Capital Allocators – Inside the Institutional Investment Industry – Details, episodes & analysis

Podcast details

Technical and general information from the podcast's RSS feed.

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Business

Frequency: 1 episode/4d. Total Eps: 812

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.

Read moreCollapse

Site

RSS

Apple

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

🇨🇦 Canada - investing
20/08/2026
#72
🇬🇧 Great Britain - investing
20/08/2026
#82
🇺🇸 USA - investing
20/08/2026
#87
🇨🇦 Canada - investing
19/08/2026
#49
🇬🇧 Great Britain - investing
19/08/2026
#65
🇩🇪 Germany - investing
19/08/2026
#99
🇺🇸 USA - investing
19/08/2026
#86
🇨🇦 Canada - investing
18/08/2026
#50
🇬🇧 Great Britain - investing
18/08/2026
#49
🇺🇸 USA - investing
18/08/2026
#82

Spotify

No recent rankings available

Shared links between episodes and podcasts

Links found in episode descriptions and other podcasts that share them.

See all

https://capitalallocators.com/
407 shares
https://capitalallocators.com/signup
396 shares
http://capitalallocatorspodcast.com/contact
226 shares

RSS feed quality and score

Technical evaluation of the podcast's RSS feed quality and structure.

See all

RSS feed quality

To improve

Score global : 58%

Publication history

Monthly episode publishing history over the past years.

Year

Latest published episodes

Recent episodes with titles, durations, and descriptions.

See all

David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)

Episode 403

Monday, September 2, 2024 • Duration 54:21

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of LDI strategies.

Our conversation dives into Dave’s twenty-five years at NISA, its client-centric focus, approach across fixed income and derivative strategies, culture, and opportunities and risks in the markets.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

Michael Mervosh - Invest in Yourself (EP.402)

Episode 402

Monday, August 26, 2024 • Duration 30:05

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey.

A few weeks ago, I received a FaceTime call from Michael at the tail end of the annual HJF Men’s Journey in the mountains of West Virginia. He called alongside someone I didn’t know, who had listened to the podcast years ago and planted a seed that led to his participation this year. He recently retired after two decades as a partner at a very well-regarded, multi-billion-dollar equity manager. Seeing his ear-to-ear grin and expression of thanks from leading him on the journey had me wanting to share this again, in case you also find the call to the mountain at a future moment in your life.

My conversation with Michael took place in the mountains of West Virginia towards the end of a hero’s journey six years ago and discusses the program, how Michael came to creating it, and life lessons across perfectionism, uncertainty, and fear. You can learn more by visiting herosjourneyfoundation.org.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)

Monday, July 15, 2024 • Duration 56:28

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. The firm has been listed as an Inc. 5000 Fastest Growing Company for nine years running. Jen is also a two-time author.

Our conversation covers the foibles of professional marketing in asset management, building a brand, measuring a successful branding effort, managing the story of weak performance, and describing the differences in hedge fund and private equity branding. We then turn to some of Jen’s fascinating observations learned from her experience, including raising entrepreneurial children, working with millennials and Gen Z staffers, and implementing the principals of ‘Just Ask’, behave with humanity, and not thinking in black and white.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)

Episode 332

Thursday, August 10, 2023 • Duration 55:09

Today’s Sponsored Insight features Michael Carmen, the Co-Head of Private Investments at Wellington Management. Wellington’s Private Investment platform has $8 billion in committed capital investing across technology, consumer, health care, and financial services. Michael helped launch the firm’s first private equity fund in 2014, bringing Wellington’s broad scope to late-stage venture-backed companies. He previously invested in diversified small- and mid-cap public equities.

Our conversation covers Michael’s early career, path to Wellington, and pivot after a decade at Wellington from public markets to privates. We discuss his investment process across sourcing, diligence alongside Wellington’s public equity analysts, value proposition for portfolio companies, portfolio construction, and exits. We close with opportunities and risks for those with capital to put to work.

