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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
Private Equity
Investment Strategies
Investment Management
Venture Capital
Hedge Funds
Capital Allocation
Private Markets
Alternative Investments
Asset Allocation
Private Credit
Risk Management
WCM Investment Management
Asset Management
China
Institutional Investing
Emerging Markets
Artificial Intelligence
Governance
Investment Strategy
Leadership

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 weeklyEpisodes814Founded9 years ago
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BusinessInvesting

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Artwork for Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes

This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters.

Read Ted's blog here.

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.... more

Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools... more

Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools... more

Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit. Lauren joined Morgan Stanley... more

Key Facts

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Recent Guests

Luis Laboy
Director of Public Equities at the Hewlett Foundation
Hewlett Foundation
Episode: Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
Frank Danieli
Head of Global Credit Solutions at MA Financial Group
MA Financial Group
Episode: Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Dambisa Moyo
Baroness, global economist, board member and investor
House of Lords; Chevron; Starbucks; Condé Nast; Oxford University Investment Committee; Altered Trajectory
Episode: Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Pat Dorsey
Founder of Dorsey Asset Management; creator of Morningstar Moat Research framework
Dorsey Asset Management
Episode: Moat Investing Nuances – Pat Dorsey (EP.509)
Nick Csicsko
Managing Director at Trinity Wall Street Endowment Investment Office
Trinity Wall Street
Episode: Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
Abigail Wattley
Chief Investment Officer, Williams College
Williams College
Episode: Homegrown CIO at Williams College - Abigail Wattley (EP.507)
Collette Chilton
Chief Investment Officer of Williams College; former CIO at MassPrim and Lucent
Williams College
Episode: [REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)
Gavin Baker
Founder/Partner at Atreides, a public market-focused investor
Atreides Management
Episode: WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma
Rajiv Jain
CEO of GQG Partners, investor with a cautious stance on hyperscalers
GQG Partners
Episode: WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

Host

Ted Seides
Host of Capital Allocators podcast; seasoned institutional investor and author

Reviews

4.7 out of 5 stars from 1.4k ratings
  • Teamwork, Alignment & Lasting Edge

    What felt especially generous about this conversation is how you let an investment leader tell a story that connects discipline, character, and real-world experience, from the rink to managing capital, without ever reducing it to jargon. Lane’s emphasis on alignment and durable advantage isn’t just about markets; it’s about how people carry their principles into decisions that matter. Listeners walk away with something they can actually use: a reminder that the hardest-earned insights are often ... more

    Apple Podcasts
    5
    Anum — The Platinum CEO
    United Kingdom6 months ago
  • ADS

    How could nobody raised a question about 6min intro ads?

    Apple Podcasts
    1
    Peak Angle
    United Kingdoma year ago
  • Great content on capital allocation industry

    The best place for insight on private equity.

    Apple Podcasts
    5
    Interested bystander
    United Statesa year ago
  • important lessons for all

    each episode educates me in a market I value but honestly need to understand better. I am grateful for lessons gleaned that go beyond the financial market. It is an entertaining and educational listen!

    Apple Podcasts
    5
    stonehouser
    United Statesa year ago
  • The best

    I absolutely love this show. The host is awesome and the guest are equally awesome and generous with their time. Continue the good work Ted and crew!

    Apple Podcasts
    5
    Andrew VS
    United Statesa year ago

Listeners Say

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

The host asks strong questions and lets guests talk, which adds value for professionals.
Listeners appreciate the balance of depth and accessibility in investment topics.
Ads insertion has been noted by some as disruptive to early segments.
Consistently strong roster of guests and thoughtful analysis.
Guests are high-caliber and give practical, non-flashy insights.

Chart Rankings

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

Apple Podcasts
#55
United States/Business/Investing
Apple Podcasts
#202
United States/Business
Apple Podcasts
#37
United Kingdom/Business/Investing
Apple Podcasts
#50
Canada/Business/Investing
Apple Podcasts
#117
United Kingdom/Business
Apple Podcasts
#138
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Q: What role do red team and wargame exercises play in your credit process?
Red teams provide contrarian perspectives before investment committee discussions, and quarterly wargames simulate various downturn scenarios to stress test loan performance and sharpen governance and structure.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Q: How did MA Financial build its proprietary origination and platform to avoid overreliance on auctions?
The guest discusses creating an ecosystem with multiple lending channels, strategic acquisitions (e.g., Finchall Platform), partnerships, and data-driven infrastructure to generate loan opportunities and manage risk across cycles.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Q: Why don't you take me through your background that led to your path in the seat?
Frank explains his restructuring background, how it led to a focus on distressed and performing credit, and how that informs MA Financial's approach to building a diversified credit platform with strong governance and risk controls.
Hotel Investing at EOS – Jonathan Wang (EP.506)
Q: What role does technology and data play in decision-making?
Data-driven underwriting and robust historical trends inform investment decisions, with efforts to integrate AI and advanced data analysis to identify market similarities and forecast trends faster, while preserving the core emphasis on human judgment and institutional knowledge.
Hotel Investing at EOS – Jonathan Wang (EP.506)
Q: How has the business evolved beyond hotels?
EOS expanded into residential real estate and hotel credit, establishing platforms that leverage relationships and XP in financing to diversify revenue and reduce sensitivity to hotel-cycle shocks. The residential venture, led with Nicole Sermier, broadened EOS's capabilities and helped the firm become a more integrated real estate platform.

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?

The program features in-depth conversations with senior leaders in institutional investing, asset management, and related fintech sectors. Across episodes, hosts probe capital allocation strategies, endowment and pension fund approaches, risk management, fee structures, and the evolving tech stack that powers modern investing—from indexing and AI to tokenization and alternative credit. Guests range from CIOs and investment chiefs to founders and operators who share practical lessons on governance, culture, sourcing deals, and platform dynamics that connect large asset owners with external managers. A standout throughline is a disciplined, no-nonsense approach to understanding how top institutions allocate capital, manage risk, and drive org... more

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

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this podcast launched 9 years ago and published 814 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. Luis Laboy
2. Frank Danieli
3. Dambisa Moyo
4. Pat Dorsey
5. Nick Csicsko
6. Abigail Wattley
7. Collette Chilton
8. Gavin Baker

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