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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
Asset Management
Risk Management
WCM Investment Management
Private Credit
China
Institutional Investing
Capital Allocators University
Emerging Markets
Executive Coaching
Artificial Intelligence
Governance

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 weeklyEpisodes807Founded9 years ago
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Artwork for Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Sta... more

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself.

Read Ted's blog here.

Editing and post-production work for this episode was provided... more

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar's moat research framework and led its equity resea... more

YouTube

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the investment office in 2016 and has spent the last ... more

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Recent Guests

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)
Jonathan Wang
Founder and CEO of EOS Investors; hotel, residential, and credit platforms
EOS Investors
Episode: Hotel Investing at EOS – Jonathan Wang (EP.506)
Rajiv Jain
Chairman and CIO of GQG Partners
GQG Partners
Episode: Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Erik Brooks
Co-founder and Managing Partner, Ethos Capital
Ethos Capital
Episode: Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
John Kim
Fundraising expert, author of The Tao of Fundraising, chairman and president of corporate development at Lila Sciences
Lila Sciences
Episode: Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
Josh Steiner
Polymath with government, media, and finance background; co-author of From Mistakes to Meaning
SSW Partners; Quadrangle Group; Yale Investment Committee
Episode: Making Mistakes – Josh Steiner (EP.502)

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
#80
United States/Business/Investing
Apple Podcasts
#57
United Kingdom/Business/Investing
Apple Podcasts
#93
Canada/Business/Investing
Apple Podcasts
#195
United Kingdom/Business
Apple Podcasts
#244
Canada/Business
Apple Podcasts
#48
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Hotel Investing at EOS – Jonathan Wang (EP.506)
Q: How does EOS approach market and asset selection in practice?
EOS focuses on seven large urban markets and resort-heavy strategies, leveraging a framework that prioritizes attractive supply-demand dynamics, non-commoditized assets, diversified demand drivers, and disciplined leverage. The firm also considers the strength of local management teams and plans for operational improvements and renovations as part of a holistic plan.
Hotel Investing at EOS – Jonathan Wang (EP.506)
Q: What was your thesis on how to make great hotel investments?
The main thesis centers on treating hotels as real estate assets driven by core supply and demand fundamentals, with a focus on demand drivers (group, business transient, leisure), non-commodity assets, and strong occupancy thresholds that enable pricing power. Market selection and robust, long-term data trump short-term optimism, and vertically integrated operations help align incentives and execute the strategy effectively.
[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)
Q: What life lesson have you learned that you wish you knew earlier in life?
She emphasizes resilience and the belief that, even when things look difficult, they will pass and improve over time, a mindset she wishes she had understood earlier in her career.

Audience Metrics

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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. The Meb Faber Show - Better Investing
4. Masters in Business
5. Business Breakdowns

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this podcast launched 9 years ago and published 807 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. Pat Dorsey
2. Nick Csicsko
3. Abigail Wattley
4. Collette Chilton
5. Jonathan Wang
6. Rajiv Jain
7. Erik Brooks
8. John Kim

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