Best Capitalallocation Podcasts (2023)

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Capital Allocators – Inside the Institutional Investment Industry

1
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) 44:51

6h ago44:51

44:51

Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and private markets. Adam founded Segra in 2013 to focus on a concentrated portfolio of contrarian, underfollowed investment ideas. In turn, this led to a dedicated focus on nuclear power. Both …

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Capital Allocators – Inside the Institutional Investment Industry

1
WTT - Short-Term Gain, Long-Term Pain, Part 2 9:18

3h ago9:18

9:18

Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience working at Yale for some parallels. Suffice it to say David Swensen didn't play the game like SVB did, but I think I know how he would've been spending his time to prepare for what comes next. Rea…

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Capital Allocators – Inside the Institutional Investment Industry

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David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303) 56:56

1h ago56:56

56:56

This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investing with founders to build best-in-class sports, media, and entertainment companies. Our conversation covers David’s background, long experience in distressed investing on Wall Street and at Apollo, an…

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Capital Allocators – Inside the Institutional Investment Industry

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Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) 59:55

8d ago59:55

59:55

Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. In its search for attractive, uncorrelated assets, the Partnership Strategies team became an early mover in environment…

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Capital Allocators – Inside the Institutional Investment Industry

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TaylorMade on Private Equity Deals 0:44

5d ago0:44

0:44

Listen to TaylorMade on Private Equity Deals It’s almost golf season, and what better way to get mentally prepared for the game than listening to the turnaround story of TaylorMade. Episode 3 of Season 2 of Private Equity Deals released this morning, in which David Shapiro from KPS discusses the firm’s investment from a colorful history, broken pro…

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Capital Allocators – Inside the Institutional Investment Industry

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William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301) 55:19

16d ago55:19

55:19

Bill Orum is a Partner at Capricorn Investment Group, one of the largest and longest standing mission-aligned investment organizations. Capricorn oversees $9 billion across three distinct but related investment strategies - an OCIO serving families and foundations, a seeding business that backs impact asset managers, and the Technology Impact Fund,…

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Capital Allocators – Inside the Institutional Investment Industry

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Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300) 1:11:55

15d ago1:11:55

1:11:55

Tom Steyer is the founder and former head of Farallon Capital Management, climate activist, candidate for President of the United States in 2020, and most recently, co-founder of Galvanize Climate Solutions, a mission driven investment platform addressing urgent climate solutions. Our conversation covers Tom’s early career and founding of Farallon …

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Capital Allocators – Inside the Institutional Investment Industry

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JUST RELEASED: Blue Triton Brands on Private Equity Deals 0:57

8d ago0:57

0:57

Listen to Blue Triton Brands on Private Equity Deals. On the second episode of season 2 of Private Equity Deals, Scott Spielvogel from One Rock Capital discusses their carveout of Blue Triton Brands, a business that formerly comprised Nestle Water North America. Its brands collectively have the top market share in North American bottled water and i…

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Capital Allocators – Inside the Institutional Investment Industry

1
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299) 54:45

28d ago54:45

54:45

Beezer Clarkson, Chris Douvos, and Joelle Kayden are three of the most respected investors in venture capital funds, manning their forts at Sapphire Ventures, Ahoy Capital, and Accolade Partners, respectively. Each is a past guest on the show and we’re replayed those conversations in the feed. In a far more challenging environment after last year’s…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) 55:47

10d ago55:47

55:47

My guest on the 7th episode of Venture is Eating the Investment World is Joelle Kayden, the Founder and Managing Partner of Accolade Partners, a $3.6 billion venture fund of funds that invests across early stage, growth, blockchain, and empowerment strategies and one of the most respected firms in the business. Our conversation covers Joelle’s near…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) 56:48

10d ago56:48

56:48

Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally. Her career through direct and fund investing has left her with unusually deep knowledge and insights in the space. Our conversation starts with Beezer’s meandering career and tur…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14) 1:10:00

10d ago1:10:00

1:10:00

Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital ent…

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Capital Allocators – Inside the Institutional Investment Industry

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Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298) 44:51

1M ago44:51

44:51

Dan Ivascyn is the Group-CIO of PIMCO, the legendary bond shop with nearly $2 trillion in assets under management. Dan arrived at PIMCO 25 years ago and assumed the Group-CIO seat in 2014, where he leads portfolio management for the firm’s income strategies, credit hedge fund, and mortgage opportunistic strategies. Today’s guest host is Ana Marshal…

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Capital Allocators – Inside the Institutional Investment Industry

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JUST RELEASED: Fenway Sports Group on Private Equity Deals (Season 2) 1:11

22d ago1:11

1:11

Season 2 of PE Deals starts this week with Fenway Sports Group. On Season 1, we shared stories of eight recent deals conducted by some of the premier private equity firms. The show already has received accolades as the #1 must-listen podcast for private equity dealmakers. In season 2, we’re shifting from sponsors you know to companies you know. Our…

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Capital Allocators – Inside the Institutional Investment Industry

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José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297) 1:03:27

