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Capital Allocators with Ted Seides

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Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

8/20/2018
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Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh’s innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing. Our conversation covers Josh’s early passion for science and finance, building a competitive advantage in venture capital from scratch, sourcing ideas,...

Duration:01:09:17

Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)

8/13/2018
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Ben Reiter is a senior writer for Sports Illustrated and the author of Astroball: The New Way to Win It All. He joined SI in 2004 a few years out of college and has written for them ever since. In 2014 Ben wrote a cover story for SI entitled YOUR 2017 WORLD SERIES CHAMPS featuring the then sorry Astros who were the laughingstock of baseball at the time. Three years later, his prediction came true. His book chronicling the journey has been dubbed Moneyball 2.0. Our conversation blew me away...

Duration:00:47:25

Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)

8/6/2018
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Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the most important rule of management, successful investment consulting, taking time off, and joining Helmsley. We then turn to her current role and...

Duration:01:15:55

Charley Ellis - Indexing and Its Alternatives (EP.62)

7/30/2018
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Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide. He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Investors Should Join It Now, presents a compelling case for indexing for most investors.. Charley was an early guest on the show and we reconvened to talk through the full case of indexing for individuals and some of its constraints for...

Duration:01:14:28

Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)

7/23/2018
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Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny started EJF after his retirement from Friedman, Billings, Ramsey Group, Inc., a company he co-founded in 1989 and served as Co-Chairman and Co-Chief Executive Officer. Our conversation looks back at Manny’s lifelong passion for investing, the globalization of markets, and the financial crisis, and then looks forward at the newly created...

Duration:00:51:35

REPLAY - Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)

7/16/2018
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This replay is the one of the most downloaded shows from last year, and one that new listeners may have missed. Regular listeners no doubt might pick up a new insight listening again. Scott Malpass is the esteemed Vice President and CIO of Notre Dame University, where he oversees the school's $12 billion endowment. Scott earned his B.A. and M.B.A. degrees at Notre Dame, and returned to South Bend at the ripe age of 26 following a brief stint on Wall Street. His track record for almost 30...

Duration:01:20:54

Anthony Scaramucci – It’s Called a Mooch (Capital Allocators, EP.60)

7/9/2018
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The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry for 23 years, growing to prominence within the industry through his oversight of fund of funds Skybridge Capital, creation of the popular SALT conference, regular television appearances, and rejuvenation of the iconic television show Wall Street Week. He grew to prominence worldwide when his longtime political interests led to a brief...

Duration:01:01:53

Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)

7/2/2018
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Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular expertise in distressed situations. Prior to starting TCM in 2002, Peter spent six years focusing on distressed debt investing at Contrarian Capital and Everest Capital. He started his career as an investment banker, and after his tenure in self-proclaimed purgatory, he co-authored the entertaining book ‘Monkey Business: Swinging Through the Wall Street...

Duration:00:52:07

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

6/25/2018
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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:01:27:38

Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)

6/18/2018
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Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an effort to help investors make better decisions and lead a joyful life. For the past two decades, he has held senior investment, research, and strategy roles in the hedge fund and mutual fund industries at Chicago Equity Partners, Mesirow Financial, and Morningstar. Brian is the author of “The...

Duration:01:00:25

Tom Lydon – ETF Trends (Capital Allocators, EP.56)

6/11/2018
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Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder and CEO of ETF Trends, a business he created in 2004 whose website, etftrends.com, is filled with news, analysis, and webcasts about the world of ETFs. Before creating ETF Trends, Tom ran a financial advisory and publication business that followed the mutual fund industry. Our conversation covers the evolution of mutual funds in the 80s and 90s and the rise of ETFs in the 2000s. We discuss the...

Duration:01:03:22

Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)

6/4/2018
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Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Tali combines research in psychology, behavioral economics and neuroscience to reveal the forces that shape our decisions, beliefs and inaccurate expectations of the future. She is currently a visiting professor at MIT, and is also an associate professor of Cognitive Neuroscience at University College London where she directs the Affective Brain Lab. Tali is the author of The...

Duration:00:47:55

John Pfeffer - Crypto for Institutions (Capital Allocators, EP. 54)

5/28/2018
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John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.” He is currently Partner of Pfeffer Capital. In the 2000s, John was a Member at private equity firm KKR, and in the 1990s, he was Chairman of the Executive Board of leading French IT company Groupe Allium S.A. Before that, he advised on turnarounds while with McKinsey in Europe and Latin America. Our conversation jumps in the thought process and structure behind John’s family...

Duration:00:48:25

Ross Israel - Stable, Predictable Cash Flows (EP.53)

5/21/2018
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Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The Queensland government formed QIC in 1991 to oversee its Superannuation Fund, and the business has since evolved into a Global Diversified Alternative Asset Manager. Ross joined QIC in 2006 to create the Global Infrastructure effort and also serves as a member of QIC’s Executive Committee. He has a quarter century’s worth of experience in corporate finance...

Duration:00:53:05

Kim Lew – The Carnegie Way (Capital Allocators, EP.52)

5/14/2018
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Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation’s $3.5 billion Foundation. Kim joined Carnegie in 2007 after spending a dozen years at the Ford Foundation. She is also a Trustee of Ariel Investments, the Board Chair of the Stevens Cooperative Schools, and a member of the investment committees of the Girl Scouts of America and the ACLU, and the steering committee of the Private Equity Women Investor...

Duration:01:10:49

Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)

5/7/2018
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Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock manager located in a non-descript building in Laguna Beach, California. Our conversation starts with Paul’s trial-by-fire entry into the...

Duration:00:55:40

James Williams – Curating The Getty’s Assets (Capital Allocators, EP.50)

4/30/2018
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Jim Williams is the Vice President, Chief Investment Officer, and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty Museum. Before joining the Getty in 2002, Jim spent three years as the President of Harbor Capital Advisors and prior to that, was manager of the Ford Motor Company pension department. Our rich conversation covers all aspects of managing a significant pool of non-profit assets including modeling liquidity, creating a specialist team...

Duration:01:16:45

Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

4/23/2018
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Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of client assets under management. Michael is also a member of the Investment Committee for J.P. Morgan Asset & Wealth Management and the Investment Committee for the J.P. Morgan Retirement Plan that covers the firm’s 250,000 employees. Before taking on his current seat in 2012, he spent eight years as Chief Investment Officer of J.P....

Duration:01:03:19

Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)

4/16/2018
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One common refrain across my conversations has been the importance and subtleties of effective governance in making optimal investment decisions. Alongside Steven Galbraith’s incredible career as an analyst, strategist, portfolio manager, and entrepreneur in the asset management business, he has served on as many Boards as anyone I know. I imagine many of you have heard Steve’s story, but if not, you may want to have a listen to the very first episode of Capital Allocators before diving in...

Duration:00:55:06

Chris Brockmeyer – On Broadway (Capital Allocators, EP.47)

4/9/2018
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Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Chris serves as an employer-appointed trustee, in most cases as Co-Chair, on eleven multi-employer pension funds, seven health funds and four annuity/401(k) funds with approximately $7 billion in assets. For 11 years, Chris has artfully navigated delicate relationships across unions and employers and was honored for his great work by...

Duration:00:54:10