333 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 • 635 Ratings

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

New episodes release on Monday's

    Chas Cocke - From Allocator to Manager

    Chas Cocke - From Allocator to Manager

    Chas Cocke is the founder of LB Partners and a former co-founder of Investure, one of the original scaled OCIO businesses. Chas has followed an atypical path from a decade as an allocator to a focus on stock picking, first building an internal direct team at Investure and then launching LB in 2019. Chas opened and closed LB to new capital on day one, and recently created a digital infrastructure index that trades as an ETF under the ticker BYTE. You can learn more about it at iodigitalindex.com


    Our conversation covers Chas' path to allocation, lessons learned at UVIMCO, key aspects of successful manager selection at Investure, and his passion for and transition to direct investing. We close with the application of lessons to his investment process.

    Learn More
    Subscribe: Apple | Spotify | Google 
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Read the transcripts

    • 1 hr 7 min
    Brian Higgins - King Street Capital (Manager Meeting, EP. 21)

    Brian Higgins - King Street Capital (Manager Meeting, EP. 21)

    On today's Manager Meeting, Tarik Serri interviews Brian Higgins. Tarik is a Senior Director at Trans-Canada Capital, a $23 billion investment management firm that oversees the pension assets of Air Canada and outside organizations. Brian is co-founder and co-portfolio manager of King Street Capital, a 25-year-old, credit-focused hedge fund that manages $20 billion in assets. Before they get going, Tarik and I discuss King Street's distinctive features, TCC's ongoing due diligence, and the fit of King Street in TCC's portfolio.

    Learn More
    Subscribe: Apple | Spotify | Google 
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Read the transcripts

    • 51 min
    Todd Boehly - The Next Berkshire Hathaway at Eldridge Industries

    Todd Boehly - The Next Berkshire Hathaway at Eldridge Industries

    Todd Boehly is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company with investments in eighty businesses, including high profile brands like the Los Angeles Dodgers, Dick Clark Productions, and The Hollywood Reporter, and an array of companies across other industries, including media, insurance, real estate, asset management, and technology. Combining its structure and Todd's acumen, CNBC recently postured that Eldridge may be the next Berkshire Hathaway.


    Our conversation covers Todd's early beginnings in structured credit, growing an asset management business at Guggenheim, and the formation of Eldridge. We then turn to his investment strategy and investments in asset management, media, gaming, and technology. Along the way, we discuss Todd's thoughts on sourcing, negotiation, structure, management, capital allocation, and the future of Eldridge.

    Learn More
    Three treats from Capital Allocators for the holiday season
    Subscribe: Apple | Spotify | Google 
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Read the transcripts

    • 55 min
    Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)

    Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)

    On today's Manager Meeting, Michael Liddy speaks with Kyle Samani and Tushar Jain. Mike is a Partner at Evanston Capital Management, a $4.5 billion hedge fund of funds, whose CIO Adam Blitz was a past guest on Capital Allocators. Kyle and Tushar are Co-Founders and Managing Partners of Multicoin Capital, a $4.5 billion thesis-driven manager of cryptocurrencies, tokens, and blockchain companies. Kyle and Tushar founded Multicoin in 2017 and have grown its hedge fund and venture businesses to one of the largest in the space. Before they get going, Mike and I discuss Evanston's process to invest in the space, diligence specific to crypto strategies, selection of Multicoin, and fit in their portfolio.

    Learn More
    Subscribe: Apple | Spotify | Google 
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Read the transcripts

    • 1 hr 10 min
    Richard Tedlow - Charismatic Business Leadership

    Richard Tedlow - Charismatic Business Leadership

    Richard Tedlow is the Class of 1949 Professor of Business Administration Emeritus at the Harvard Business School, where he spent three decades teaching business history. Richard left HBS in 2010 to join the faculty of the new Apple University and retired in 2018. Earlier this year, he published The Emergence of Charismatic Business Leadership, which is the subject of the show. Our conversation covers Richard's background and lessons learned teaching for four decades. We then turn to his latest tome, discussing the American history of business leaders without charisma, transitional period introducing charisma, and the modern era of superstar CEOs. Along the way, we discuss the definition, traits, downside, and future of charismatic business leadership.

    Learn More
    Subscribe: Apple | Spotify | Google 
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Read the transcripts

    • 47 min
    Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

    Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

    On today’s Manager Meeting, Craig Bergstrom interviews Himanshu Gulati. Craig is the Chief Investment Officer at Corbin Capital Partners, a $9 billion investor in hedge funds and opportunistic credit strategies. Himanshu is the Founder and CIO of Antara Capital, an event driven hedge fund that invests across the capital structure in loans, bonds, distressed credit, and special situation equities. Antara combines a fundamental approach with active trading, dynamic asset allocation, and risk management. Before they dive in, Craig and I discuss getting to know Himanshu, investing alongside him as part of due diligence, and the fit of Antara in Corbin’s portfolio.

    Learn More
    Subscribe: Apple | Spotify | Google 
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Read the transcripts

    • 39 min

Customer Reviews

4.8 out of 5
635 Ratings

635 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!

Top Podcasts In Business

You Might Also Like