Rephonic
Artwork for Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert
Emerging Markets
Private Equity
Private Credit
Corporate Governance
Capital Allocators University
Ares Management
William and Flora Hewlett Foundation
Investment Management
China
Political Governance
Biotech
JP Morgan
Multi-Manager Platform Hedge Funds
Balyasny Asset Management
Investing
Investment Strategies
Private Markets
Brazil
Vietnam
Gene Therapy

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators... more

PublishesTwice weeklyEpisodes771Founded9 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes

Jonathan Lewinsohn is the co-Managing Partner of Diameter Capital Partners, a credit-focused investment firm he founded with Scott Goodwin in 2017 that manages $25 billion across hedge fund, dislocation, CLO, and direct lending strategies. Jonathan l... more

On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She's spent th... more

Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion in assets under management. Lane was a U.S. Olympic hockey player and Hobey Baker award winner as the be... more

Nick is the CEO of The Rohatyn Group, a global emerging markets and real assets investment firm he founded in 2002 that manages $7 billion across public and private markets. Nick previously spent two decades leading JP Morgan's emerging markets busin... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Memo by Howard Marks
The Memo by Howard MarksOaktree Capital Management
Value Investing with Legends
Value Investing with LegendsColumbia Business School
Business Breakdowns
Business BreakdownsColossus | Investing & Business Podcasts

Recent Guests

Lane MacDonald
Chief Investment Officer of SCS Financial, former US Olympic hockey player
SCS Financial
Episode: Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Nick Rohatyn
CEO of The Rohatyn Group, a global emerging markets and real assets investment firm
The Rohatyn Group
Episode: Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Dr. Ashby Monk
Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Co-founder of KDX Management.
Stanford Research Initiative on Long-Term Investing
Episode: Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Ashby Monk
Executive and Research Director of the Stanford Research Initiative on Long-Term Investing
Stanford University
Episode: [REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Mike Gitlin
CEO of Capital Group, experienced in various sectors of finance including buy-side and sell-side.
Capital Group
Episode: Mike Gitlin – The Century of Capital Group (EP.479)
Howard Marks
Co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments.
Oaktree Capital Management
Episode: Top 5 of 2025: #1: Howard Marks
Robert Boucai
Co-founder of Newbrook Capital Properties, previous founder of Newbrook Capital Advisors with extensive experience in hedge funds.
Newbrook Capital Properties
Episode: Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
James Broyer
Co-founder of Newbrook Capital Properties, formerly president of JRK Property Holdings, with a focus on multifamily investments.
Newbrook Capital Properties
Episode: Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Daniel Mahr
Head of MDT, which manages a suite of quantitative equity investments.
MDT Advisers
Episode: Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)

Host

Ted Seides
Allocator and asset management expert who conducts in-depth interviews with leaders in the institutional investing industry.

Reviews

4.7 out of 5 stars from 1.4k ratings
  • ADS

    How could nobody raised a question about 6min intro ads?

    Apple Podcasts
    1
    Peak Angle
    United Kingdom6 months ago
  • Great content on capital allocation industry

    The best place for insight on private equity.

    Apple Podcasts
    5
    Interested bystander
    United States7 months ago
  • important lessons for all

    each episode educates me in a market I value but honestly need to understand better. I am grateful for lessons gleaned that go beyond the financial market. It is an entertaining and educational listen!

    Apple Podcasts
    5
    stonehouser
    United States7 months ago
  • The best

    I absolutely love this show. The host is awesome and the guest are equally awesome and generous with their time. Continue the good work Ted and crew!

    Apple Podcasts
    5
    Andrew VS
    United States8 months ago
  • Too many Ads Ted

    So many ads recently, first 5-6m is rubbish

    Apple Podcasts
    2
    Waterfay
    Hong Konga year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is praised for its educational value, often serving as a go-to resource for financial professionals looking to deepen their understanding of capital allocation and investment industry trends.
There are some concerns regarding the amount of advertising interrupting content, which has been noted by a few listeners. However, overall satisfaction with the quality of discussions remains high.
Listeners appreciate the depth of content and the caliber of guests featured in discussions. Many find the insights on investment strategies particularly valuable and relevant to their own practices or interests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Q: What was it after 20 years at JP Morgan that led you to want to start your own firm?
I wanted to build a dedicated emerging markets firm free from the silos of large institutions.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Q: What do you see as some of the challenges in the common ways that investors participate in these markets?
The benchmarks create a long-only investing mentality that doesn't suit the unique dynamics of emerging markets.
[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Q: Why don't you take us through your background?
Ashby Monk shares his non-traditional path into the finance world, detailing his childhood in Canada, academic experiences, and work in investment banking and venture capital before turning to academia and advising large investment organizations.
Top 5 of 2025: #2: Ian Charles
Q: What is the importance of the changing environment for LPs?
Ian stresses that LPs need to adjust their investment strategies, focusing more on alpha-generating opportunities rather than capital aggregators, and to actively manage their portfolios.
Top 5 of 2025: #2: Ian Charles
Q: How do you diagnose where a firm has a right to win?
Ian explains that Arctos offers sophisticated software to help managers estimate alpha generation, collaborating closely with them to disaggregate performance data.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This podcast offers insightful conversations with leaders in the institutional investment industry, focusing on capital allocation and investment strategies. The discussions often highlight the personal journeys and philosophies of esteemed guests like Chief Investment Officers, thought leaders, and asset management experts, exploring topics such as real estate investments, hybrid capital solutions, and the shifting landscape of private equity. The unique blend of depth in technical discussions and personal anecdotes creates an engaging platform for both seasoned professionals and those looking to expand their knowledge of investment practices.

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Memo by Howard Marks
2. Value Investing with Legends
3. The Meb Faber Show - Better Investing
4. Masters in Business
5. Business Breakdowns

How many episodes of this podcast are there?

this podcast launched 9 years ago and published 771 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Lane MacDonald
2. Nick Rohatyn
3. Dr. Ashby Monk
4. Ashby Monk
5. Mike Gitlin
6. Howard Marks
7. Robert Boucai
8. James Broyer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days