Capital Allocators – Inside the Institutional Investment Industry (Podcast)

Nov 12, 2026 — The new documentary about Elizabeth Holmes and a candid conversation with a successful investment manager got me thinking about how we discover the truth. In this What Ted's Thinking, You Can't See Everything, I explore how the questions allocators ask...

Nov 09, 2026 — Aydin Senkut is the Founder of Felicis, a venture capital firm he founded 20 years ago that invests in seed and Series A companies, now out of a billion-dollar fund. Aydin joined me on the show five years ago, and we followed that conversation with...

Nov 09, 2026 — Aydin Senkut is the Founder and Managing Partner of Felicis Ventures, a $2 billion early stage venture firm that invests in founders building iconic companies that transcend geographic and industry boundaries. Its success has placed Aydin on the Forbes...

Nov 05, 2026 — Vik Uppal is the Founder and CIO of Mavik Capital Management, a $2 billion flexible special situations investment firm grounded in commercial real estate and hard assets that operates through a credit lens. Vik began developing properties as a teenager...

Nov 02, 2026 — Zack McGuire is Senior Managing Director of Investments at Children's Healthcare of Atlanta. Zack's career spans Citigroup, Emory University, the University of Georgia Foundation, and the Maine Public Employees Retirement System before joining...