For full show notes, visit the episode webpage here.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)

Episode 331

Monday, August 7, 2023 • Duration 55:28

Today’s show is a panel about the merits of private equity. On one side is Sachin Khajuria. a former partner at Apollo and twenty-five-year veteran of the industry, who recently authored “Two and Twenty.” Sachin was a past guest on the show discussing his book and that conversation is replayed in the feed.
On the other is Brendan Ballou, a federal prosecutor who serves on the special counsel for private equity in the Justice Department’s antitrust division and recently authored “Plunder: Private Equity’s Plan to Pillage America,” highlighting controversy and potential flaws in private market investing.
Our conversation begins with Sachin’s view on private markets as an essential value-additive element of the economy and Brendan’s thesis on the inadequacy of the legal structure surrounding the activity. We discuss incentives, investment duration, failed deals, fees, operational effectiveness, legal environment, risk, and broad education about the space. While the titles of their books might suggest a point-counterpoint discussion, the thoughtful nuance Sachin and Brendan bring to the table offer more commonality and food for thought than difference.

For full show notes, visit the episode webpage here.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

[REPLAY] Sachin Khajuria – Two and Twenty, An Insider’s Take on Private Equity (Capital Allocators, EP.285)

Monday, August 7, 2023 • Duration 52:18

Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored “Two and Twenty,” a fantastic insider’s account of the private equity industry.

Our conversation covers Sachin’s rationale for writing Two and Twenty, the strengths of private equity, areas for improvement, and needs for change. We discuss the defining traits of the industry across the sourcing process, depth of research, use of operating executives, ability to pivot, and democratization of alternatives. We close by discussing opportunities and risks going forward, and Sachin’s application of his insights to investing at his family office.

Access Stream by AlphaSense Free Trial

For full show notes, visit the episode webpage here.

Learn More

Follow Ted on Twitter at @tseides or LinkedIn

Subscribe to the mailing list

Access Transcript with Premium Membership

Read moreCollapse

WTT: Active Management Today is a Single Decision

Saturday, August 5, 2023 • Duration 07:06

This WTT: Active Management Today is a Single Decision comes from a few conversations I’ve had recently with CIOs about the underperformance of long only managers who are underweight the magnificent seven. I got me thinking about the ramifications of stock index concentration on active management.

Read Ted’s blog here.

Read moreCollapse

Ted Seides – The Art of the Interview (EP.330)

Episode 330

Monday, July 31, 2023 • Duration 01:01:31

After our recent podcast conversation, Matt Breitfelder, Partner and Global Head of Human Capital at Apollo, asked me if he could turn the tables and, in his words, interview the interviewer about interviewing. We did that and added a two-way conversation about public speaking.
Our conversation covers my path to the podcast, preparation for interviews, components of what makes it work, and tips for asking good questions. We then turn to public speaking, focusing on the challenges and techniques for moderating panels and presenting in public. And of course, at the end, Matt asks me my closing questions.
Please enjoy my distillation of lessons learned from having your ear for six years in this conversation guided by Matt Breitfelder.

For full show notes, visit the episode webpage here.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

Kipp deVeer – The World of Private Credit at Ares (EP.329)

Episode 329

Monday, July 24, 2023 • Duration 01:05:55

Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Management Committee.

Our conversation covers Kipp’s path to Ares, the business and credit markets twenty years ago, and the exponential growth of Ares since. We turn to the firm’s research process across origination and sourcing, underwriting, investment targets, and portfolio construction. We then discuss Kipp’s perspective on the credit environment, opportunities, and risks and close with a look at the future of Ares.

For full show notes, visit the episode webpage here.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

Seth Klarman – Timeless Value Investing (EP.328)

Episode 328

Monday, July 17, 2023 • Duration 01:33:01

Seth Klarman is a legendary value investor and CEO and Portfolio Manager of The Baupost Group, an investment firm founded in 1982 that manages $27 billion. Seth authored the very out-of-print Margin of Safety and edited the recently released 7th edition of Graham and Dodd’s value investing classic, Security Analysis.

Our conversation covers Seth’s early experience in business and investing, path to Baupost, timeless value investing principles and those that have changed over time. We discuss Baupost’s application of value investing across sourcing, diligence, portfolio construction, and risk management. We then turn to Seth’s thoughts illiquidity, international investing, the weird current environment, positioning portfolios for it, alignment with clients, succession at Baupost, and his updated perspectives on Securities Analysis and Margin of Safety. We close discussing Seth’s personal investments in the Boston Red Sox, horse racing, and philanthropy.
Seth generally stays away from the public eye, so I was particularly grateful to share this conversation some twenty-five years after we first met.

For full show notes, visit the episode webpage here.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Read moreCollapse

Capital Allocators – Inside the Institutional Investment Industry – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Capital Allocators – Inside the Institutional Investment Industry – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other99+

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other99+

Twitter34

LinkedIn32

Apple Podcasts

Spotify