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Artwork for Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert
Emerging Markets
Private Equity
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Capital Allocators University
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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... more

PublishesTwice weeklyEpisodes695Founded8 years ago
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Artwork for Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes

James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firm’s launch and has been... more

Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies ... more

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 23... more

Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCa... more

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Recent Guests

James Clarke
Global head of institutional capital at Blue Owl, with a background in financial journalism and asset management.
Blue Owl
Episode: James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
Doug Ostrover
Co-founder and CEO of Blue Owl Capital, former CEO and co-CIO of Owl Rock Capital
Blue Owl Capital
Episode: [REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
John Mathews
Head of Private Wealth Management in the Americas for UBS
UBS
Episode: John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Michael Sidgmore
Co-founder of Broadhaven Ventures and creator of the Alt Goes Mainstream podcast, exploring the intersection of private markets, technology, and wealth management.
Broadhaven Ventures
Episode: Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Rodrigo Bitar
Co-founder of 3B1 Partners
3B1 Partners
Episode: Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
Ben Forman
Founder and managing partner of ParaFi Capital, a $1 billion investment firm focused on decentralized finance.
ParaFi Capital
Episode: [REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Louis Vincent Gave
Founding partner and CEO of GaveKal, expert in macro research and asset allocation
GaveKal
Episode: [REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Marko Papic
Chief Strategist at Clocktower Group
Clocktower Group
Episode: [REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
James Aitken
Founder and Managing Partner of Aitken Advisors, a macroeconomic consultancy
Aitken Advisors
Episode: [REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Host

Ted Seides
Host of Capital Allocators, an expert in allocator and asset management with a focus on institutional investing.

Reviews

4.8 out of 5 stars from 1.3k ratings
  • Too many Ads Ted

    So many ads recently, first 5-6m is rubbish

    Apple Podcasts
    2
    Waterfay
    Hong Kong3 months ago
  • Neat!

    Very interesting and informative. Thanks!

    Apple Podcasts
    5
    Capatel05
    United States5 months ago
  • Great roster of guests

    This podcast is great for the topics covered, length of interviews, and great roster of guests. Thank you very much!

    Apple Podcasts
    5
    Sil_Vas
    United States6 months ago
  • I lost my job few months back and there was no way to get income for my family, things was so tough and I couldn’t get anything for my children, not until a met a recommendation on a page writing how Mr Bernie Wilfred Doran helped a lady in getting a huge amount of profit every 6 working days on trading with his management on the cryptocurrency Market, to be honest I was skeptical at first but I took the risk to take a loan, and I contacted him unbelievable and I was so happy I received a profit... more

    Podchaser
    5
    jeffbarron127
    10 months ago
  • Mostly good content on capital allocation industry

    This would be a five star rating with improvements in editing. Same goes for the blog. Awkward sentence structures.

    Apple Podcasts
    4
    Interested bystander
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the depth of discussions on complex financial strategies and market dynamics.
Ted's skill in asking insightful questions that let guests share their expertise is often praised.
Highly informative with expert guests offering valuable insights into the investment world.
Some find the focus on advertisements at the beginning distracting from the content quality.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#37
United States/Business/Investing
Apple Podcasts
#142
United States/Business
Apple Podcasts
#30
Canada/Business/Investing
Apple Podcasts
#34
United Kingdom/Business/Investing
Apple Podcasts
#88
Canada/Business
Apple Podcasts
#118
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
Q: What excites you about both what you're trying to cover and then how you're trying to capture economics from the opportunity set?
The different activities I’m involved in give me a unique perspective on the interrelated developments in private markets and asset management, especially the rise of technology and the importance of content in capital raising.
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
Q: So when anyone thinks of Venezuela these days, there's a real question of the political regime and sanctions. What's your take on the investment perspective?
Rodrigo clarified that the investment case relies more on the sanctions status than a necessary regime change.
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
Q: What first got you interested in the business side?
Rodrigo explained that most of his family were involved in business, making the transition into it natural for him.
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Q: What assumptions do you see the markets making today that are faulty?
Many common assumptions include that long term interest rates can only go down and that we are permanently in a state of secular stagnation, which is a choice and not an inevitability.
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Q: What makes a great fund manager in the macro space?
A great fund manager in the macro space is long-term focused, and they need to have a broad mandate to express their views efficiently.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This podcast focuses on the institutional investing industry, featuring insightful conversations with leading figures such as Chief Investment Officers, asset managers, and industry strategists. The content explores a wide array of investment strategies, capital allocation techniques, and the dynamics of the financial markets, offering listeners a unique glimpse into the decision-making processes of top investors. Notably, the host's background and expertise in the field enrich the discussions, making complex investment concepts accessible to listeners who are looking to deepen their understanding of the industry.

The episodes often emphasize storytelling in investment pitches and foster a community among investment professionals. Discussi... more

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These podcasts share a similar audience with this podcast:

1. Invest Like the Best with Patrick O'Shaughnessy
2. The Memo by Howard Marks
3. The Meb Faber Show - Better Investing
4. Masters in Business
5. Business Breakdowns

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this podcast launched 8 years ago and published 695 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. James Clarke
2. Doug Ostrover
3. John Mathews
4. Michael Sidgmore
5. Rodrigo Bitar
6. Ben Forman
7. Louis Vincent Gave
8. Marko Papic

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