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Capital Allocators

Business & Economics Podcasts

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

Location:

United States

Description:

Meet the people who allocate vast pools of capital and the processes they employ. New episodes release on Monday's

Twitter:

@tseides

Language:

English


Episodes

Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)

5/23/2022
Billy Libby is the co-founder of Upper90, a firm that invests in a hybrid of debt and equity in early stage technology companies to help founders scale efficiently. Billy partnered with Jason Finger, the founder of Seamless, to address a capital structure inefficiency in the venture world. Upper90 has deployed a $1 billion of capital for an LP base of more than 300 entrepreneurs. Our conversation covers Billy’s background in electronic trading, formation of an investment club that brought...

Duration:00:49:20

John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)

5/19/2022
John Barber is the Managing Partner of Cohesive Capital, a $1 billion private equity firm founded in 2010 to focus exclusively on private and growth equity co-investments. Cohesive executes its strategy without investing in funds and without paying a carry to sponsors. Our conversation covers John’s early career in investment banking, the evolution of the industry, and the launch of Cohesive Capital. We dive into Cohesive’s investment philosophy, deal structure, sourcing, and team. We then...

Duration:00:48:03

Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)

5/16/2022
Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed by senior executives from the Stanford Management Company in 2005. Larry joined Makena in 2018, following a storied career serving as CEO and CIO of University of Virginia Investment Management Company, as the first CIO at Georgetown University, and as Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System. He was an early guest on Capital Allocators discussing his path, and...

Duration:01:02:58

[REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

5/16/2022
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the University's $8.5 billion long-term investment pool. Before joining UVIMCO in 2011, he served as Georgetown University's first in-house CIO. Prior to that, he was Managing Director of Equity and Hedge Fund investments for the Virginia Retirement System. From 1997-2004, Larry was an adjunct, and later...

Duration:01:05:23

Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)

5/9/2022
Sahil Bloom is one of most dynamic up and coming creators in the financial community. He spent a decade in investment banking and private equity before turning to writing prolific threads about finance and frameworks to have a more fulfilling life and career. He’s amassed over a half a million followers on Twitter in just the last two years, writes a blog called The Curiosity Chronicle, started a podcast, and recently launched a seed stage venture fund called SRB Ventures. Our...

Duration:01:02:46

Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)

5/5/2022
On today’s Manager Meeting, Paula Volent interviews Steve Drobny. Paula is a legend in the endowment world and recent guest on Capital Allocators who is now serving as the CIO for Rockefeller University’s $2.5 billion endowment after spending twenty years at the helm of Bowdoin College’s endowment. Steve is the Founder and Managing Partner of Clocktower Group, an alternative asset management platform whose activities include seeding and investing in global macro hedge funds, fintech venture...

Duration:00:38:17

Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)

5/2/2022
Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary and non-discretionary assets under advisement. Greg oversees the day-to-day management of the research team and chairs the firm's investment policy committee that oversees all manager hire and fire decisions. Our conversation covers Greg’s background and introduction to FEG, the evolution of institutional consultants, FEG’s business today, and...

Duration:00:59:16

Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)

4/25/2022
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia’s invasion of...

Duration:00:49:04

Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

4/21/2022
On today’s manager meeting, I interview Andrew Milgram, a Managing Partner and Chief Investment Officer of Marblegate Asset Management. Marblegate is a $2.3 billion alternative investment manager founded in 2008 that focuses on middle-market distressed credit opportunities and special situations. The firm takes a direct sourcing approach, and works closely with portfolio companies to create value and drive positive business transformations for sustainable results. Our conversation covers...

Duration:00:57:43

Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)

4/18/2022
Tom Lenehan is the CIO at the Wallace Foundation, where he oversees $2 billion for the New York City-based Foundation whose mission is to foster equity and improvements in learning and enrichment for young people. Tom is only the second CIO in Wallace’s history, having taken over the helm in January 2021. Before joining Wallace, he served as deputy CIO of Rockefeller University under longtime CIO Amy Falls and appeared as the 4th guest on Capital Allocators back in 2017. That replay is...

Duration:01:04:34

[REPLAY] Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)

4/18/2022
Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of improving the understanding of life for the benefit of humanity. Founded in 1901, it was the first institution in the country devoted exclusively to biomedical research. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access...

Duration:01:00:49

Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)

4/11/2022
Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a contributing columnist for The Washington Post, two-time Pulitzer Prize Finalist, and New York Times best selling author. His most recent book, The Power Law: Venture Capital and the Making of the New Future, chronicles the history of the industry, and his key takeaways serve as the perfect conclusion to our mini-series. Our conversation starts with his career as a...

Duration:00:52:44

Steve Papa – Entrepreneur’s Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

4/4/2022
Steve Papa has been part of reimagining the technology landscape for twenty years. He was the Founder and CEO of Endeca, an enterprise software company that Oracle acquired for $1.1 billion in 2011. After that, he invested in and became a founding Partner of six technology companies, including the lead investor in Toast. Our conversation covers Steve’s path into technology and entrepreneurship, the story of Endeca, and his subsequent venture investments. Along the way, we touch on both...

Duration:00:47:44

Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)

3/28/2022
Kathy Xu is the Founding Partner of Capital Today, a $2.5 billion firm that is one of the top venture capitalists in China. Capital Today strives to help small and mid-sized companies become the leading brands in China. Over the years, some of their winners include JD.com, Mei Tuan, VIP Shop, and Ctrip. Our conversation covers Kathy’s upbringing in China, early professional career in venture, and start as an entrepreneur. We discuss her vision for Capital Today, the three ways they help...

Duration:00:54:52

Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)

3/24/2022
On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund that invests in niche, non-correlated assets, or what Chris calls weird stuff, like whiskey aging, boat marinas, spectrum, and water rights. Their...

Duration:00:43:49

Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)

3/21/2022
Renata Quintini and Roseanne Wincek are the Co-Founders and Managing Partners of Renegade Partners, a venture capital firm they launched in 2019 after each experienced life inside top-notch venture firms – Renata at Felicis and Lux and Rosanne at Canaan Partners and IVP. They raised a first fund of $100 million to focus on the “Supercritical Stage” of a company’s development. Our conversation discusses the dynamics of a venture capital spinout and the nuances of a stage-focused strategy....

Duration:00:54:44

Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)

3/17/2022
Today’s show is a special Sponsor Insight from Aumni, highlighting their growing business for venture capitalists, operators, and LPs. Aumni helps private capital investors track and analyze individual deal terms, while providing comprehensive financial and legal insights across portfolios and the broader venture market. I sat down with Kelsey Chase, the Founder and President at Aumni, to discuss his background as a lawyer and the creation of Aumni, how Aumni analyzes transaction data,...

Duration:00:28:52

Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)

3/14/2022
Arjun Sethi is Co-founder and CEO of Tribe Capital, a $1.3B venture capital fund built by engineers and scientists to focus on using product and data science to engineer N-of-1 companies and investments. Arjun was an entrepreneur who founded and sold two businesses and became an active angel investor before turning to venture capital. Our conversation covers Arjun’s upbringings in an immigrant family, his early endeavors as an entrepreneur, success as an angel investor, and different way...

Duration:01:10:03

James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)

3/10/2022
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. He has been a repeat guest on the show, sharing his deep understanding of the inner workings of the financial system. Our first conversation from back in 2018 including his background and process, is replayed in the feed, and the rest of the episodes are available on the...

Duration:00:43:20

[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

3/10/2022
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002 joined the infamous AIG Financial Products team in London. In August 2006 he joined UBS, where he deployed his knowledge of the inner workings...

Duration:01:27:39