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Capital Allocators with Ted Seides-logo

Capital Allocators with Ted Seides

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Episodes

Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)

2/19/2018
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Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creative twist on its market. Our conversation starts with Ali’s entrepreneurial path to the creation of CoVenture, and covers examples of previously...

Duration:01:03:03

Annie Duke - Improving Decision Making - [Capital Allocators, EP.39]

2/5/2018
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Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning a World Series of Poker bracelet and the $2 million winner-take-all WSOP Tournament of Champions. Her study of the science of smart decision-making began with a National Science Foundation Fellowship, which she used study Cognitive Psychology at the University of Pennsylvania. Among her charity work and television appearances, Annie was a...

Duration:00:59:30

Seth Masters – Investment Polymath (Capital Allocators, EP.38)

1/29/2018
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Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as an analyst in emerging market equities and over the last decade and a half served separately as the Chief Investment Officer of Blend Strategies, Asset Allocation, Defined Contribution Strategies, and the Private Wealth Business. Seth is true polymath – articulate, thoughtful and wise on a wide range of topics. Our conversation starts with a fascinating discussion of...

Duration:01:05:00

Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)

1/22/2018
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Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He has received numerous lifetime achievement awards for his work and is one of the legends in the business. After failing in his retirement, he joined Diversified Trust Company, a $6.5B WEALTH manager that he co-founded back in 1994. Our conversation discusses managing an endowment in the early years, implementing unconventional investments, creating an edge as an...

Duration:00:48:48

Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

1/8/2018
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Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason. Michael has been an Adjust Professor at Columbia Business School for 24 years. Our conversation covers Michael’s early career, the paradox of...

Duration:01:11:23

Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

1/1/2018
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Margaret Chen is the Head of CA Capital Management, Cambridge Associates’ $20 billion Outsourced Chief Investment Officer (OCIO) business. She has spent twenty years at Cambridge Associates, which was her first and only stop in the investment business after getting started in the working world as a management consultant at Coopers & Lybrand Consulting. Our conversation covers Margaret’s career path, her evolution from a consultant to a principal, the value proposition of an OCIO,...

Duration:00:51:36

Deep Dive into Hedge Funds (Capital Allocators, EP.34)

12/18/2017
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I’ve received several emails over the last bunch of months asking for my take on the investing world and the topics we cover on the show. Fortunately, I’ve had a chance to appear as a guest on a few other podcasts, and thought I would share some of those conversations from time to time. About a year and a half ago, Patrick O’Shaughnessy interviewed me to discuss the book I wrote on his amazing podcast, Invest Like the Best. The discussion quickly turned to a deep dive on hedge funds -...

Duration:01:17:04

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

12/11/2017
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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)

11/27/2017
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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)

11/13/2017
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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)

10/30/2017
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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)

10/23/2017
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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)

10/9/2017
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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)

10/2/2017
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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)

9/25/2017
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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)

9/18/2017
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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)

9/4/2017
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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)

8/28/2017
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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)

8/21/2017
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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)

8/14/2017
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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

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