Ted Seides
- Founder and Host, Capital Allocators – Inside the Institutional Investment Industry (Podcast)
- Host, Capital Allocators – Inside the Institutional Investment Industry
- Host, Private Equity Deals with Capital Allocators
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Articles by Ted Seides
Chasing Demand in Early-Stage Venture at Felicis
The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.
Opportunistic Real Estate and Hard Asset Credit at Mavik
Audience Survey With: Vik Uppal Credit Real Assets Real Estate Sponsored Insight Manager Episode: 525 November 5, 2026 Capital Allocators Vik Uppal - Opportunistic Real Estate and Hard Asset Credit at Mavik Episode: 525 November 5, 2026 Capital Allocators Episode Description: 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.
Dynamic Allocation and Concentrated Conviction
Audience Survey With: Zack McGuire Decision Making Leadership Multi-Asset Allocator Hospital Episode: 524 November 2, 2026 Capital Allocators Zack McGuire - Dynamic Allocation and Concentrated Conviction Episode: 524 November 2, 2026 Capital Allocators Episode Description: Zack McGuire is Senior Managing Director of Investments at Children’s Healthcare of Atlanta.
Continuation Vehicles from the LP Seat
Episode Description: My guest on today‘s show is Scott Ramsower, Head of Private Equity Funds at the Teacher Retirement System of Texas, where a 27-person team manages $33 billion in private equity for the $250 billion pension plan. Scott started his LP career at AlpInvest and joined Texas Teachers sixteen years ago, when the private equity program was six people and $7 billion. He also chairs the board of ILPA.
Economic Growth, Governance, and Capital Allocation
Episode Description: Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation.
5.5 Lessons at 55.5
I turned 55.5 recently. I gave up celebrating half birthdays a long time ago, but this one made me pause. I’m probably past the midpoint of my life, although nowhere near the end. Along the way I’ve interviewed thousands of investors, made plenty of mistakes, and changed my mind more often than I expected. These are the 5.5 lessons I’d keep if I had to throw everything else away. Understanding Others 1.
Moat Investing Nuances
With: Pat Dorsey Public Equity Manager Episode: 509 July 6, 2026 Capital Allocators Pat Dorsey - Moat Investing Nuances Episode: 509 July 6, 2026 Capital Allocators Episode Description: Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar’s moat research framework and led its equity research efforts for a dozen years before launching his firm in 2014.
Paloma Partners - Capital Allocators with Ted Seides
With: Michael DeAddio Episode: 79 June 30, 2026 Investment Management Operations Michael DeAddio - Paloma Partners Episode: 79 June 30, 2026 Investment Management Operations Episode Description: Michael DeAddio is the Chief Operating Officer of Paloma Partners, the multi-manager platform founded by Donald Sussman in 1981 — one of the original seeders of firms like D.E. Shaw, Elliott, Canyon, and Caxton.
Senior Decision Makers: Nicholas Csiscko, Trinity Wall Street
With: Nicholas Csiscko Decision Making Allocator Episode: 508 June 29, 2026 Capital Allocators Mini-Series Nicholas Csiscko - Senior Decision Makers: Nicholas Csiscko, Trinity Wall Street Episode: 508 June 29, 2026 Capital Allocators Episode Description: Our first guest on the Senior Decision Makers mini-series is Nick Csicsko.
Homegrown CIO at Williams College
Episode Description: Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school’s $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, whose past conversation is replayed in the feed. Abigail has spent two decades in the Williams investment office, and her tenure manifests the benefits of duration and institutional knowledge in the seat.
AI: Fundamentals, Valuation, and the Next Allocator Dilemma
I’m sitting in my classroom in disbelief. Five years of training in value investing and a year-and-a-half at business school led me to a class called “Managing the Marketspace.” The old marketplace of revenues, margins, and cash flow driving shareholder value had suddenly been replaced by clicks and eyeballs. Shortly thereafter, I attended a wedding and sat next to someone working at a technology company. The business had just gone public, sporting a $3 billion market cap and $3 million in revenue.
Hotel Investing at EOS
With: Jonathan Wang Real Estate Entrepreneur Episode: 506 June 15, 2026 Capital Allocators Jonathan Wang - Hotel Investing at EOS Episode: 506 June 15, 2026 Capital Allocators Episode Description: Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management across the hotel and residential sectors.
Contrarian Quality at GQG Partners
Episode Description: Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the challenging decade for active managers. Our conversation covers Rajiv’s path from trading in India to his long tenure at Vontobel and founding of GQG. We discuss the periodic crisis lessons that shaped his approach, his definition of quality, team dynamics, and portfolio construction to avoid losses.
