Beste Ted Seides Allocator Podcasts (2024)

1
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) 51:34

2h ago51:34

51:34

Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path t…

1
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) 52:35

4d ago52:35

52:35

Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active managers to roll out active ETFs, collective investment trusts, and historically, mutual funds. Kristof joined Harbor in 2018 and watched as the actively managed mutual fund company had $22 …

1
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) 58:45

4d ago58:45

58:45

Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conver…

1
Kevin Moran, COO – AlTi Tiedemann Global (EP.39) 38:48

5d ago38:48

38:48

Kevin Moran is the COO of AlTi Tiedemann Global, a publicly traded multi-family office and alternatives firm with over $72B in assets. Kevin shares his insights on how AlTi has grown over time creating a UHNW service offering to meet the growing and evolving needs of its clients. He shares his thoughts on M&A as a function of organic growth, unique…

1
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) 45:26

7d ago45:26

45:26

Stephen Nesbitt is the CEO and CIO of Cliffwater, an investment consultant and asset management firm specializing in alternative that oversees a combined $110 billion, including $30 billion in private market interval funds that begin just five years ago. Steve founded Cliffwater in 2004 to serve the burgeoning institutional market for alternative i…

1
David Salem - Investment Wisdom from the Owner's Box (EP.409) 1:05:25

14d ago1:05:25

1:05:25

David Salem has been a pioneer, practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The Investment Fund for Foundations (TIFF), which he led for nearly two decades until 2010. Since then, he has managed a multi-family office, worked and wrote alongside Ben Hunt at Epsilon Theory,…

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

18d ago46:11

46:11

Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story…

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

18d ago1:01:10

1:01:10

Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits. Collectively, Rahul has raised and helped raise $60 billion for firms since 2005. He started his career in the industry at powerhouse TT International, and later joined The Children’s Investmen…

1
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38) 35:41

19d ago35:41

35:41

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…

1
Toby Rodes - Unlocking Value in Japan (EP.407) 55:57

21d ago55:57

55:57

Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell sid…

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

28d ago1:16:54

1:16:54

Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

1M ago53:35

53:35

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…

1
Hal Liebes, COO – Alger (EP.37) 49:07

1M ago49:07

49:07

Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

1M ago58:24

58:24

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …

1
WTT: The Power of Private Equity 11:03

1M ago11:03

11:03

My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what’s inside, and a rebuttal of common criticisms of private equity. Read Ted’s blog here.

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

1M ago54:21

54:21

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…

1
Jim La Creta, CTO – Brandeis University (EP.36) 33:22

2M ago33:22

33:22

Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

2M ago30:05

30:05

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

2M ago51:08

51:08

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

2M ago1:15:52

1:15:52

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the …

Podcasts, die es wert sind, gehört zu werden

Ted Seides Allocator Podcasts

Podcasts, die es wert sind, gehört zu werden

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
Successful Investors

SEI Novus

1
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412) 51:34

1
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) 52:35

1
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195) 58:45

1
Kevin Moran, COO – AlTi Tiedemann Global (EP.39) 38:48

1
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) 45:26

1
David Salem - Investment Wisdom from the Owner's Box (EP.409) 1:05:25

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

1
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38) 35:41

1
Toby Rodes - Unlocking Value in Japan (EP.407) 55:57

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

1
Hal Liebes, COO – Alger (EP.37) 49:07

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

1
WTT: The Power of Private Equity 11:03

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

1
Jim La Creta, CTO – Brandeis University (EP.36) 33:22

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

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