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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
Investment Management
China
Political Governance
Biotech
JP Morgan
Balyasny Asset Management
Multi-Manager Platform Hedge Funds
Investing
Investment Strategies
Private Markets
Vietnam
Brazil
Gene Therapy
Emerging Markets Debt Hard Currency

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 weeklyEpisodes755Founded9 years ago
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Artwork for Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes

Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a repeat past guest on the show. His f... more

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... more

This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert is also the F... more

John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recentl... more

Key Facts

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

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Recent Guests

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)
David Lyon
Managing Director and Head of Capital Solutions at Neuberger Berman
Neuberger Berman
Episode: David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
Sydney Sweeney
Actress known for various roles in television and film
Episode: WTT: The Sydney Sweeney Interview
Jay Ripley
Head of Investments and Deputy Managing Partner at Global Endowment Management
Global Endowment Management
Episode: Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Matt Bank
Deputy CIO at GEM, an OCIO managing $12 billion for 40 clients
GEM
Episode: [REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Dave Thornton
Co-founder and CEO of Vested, focused on venture secondary markets
Vested
Episode: Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
Jeff Aronson
Co-founder and managing principal of Centerbridge Partners
Centerbridge Partners
Episode: Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)

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 Kingdom4 months ago
  • Great content on capital allocation industry

    The best place for insight on private equity.

    Apple Podcasts
    5
    Interested bystander
    United States5 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 States6 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 States6 months ago
  • Too many Ads Ted

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

    Apple Podcasts
    2
    Waterfay
    Hong Kong9 months 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.

Apple Podcasts
#74
United States/Business/Investing
Apple Podcasts
#228
United States/Business
Apple Podcasts
#51
Canada/Business/Investing
Apple Podcasts
#66
United Kingdom/Business/Investing
Apple Podcasts
#130
Canada/Business
Apple Podcasts
#210
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Q: What do you think the ETF offers to investors?
It provides daily liquidity and transparency, allowing investors to hold high-quality real estate stocks without the capital-raising burdens of a private fund.
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Q: What are some of the changes in the nature of the real estate investment opportunity set in the public markets?
The introduction of secular risks and the efficiency of public markets with more subsectors available to investors.
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Q: What did you learn at banking as that foundational ground before you turned to investing?
It taught me about the valuation differentials between public and private investment opportunities, especially in real estate.
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
Q: What do you find more challenging today than when you started your career?
Mahr notes that team building has become more challenging due to the high demand for data science and programming talent, requiring adaptations in recruitment strategies.
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
Q: I'd love you to take me back to your original path leading into your involvement in investing.
Daniel Mahr reflects on his childhood interest in numbers, first encounters with investing during the dot-com bubble at Harvard, and his transition into quantitative investing at MDT Advisers.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Invest Like the Best with Patrick O'Shaughnessy
2. The Memo by Howard Marks
3. Value Investing with Legends
4. Masters in Business
5. Business Breakdowns

How many episodes of this podcast are there?

this podcast launched 9 years ago and published 755 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Robert Boucai
2. James Broyer
3. Daniel Mahr
4. David Lyon
5. Sydney Sweeney
6. Jay Ripley
7. Matt Bank
8. Dave Thornton

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.

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