Podcast · 348 episodes
Capital Allocators – Inside the Institutional Investment Industry, page 3
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 3
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)Gavin Baker (Atreides Management) discusses truth-seeking as an investing philosophy, how to stay rational when wrong, and how Atreides applies it across public, private, and “crossover” investing…2 Mar 2026 · 1 h 9 min · 29 chapters
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)LP perspective on venture capital’s current state—whether venture is “broken,” how GP behavior and pricing distortions affect underwriting, and how to manage liquidity/illiquidity and allocation risk…23 Feb 2026 · 1 h 5 min · 32 chapters
[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)Ed Grefenstette (Ed Grefenstette) is the CIO of the Dietrich Foundation, a Western Pennsylvania charity endowment created by industrialist/philanthropist Bill Dietrich.23 Feb 2026 · 1 h 14 min · 42 chapters
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)Capital Allocators – Inside the Institutional Investment Industry16 Feb 2026 · 1 h 2 min · 25 chapters
WTT: Can Private Markets Normalize?In this episode, Ted Seides explores the complexities surrounding private equity market dynamics, particularly the challenges related to exit strategies and the structural issues that may hinder the…12 Feb 2026 · 9 min · 4 chapters
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)In this episode of *Capital Allocators*, host Ted Seides interviews Stephen Gilmore, Chief Investment Officer of CalPERS, the largest public pension fund in the U.S. with assets of $600 billion.9 Feb 2026 · 58 min · 20 chapters
[REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)Matt Whineray, CEO of New Zealand Superannuation Fund (Super Fund).9 Feb 2026 · 1 h 1 min · 29 chapters
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)Chief Investment Officer, Future Fund of Australia9 Feb 2026 · 1 h 26 min · 38 chapters
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)Brendan O'Connor, CEO of Regal Partners, discusses the evolution of Regal as a multi-strategy alternatives manager in Australia.5 Feb 2026 · 57 min · 27 chapters
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)Jonathan Lewinsohn, Co-Managing Partner of Diameter Capital Partners2 Feb 2026 · 1 h 15 min · 33 chapters
[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)In this episode of Capital Allocators, Kristen Van Gelder interviews Jonathan Lewinsohn, the co-founder of Diameter Capital Partners.2 Feb 2026 · 59 min · 27 chapters
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)Lane MacDonald, Chief Investment Officer of SCS Financial26 Jan 2026 · 1 h 1 min · 28 chapters
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)Capital Allocators – Inside the Institutional Investment Industry22 Jan 2026 · 1 h 23 min · 34 chapters
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)In this episode of Capital Allocators, host Ted Seides interviews Scott Kleinman, Co-President of Apollo Asset Management.19 Jan 2026 · 1 h 8 min · 30 chapters
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)Executive and Research Director, Stanford Research Initiative on Long-Term Investing12 Jan 2026 · 1 h · 28 chapters
[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)Capital Allocators – Inside the Institutional Investment Industry12 Jan 2026 · 1 h · 20 chapters
Mike Gitlin – The Century of Capital Group (EP.479)In this episode, Ted Seides interviews Mike Gitlin, CEO of Capital Group, an iconic asset management firm with a history of fostering talent and maintaining a client-centric investment philosophy.5 Jan 2026 · 1 h 3 min · 27 chapters
Top 5 of 2025: #1: Howard MarksIn this episode, Ted Seides interviews Howard Marks, co-founder of Oaktree Capital Management.29 Dec 2025 · 48 min · 18 chapters
Top 5 of 2025: #2: Ian CharlesCapital Allocators is a podcast hosted by Ted Seides, featuring in-depth interviews with leaders in the institutional investment industry, including Chief Investment Officers, asset managers, and…29 Dec 2025 · 53 min · 27 chapters
Top 5 of 2025: #3: Tim SullivanIn this episode, Ted Seides interviews Tim Sullivan, a renowned figure in the institutional investment landscape, who recently retired after 39 years at the Yale Investments Office.29 Dec 2025 · 1 h 17 min · 33 chapters
Year in Review 2025 (EP.478)Capital Allocators focuses on in-depth interviews with leaders in institutional investing, covering various topics relevant to allocators, asset managers, and other financial professionals.22 Dec 2025 · 44 min
Top 5 of 2025: #5: Adrian MeliIn this episode of the Capital Allocators podcast, host Ted Seides interviews Adrian Meli, co-CIO of Eagle Capital Management.22 Dec 2025 · 56 min
Top 5 of 2025: #4: Alex SacerdoteAlex Sacerdote, Founder of Whale Rock Capital22 Dec 2025 · 53 min
Matthew Dicks – Storytelling Mastery (EP.477)This episode features Matthew Dicks, a bestselling author and award-winning storyteller.15 Dec 2025 · 1 h 28 min