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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
Private Credit
Corporate Governance
Capital Allocators University
Ares Management
Investment Management
Political Governance
China
Biotech
JP Morgan
Multi-Manager Platform Hedge Funds
Balyasny Asset Management
Investing
Investment Strategies
Private Markets
Vietnam
Brazil
Gene Therapy
Emerging Markets Debt Hard Currency

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 weeklyEpisodes762Founded9 years ago
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BusinessInvesting

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Artwork for Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote '... more

We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career creating liquidity solutions in private markets. Ar... more

We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 years in the saddle, he led Yale's private equity in... more

For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our efforts to improve discoverability of great episodes,... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Adrian Meli
Co-Chief Investment Officer of Eagle Capital Management
Eagle Capital Management
Episode: Top 5 of 2025: #5: Adrian Meli
Alex Sacerdote
Founder of Whale Rock Capital Management, a technology-focused investment firm.
Whale Rock Capital Management
Episode: Top 5 of 2025: #4: Alex Sacerdote
James Broyer
Co-founder of Newbrook Capital Properties, formerly president of JRK Property Holdings, with a focus on multifamily investments.
Newbrook Capital Properties
Episode: Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Robert Boucai
Co-founder of Newbrook Capital Properties, previous founder of Newbrook Capital Advisors with extensive experience in hedge funds.
Newbrook Capital Properties
Episode: Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Daniel Mahr
Head of MDT, which manages a suite of quantitative equity investments.
MDT Advisers
Episode: Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
David Lyon
Managing Director and Head of Capital Solutions at Neuberger Berman
Neuberger Berman
Episode: David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
Sydney Sweeney
Actress known for various roles in television and film
Episode: WTT: The Sydney Sweeney Interview
Jay Ripley
Head of Investments and Deputy Managing Partner at Global Endowment Management
Global Endowment Management
Episode: Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Dave Thornton
Co-founder and CEO of Vested, focused on venture secondary markets
Vested
Episode: Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)

Host

Ted Seides
Allocator and asset management expert who conducts in-depth interviews with leaders in the institutional investing industry.

Reviews

4.7 out of 5 stars from 1.4k ratings
  • ADS

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

    Apple Podcasts
    1
    Peak Angle
    United Kingdom5 months ago
  • Great content on capital allocation industry

    The best place for insight on private equity.

    Apple Podcasts
    5
    Interested bystander
    United States6 months 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 States6 months 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 States7 months ago
  • Too many Ads Ted

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

    Apple Podcasts
    2
    Waterfay
    Hong Kong10 months ago

Listeners Say

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

The show is praised for its educational value, often serving as a go-to resource for financial professionals looking to deepen their understanding of capital allocation and investment industry trends.
There are some concerns regarding the amount of advertising interrupting content, which has been noted by a few listeners. However, overall satisfaction with the quality of discussions remains high.
Listeners appreciate the depth of content and the caliber of guests featured in discussions. Many find the insights on investment strategies particularly valuable and relevant to their own practices or interests.

Chart Rankings

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

Apple Podcasts
#61
United States/Business/Investing
Apple Podcasts
#209
United States/Business
Apple Podcasts
#27
United Kingdom/Business/Investing
Apple Podcasts
#65
Canada/Business/Investing
Apple Podcasts
#76
United Kingdom/Business
Apple Podcasts
#173
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Top 5 of 2025: #2: Ian Charles
Q: What is the importance of the changing environment for LPs?
Ian stresses that LPs need to adjust their investment strategies, focusing more on alpha-generating opportunities rather than capital aggregators, and to actively manage their portfolios.
Top 5 of 2025: #2: Ian Charles
Q: How do you diagnose where a firm has a right to win?
Ian explains that Arctos offers sophisticated software to help managers estimate alpha generation, collaborating closely with them to disaggregate performance data.
Top 5 of 2025: #2: Ian Charles
Q: What are the most important needs and challenges GPs are facing?
Ian highlights that many market participants underestimate the complexity of GP businesses and emphasizes the importance of data-driven insights to navigate these complexities.
Year in Review 2025 (EP.478)
Q: What brings you the greatest joy?
Greatest joy comes from being in a flow state and connecting people in the industry to create value.
Year in Review 2025 (EP.478)
Q: How has institutional interest in venture changed in the last year?
Institutional interest in venture remains strong, especially with growth equity as companies stay private longer.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

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

This podcast offers insightful conversations with leaders in the institutional investment industry, focusing on capital allocation and investment strategies. The discussions often highlight the personal journeys and philosophies of esteemed guests like Chief Investment Officers, thought leaders, and asset management experts, exploring topics such as real estate investments, hybrid capital solutions, and the shifting landscape of private equity. The unique blend of depth in technical discussions and personal anecdotes creates an engaging platform for both seasoned professionals and those looking to expand their knowledge of investment practices.

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Which podcasts are similar to this podcast?

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. Value Investing with Legends
4. The Meb Faber Show - Better Investing
5. Masters in Business

How many episodes of this podcast are there?

this podcast launched 9 years ago and published 762 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. Adrian Meli
2. Alex Sacerdote
3. James Broyer
4. Robert Boucai
5. Daniel Mahr
6. David Lyon
7. Sydney Sweeney
8. Jay Ripley

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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