By Ted Seides
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Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's
||CleanMichael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)||Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex sys||1/8/2018||Free||View in iTunes|
||CleanMargaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)||Margaret Chen is the Head of CA Capital Management, Cambridge Associates’ $20 billion Outsourced Chief Investment Officer (OCIO) business. She has spent twenty years at Cambridge Associates, which was her first and only stop in the investment business||1/1/2018||Free||View in iTunes|
||CleanDeep Dive into Hedge Funds (Capital Allocators, EP.34)||I’ve received several emails over the last bunch of months asking for my take on the investing world and the topics we cover on the show. Fortunately, I’ve had a chance to appear as a guest on a few other podcasts, and thought I would share some of||12/18/2017||Free||View in iTunes|
||CleanChris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)||Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career as a management consultant and traversed to focus on asset management consulting around the founding of Casey, Quirk, and Acit||12/11/2017||Free||View in iTunes|
||CleanPaul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)||Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an analyst and portfolio manager at GAMCO Investors and has researched small, micro, and nanocap companies for a quarter century. He||11/27/2017||Free||View in iTunes|
||CleanMeredith 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||11/13/2017||Free||View in iTunes|
||CleanLarry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)||Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, the music division Larry oversees, acquires and develops the rights to iconic song titles and works wit||10/30/2017||Free||View in iTunes|
||CleanAshby Monk – Asset Giant Futurist (Capital Allocators, EP.29)||Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California||10/23/2017||Free||View in iTunes|
||CleanJason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)||This episode is dedicated to my late friend and classmate, Jennifer Goodman Linn, and her husband Dave Linn, who together founded Cycle for Survival. Ten years ago, in the basement of an Equinox gym in Manhattan, a few friends gathered around Jen to rai||10/9/2017||Free||View in iTunes|
||CleanEllen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)||Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as its first leader of the now $1.7 billion pool of assets. Ellen restarted a program and a portfolio from scratch at a time when longer-est||10/2/2017||Free||View in iTunes|
||CleanDavid Barrett – Searching for Leaders (Capital Allocators, EP.26)||David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search business, including long stints at Russell Reynolds||9/25/2017||Free||View in iTunes|
||CleanScott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)||Scott Malpass is the esteemed Vice President and CIO of Notre Dame, where he oversees the University’s $12 billion endowment. Scott earned his B.A. and M.B.A. degrees at Notre Dame, and returned to Sound Bend at the ripe age of 26 following a brief st||9/18/2017||Free||View in iTunes|
||CleanJim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)||Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO bu||9/4/2017||Free||View in iTunes|
||CleanDan Egan – Better Investment Outcomes (Capital Allocators, EP.23)||Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and i||8/28/2017||Free||View in iTunes|
||CleanChatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)||Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career as many listening to this show have: he graduated from Tufts University, worked at Fidelity Investments and Bain Consult||8/21/2017||Free||View in iTunes|
||CleanRichard Lawrence – Compounding in Asia (Capital Allocators, EP.21)||Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented disciplined inv||8/14/2017||Free||View in iTunes|
||CleanKip McDaniel – CIO Whisperer (Capital Allocators, EP.20)||Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as the Founding Editor and Editor-in-Chief of CIO Magazine, a media platform that led him to interview 2,||8/7/2017||Free||View in iTunes|
||CleanDan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)||Dan Schorr is the founder and CIO, that’s Chief Ice Cream Officer, of Vice Cream, an early stage brand that is bringing back unapologetic indulgence to the ice cream industry. Dan has spent his career working with consumer brands, including Power Bar,||7/31/2017||Free||View in iTunes|
||CleanThomas DeLong – Authentic Leadership (Capital Allocators, EP.18)||Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the||7/24/2017||Free||View in iTunes|
||CleanAdam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)||Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $5 billion hedge fund of funds manager with a decade and a half of industry leading performance. Adam joined Evanston at its inception in 2002 and leads investment rese||7/17/2017||Free||View in iTunes|
||CleanThomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)||Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and holds them for a really long time. He looks for busin||7/10/2017||Free||View in iTunes|
||CleanReflections – Hardly a Waste of Time (Capital Allocators, EP.15)||A few months ago through a confluence of events, an idea came to me to share some conversations with great capital allocators that I’ve been fortunate to know from my time in the business. I lined up my first three guests, and didn’t know what would||7/6/2017||Free||View in iTunes|
||CleanChris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)||Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and developme||7/3/2017||Free||View in iTunes|
||CleanAndrew Golden – Beyond the Long Term (Capital Allocators, EP.13)||Andy Golden is the President of Princeton University’s Investment Management Company (PRINCO). Having grown from $3B at the time of his arrival in 1995 to $22.5B today, PRINCO has been among the highest performing endowments in the world. Andy came||6/26/2017||Free||View in iTunes|
||CleanMario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)||Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et placement du Québec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for the pension funds in the province of Quebec. Mario||6/19/2017||Free||View in iTunes|
||CleanLarry Kochard – Endowment Professor (Capital Allocators, EP.11)||Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the $8.5 billion long-term investment pool. Before joining UVIMC||6/12/2017||Free||View in iTunes|
||CleanDavid "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)||David Gurfein is a decorated Marine Corps Combat veteran whose nickname “Bull” fits the bill. Enlisting at age 17, Bull drove tanks and was an honor graduate from Officer Candidate School while attending Syracuse University. Upon graduation from col||6/5/2017||Free||View in iTunes|
||CleanJeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)||Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on supporting and providing active management to the marketplace. After graduating from the University of Pennsylvania in 1988, Jeff deferre||5/30/2017||Free||View in iTunes|
||CleanCharley 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 inst||5/22/2017||Free||View in iTunes|
||CleanJennifer 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 alm||5/17/2017||Free||View in iTunes|
||ExplicitJosh Brown – When Witchcraft Failed (Capital Allocators, EP.06)||My guest today is none other than Josh Brown. Josh is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circles for his||5/9/2017||Free||View in iTunes|
||CleanThe Bet with Buffett (Capital Allocators, EP.05)||Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of f||5/2/2017||Free||View in iTunes|
||CleanTom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)||My guest on today’s show is Tom Lenehan, the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of||4/27/2017||Free||View in iTunes|
||CleanBrett Barth – Asset Allocation for Families (Capital Allocators, EP.03)||My guest today is Brett Barth, 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 of our hearts. Fr||4/20/2017||Free||View in iTunes|
||CleanAndré Perold – Academic Practitioner (Capital Allocators, EP.02)||My guest on today’s show is André Perold. For those who know André, he needs no introduction. André is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies||4/13/2017||Free||View in iTunes|
||CleanSteven Galbraith – Five Tool Player (Capital Allocators, EP.01)||My first guest on Capital Allocators is Steve Galbraith, an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall Street.||4/13/2017||Free||View in iTunes|
An amazing deep dive
This is an awesome show for people who are into the allocation of money. Ted's a great interviewer and has an incredible insight into this world. This is a must listen. Can't wait to hear more.
Perfect from the get-go.
Just listened to his conversation with Steven Galbraith (former Chief Investment Strategist at Morgan Stanley), coming from Invest with the Best.
Superbly fun and insightful; especially great for a first episode. Can't wait for more!
Loved the interviews style and Ted's style. Learning something new in each episode. Keep it going!