Operator-Led Private Equity at Ethos
With: Erik Brooks Private Equity Manager Episode: 504 June 1, 2026 Capital Allocators Erik Brooks - Operator-Led Private Equity at Ethos Episode: 504 June 1, 2026 Capital Allocators Episode Description: Erik Brooks is the Co-Founder and Managing Partner of Ethos Capital, a middle-market private equity firm built to bring seasoned C-Suite operators into every aspect of the investment process.
Fundraising Mastery: The Tao of Kimmer
With: John Kim Decision Making Leadership Thought Leader Episode: 503 May 25, 2026 Capital Allocators John Kim - Fundraising Mastery: The Tao of Kimmer Episode: 503 May 25, 2026 Capital Allocators Episode Description: John Kim, or Kimmer, has raised more than $70 billion across his career for leading venture capital and private equity firms. Kimmer recently distilled three decades of lessons into The Tao of Fundraising, the best book I’ve ever read on fundraising for investment managers.
Making Mistakes - Capital Allocators with Ted Seides
Episode Description: Josh Steiner is a polymath of the New York and D.C. power corridors across government, media, and finance, and co-author of From Mistakes to Meaning: Owning Your Past So It Doesn’t Own You. Josh rose to national prominence as the youngest-ever Chief of Staff at the U.S. Treasury in the Clinton administration, where he made a high-profile mistake he unpacks in the book.
Why Culture Matters
With: Sloane Payne & Dave Joerger Decision Making Leadership Public Equity Manager Episode: 500 May 4, 2026 Capital Allocators Sloane Payne & Dave Joerger - Why Culture Matters Episode: 500 May 4, 2026 Capital Allocators Episode Description: Sloane Payne and Dave Joerger are the COO and CCO of WCM Investment Management, a firm chronicled over the years for its remarkable culture and growth to $120 billion in assets under management.
WCM Investment Management
Episode Description: Sloane Payne and Dave Joerger are the COO and CCO, respectively, of WCM Investment Management, an independent investment firm managing $120 billion in assets. WCM has built something unique — a firm culture that actually gets stronger as it grows. Sloane and Dave share the team’s simple, trust-first approach to building organizations. They’ve stripped away the unnecessary layers to create a repeatable process for scaling culture.
The Mechanics of Indexing at Vanguard
Episode Description: Rodney Comegys is the CIO of Vanguard Capital Management and its Head of Global Equity Indexing, where he oversees $8.5 trillion in index assets across domestic, international, and multi-asset strategies. Rodney joined Vanguard twenty seven years ago and has worked across operations, customer service, risk management, and investing. Our conversation covers the philosophy and mechanics behind running one of the world’s largest index fund operators.
Giving Feedback, Followership, and Admired Leadership
Episode Description: Randall Stutman is the founder of Admired Leadership and one of the most sought-after executive coaches in the world. He’s known across Wall Street, the hedge fund community, professional sports, the Olympics, and the White House entirely by word of mouth. Randall was a past guest on the show six years ago in a rare public appearance, and that conversation is replayed in the feed.
Promote Giving – A New Model for Performance-Driven Giving - Capital Allocators with Ted Seides
Episode Description: My guest on today’s special episode is Joel Holsinger, Co-head of Ares’ $50 billion Alternative Credit strategy. In addition to his long and stellar career in the credit markets, Joel spearheaded the launch of Promote Giving, a philanthropic initiative similar to Warren Buffett and Bill Gates’ Giving Pledge, designed for alternative asset managers.
Capital Allocators with Ted Seides
With: Henry Ward Season: 73, Episode # 1 April 7, 2026 Investment Management Operations Henry Ward - Carta Season: 73, Episode # 1 April 7, 2026 Investment Management Operations Episode Description: Henry is the CEO and co-founder of Carta, the platform that began as a cap table tool and has since evolved into what Henry describes as the ERP for private markets. His path to building private market infrastructure is a masterclass in knowing when to pivot — and when to double down.
The Playbook for Building a Mid-Sized Endowment from Scratch
Episode Description: Bruce MacDonald is the CEO and CIO of the Virginia Commonwealth University Investment Management Company, which runs $2.5 billion for VCU’s endowment and health system. Bruce joined the University in 2015 and shortly thereafter, had the opportunity to sell the portfolio and start fresh. Since being promoted to CIO in 2022, VCU has been a top decile performer with a team of just five investment professionals.
