352 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 • 641 Ratings

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

New episodes release on Monday's

    Venture is Eating the Investment World 2 – Chris Douvos – The LP’s Perspective from Ahoy Capital

    Venture is Eating the Investment World 2 – Chris Douvos – The LP’s Perspective from Ahoy Capital

    Chris Douvos is the Founder and Managing Director of Ahoy Capital, where he invests in early-stage venture funds and co-invests alongside his managers. Chris has been a fixture in venture capital for nearly two decades and was an early guest on the show back in 2017. That replay is posted in the feed.


    Our conversation offers an LP perspective on the venture landscape, covering the current environment, range of players in the early stage, and how Chris is navigating the landscape.

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    • 47 min
    [REPLAY] - Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)

    [REPLAY] - Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14)

    Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital entitled SuperLP – Adventures in Investing, available at SuperLP.com.
    Prior to joining VIA, Chris spent seven years co-heading the private equity program at The Investment Fund For Foundations, or TIFF. In this role, he was responsible for another $1 billion in new capital commitments. Before joining TIFF, Chris worked on Princeton University’s endowment team. He started his career as a strategy consultant at Monitor Company. He is a graduate of Yale University and the Yale School of Management.
    Our conversation starts with Chris’ path to venture capital, through strategy consulting, investment banking and an endowment investment office. We talk about perception and reality in venture investing, exciting areas of future innovation, and the nuts and bolts of research, portfolio construction and decision making when running a portfolio of venture funds.
    When Chris pulls off his suit, the red undershirt of the Super LP remains. He’s a charismatic guy with great insight into how the venture capital game is played and draws many parallels from venture to investing in general.
     

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    • 1 hr 10 min
    Venture is Eating the Investment World 1:  David Rosenthal and Ben Gilbert – Acquiring an Industry

    Venture is Eating the Investment World 1:  David Rosenthal and Ben Gilbert – Acquiring an Industry

    David Rosenthal and Ben Gilbert are venture capitalists and hosts of the Acquired podcast. Acquired is one of my favorite shows. In it, David and Ben tell stories of great companies in technology with thorough research and a fun, engaging style.
     
    Our conversation kicks off the mini-series with their respective backgrounds in venture, the creation of Acquired, and their research process for show. We then dive into the origins of the cottage venture capital industry, inflection point after the tech bubble, rise of an abundance of capital, firms investing across stages, the competitive response of others, the mass introduction of angel investors, businesses staying private for longer, and the potential for crypto to change the game once more.
     
    Whenever we’re set with this (or when you tell me to), I’ll send the next 5 episodes along.
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    • 1 hr 7 min
    Jamie Montgomery – March Capital (Manager Meetings, EP.26)

    Jamie Montgomery – March Capital (Manager Meetings, EP.26)

    On today’s Manager Meeting, Eric Upin interviews Jamie Montgomery. Eric is the Co-founder of Point Olema Capital, a private investments office serving multigenerational families. He previously served as the CIO of Makena Capital Management, CIO at Stanford Management Company, and the interim CIO at Washington University in St. Louis, where he remains Executive Board Chair.
    Jamie is the Co-Founder and Managing Partner of March Capital, a $1 billion Santa Monica-based venture and growth equity firm that invests in AI, cyber, fintech, data infrastructure and gaming.


    Before they get going, Eric and I discuss his history with Jamie and his frameworks for thinking about investing in March and its positioning in a venture portfolio.

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    • 46 min
    Year in Review 2021

    Year in Review 2021

    Our second annual review is an audio version of my annual letter to you. After the annual review, stay tuned for a rundown of the top shows of 2021.

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    • 15 min
    #1: Chamath Palihapitiya – The Social Capital Flywheel, EP.167

    #1: Chamath Palihapitiya – The Social Capital Flywheel, EP.167

    Chamath Palihapitiya is the founder and CEO of Social Capital, where he invests in private businesses, public markets, and experiments with that objective of compounding capital at high rates so that he can advance humanity by solving the world’s hardest problems. Chamath previously was an early employee at Facebook, a prolific angel investor, and co-founder of the venture capital business that was the first version of Social Capital. He’s been in the press of late for raising and deploying a series of large SPACs and for his outspoken views.

    Our conversation covers Chamath’s path to Facebook and Social Capital, his period of self-discovery, and the resulting Social Capital 2.0 to express his views of the world. From there, we dive into SC Emerging Managers, Social Capital’s newest program to back managers from diverse backgrounds. Lastly, we circle back to the purpose of Social Capital and how Chamath gets it all done.
     
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    • 1 hr 4 min

Customer Reviews

4.8 out of 5
641 Ratings

641 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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