최고 Ted Seides – Allocator 팟캐스트 (2025)

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Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators 47:39

30d ago47:39

47:39

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights. Ted shares his journey from building a multi-billion-dollar hedge fund to pioneering in the podcasting world, and how his experiences have shaped hi…

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

18h ago1:13:32

1:13:32

We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mi…

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Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

2d ago1:09:34

1:09:34

We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow…

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Eric Wortman, COO & CCO – Stable (EP.45) 34:31

3d ago34:31

34:31

Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets. If you are an emerging manager or thinking about spinning out, this is the episode for you. As people will tell you, building your own firm and team is vastly different than managing a portfolio. We cover the fuzzy topic of what it means to be “institutional”, ho…

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Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

3d ago1:05:18

1:05:18

We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions. Take Cap…

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Year in Review 2024 (EP.424) 30:59

4d ago30:59

30:59

For this year’s annual review, our CEO Hank Strmac and I sat down to discuss where we’ve been and where we’re headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what’s top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all ha…

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Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

4d ago1:12:17

1:12:17

We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or …

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Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

11d ago48:23

48:23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals acr…

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Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago 54:49

16d ago54:49

54:49

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence. Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philos…

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Mike Peltier, COO – VCIMCO (EP.44) 30:32

17d ago30:32

30:32

Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virginia. Virginia Commonwealth University is pioneering what it means to be a public research university while remaining focused on innovation, diversity, and access in the Commonwealth and beyond. Mike sh…

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Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

18d ago39:41

39:41

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the…

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[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

18d ago56:31

56:31

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when h…

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[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

18d ago49:50

49:50

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dis…

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Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company 50:51

23d ago50:51

50:51

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact. Leslie shares insights into her investment philosoph…

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Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

25d ago1:02:49

1:02:49

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alik…

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Ron Landen, CAO & GC – HighVista Strategies (EP.43) 37:09

1M ago37:09

37:09

Ron Lanen is a Partner, Chief Administrative Officer, and General Counsel at HighVista Strategies, an alternative asset manager with approximately $11 billion in assets. Given the uptick in M&A activity, I was interested in getting Ron’s input following their acquisition of abrdn’s US private markets business. Ron’s background makes him uniquely po…

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Chris Heller - Ten Years of Weird Alternatives (EP.420) 52:38

1M ago52:38

52:38

Chris Heller is the Co-Founder of Cordillera Investment Partners, a $1.6 billion manager of non-correlated, niche investments, or weird alternatives. Cordillera looks for investments ahead of the crowd that offer compelling returns and significant diversification. Chris came on the podcast two years ago in our Manager Meeting series interviewed by …

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[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28) 42:48

1M ago42:48

42:48

On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund th…

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Dakota Live! Podcast: Investing in Education with the CIO of Drexel University 1:00:05

1M ago1:00:05

1:00:05

In this enlightening episode of Dakota Live!, host Robert Morier sits down with Catherine Ulozas, the seasoned Chief Investment Officer of Drexel University's Endowment. With over 30 years of experience in managing investments across various sectors including insurance companies, banks, and a state pension fund, Catherine shares her unique journey …

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Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1M ago1:08:22

1:08:22

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt’s path to investing under recent guest David Salem and lessons learned about risk and governa…

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Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

1M ago55:25

55:25

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at B…

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Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital 30:59

1M ago30:59

30:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services. Alex shares his journey from biochemical sciences to finance, pivotal less…

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Ted Seides – Allocator 팟 캐스트

들어볼 가치가 있는 팟캐스트

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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
Dakota Live! Podcast

Robert Morier

1
Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators 47:39

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

1
Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

1
Eric Wortman, COO & CCO – Stable (EP.45) 34:31

1
Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

1
Year in Review 2024 (EP.424) 30:59

1
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

1
Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago 54:49

1
Mike Peltier, COO – VCIMCO (EP.44) 30:32

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

1
Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company 50:51

1
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

1
Ron Landen, CAO & GC – HighVista Strategies (EP.43) 37:09

1
Chris Heller - Ten Years of Weird Alternatives (EP.420) 52:38

1
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28) 42:48

1
Dakota Live! Podcast: Investing in Education with the CIO of Drexel University 1:00:05

1
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

1
Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital 30:59

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