459 episodes

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

Capital Allocators – Inside the Institutional Investment Industry Ted Seides – Allocator and Asset Management Expert

    • Business
    • 4.6 • 54 Ratings

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

    Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur

    Shundrawn Thomas - From Large Money Manager CEO to Social Impact Entrepreneur

    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 $1.3 trillion in assets. That conversation is replayed in the feed.

    This time around we pick up with Shundrawn's decision to leave Northern Trust, his mission at Copia, and transition from public company executive to budding entrepreneur. We discuss his plans for Copia across investment strategy, team building, capital raising, investment process, and social impact. We close with Shundrawn's vision for the next five years in his new venture.
     
    Access Stream by AlphaSense Free Trial

    Learn More 
    Follow Ted on Twitter at @tseides or LinkedIn 
    Subscribe to the mailing list 
    Access Transcript with Premium Membership 

    • 48 min
    [REPLAY] Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)

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

    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 women and minorities.

    Shundrawn is deeply involved in diversity efforts across the industry and was named one of this year’s Most Influential Black Executives in Corporate America and previously one of the Most Powerful Blacks on Wall Street.

    Our conversation covers Shundrawn’s early career and issues of race, the culture that drew him into to Northern Trust, and examples of unconscious bias. We turns to his values-based methodology to foster change across recruiting, mentorship, promotion, leadership and performance at Northern Trust, and we close with his perception of how the renewed interest in diversity provides an opportunity for businesses to take action.



    Learn More 
    Follow Ted on Twitter at @tseides or LinkedIn 
    Subscribe to the mailing list 
    Access Transcript with Premium Membership 

    • 1 hr 3 min
    Anthony Scaramucci – Another Winter and Another Rebirth

    Anthony Scaramucci – Another Winter and Another Rebirth

    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 return to Skybridge, and that conversation is replayed in the feed. Since then, he invested some of Skybridge’s assets in crypto and last August sold a piece of Skybridge to the now infamous Sam Bankman-Fried.

    Our conversation this time around covers Anthony’s deals in the asset management space, his thematic investment in crypto, and unfortunate relationship with SBF. Along the way, we discuss entrepreneurship, risk taking, maintaining conviction in a downturn, changing your mind, and resilience – an attribute he demonstrates time and time again.
    Access Stream by AlphaSense Free Trial
    Learn More 
    Follow Ted on Twitter at @tseides or LinkedIn 
    Subscribe to the mailing list 
    Access Transcript with Premium Membership 

    • 1 hr 2 min
    [REPLAY] Anthony Scaramucci – It’s Called a Mooch (Capital Allocators, EP.60)

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

    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 rejuvenation of the iconic television show Wall Street Week.  He grew to prominence worldwide when his longtime political interests led to a brief tenure as White House Communications Director in 2017.
    Our conversation starts off with a bang and turns to the ups and downs in Anthony’s career, including getting fired and rehired at Goldman Sachs, starting and selling his first hedge fund, creating Skybridge and watching it almost fail, and thriving after the financial crisis. We discuss Anthony's thoughts on hedge funds, lessons from his stint in Washington, and books he has written about his experiences. Along the way, he shares life lessons about managing people, building relationships, resiliency, laughing at yourself, greed, ego, and fame.
    Anyone who has only known Anthony from his recent public profile might be surprised to hear the depth of his insight, self-effacing honesty and caring of others, alongside his irrepressible salesmanship. Those who have known him longer will recognize the same Mooch as always in all his splendor.
     
    Learn More 
    Follow Ted on Twitter at @tseides or LinkedIn 
    Subscribe to the mailing list 
    Access Transcript with Premium Membership 
     
    Show Notes
    2:48 – Anthony’s professional history
    8:03 – Time at Oscar Capital/Neuberger Berman
    9:25 – Neuberger sells to Lehman
    10:13 – Leaving Lehman to start Skybridge
    13:13 – Getting through the financial crisis
    14:04 – Launching SALT conference
    15:35 – Buying Citigroup's fund of funds business
    17:34 – Anthony’s approach to the hedge fund business
    20:28 – How he handles the relationships with managers
    22:15 – Environment for the hedge fund space
                24:12 – After the Music Stopped: The Financial Crisis, the Response, and the Work Ahead
    26:02 – Hedge fund space moving forward
    28:03 – What he learned from being fired
    31:22 – Handling public adversity
    32:40 – Selling the business to serve the country
    35:35 – Life lessons learned throughout his career and shared in his books
                35:40 – Goodbye Gordon Gekko: How to Find Your Fortune Without Losing Your Soul
                38:40 – The Little Book of Hedge Funds
                38:44 – Hopping over the Rabbit Hole: How Entrepreneurs Turn Failure into Success
    39:20 – The key principles that Anthony tries to impart on his team
    41:47 – Lessons in launching a hedge fund business
    45:00 – What changed upon his return to Skybridge
    46:33 – How does it feel to be famous
    48:10 – Closing questions
                56:06– The China Mission: George Marshall's Unfinished War, 1945-1947

    • 1 hr
    WTT - You Won't Detect the Next Fraud

    WTT - You Won't Detect the Next Fraud

    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 

    • 10 min
    Gregg Lemkau - The Evolution of MSD

    Gregg Lemkau - The Evolution of MSD

    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, where he rose to Co-Head of Investment Banking, served on the Firm's Management Committee, and was widely considered one of a few candidates to succeed David Solomon as Goldman's CEO.

    Our conversation covers Gregg's career path at Goldman and lessons learned, including entertaining stories about his work with such fascinating entrepreneurs as Elon Musk and Travis Kalanick. We discuss his decision to join MSD, the firm's history, objectives, competitive advantages, and investment capabilities. We then turn to MSD's recently announced merger with BDT Partners, including the rationale, process, and integration of the businesses. We close with a look into the future of the transformed organization.

    Access Stream by AlphaSense Free Trial

    Learn More 
    Follow Ted on Twitter at @tseides or LinkedIn 
    Subscribe to the mailing list 
    Access Transcript with Premium Membership 

    • 57 min

Customer Reviews

4.6 out of 5
54 Ratings

54 Ratings

Missing61 ,

Excellent Podcast

The show has informative, knowledgeable guests, but what sets it apart from so many other investing podcasts is that the host is a smart guy who doesn’t need to show it. Instead he asks solid questions then gets out of the way and let’s the guest talk. Recently there was an episode (271) that was a group of friends talking markets which was excellent.

William Kos ,

Impressive relationships

How Ted convinces guests like this to talk on a public podcast… will forever remain a mystery, but one we are most grateful to witness.

TraderLFT ,

Shallow, self promoting

Rather disappointing collection of sales pitches.

Top Podcasts In Business

Freakonomics Network & Zachary Crockett
NPR
Braden Dennis & Simon Belanger
The Peak
Hala Taha | YAP Media
Tim Ferriss: Bestselling Author, Human Guinea Pig

You Might Also Like

Ted Seides – Allocator and Asset Management Expert
Colossus | Investing & Business Podcasts
Colossus | Investing & Business Podcasts
Oaktree Capital Management
Bloomberg
Meb Faber