Best Ted Seides Allocator And Asset Management Expert Podcasts (2024)

1
Taimur Hyat, COO – PGIM (EP.32) 48:58

2d ago48:58

48:58

Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…

1
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) 1:00:35

3d ago1:00:35

1:00:35

Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions to the private markets. Formed initially as Whitehorse Liquidity Partners and rebranded as Dawson, both names are inspired by Yann’s 1,000 km bicycle journey in the Canadian Arctic that led t…

1
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

5d ago1:41

1:41

Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.

1
Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

7d ago45:56

45:56

This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

10d ago59:50

59:50

Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio …

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

14d ago47:44

47:44

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…

1
Darshan Desai, COO – Beach Point Capital Management (EP.30) 48:22

16d ago48:22

48:22

Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

17d ago53:46

53:46

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, …

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

20d ago20:06

20:06

My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment office that managers don’t see but that significantly influences the cadence of capital deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to…

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

24d ago1:10:54

1:10:54

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for …

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

29d ago1:24:23

1:24:23

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, …

1
Amy Knapp, COO – Corsair Capital (EP.29) 37:11

1M ago37:11

37:11

Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

1M ago1:12:50

1:12:50

Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alo…

1
Nasdaq Solovis at Verger Capital (EP.28) 33:59

1M ago33:59

33:59

This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…

1
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) 1:03:55

1M ago1:03:55

1:03:55

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…

1
Cliff Asness - Simple Investing is Hard (EP.385) 1:08:59

1M ago1:08:59

1:08:59

Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent, comical, and irreverent, all wrapped into one. Our conversation covers Cliff's journey from studying market efficiency under Eugene Fama to capitalizing on m…

1
Karl Sprules, COO – AllianceBernstein (EP.27) 45:41

1M ago45:41

45:41

Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…

1
Classic Deal - Burger King by 3G Capital (EP.384) 1:11:42

2M ago1:11:42

1:11:42

3G Capital’s buyout of Burger King may be the most successful private equity deal you’ve never heard about. Over the last fourteen years, or the length of a typical private equity fund, 3G turned a $1 billion investment into $28 billion in value. The annual dividends from the investment accruing to 3G today are around 70% of its invested capital. T…

1
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383) 56:30

2M ago56:30

56:30

Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then m…

1
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) 57:55

2M ago57:55

57:55

Letitia Johnson is the CIO of Amherst College, where she manages the school's $4 billion endowment. After thirteen years working with twenty-five clients and attending over 1,000 Investment Committee meetings at Cambridge Associates, Letitia developed a view about investing that differs from many similar pools of capital and has applied that view o…

1
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26) 40:14

2M ago40:14

40:14

Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…

1
David Morehead – Top Down Allocation at Baylor (EP.381) 1:08:46

2M ago1:08:46

1:08:46

David Morehead is the CIO at Baylor University, where he oversees the $2.2 billion endowment. David came to Baylor thirteen years ago after an eighteen-year investment career that spanned every aspect of public markets investing. He created an approach to investing at Baylor that is quite different from others in the seat. David recently started sh…

Podcasts Worth a Listen

Ted Seides Allocator And Asset Management Expert Podcasts

Podcasts Worth a Listen

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
Taimur Hyat, COO – PGIM (EP.32) 48:58

1
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) 1:00:35

1
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

1
Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

1
Darshan Desai, COO – Beach Point Capital Management (EP.30) 48:22

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

1
Amy Knapp, COO – Corsair Capital (EP.29) 37:11

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

1
Nasdaq Solovis at Verger Capital (EP.28) 33:59

1
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) 1:03:55

1
Cliff Asness - Simple Investing is Hard (EP.385) 1:08:59

1
Karl Sprules, COO – AllianceBernstein (EP.27) 45:41

1
Classic Deal - Burger King by 3G Capital (EP.384) 1:11:42

1
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383) 56:30

1
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) 57:55

1
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26) 40:14

1
David Morehead – Top Down Allocation at Baylor (EP.381) 1:08:46

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