398 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 • 726 Ratings

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

New episodes release on Monday's

    Ashvin Chhabra – The Aspirational Investor

    Ashvin Chhabra – The Aspirational Investor

    Ashvin Chhabra is the President and Chief Investment Officer of Euclidean Capital, the family office for Jim Simons of Renaissance Technologies. Ashvin joined Euclidean in 2015 after spending time as CIO of the Institute for Advanced Study and CIO of Merrill Lynch Wealth Management. He is the author of The Aspirational Investor and is recognized as one of the founders of goals-based wealth management.

    Our conversation covers into Ashvin’s upbringing and his path from physics to investing. We discuss his “Beyond Markowitz” portfolio management framework, application of it to high net worth individuals, foundations, the Yale endowment, Warren Buffett, and a single family office. Along the way, Ashvin shares the story of interviewing with Jim Simons, his critique of endowment management, manager selection, and perspectives on interest rates and bitcoin.

    Ashvin is one of most creative and independent thinkers in the community and you’ll soon hear why.
     
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    • 1 hr 7 min
    Diogo Monica – Securing Crypto at Anchorage Digital (Crypto for Institutions 2, EP.06)

    Diogo Monica – Securing Crypto at Anchorage Digital (Crypto for Institutions 2, EP.06)

    Today’s final episode of Crypto for Institutions 2 is a special Sponsor Insight from Anchorage Digital.

    Diogo Monica is the Co-Founder and President of Anchorage, the first federally chartered digital bank. Our conversation covers Diogo’s uniquely qualified background for his role, the importance and implementation of digital asset custody, and Anchorage’s client-driven extensions from custody into brokerage, lending, staking, and governance. We close covering the creation of the bank, partnerships with Visa, and what’s next for the company and its clients. Be sure to stick around for the closing questions to hear Diogo’s perspective on exceptional hiring practices for startups.

    We are incredibly grateful to Anchorage Digital for sponsoring Crypto for Institutions 2, and are eager to highlight their value to the investment community.

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    • 1 hr 2 min
    SPECIAL ANNOUNCEMENT – Decision Making Bootcamp, July 20th @ 11am

    SPECIAL ANNOUNCEMENT – Decision Making Bootcamp, July 20th @ 11am

    I’d like to invite you to attend a special bootcamp on Decision Making I’ll be teaching on July 20th at 11am EST.

    I’ll share actionable frameworks with special clips from Annie Duke, the legendary decision-making expert, bestselling author, and former professional poker player.

    The one-hour webinar is one of the most popular classes of Capital Allocators University and is chock full of insights to take back to your team in the investment office.

    The cost to attend is $250 and Capital Allocators premium members will receive a 50% discount.

    If you’re interested in attending and are not yet a premium member, you may want to consider subscribing first and receiving our library of transcripts, weekly email, and a whole bunch more, for effectively half off the first year of membership.

    Log on to capitalallocators.com and click University to register for the bootcamp. And before you do that, click on Premium and sign up.

    Hope to see you on July 20th.

    • 1 min
    Chris Dixon – Frameworks and Investing at Scale (Crypto for Institutions 2, EP.05)

    Chris Dixon – Frameworks and Investing at Scale (Crypto for Institutions 2, EP.05)

    Chris Dixon is a General Partner at a16z where he leads Crypto investing, overseeing the largest pool in the space at $7 billion across four dedicated venture funds and a team of eighty professionals. Chris is one of the leading voices in the crypto ecosystem and topped the Forbes ‘Midas List’ as the most successful venture capitalist in the world in 2021. He was a guest on the show last year, and that replay is available in the feed.


    Our conversation covers Chris’ framework for web3, network effects, venture economics, and institutional adoption. We turn to some of the areas he is most excited about deploying capital, including the creator economy, infrastructure, DeFi, gaming, and decentralized content creation. We close with how a16z supports portfolio companies in crypto, and Chris’ thoughts on the current market downturn.


    A full list of a16z investments can be found here - https://a16z.com/investments/.

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    • 54 min
    [REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)

    [REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)

    Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds.  Before joining Andreesen in 2013, Chris co-founded, built and sold two technology companies and was a prolific seed investor, founding member of Founder Collective, and personal investor.  At various spots along the way, Chris was an investor in BuzzFeed, Uber, Venmo, Hotel Tonight, Coinbase, and Oculus, among many others.
     
    Our conversation covers Chris’ early interest in computers and business, and lessons from starting companies and angel investing.  We then turn to his activities since joining Andreesen Horowitz, discussing new computing platforms, a brief history of centralized and decentralized computing, development of blockchain technologies, potential killer apps, token basics, and investor perception.
     
    Chris Dixon is a General Partner at Andreesen Horowitz, where he focuses on the a16z Crypto Funds.  Before joining Andreesen in 2013, Chris co-founded, built and sold two technology companies and was a prolific seed investor, founding member of Founder Collective, and personal investor.  At various spots along the way, Chris was an investor in BuzzFeed, Uber, Venmo, Hotel Tonight, Coinbase, and Oculus, among many others.
     
    Our conversation covers Chris’ early interest in computers and business, and lessons from starting companies and angel investing.  We then turn to his activities since joining Andreesen Horowitz, discussing new computing platforms, a brief history of centralized and decentralized computing, development of blockchain technologies, potential killer apps, token basics, and investor perception.
     
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    Follow Ted on Twitter at @tseides or LinkedIn 
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    Access Transcript with Premium Membership 

    • 1 hr 3 min
    Olaf Carlson-Wee – The Future of Crypto (Crypto for Institutions 2 – EP.04)

    Olaf Carlson-Wee – The Future of Crypto (Crypto for Institutions 2 – EP.04)

    Olaf Carlson-Wee is the Founder and CEO of Polychain Capital, a $5 billion investment firm that was one of the first institutional crypto funds upon its launch in 2016. Olaf is among the crypto OGs, he was the first hire at Coinbase and led risk management before founding Polychain with initial investments from Sequoia, a16z, Union Square Ventures, and Founders Fund. He was named to both the Forbes 30 Under 30 and Fortune 40 Under 40.

    Our conversation explores Olaf’s vision for what is to come in the crypto ecosystem.  We cover his early discovery of cryptocurrency, his experience at Coinbase, and his founding and strategy at Polychain. We then turn to Olaf’s perspective on the present and future of incentive systems, social media, bear markets, layer 1 protocols, bridges across protocols, NFTs, DeFi, DAOs, and stablecoins.
     
    Learn More 
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    • 59 min

Customer Reviews

4.8 out of 5
726 Ratings

726 Ratings

maddie@podcastingyou ,

Amazing podcast!

This podcast is a highly informative resource for anyone looking to improve their financial literacy and investing strategies. Ted is very knowledgeable and each episode is very insightful.

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?

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