1M ago1:03:27

1:03:27

José E. Feliciano is the Co-Founder and Managing Partner of Clearlake Capital Group. Clearlake manages $75 billion in assets in a flexible strategy across private equity, credit, and special situations in the technology, industrial, and consumer sectors. Our conversation covers José's background, operational experience, and launch of Clearlake in 2…

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Capital Allocators – Inside the Institutional Investment Industry

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Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296) 41:17

1M ago41:17

41:17

Today’s show is a sponsored insight from AgAmerica, the largest independent agricultural loan lender and servicer in the US. I sat down with President and CEO, Brian Philpot. Brian invested for twenty-four years in timberland, agricultural, and real estate before turning to a sole focus on farmers. AgAmerica helps farmers thrive in good times and s…

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Capital Allocators – Inside the Institutional Investment Industry

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Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295) 50:46

2M ago50:46

50:46

Marshall Boyd is the Co-President and CIO at Interstate Equities Corporation, a real estate investment firm that manages $1 billion focusing exclusively on multi-family apartments on the California coast. IEC is one of those little-known gems for those in the know. It's an endowment darling with just a dozen or so of the most elite LPs in the busin…

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Capital Allocators – Inside the Institutional Investment Industry

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John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294) 48:15

2M ago48:15

48:15

John-Austin Saviano is the founder of High Country Advisors, where he serves as a strategic advisor to both investment firms and the institutional pools of capital that back them. Before starting High Country in 2017, John-Austin served as an allocator for nearly two decades at the Moore Foundation, Cambridge Associates, and as the first CIO of UC-…

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Capital Allocators – Inside the Institutional Investment Industry

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Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293) 48:23

2M ago48:23

48:23

Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle market companies and drives social impact. Shundrawn was a past guest on the show while in his prior seat as President of Northern Trust Asset Management, a leading global investment manager with over $1…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153) 1:03:30

2M ago1:03:30

1:03:30

Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in 2004 and rose to the leadership team in 2008. Over the last 8 years, he has hired and promoted much of Northern Trust Asset Management’s executive team, whose fifteen members include nine wo…

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Capital Allocators – Inside the Institutional Investment Industry

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Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) 1:02:53

2M ago1:02:53

1:02:53

Anthony Scaramucci is the Founder and Managing Partner of Skybridge Capital and the SALT conference, and for a brief period in 2017, the White House Communications Director. Anthony and I were scheduled to record a conversation the Friday morning he was named to the White House. That clearly didn’t happen, but we circled back a few months after his…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Anthony Scaramucci – It’s Called a Mooch (Capital Allocators, EP.60) 1:00:30

2M ago1:00:30

1:00:30

The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry for 23 years, growing to prominence within the industry through his oversight of fund of funds Skybridge Capital, creation of the popular SALT conference, regular television appearances, and r…

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Capital Allocators – Inside the Institutional Investment Industry

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WTT - You Won't Detect the Next Fraud 10:29

2M ago10:29

10:29

In a new feature on the podcast, we will share an audio version of Ted’s blog, called What Ted’s Thinking (or WTT). His latest discusses frauds and why you're not likely to detect the next one. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…

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Capital Allocators – Inside the Institutional Investment Industry

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Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) 57:28

3M ago57:28

57:28

Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office. MSD was formed in 1998 to manage $400 million of Michael's capital. In the ensuing twenty-five years, that initial $400 million has grown to north of $20 billion. Gregg joined MSD two years ago after a twenty-eight-year career at Goldman Sachs, …

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Capital Allocators – Inside the Institutional Investment Industry

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Neal Foard – The Art of Storytelling (Capital Allocators, EP.290) 53:23

3M ago53:23

53:23

Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling. Neal has ranked among the top ten most awarded creative directors in the world. He has served as the Worldwide Director of Creative Learning at Saatchi & Saatchi and developed award-winning campaigns for Budweiser, Lexus, and Sony. Most …

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Podcasts Worth a Listen

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) 44:51

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WTT - Short-Term Gain, Long-Term Pain, Part 2 9:18

1
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303) 56:56

1
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) 59:55

1
TaylorMade on Private Equity Deals 0:44

1
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301) 55:19

1
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300) 1:11:55

1
JUST RELEASED: Blue Triton Brands on Private Equity Deals 0:57

1
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299) 54:45

1
[REPLAY] Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) 55:47

1
[REPLAY] Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) 56:48

1
[REPLAY] Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14) 1:10:00

1
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298) 44:51

1
JUST RELEASED: Fenway Sports Group on Private Equity Deals (Season 2) 1:11

1
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297) 1:03:27

1
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296) 41:17

1
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295) 50:46

1
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294) 48:15

1
Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur (Capital Allocators, EP. 293) 48:23

1
[REPLAY] Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153) 1:03:30

1
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292) 1:02:53

1
[REPLAY] Anthony Scaramucci – It’s Called a Mooch (Capital Allocators, EP.60) 1:00:30

1
WTT - You Won't Detect the Next Fraud 10:29

1
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) 57:28

1
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290) 53:23

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