269 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 • 588 Ratings

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

New episodes release on Monday's

    Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193)

    Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193)

    Mark Johnson is the Managing Partner of Astra Capital Management, a mid-market growth buyout firm specializing in the communications and technology services sectors. Mark co-founded Astra after twenty years of experience investing at JH Whitney, Blackstone, and Carlyle. He partnered with seasoned deal and operating executives and brought the best practices from large shops to Astra with an entrepreneurial lens to address a focused strategy in a new way.
     
    Our conversation covers Mark’s unusually planned life path, lessons from industry giants, and the formation of Astra with a utopian ideal in mind.  We discuss the Astra team, thematic sourcing, financial creativity, deal dynamics, value creation within portfolio companies, factors of long-term success, co-investments, and club deals.
     
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    Innovation in Private Markets 1:  Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)

    Innovation in Private Markets 1:  Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)

    Steve Moseley is the Head of Alternative Investments at Alaska Permanent Fund, a $70 billion sovereign endowment that supports the citizens of Alaska.  Steve leads a small team, based in Juneau, Alaska, that is one of the most active participants in what he calls the space in between General Partners and Limited Partners. Across private equity, venture capital, infrastructure, and private credit, Steve and the fund are considered one of the most innovative investors in private markets.
     
    Our conversation covers Steve’s path to Alaska, the Permanent Fund’s unique pool of capital, the history of its investment strategy, and the development of the private asset portfolio.  We then turn to the attributes of fund investments and his focus on adding value beyond fund investments, including co-investments, stakes, and seeding.  We touch on perspectives on managing through an expensive pricing environment, secondary transactions, future innovation in the portfolio, and the challenges of talent acquisition and retention.
     
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    [REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

    [REPLAY] Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)

    Daniel Adamson is a Senior Managing Director at Wafra and the President of Capital Constellation, a joint venture between mega asset owners in Europe, North America and the Middle East that invests in the next generation of private equity managers.
    Our conversation focuses on this innovative joint venture and how a group of large asset owners came together to scale their resources.  We touch on a host of issues relating to the formation and implementation of the business, the many possibilities that are arising from this novel setup, and the serious challenges in bringing it to fruition.  I suspect we’ll see more efforts by asset owners to disintermediate pieces of the investment value chain, although as you’ll hear, it’s a lot easier said than done.
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    Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)

    Brian Bares – Qualitative Concentration at BCM (Capital Allocators, EP.191)

    Brian Bares is the founder of Bares Capital Management, a $5 billion long only investment boutique that employs independent, qualitative research on growing companies to build highly concentrated portfolios.
     
    Our conversation covers Brian’s early life investing lessons, bootstrapping an asset management business, and finding product-market fit. We then turn to his investment approach, highlighting target companies across business quality, management, and growth, the research process, position sizing, decision making, and sell discipline. Lastly, we discuss the evolution of BCM’s business from a micro cap strategy to three strategies across market capitalizations today.
     
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    Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)

    Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)

    Cade Massey is a Professor at the Wharton School where his research focuses on judgment under uncertainty, or how, and how well, people predict what will happen in the future. In particular, he studies people analytics, or how to predict who will perform well in the future. Cade is the co-host of the “Wharton Moneyball” podcast and for many years, he’s studied talent selection at the NFL draft, which frames our discussion in advance of this year’s draft next week.
     
    Our conversation starts with Cade’s work in the NFL with data, character assessment, and performance measurement.  We turn to decision-making lessons, including the importance of independence, understanding objectives, tracking decisions, and overcoming algorithm aversion. Along the way, we touch on stories from his work with Google, Wharton’s MBA Admissions, and Teach for America. We close with advice for allocators and insights for this year’s NFL draft.
     
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    a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)

    a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)

    In our continuing exploration of cryptocurrencies and blockchain technologies, headlines of late have turned to NFTs, or non-fungible tokens.  From NBA Top Shots to Beeple’s artwork, NFTs are the hottest use case in the crypto ecosystem.
     
    My friends at a16z recently released an episode on their wildly popular a16z podcast called All About NFTs, featuring Linda Xie from Scalar Capital and Jesse Walden from Variant Fund, interviewed by Sonal Chokshi.  Their conversation covers the definition, use cases, myths, and future of NFTs. 
     
    Each of Linda, Jesse, and Chris Dixon at a16z each recently wrote blogs posts that together provide terrific background and perspectives on the space.  You can find those posts alongside this episode at capitalallocators.com/a16znft.
     
    With that, it is my pleasure to replay this episode, All About NFTs, available at a16z.com
     
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Customer Reviews

4.8 out of 5
588 Ratings

588 Ratings

anonymous/regular listener ,

Great insights for managers and investors

No matter who Ted speaks to, he consistently uncovers insights for manager, allocators, and literally any service provider that touches both groups. Highly recommend for anyone inside or outside the industry - especially those wanting to learn more.

Interested bystander ,

Not sure how these guys get these jobs

This is such an inbred industry. The focus is on the team and not the return.

Macro and Credit Investor ,

Highly recommend

Ted does an exceptional job of interviewing a range of investment professionals across a number of asset classes. He is thoughtful and insightful and each interview is an enjoyable experience.

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