279 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
    • 4.9 • 11 Ratings

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

New episodes release on Monday's

    Katy Milkman – How to Change

    Katy Milkman – How to Change

    Katy Milkman, the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, host of Choiceology, Charles Schwab’s popular podcast on behavioral economics, the co-founder and co-director alongside Angela Duckworth of the Behavior Change for Good Initiative, and most recently, the author of How to Change: The Science of Getting From Where You are to Where You Want to Be.
     
    Our conversation covers Katy’s path to studying change and her new book, which is framed around identifying obstacles to change and using scientific principles to get past those obstacles. We outline the eight obstacles in the book and dive in on the challenges of getting started, confidence, conformity, procrastination, laziness, and making changes last. Along the way, we touch on some applications of her research to investing and to her own life.
     
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    • 59 min
    Alex Rodriguez – Business after Baseball

    Alex Rodriguez – Business after Baseball

    Alex Rodriguez had a 25-year professional baseball career, highlighted by appearing in 14 MLB All-Star Games, winning the 2009 World Series Championship as a member of the New York Yankees, and hitting 696 home runs including more grand slams than any other player in history. 
     
    He is also is the Chairman and CEO of A-Rod Corp, an investment holding company he started at age 20 in 1995 that today spans investments in real estate, venture capital, a SPAC, and recently announced, the Minnesota Timberwolves basketball team.
     
    Our conversation covers Alex’s early interest in business, lessons he learned from Warren Buffett, Magic Johnson, and Greg Norman, the strategy of A-Rod Corp, time management, leadership, and identification of partners. We then turn to his investment activities in real estate, the Slam Corp SPAC, venture capital, and the Minnesota Timberwolves, and we close discussing Alex’s reflections on his year-long suspension from baseball in 2014 and the future of A-Rod Corp.
     
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    • 53 min
    Charley Ellis – The Magic of David Swensen

    Charley Ellis – The Magic of David Swensen

    Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment Policy, and most recent work, The Index Revolution, discuss the case for indexing for most investors.
    Yet one of Charley’s most longstanding and passionate engagements proved the exception to the rule – his decade and a half of service on Yale University’s Investment Committee, including nine years as Chair. Charley and I first met about twenty-five years ago in that capacity, and he’s occupied a front row seat to Yale’s success ever since.
     
    With the recent passing of David Swensen, we decided to sit down and reminisce about David in a conversational tribute to the investor, man, and leader we both so greatly admired. We discuss Yale’s Investment Committee, roster of managers, investment team, and the unique aspects that made David great. We also touch on Charley’s latest book, the 8th edition of his seminal classic.
     
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    • 52 min
    [REPLAY] Charley Ellis - Indexing and Its Alternatives (EP.62)

    [REPLAY] Charley Ellis - Indexing and Its Alternatives (EP.62)

    Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide.  He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Investors Should Join It Now, presents a compelling case for indexing for most investors..
    Charley was an early guest on the show and we reconvened to talk through the full case of indexing for individuals and some of its constraints for institutions.  Our conversation covers the case for indexing, smart beta, the retirement problem, investing in alternatives, private equity, and indexing challenges in emerging markets.
    After we turned off the recording, Charley proffered that we offer a prize for anyone who can find valid fault with the case against active management for most investors. Any takers can drop me an email, and I’ll be happy to put them toe-to-toe with Charley to debate the issue.
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    • 1 hr 13 min
    [REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

    [REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

    Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them.  Over 50 years, Charley has worked hand in hand with nearly every major financial institution in the world and has published sixteen books on investing, including his most recent “The Index Revolution: Why Investors Should Join It Now.”
    Charley is not just another preacher for index fund investing. He extols the virtues of indexing after having looked both broadly and deeply under the covers of some of the most successful active managers in the world.
    Our conversation begins with a glimpse at what equity research and the structure of the markets looked like in the 1960s and the monumentally different way research is conducted and markets function today. Charley describes elegantly why indexing is a winner’s game for many, and then walks through very special and rare qualities of three of the most successful active managers over the last few decades – Vanguard, Capital Group, and Yale University.
    Charley is a brilliant communicator and masterful storyteller. I hope you enjoy the show as much as I enjoyed the conversation. 
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    • 1 hr 10 min
    Ashby Monk – Innovation in Institutional Portfolios

    Ashby Monk – Innovation in Institutional Portfolios

    Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. Ashby was named by CIO Magazine as one of the most influential academics in the institutional investing world. His current research focuses on the design and governance of institutional investors, with specialization on pension and sovereign wealth funds. Ashby’s most recent book, The Technologized Investor, is a practical guide showing how institutional Investors can gain the capabilities for deep innovation by reorienting their strategies and organizations around advanced technology. He also recently released a significant white paper on transparency and innovation for institutional investors for the Biden Administration.
     
    Our conversation follows-up an early podcast, Episode 29, which is replayed in the feed.  This time around, we discuss the power of asset owners, issue of transparency, need for innovation and obstacles to achieving it, how and when to create change, examples of climate work at New Zealand Super, the Australian Super Funds, and Canadian Pension funds, and Ashby’s handful of technology start-ups focusing on these challenges.
     
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    • 1 hr 2 min

Customer Reviews

4.9 out of 5
11 Ratings

11 Ratings

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