Private Credit Concerns
Episode Description: Kieran Goodwin is a Partner at Saba Capital, a $6 billion hedge fund manager that seeks to identify dislocations in credit and equity markets to generate convex returns in volatile times. Kieran has been one of the top credit traders on the Street for the last three decades across roles at investment banks in the ‘90s and early 00’s, King Street, his own hedge fund, Panning Capital, and most recently, Saba that he joined in 2024.
Strategic Investment Group
With: Stuart Chapman Episode: 71 March 10, 2026 Investment Management Operations Stuart Chapman - Strategic Investment Group Episode: 71 March 10, 2026 Investment Management Operations Episode Description: Stuart Chapman is a Director and Head of Operational Due Diligence at Strategic Investment Group, a $30B OCIO serving a mix of pension, endowment, and nonprofit clients. Operational due diligence doesn’t always get the spotlight, but it should.
Human Side of Venture Investing at 776
Episode Description: Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early stage entrepreneurs that she started with Alexis Ohanian in 2020. Alexis was a past guest on the show, and that conversation is replayed in the feed. Katelin and I explore the intersection of human capital and venture capital. We cover her upbringing, work alongside Steve Jobs at Pixar, and turnaround of Reddit with Alexis.
Credit Microcycles at Diameter
Episode Description: 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 last appeared on the show five years ago interviewed by Kristen VanGelder from Evanston Capital, and that conversation is replayed in the feed.
Teamwork, Alignment, and Investing at the Highest Levels at SCS
Episode Description: 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 best player in college hockey in the late ‘80s, but his aspirations of following in his father’s footsteps and playing in the NHL were derailed shortly thereafter by injuries.
Emerging Markets Multi-Asset Investing at TRG
With: Nick Rohatyn Emerging Markets Multi-Asset Private Equity Sponsored Insight Manager Episode: 482 January 22, 2026 Capital Allocators Nick Rohatyn - Emerging Markets Multi-Asset Investing at TRG Episode: 482 January 22, 2026 Capital Allocators Episode Description: Nick Rohatyn 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.
Washington University Investment Management Company
With: David Li Episode: 69 January 20, 2026 Investment Management Operations David Li - Washington University Investment Management Company Episode: 69 January 20, 2026 Investment Management Operations Episode Description: David Li is the CTO at Washington University Investment Management Company, where he’s led a lean, data‑driven build of the endowment’s tech stack. David’s path runs from Harvard Management Company to independent consulting to WashU, bringing a builder’s mindset to the role.
Apollo’s Integrated Alternatives Platform
With: Scott Kleinman Credit Multi-Asset Private Equity Manager Episode: 481 January 19, 2026 Capital Allocators Scott Kleinman - Apollo’s Integrated Alternatives Platform Episode: 481 January 19, 2026 Capital Allocators Episode Description: Scott Kleinman is the Co-President of Apollo Asset Management. Scott joined Apollo in 1996 as its 13th employee and has spent nearly three decades helping build the firm into nearly a trillion-dollar alternative asset manager and retirement powerhouse.
Yale Investments
With: Bill Krueger Episode: 68 January 6, 2026 Investment Management Operations Bill Krueger - Yale Investments Episode: 68 January 6, 2026 Investment Management Operations Episode Description: Bill Krueger is the CTO at Yale’s Investment Office. Bill’s unconventional path spans defense contracting, tech consulting, and a 13-year run at Bridgewater Associates before landing at Yale. Given his background on the GP side, I had to dive into his time at Bridgewater.
The Century of Capital Group
Episode Description: Today’s episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates have historically experienced a fraction of the turnover of industry norms.
Star Mountain Capital
With: John Polis Episode: 60 November 18, 2025 Investment Management Operations John Polis - Star Mountain Capital Episode: 60 November 18, 2025 Investment Management Operations Episode Description: John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Capital.
Hybrid Capital Solutions for Private Assets
With: David Lyon Credit Private Equity Manager Episode: 471 November 17, 2025 Capital Allocators David Lyon - Hybrid Capital Solutions for Private Assets Episode: 471 November 17, 2025 Capital Allocators Episode Description: David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each year originating large scale financing solutions to premier sponsor-backed companies.
Emerging Manager Selection at GEM Original
With: Jay Ripley Hedge Fund Multi-Asset Other Alternatives Private Equity Allocator Episode: 470 November 10, 2025 Capital Allocators Jay Ripley - Emerging Manager Selection at GEM Episode: 470 November 10, 2025 Capital Allocators Episode Description: Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing $12 billion.
