pod.link/1223764016
pod.link copied!
Capital Allocators – Inside the Institutional Investment Industry
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers... more

Listen now on

Apple Podcasts
Spotify
Overcast
Podcast Addict
Pocket Casts
Castbox
Podbean
iHeartRadio
Player FM
Podcast Republic
Castro
RSS

Episodes

Eric Peters - Paradigm Shifts and Solutions at One River

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd... more

16 Dec 2024 · 39 minutes
[REPLAY] Crypto for Institutions 1:  Eric Peters – The Macro Case for Bitcoin (Capital Allocators)

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out... more

16 Dec 2024 · 56 minutes
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting)

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return... more

16 Dec 2024 · 49 minutes
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation... more

09 Dec 2024 · 1 hour, 2 minutes
Chris Heller - Ten Years of Weird Alternatives

Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives.... more

02 Dec 2024 · 52 minutes
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners

On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation... more

02 Dec 2024 · 42 minutes
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM... more

25 Nov 2024 · 1 hour, 8 minutes
Jeff Glass - Home Equity Investment at Hometap

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside... more

21 Nov 2024 · 55 minutes
John Glidden - Delta Airlines Pension Fund Turnaround

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined... more

18 Nov 2024 · 56 minutes
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook

Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion... more

11 Nov 2024 · 52 minutes
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals)

On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries’ investment in Ironclad... more

11 Nov 2024 · 38 minutes
Scott Bessent - Macro Maven

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment... more

04 Nov 2024 · 1 hour, 1 minute
Ricky Sandler - Evolution of Long-Short Equity Investing

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years... more

28 Oct 2024 · 1 hour, 5 minutes
WTT: Yale Backs Emerging Managers… and Then What?

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the... more

25 Oct 2024 · 16 minutes
Brad Briner - Family Office to Public Service

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that... more

21 Oct 2024 · 58 minutes
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office

Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and... more

21 Oct 2024 · 52 minutes
Matt Miller – Crossing the Energy Divide at Grey Rock

Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and... more

14 Oct 2024 · 51 minutes
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital

Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62... more

10 Oct 2024 · 52 minutes
[REPLAY] Dan Ariely – The Human Capital Factor

Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics... more

10 Oct 2024 · 58 minutes
Stephen Nesbitt – Innovation in Private Markets for RIAs

Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that... more

07 Oct 2024 · 45 minutes
David Salem - Investment Wisdom from the Owner's Box

David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the... more

30 Sep 2024 · 1 hour, 5 minutes
Rahul Moodgal – Master Fund Raiser Returns

Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had... more

26 Sep 2024 · 46 minutes
[REPLAY] Rahul Moodgal - Master Fund Raiser

Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds,... more

26 Sep 2024 · 1 hour, 1 minute
Toby Rodes - Unlocking Value in Japan

Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities.... more

23 Sep 2024 · 55 minutes
Mike Maples Jr. - Identifying Startup Pattern Breakers

Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with... more

16 Sep 2024 · 1 hour, 16 minutes
David Breazzano - High Yields and Low Risk at Polen Capital

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s... more

12 Sep 2024 · 53 minutes
Jase Auby - Risk, Size, and Talent at Texas Teachers

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion... more

09 Sep 2024 · 58 minutes
WTT: The Power of Private Equity

My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This... more

04 Sep 2024 · 11 minutes
David Eichhorn - Serving Clients and Reducing Risk at NISA

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled... more

02 Sep 2024 · 54 minutes
Michael Mervosh - Invest in Yourself

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago... more

26 Aug 2024 · 30 minutes
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he... more

19 Aug 2024 · 51 minutes
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010,... more

19 Aug 2024 · 1 hour, 15 minutes
Succession - Sarah Samuels on Generational Transitions

As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is... more

12 Aug 2024 · 43 minutes
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge... more

12 Aug 2024 · 46 minutes
Todd Simkin - Game of Trading at Susquehanna

Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital... more

05 Aug 2024 · 1 hour, 11 minutes
Jeff Assaf - Protecting Clients and Assets at ICG

Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group... more

29 Jul 2024 · 47 minutes
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge

Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B... more

22 Jul 2024 · 1 hour,
Jennifer Prosek – Nailing the Narrative

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years... more

15 Jul 2024 · 57 minutes
[REPLAY] Jen Prosek – Branding an Asset Management Firm

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with... more

15 Jul 2024 · 56 minutes
Training Grounds: Bain Capital, John Connaughton

Today’s show is the second in an ongoing mini-series discussing Training Grounds, organizations that have developed industry leaders. The first... more

