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Capital Allocators with Ted Seides-logo

Capital Allocators with Ted Seides

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Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career as a management consultant and traversed to focus on asset management consulting around the founding of Casey, Quirk, and Acito. He switched to the buy side focusing on hedge funds in the years leading up to the financial crisis and started Gapstow in 2009. Our wide-ranging conversation starts with Chris’ background and moves to the formation of a credit focused...

Duration: 00:59:32

Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)

Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an analyst and portfolio manager at GAMCO Investors and has researched small, micro, and nanocap companies for a quarter century. He taught for 16 years at Columbia Business School. Paul Johnson runs advisory firm Nicusa Investment Advisors, and previously was a top-ranked sell side analyst, hedge fund manager, and an investment banker across 35 years. He also taught 2,000...

Duration: 00:58:21

Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)

Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s endowment and real estate assets. Before taking the helm as Trinity’s first CIO, she was the co-CIO of Carnegie Corporation of New York, Andrew Carnegie’s foundation, from 2011 to 2016. She joined Carnegie in 1999 as its first investment associate and was an integral part of the build-out of the Corporation’s investment capability under its first CIO. During the period,...

Duration: 00:51:39

Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)

Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary Wave Publishing, the music division Larry oversees, acquires and develops the rights to iconic song titles and works with iconic artists. He has bought assets that include big name hits from Kurt Cobain, Smokey Robinson, Steven Tyler, John Lennon, Def Leppard, Hall & Oates and CeeLo Green. Prior to founding Primary Wave in 2006, Larry spent twenty years in...

Duration: 00:39:01

Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth funds and large pension funds, and is involved with a bunch of fin tech companies, all of which attempt to create innovative solutions to fixing the financial future for...

Duration: 01:00:20

Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)

Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital’s $4.5 billion in long-term investment assets. Jason has spent the last decade and a half overseeing endowment pools – 9 at MSKCC and 5 at the Museum of Modern Art. Jason got his start in the investment business learning the tools of private equity, and had training as an investment banker, management consultant, and lawyer. Our conversation starts with the...

Duration: 00:50:43

Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)

Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as its first leader of the now $1.7 billion pool of assets. Ellen restarted a program and a portfolio from scratch at a time when longer-established University investment offices already had their chips carefully placed in the markets. Yet with a small team, she built a clever portfolio and is starting to reap its rewards. Prior to joining Illinois, Ellen was the Executive...

Duration: 00:47:06

David Barrett – Searching for Leaders (Capital Allocators, EP.26)

David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset management. Prior to founding DBP in 2005, he spent 19 years in the search business, including long stints at Russell Reynolds Associates and Heidrick and Struggles. He began his career as a self-professed failed equity research analyst in the early 1980s. David is a graduate of Yale University and Columbia University Business School. In just the last two years,...

Duration: 00:40:01

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

Scott Malpass is the esteemed Vice President and CIO of Notre Dame, where he oversees the University’s $12 billion endowment. Scott earned his B.A. and M.B.A. degrees at Notre Dame, and returned to Sound Bend at the ripe age of 26 following a brief stint on Wall Street. His track record for almost 30 years, as defined by both performance and impact, place him indisputably in rare company at the very top of the field. Among his many accolades, Scott received Institutional Investor’s...

Duration: 01:20:36

Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as CIO of Wilshire Associates, where among other things he experienced the best story of a manager getting their foot in the door that I’ve ever...

Duration: 01:03:49

Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)

Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and investment decisions. Prior to joining Betterment in its early years, Dan spent six years as a Behavioral Finance Specialist for Barclays Wealth Management. He is a graduate of Boston University and the London School of Economics and lectures...

Duration: 01:04:09

Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)

Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career as many listening to this show have: he graduated from Tufts University, worked at Fidelity Investments and Bain Consulting, attended Harvard Business School, took a run at a technology start-up, and then spent a decade working at hedge funds, culminating in launching his own fund, Izara Capital, that grew to $500 million in assets. But Chatri’s story is...

Duration: 01:06:05

Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused on Asian equities that Richard founded in 1991. Over the past quarter-century, Overlook developed and implemented disciplined investment and business philosophies that interconnected to drive extraordinary results for its partners. Overlook has compounded capital at an annualized 14.5%, outperforming its benchmark by an insane 9% per annum. But that’s not all, as...

Duration: 01:00:03

Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year ago, Kip spent seven years as the Founding Editor and Editor-in-Chief of CIO Magazine, a media platform that led him to interview 2,000 Chief Investment Officers across every type of asset base around the world. Kip is a graduate of Harvard College, received a Master’s at Cambridge University, and was an elite crew rower, culminating in bringing home bronze medals for Team...

Duration: 01:08:19

Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)

Dan Schorr is the founder of Vice Cream, an early stage company that is bringing back unapologetic indulgence to the ice cream industry. After graduating from Tufts University, Dan turned his passion for running into a career working with consumer brands, including Power Bar, Saucony, and PepsiCo. Following two unexpected life events, he turned his focus towards developing a brand of his own. Our conversation tracks Dan’s path and walks through his start-up story. His energy is infectious...

Duration: 00:53:05

Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)

Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wing of Stephen Covey, Tom found himself recruited by John Mack to work alongside him to develop a positive culture at Morgan Stanley. After eight years in the trenches, he returned to academia as a professor at Harvard Business School, where he...

Duration: 00:56:00

Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $5 billion hedge fund of funds manager with a decade and a half of industry leading performance. Adam joined Evanston at its inception in 2002 and leads investment research and portfolio management. Previously, he worked in the Prime Brokerage area and Asset Management Division of Goldman Sachs and served as head trader at AQR. Adam earned a B.S. in Economics at the Wharton School. Our conversation dives...

Duration: 01:03:01

Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)

Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and holds them for a really long time. He looks for businesses with a capacity to reinvest free cash flow and a capacity to suffer through short-term pain in order to achieve long-term gain. Tom started his investment career at the Sequoia Fund in New York, where he worked from 1984 to 1988. His...

Duration: 00:59:40

Outtakes – Hardly a Waste of Time (Capital Allocators, EP.15)

A few months ago an idea came to me to share some conversations with great capital allocators that I’ve been fortunate to know from my time in the business. I lined up my first three guests, and didn’t know what would happen from there. Taking this journey without goals or expectations was new for me, and it’s been a ton of fun. My first unexpected surprise in podcasting came from the answers to one of my closing questions. That question is : what is your favorite thing to do that’s a...

Duration: 00:13:14

Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)

Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital entitled SuperLP – Adventures in Investing, available at Prior to joining VIA, Chris spent seven years co-heading the private equity...

Duration: 01:10:31

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