152 episodes

Meet the people who allocate vast pools of capital and the processes they employ.

New episodes release on Monday's

Capital Allocators Ted Seides

    • Investing

Meet the people who allocate vast pools of capital and the processes they employ.

New episodes release on Monday's

    Ted Seides – A Rational Reminder (Capital Allocators, EP.121)

    Ted Seides – A Rational Reminder (Capital Allocators, EP.121)

    Last year, I appeared on the Rational Reminder podcast, a show hosted by Cameron Passmore and Ben Felix of PWL Capital, a terrific Ottawa, Canada-based wealth manager that focuses on low cost, passive investing.
    We discussed the depth of the institutional investment research process, hedge funds, alternatives for individuals, index fund investing around the world, lessons from the big Bet, and a few other fun topics.
    Cameron and Ben are thoughtful investors and offer high-quality content through their podcast.  I’d encourage you to have a listen.
    Please enjoy Cameron and Ben’s interview with me.
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    • 46 min
    Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)

    Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)

    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 turns to her work at Sapphire, including its structure and unique relationship with SAP, Series A investing, winnowing through a massive funnel of fund opportunities, the due diligence process and re-underwriting process, implications of companies staying private longer, and #OpenLP, a public forum to hear the voice of VC LPs that Beezer created with past podcast guest Chris Douvos.
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    • 57 min
    Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)

    Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)

    Gregory Zuckerman is a special writer at the Wall Street Journal and the author of five books, including his most recent, The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution.  Greg joined the Journal in 1996 and writes about big financial trades, firms, and personalities.  He’s a three-time winner of the Gerald Loeb award, the highest honor in business journalism, and his work has included breaking the stories of the discord between Bill Gross and PIMCO, the London Whale trade, subprime mortgage collapse, and meltdown of hedge fund Amaranth in 2007.

    Our conversation starts with Greg’s path to journalism, touches on the aftermath of his book The Greatest Trade Ever about John Paulson and the subprime meltdown. We then turn to his recent tome on Jim Simons and Renaissance, including the formation and evolution of the Medallion fund, precarious moments in its history, the human element of a quant shop, differences between Renaissance and other quant competitors, leadership, impacting the world with vast wealth, and why Renaissance has been so special.

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    • 1 hr 2 min
    The Best of 2019 (Capital Allocators, EP.118)

    The Best of 2019 (Capital Allocators, EP.118)

    Our annual rundown of the most downloaded shows of 2019.  Wishing you a new year filled with wealth, health, and joy.
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    • 4 min
    Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)

    Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)

    Dr. Sarel Vorster is a practicing neuro surgeon at the Cleveland Clinic, where he performs procedures on the brain and spinal cord. Sarel has a cross-disciplinary interest in the effect of stress and risk on cognition and decision-making.  He attended Yale to study for an MBA at the ripe age of 50 to pursue that interest.
    Our conversation covers the process of conducting surgery, offering an thorough example in a high stakes field. We discuss communicating with patients, making the decision to operate, preparing, using checklists, assessing outcomes, managing risk in a life or death situation, managing a team, improving skills, coping with stress, and seeing similarities between surgery and finance.
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    • 54 min
    Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)

    Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)

    Neal Triplett is the CIO of DUMAC, the organization that oversees Duke University’s $19 billion endowment, and Kim Lew is the CIO of the Carnegie Corporation, where she manages the $3.5 billion foundation created by Andrew Carnegie. A few weeks ago, Institutional Investor named Kim its CIO of the Year.  She also appeared on the show last year in Episode 52, which is replayed after this one on the feed. I had the chance to interview Neal and Kim at the 2019 TIFF Annual Investment Forum.  Neal and Kim are Board members of TIFF, a non-profit organization founded in 1991 as The Investment Fund for Foundations, that today manages $7.5 billion on behalf of only other non-profit pools of capital.
    Our conversation covers a number of topics relating to Neal and Kim’s respective day jobs, including the evolving of their investment approach, integrating macroeconomic risk, defining their own competitive advantage, managing a team, countering behavioral biases, using data in manager evaluation, and tackling the most challenging part of their jobs.
    Learn More
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    • 38 min

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