08 Jul 2024 · 50 minutes
Charles Duhigg- Secrets of Communication

Charles Duhigg is a celebrated writer for The New Yorker and author of bestseller "The Power of Habit." His latest... more

01 Jul 2024 · 38 minutes
Ben Hunt - The Stories that Drive Markets

Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through... more

24 Jun 2024 · 52 minutes
WTT: Reducing Fees: Actions Speak Louder Than Words

I’ve been thinking about what it takes for allocators to lower the fee burden charged by managers on the path... more

21 Jun 2024 · 8 minutes
Yann Robard - Liquidity Solutions for Private Capital at Dawson

Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative... more

17 Jun 2024 · 1 hour,
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals

Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign... more

15 Jun 2024 · 1 minute
Graham Weaver – People-Driven Private Equity at Alpine

Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software... more

10 Jun 2024 · 59 minutes
Mo Haghbin - Customizing Solutions from the Top Down at Invesco

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio... more

06 Jun 2024 · 47 minutes
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages... more

03 Jun 2024 · 53 minutes
WTT: The Investment Manager Playbook - What Allocators Don't See

My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment... more

31 May 2024 · 20 minutes
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion... more

27 May 2024 · 1 hour, 10 minutes
Dan Tennebaum - The Case for India at India Capital

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan... more

23 May 2024 · 1 hour, 24 minutes
Brett Barakett - Digging for the Puck at Tremblant Capital

Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused... more

20 May 2024 · 1 hour, 12 minutes
Cliff Asness - Simple Investing is Hard

Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and... more

13 May 2024 · 1 hour, 8 minutes
Classic Deal - Burger King by 3G Capital

3G Capital’s buyout of Burger King may be the most successful private equity deal you’ve never heard about. Over the... more

06 May 2024 · 1 hour, 11 minutes
Alex Abell - Lower Middle Market Buyout Investing at RCP

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the... more

02 May 2024 · 56 minutes
Letitia Johnson - Concentrated and Long-Term at Amherst College

Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working... more

29 Apr 2024 · 57 minutes
David Morehead – Top Down Allocation at Baylor

David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen... more

22 Apr 2024 · 1 hour, 8 minutes
Chris Dixon - Empty Rooms: Web3 After the Fall

On today’s show, we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want... more

15 Apr 2024 · 59 minutes
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (Crypto for Institutions 2, EP.05)

Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space... more

15 Apr 2024 · 52 minutes
[REPLAY] Chris Dixon – The Future of Blockchain at a16z

Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds.  Before joining Andreesen... more

15 Apr 2024 · 1 hour, 1 minute
Shiloh Bates – CLO Investing at Flat Rock Global

Shiloh Bates is the Chief Investment Officer at Flat Rock Global, an alternative credit manager specializing in the junior tranches... more

11 Apr 2024 · 50 minutes
Nigel Dawn - Secondaries in Private Markets

Nigel Dawn is the global head of Private Capital Advisory at Evercore, where he leads the secondaries business he started... more

08 Apr 2024 · 41 minutes
WTT: The Investment Office Playbook - What Managers Don’t See

I've been thinking about the investment office playbook and what managers don't see when they meet with allocators. Read Ted’s... more

06 Apr 2024 · 10 minutes
Training Grounds – Carnegie Corporation of New York

Today’s show is the first in an ongoing mini-series discussing Training Grounds, organizations that have developed and spawned future industry... more

01 Apr 2024 · 1 hour, 9 minutes
Blythe Masters - Fintech Innovation at Motive Partners

Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys... more

25 Mar 2024 · 53 minutes
Jonathan Tepper - Buying Monopolies at Prevatt Capital

Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes... more

18 Mar 2024 · 49 minutes
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism

Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and... more

18 Mar 2024 · 52 minutes
Mike Freno – Confident Humility at Barings

Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private... more

14 Mar 2024 · 39 minutes
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East

Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East,... more

11 Mar 2024 · 51 minutes
Richard Sandler – The Prosecution of Michael Milken

A long time ago, 33 years to be exact, Mike Milken pled guilty to 6 counts of violations of securities... more

04 Mar 2024 · 1 hour,
Capital Allocators – Inside the Institutional Investment Industry
Jonathan Tepper - Buying Monopolies at Prevatt Capital
Capital Allocators – Inside the Institutional Investment Industry
0:00
-0:00

Listen now on

Apple Podcasts
Spotify
Overcast
Podcast Addict
Pocket Casts
Castbox
Podbean
iHeartRadio
Player FM
Podcast Republic
Castro
RSS

Description

Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality... more