and CIO of Virginia Commonwealth University Investment Management Company, shares his journey and strategies for building a successful mid-sized endowment. He discusses VCU's investment approach, including focusing on…
- Kieran Goodwin – Private Credit Concerns (EP.494)
Kieran Goodwin of Saba Capital discusses his career in credit trading, from his early experience to his current role. He also shares his analysis of the risks within the private credit market, including leverage and liquidity concerns, and…
- Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Jeremy Grantham, co-founder of GMO, discusses his six-decade investment career, his approach to identifying market bubbles, and his philanthropic work. The conversation also explores his early life, the evolution of his investment firm, an…
- WTT: When the Benchmark Becomes a Bet
This episode explores how the S&P 500's current composition may no longer provide the broad, diversified U.S. market exposure investors expect. It discusses the evidence and implications of using the index as a performance benchmark.
- Will Guidara – Unreasonable Hospitality (EP.492)
Will Guidara, author of 'Unreasonable Hospitality', discusses the principles of delivering exceptional customer service and hospitality as a core business strategy. He shares insights on building dedicated teams, leadership through vulnera…
- Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Ryan Lovell of Chainlink Labs joins the show to discuss the role of blockchain infrastructure in finance. The conversation covers the integration of traditional finance with blockchain, the expansion of tokenization, institutional adoption…
- Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
Katelin Holloway, Founding Partner at Seven Seven Six, discusses her career in venture capital, including her work at Pixar and Reddit. She and host Ted Seides explore how her operational experience informs the firm's approach to sourcing,…
- [REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Alexis Ohanian discusses his career trajectory from co-founding Reddit to launching the venture capital firm Seven Seven Six. The conversation covers his investment philosophy, the development of the firm's internal operating system, and i…
- Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Gavin Baker, Managing Partner and CIO of Atreides Management, discusses his investment approach, focusing on the importance of intellectual honesty, debate, and his crossover strategy. The conversation covers his background, belief-driven…
- Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
Ed Grefenstette and Sean Warrington discuss the current venture capital landscape from the perspective of limited partners. The conversation covers market pricing, liquidity, GP behavior, and strategies for navigating risks in private inve…
- [REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Ed Grefenstette, CIO of The Dietrich Foundation, discusses the organization's unique investment strategy, focus on illiquid assets, and its history of supporting charitable organizations. He also covers the influence of founder Bill Dietri…
- Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
Bobby Jain, CEO and CIO of Jain Global, discusses his career journey from Credit Suisse and Millennium to launching his own multi-strategy hedge fund. The conversation covers market evolution, the principles behind building a multi-manager…
- WTT: Can Private Markets Normalize?
In this episode, the host discusses the structural challenges facing private equity as holding periods lengthen and portfolio companies struggle to find buyers. The episode explores whether the industry can effectively recycle capital to s…
- Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
CalPERS CIO Stephen Gilmore joins the podcast to discuss the theory and implementation of the Total Portfolio Approach. He explores the mindset, governance benefits, and challenges of the model based on his career experience, including tim…
- [REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Matt Whineray, CEO of the New Zealand Super Fund, discusses the fund's investment philosophy, strategic implementation, and organizational culture. He details the fund's approach to risk allocation, asset management, and long-term objectiv…
- [REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
In this episode of Capital Allocators, Future Fund CIO Raphael Arndt discusses his experience managing Australia's sovereign wealth fund. The conversation covers institutional portfolio management, investment philosophy, market views, and…
- Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Brendan O'Connor, CEO of Regal Partners, discusses the firm's growth from a hedge fund to a multi-strategy manager. He explores the Australian market dynamics, Regal's investment and risk processes, and the company's future outlook.
- Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
Jonathan Lewinsohn of Diameter Capital Partners discusses the current landscape of the credit investment industry, including private credit, industry microcycles, and market competition. The episode also features a replayed interview from…
- [REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Kristen VanGelder of Evanston Capital interviews Jonathan Lewinsohn, co-founder of Diameter Capital Partners, about his firm's approach to the credit markets. The discussion covers Diameter’s investment strategies, fund structure, and its…
- Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Lane MacDonald, CIO of SCS Financial, discusses his career transition from Olympic hockey to institutional investing. The conversation covers his experience at Harvard and family offices, his investment philosophy, and the principles of te…
- Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Nick Rohatyn, CEO of The Rohatyn Group, discusses his career in emerging markets, from his time at JP Morgan to founding his own investment firm. The conversation explores his multi-asset approach, the importance of diversification, and th…
- Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
Scott Kleinman, Co-President of Apollo Asset Management, discusses the firm's evolution into an integrated alternative asset manager. The conversation covers Apollo's investment philosophy, growth into private credit and retirement service…
- Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Dr. Ashby Monk discusses the Total Portfolio Approach, the role of AI and data in investment offices, and innovation examples at the Saudi Arabia Public Investment Fund and the New Mexico State Investment Council.
