Podcast · 348 episodes
Capital Allocators – Inside the Institutional Investment Industry, page 12
by Ted Seides – Allocator and Asset Management Expert · English
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.
All episodes, page 12
Morgan Housel – Same as Ever (EP.359)In this episode of the Capital Allocators podcast, host Ted Seides interviews Morgan Housel, a partner at Collaborative Fund, blogger, and bestselling author of *The Psychology of Money*.1 Jan 2024 · 59 min
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)Allocator and asset management expert.1 Jan 2024 · 1 h 5 min
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328Seth Klarman – Timeless Value Investing29 Dec 2023 · 1 h 33 min
2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341In this episode, Ted Seides interviews Dmitry Balyasny, who discusses the intricacies of managing a multi-strategy hedge fund and the evolution of Balyasny Asset Management into a leading…28 Dec 2023 · 1 h 25 min
2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329Kipp deVeer, Director and Partner at Ares Management27 Dec 2023 · 1 h 6 min
2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334In-depth interviews with leaders in the institutional investing industry, exploring capital allocation processes and insights.26 Dec 2023 · 55 min
Year in Review 2023 (EP.358)[Not provided in the transcript]25 Dec 2023 · 11 min
2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291Capital Allocators – Inside the Institutional Investment Industry25 Dec 2023 · 57 min
Gary Sernovitz - Inside the CIO Seat (EP.357)In this episode of *Capital Allocators*, Ted Seides interviews Gary Sernovitz, a Managing Director at Lime Rock Partners and author of the novel *The Counting House*.18 Dec 2023 · 47 min
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)Thomas Haugaard, Portfolio Manager at Janus Henderson Investors14 Dec 2023 · 43 min
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)Andy Acker, Portfolio Manager at Janus Henderson Investors14 Dec 2023 · 51 min
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)In this episode of Capital Allocators, host Ted Seides interviews Daniel Graña, who heads the Emerging Markets Equity strategy at Janus Henderson Investors, a prominent global asset manager with over…14 Dec 2023 · 53 min
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)In this episode of "Capital Allocators," host Ted Seides interviews Marcia Page, Co-Founder and Executive Chair of Värde Partners and Founder and CEO of MPowered Capital.11 Dec 2023 · 1 h 6 min
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)Nicolai Tangen, CEO of Norges Bank Investment Management4 Dec 2023 · 49 min
Michael Levy – Crow Family Real Estate Empire (EP.353)Capital Allocators, hosted by Ted Seides, features in-depth conversations with leaders in the institutional investment industry.27 Nov 2023 · 56 min
Ted Seides – Unlocking Investment Wisdom (EP.352)In this Thanksgiving episode, Ted Seides is featured as the guest, being interviewed by Sarah Samuels, head of manager research at NEPC and Board Chair of the CFA Society in Boston.23 Nov 2023 · 36 min
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)Capital Allocators – Inside the Institutional Investment Industry20 Nov 2023 · 53 min
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)In this episode of Capital Allocators, Ted Seides interviews Rick Heitzmann, founder and managing partner of FirstMark Capital.13 Nov 2023 · 1 h 8 min
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)Capital Allocators – Inside the Institutional Investment Industry9 Nov 2023 · 47 min
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)Allison Thacker, President and Chief Investment Officer of Rice Management Company6 Nov 2023 · 59 min
Bruce Ou – Private Market Investing at GroveStreet (EP.347)Bruce Ou – Private Market Investing at GroveStreet30 Oct 2023 · 52 min
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)In this episode of the *Capital Allocators* podcast, host Ted Seides interviews Tim Lyne, CEO of Antares Capital.26 Oct 2023 · 48 min
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)In this episode of Capital Allocators, host Ted Seides interviews Raelan Lambert, John Jackson, and Erik Sebusch from Mercer Alternatives, the alternative investment division of Mercer Consulting.23 Oct 2023 · 53 min
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)Isaac Corre, Founder, CEO, and Portfolio Manager of Governors Lane16 Oct 2023 · 46 min