Palistar Capital
With: Chester Dawes Episode: 63 November 4, 2025 Investment Management Operations Chester Dawes - Palistar Capital Episode: 63 November 4, 2025 Investment Management Operations Episode Description: Chester Dawes is the COO and CFO at Palistar Capital, an alternative asset manager focused on investing in the future of mission critical digital infrastructure. Launching and growing a private equity firm is not easy.
Capital Allocators with Ted Seides
With: Melissa Stolfi Episode: 62 October 21, 2025 Investment Management Operations Melissa Stolfi - TCW Episode: 62 October 21, 2025 Investment Management Operations Episode Description: Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global investment management firm with over $200 billion in assets. Being competitive in the global asset management space is an ongoing effort.
The Art of Spending Money
With: Morgan Housel Behavioral Finance Self Growth Thought Leader Episode: 466 October 20, 2025 Capital Allocators Morgan Housel - The Art of Spending Money Episode: 466 October 20, 2025 Capital Allocators Episode Description: Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan’s work focuses on the intersection of human behavior and financial decision making.
Evolution of the Canadian Model at CPPIB
Episode Description: John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) making it the 7th largest pension fund in the world. Geoffrey Rubin, Chief Investment Strategist at CPPIB, was a past guest on the show describing the Canadian model and that conversation replayed a few weeks ago as part of our CIO Greatest Hits Summer Series.
Understanding the 401(k) Market
Episode Description: The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives.
Capital Allocators with Ted Seides
With: Brian Douglas Episode: 61 October 7, 2025 Investment Management Operations Brian Douglas - Graham Capital Episode: 61 October 7, 2025 Investment Management Operations Episode Description: Going from CFO to the CEO seat is not a common route in our business so I was excited to talk to Brian. Brian’s career path started in public accounting and he has spent the last 20 years at Graham moving from the CFO role to becoming CEO in 2019.
Igniting Careers and Energizing Lives
Episode Description: Matt Spielman is the Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me on the show four years ago, where we discussed his path into executive coaching, inflection points in his career, and his GPS system that aligns an individual’s goals and helps execute. Our conversation this time builds on that foundation with what Matt has learned since.
Quiet Activism at ValueAct
With: Mason Morfit & Rob Hale Hedge Fund Public Equity Manager Episode: 462 September 29, 2025 Capital Allocators Mason Morfit & Rob Hale - Quiet Activism at ValueAct Episode: 462 September 29, 2025 Capital Allocators Episode Description: Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan.
Building the Google of Finance at AlphaSense
With: Jack Kokko Leadership Manager Episode: 461 September 25, 2025 Capital Allocators Jack Kokko - Building the Google of Finance at AlphaSense Episode: 461 September 25, 2025 Capital Allocators Episode Description: Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as “Google for finance.” The company’s 6,000 customers canvass 90% of the top asset management firms, all the world’s leading investment banks, and over half of the Fortune 500...
Dimensional Fund Advisors
With: Lisa Dallmer Episode: 60 September 23, 2025 Investment Management Operations Lisa Dallmer - Dimensional Fund Advisors Episode: 60 September 23, 2025 Investment Management Operations Episode Description: Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa’s name came to the forefront. Her lens on the industry from the sell side to the buy side is quite unique.
Opportunistic Value at Finepoint Capital
Episode Description: Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively. Our conversation starts with Herb’s hard work as a youth in small-town Ohio, his fortuitous early entry into distressed investing and hedge funds, and mentors who shaped his investing career.
Adrian Meli – Active Equity Excellence at Eagle - Capital Allocators with Ted Seides
With: Adrian Meli Public Equity Manager Episode: 459 September 15, 2025 Capital Allocators Adrian Meli - Adrian Meli – Active Equity Excellence at Eagle Episode: 459 September 15, 2025 Capital Allocators Episode Description: Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy.
Flat Rock Global
Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so many aspects to explore like access, education, investment process, legal, onboarding, distribution, and tax reporting.
Ted on Alt Goes Mainstream
With: Ted Seides Decision Making Leadership Private Equity Self Growth Special Thought Leader Episode: 458 September 8, 2025 Capital Allocators Ted Seides - Ted on Alt Goes Mainstream Episode: 458 September 8, 2025 Capital Allocators Episode Description: Once in a while, I take a turn on the other side of the microphone and share it on our feed when I’ve said something different from what I have in the past.
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