- [REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Dr. Ashby Monk discusses his research on investor identity, the role of technology in improving investment outcomes, and his analysis of ESG investing and market drawdowns. This episode explores how investors can refine their decision-maki…
- [REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Dr. Ashby Monk, Executive and Research Director of the Stanford University Global Projects Center, discusses innovative capital allocation strategies for large institutional investors. The conversation explores approaches to active managem…
- Mike Gitlin – The Century of Capital Group (EP.479)
Capital Group CEO Mike Gitlin joins the podcast to discuss the firm's history, its unique multi-manager investment system, and its approach to talent development. The conversation covers the organization's long-term philosophy and strategi…
- Top 5 of 2025: #1: Howard Marks
In this countdown of the top five episodes of 2025, Howard Marks from Oaktree discusses his memo, 'Gimme Credit.' The conversation focuses on the implications of the growth of private credit for investors.
- Top 5 of 2025: #2: Ian Charles
In this countdown of the top 5 episodes of 2025, Ian Charles of Arctos Partners discusses his career, the firm's role in the sports investing sector, and private market liquidity solutions.
- Top 5 of 2025: #3: Tim Sullivan
In this episode of Capital Allocators, Tim Sullivan reflects on his 39-year career at the Yale Investments Office, including his leadership in private equity. He shares professional insights and wisdom from his time contributing to Yale's…
- Year in Review 2025 (EP.478)
In this episode, host Ted Seides and CEO Hank review 2025 investment trends, podcast highlights, and new initiatives like Capital Allocators University. They also begin their year-end countdown of the most popular episodes of 2025.
- Top 5 of 2025: #5: Adrian Meli
In this episode of Capital Allocators, host Ted Seides counts down the top 5 episodes of 2025. Adrian Meli from Eagle Capital discusses applying hedge fund investment tools to long-only public equity strategies.
- Top 5 of 2025: #4: Alex Sacerdote
As part of the top five episodes of 2025, Alex Sacerdote of Whale Rock Capital discusses his investment approach to TMT companies and identifying firms on their S-curve of adoption.
- Matthew Dicks – Storytelling Mastery (EP.477)
Bestselling author and storytelling consultant Matthew Dicks joins the show to share his expertise in crafting and delivering impactful stories. The conversation covers his methodology for finding, structuring, and presenting narratives th…
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Josh Wolfe and Brett McGurk of Lux Capital discuss the state of the venture capital industry, geopolitical risks, and technological progress. They explore developments across AI, biology, defense systems, and space.
- [REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
Josh Wolfe, co-founder of Lux Capital, discusses his approach to venture capital, including how his firm identifies scientific and entrepreneurial solutions to complex problems. The conversation covers his investment process, from sourcing…
- Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Robert Boucai and James Broyer of Newbrook Capital Properties discuss their multifamily real estate investment platform. The conversation covers the firm's strategy for tax-efficient income, rental growth drivers, and market selection.
- John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
John Khoury, founder of Long Pond Capital, discusses his firm's approach to investing in public real estate securities. The conversation covers the evolution of the real estate sector, the firm's investment process, and the launch of their…
- Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Michael Kelly, Co-President and CIO of Future Standard, joins the program to discuss his career in the alternatives industry and the growth of the firm's platform. They explore the democratization of middle-market private assets for the we…
- Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
Daniel Mahr, Head of MDT at Federated Hermes, discusses his career in quantitative equity investing and the development of the firm's "glass box" decision tree framework. The conversation explores the balance between analytical rigor and h…
- David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
David Lyon, Managing Director at Neuberger Berman, joins the podcast to discuss his career in finance and his work providing hybrid capital solutions for private market assets. The conversation covers liquidity challenges in private equity…
- WTT: The Sydney Sweeney Interview
In this episode of Capital Allocators, host Ted explains three interviewing techniques from Capital Allocators University by analyzing a recent viral video featuring Sydney Sweeney.
- Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Jay Ripley, Head of Investments and Deputy Managing Partner at Global Endowment Management, discusses his firm’s approach to identifying and backing emerging managers in buyouts, venture capital, and hedge funds. The conversation covers hi…
- [REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Matt Bank, Deputy Chief Investment Officer at GEM, discusses his professional background, the firm's role in the OCIO industry, and their strategies regarding asset allocation and manager selection. The conversation also explores his persp…
- Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
Dave Thornton, Co-Founder and CEO of Vested, discusses how his platform provides liquidity for startup employee stock options. The conversation covers Vested's investment strategy, deal sourcing, quantitative modeling for startup success,…