415 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
    • 4.8 • 730 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.

    Adam Wyden - ADW Capital (Manager Meetings, EP.37)

    Adam Wyden - ADW Capital (Manager Meetings, EP.37)

    On today’s Manager Meeting, Savneet Signh interviews Adam Wyden.

    Savneet is the President and CEO of PAR Technology Corp, a $1.5 billion market cap public technology company, the Chairman of CoVenture, and a past guest on Capital Allocators earlier this year, sharing his unique perspectives as a successful operator and investor.

    Adam is the founder and Managing Partner of ADW Capital, a $350 million concentrated, small cap, long-biased fund he launched with $0.5 million in 2011. ADW’s largest position is PAR Technology.

    Their conversation covers the launch of ADW, the evolution of the fund’s strategy from activism to quality, research process, lessons learned, and opportunities going forward.

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    • 30 min
    Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides

    Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides

    Last year, four of my oldest friends in the business and I got together to banter about a range of investment topics. Now admittedly, I pretty much had to pull their teeth to make it happen that first time, but after having so much fun with it, our old gang didn’t hesitate to do it again.

    Our dinner crew - Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management and I - gathered and riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, our favorite investment types, and blind spots. At the end, we had a chance to pay a tribute to Jon’s father, the legendary Ira Harris, who graduated from his amazing life here on Earth earlier in the year.

     
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    • 54 min
    SPECIAL ANNOUNCEMENT:  Private Equity Deals Podcast

    SPECIAL ANNOUNCEMENT:  Private Equity Deals Podcast

    I’m excited to share the first episode of a new podcast called Private Equity Deals.

    Much like Capital Allocators, we’ll share investment conversations that previously occurred only behind closed doors. In each episode, we discuss an individual private market deal with a manager to learn about the companies, deal dynamics, and ownership that make private equity a force in institutional portfolios and the global economy. The conversations also shed light on how each firm goes about their craft.

    The first season of Private Equity Deals consists of eight episodes with some of the top private equity managers, released every other week on Wednesdays.

    We’ve shared the first on this feed, a conversation with Pete Stavros, Co-Head of KKR’s U.S. private equity business, about a recently exited portfolio company, C.H.I. Overhead Doors.

    If you like what you hear, please subscribe to Private Equity Deals on your favorite podcast platform, and as always you can keep up to date and join our mailing list at capitalallocators.com

    • 45 min
    Greg Lippmann – The Big Short and Structured Credit at LibreMax

    Greg Lippmann – The Big Short and Structured Credit at LibreMax

    Greg Lippmann is the co-founder and Chief Investment Officer of LibreMax, an $8 billion asset management firm specializing in structured products. Greg co-founded LibreMax in 2010 after a long tenure at Deutsche Bank focused on the space. He was one of the originators and the literal epicenter of the subprime mortgage short position during the financial crisis. Michael Lewis featured Greg in The Big Short and Ryan Gosling played him in the movie based on the book.

    Our conversation covers Greg’s background, story of the subprime short, structured product market, and launching LibreMax. We discuss his investment strategy, research process, portfolio construction, trading, competitive landscape, and market outlook. We close with Greg’s experience being portrayed by a Hollywood star on the big screen.
     
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    • 50 min
    Ted Seides – Insights on investing and podcasting

    Ted Seides – Insights on investing and podcasting

    Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I’ve shared in the past.

    Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain. Opto identifies key themes and ideas to help investors get exposure to structural growth trends through a daily newsletter, magazine, and podcast.

    Hadyn asked me some great questions that cover the difference in retail and institutional investing, aspects of my professional experience, insights from my conversations with Sam Zell, Joel Greenblatt, Chamath Palihapitiya, Mike Novogratz, and Dan Rasmussen, investing for the long-term, and reflections on the Buffett Bet.

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    • 58 min
    Allan Jean-Baptiiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)

    Allan Jean-Baptiiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)

    On today’s Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital. Andy is President of PRINCO where he has overseen the management of Princeton University’s endowment since 1995. Alongside his long successful tenure, he is a master with wordplay and the use of the pun.

    Allan and Marco are the Co-Founders and General Partners of Ansa Capital, a thesis-driven growth equity fund launched earlier this year with backing from an impressive list of LPs.

    Their conversation covers Ansa’s long-term perspective, approach to partnerships, risk management, team dynamics, and operating model. Allan and Marco also share their perspective on current market conditions, the opportunity set, and raising their first fund.
     
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    • 42 min

Customer Reviews

4.8 out of 5
730 Ratings

730 Ratings

Mariann!! ,

Love it!

It’s definitely worth your time if you are trying to stay informed.

Florida Man000 ,

Chamath is a grifter - why promote him?

?

DanielleGilbert ,

Nuggets of Wisdom

Tons of nuggets of Wisdom! Thanks Ted!

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