320 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

    • Business
    • 4.8 • 632 Ratings

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

New episodes release on Monday's

    Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)

    Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)

    On today’s episode of Manager Meetings, Ethan Berman interviews Hamish Corlett. Ethan was the founder and CEO of NYSE-listed RiskMetrics Group until it was bought by MSCI in 2010. Upon the sale of the business, Ethan invested in just one money manager, TDM, a shareholder of RiskMetrics at the time. Hamish is a co-founder of TDM Growth Partners, an Australia-based investment firm that manages $1.5 billion in growth companies ranging from early-stage privates to publicly-listed companies on behalf of just 20 individuals. Before they get going, Ethan and I discuss how he met TDM, their research process from his perspective as a CEO of a public company, and his decision to invest personally.

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    • 45 min
    Matt Brown – Democratization of Alternatives at CAIS

    Matt Brown – Democratization of Alternatives at CAIS

    Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in alternatives across private equity, private credit, hedge funds, and real estate.  Our conversation covers Matt’s background as both a financial advisor and distributor of alternatives that collectively led to the idea behind CAIS. We discuss the development of a two-sided platform, structural features for both financial advisors and managers, and challenges along the way. We then turn to the wave of capital coming from this community and what it means for investors. Lastly, we discuss Matt’s perspective on leadership and the future of CAIS.
     
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    • 47 min
    Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)

    Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)

    On today’s manager meeting, Ellen Ellison speaks with Jon Brolin. Ellen is the former Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as the first leader of the now $2.4 billion Foundation.


    Jon is the Founder and Managing Partner of Edenbrook Capital, a $400 million manager of a concentrated portfolio of micro and small cap U.S. equities.  Edenbrook applies a private markets approach to public markets, intending to own and add value to its portfolio companies over a multi-year time horizon. 


    First, Ellen and I discuss how she came to find an off-the-run manager and some of her process in getting over the hurdle to allocate to what became a very successful partnership.

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    • 1 hr 9 min
    Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World

    Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World

    Barry Sternlicht is Chairman, CEO, and Founder of Starwood Capital Group, a $95 billion real estate investment firm with 4,000 employees and 16 offices worldwide. Barry has invested nearly $200 billion across every major real estate asset class around the world. The list of related real estate companies he’s created, results, and associated accolades are extensive and truly impressive. Our conversation covers Barry’s beginnings as an entrepreneur and real estate investor with some great stories along the way. We then turn to the current opportunity set across real estate asset classes and geographies and close with his approach to managing his own capital through his family office, SPACS, and experience during the pandemic.

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    • 1 hr 4 min
    Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

    Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

    Today’s episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson’s emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under management. Our conversation covers some stories of the wild west early days in emerging markets, Daniel’s strategy focusing on the intersection of good companies with good governance and good countries, portfolio construction, application of the process to China, benefits of aligning with a large organization when tackling emerging markets, and the case for emerging markets today.

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    • 52 min
    Friends Reunion – Five Allocators Riff on Investing

    Friends Reunion – Five Allocators Riff on Investing

    Today’s show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew.


    For the last twenty years, four friends and I have met for dinner regularly to talk investing. Three of them - Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management, and Meredith Jenkins from Trinity Wall Street, are past guests on the show. The fourth, Casey Whalen from Truvvo Partners, was a colleague of mine at Yale back in the mid-90s.
    We recently got together in Brett’s offices and riffed on a range of topics, including Covid, crypto, nuances in private equity and hedge funds, non-institutional investing, China, diversity, and ESG.  We closed with a round on the two people who most influenced our careers.


    If you enjoy this as much as I do this crew, reach out to Hank or me and let us know. I suspect I can cajole them into doing it again.


    Until then, please enjoy my most recent gathering with Brett, Jon, Meredith, and Casey.

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    • 1 hr 9 min

Customer Reviews

4.8 out of 5
632 Ratings

632 Ratings

DanielleGilbert ,

Nuggets of Wisdom

Tons of nuggets of Wisdom! Thanks Ted!

JFamily_iTunes ,

Excellent guests & contents

Best podcast show in financial world bar none!

jjjwb ,

Recommend

Excellent guests!

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