385 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

    SPECIAL REPLAY: Matt Spielman – Inflection Points

    SPECIAL REPLAY: Matt Spielman – Inflection Points

    I’m excited to share that Matt Spielman, my friend of 25 years, a member of my personal Board of Directors, and my executive coach, released his first book earlier this week. It’s entitled: Inflection Points, How to Work and Live with Purpose, and Matt gave me the honor of writing the foreward to the book.
    In an effort to help him spread the word, we’ve replayed my conversation with Matt from last year in the feed. Have a listen, and hop on Amazon to grab a copy.
     
    Learn More 
    Follow Ted on Twitter at @tseides or LinkedIn 
    Subscribe to the mailing list 
    Access Transcript with Premium Membership 

    • 51 min
    Billy Libby – Disruptive Venture Funding at Upper90

    Billy Libby – Disruptive Venture Funding at Upper90

    Billy Libby is the co-founder of Upper90, a firm that invests in a hybrid of debt and equity in early stage technology companies to help founders scale efficiently. Billy partnered with Jason Finger, the founder of Seamless, to address a capital structure inefficiency in the venture world. Upper90 has deployed a $1 billion of capital for an LP base of more than 300 entrepreneurs.

    Our conversation covers Billy’s background in electronic trading, formation of an investment club that brought together quantitative investors and tech founders, and the evolution of that club into Upper90.  We discuss Upper90s approach to investing in tech start-ups, use of data to find lendable opportunities, sourcing and diligence of deals, and lots of examples along the way.

    Learn More‍
    Follow Ted on Twitter at @tseides or LinkedIn‍
    Subscribe to the mailing list‍
    Access Transcript with Premium Membership‍

    • 49 min
    John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)

    John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)

    John Barber is the Managing Partner of Cohesive Capital, a $1 billion private equity firm founded in 2010 to focus exclusively on private and growth equity co-investments. Cohesive executes its strategy without investing in funds and without paying a carry to sponsors. Our conversation covers John’s early career in investment banking, the evolution of the industry, and the launch of Cohesive Capital. We dive into Cohesive’s investment philosophy, deal structure, sourcing, and team. We then discuss his advice for other co-investors, and opportunities and risks in today’s market.

    Learn More‍
    Follow Ted on Twitter at @tseides or LinkedIn‍
    Subscribe to the mailing list‍
    Access Transcript with Premium Membership‍

    • 48 min
    Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital

    Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital

    Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed by senior executives from the Stanford Management Company in 2005. Larry joined Makena in 2018, following a storied career serving as CEO and CIO of University of Virginia Investment Management Company, as the first CIO at Georgetown University, and as Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System. He was an early guest on Capital Allocators discussing his path, and that conversation is replayed in the feed.


    This time around we discuss Larry’s transition to Makena, the differences between leading endowments and an OCIO, and his perspective on specialist versus generalist teams. We then dive into different investment opportunities across crossover funds, hedge funds, co-investments, REITs, venture capital, emerging markets, real assets, and crypto. We close with Larry’s take on market risks, opportunities, and managing his team.

    Learn More‍
    Follow Ted on Twitter at @tseides or LinkedIn‍
    Subscribe to the mailing list‍
    Access Transcript with Premium Membership‍

    • 1 hr 2 min
    [REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

    [REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

    Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the University's $8.5 billion long-term investment pool.  Before joining UVIMCO in 2011, he served as Georgetown University's first in-house CIO. Prior to that, he was Managing Director of Equity and Hedge Fund investments for the Virginia Retirement System.  From 1997-2004, Larry was an adjunct, and later full-time, professor at Virginia's McIntire School of Commerce.  He spent his formative professional years in debt capital markets at Goldman Sachs, and corporate finance at Fannie Mae and DuPont. Larry received his B.A. in Economics from William & Mary, an MBA from the University of Rochester, and an MA and PhD in Economics from the University of Virginia.
    Our conversation covers tricky issues involving the internal management of portfolios alongside external manager allocations, UVIMCO’s five core principals, and the consideration of absolute and relative metrics in asset allocation and performance. Our deep dive on UVIMCO's core principals and asset allocation provides an inside look at the subtleties required to maintain seemingly simple tenants. I’m quite sure everyone that touches the University of Virginia will come away thrilled that Larry is the steward of their capital.
    Learn More‍
    Follow Ted on Twitter at @tseides or LinkedIn‍
    Subscribe to the mailing list‍
    Access Transcript with Premium Membership‍

    • 1 hr 5 min
    Sahil Bloom – Creativity, Investing, and Engineered Serendipity

    Sahil Bloom – Creativity, Investing, and Engineered Serendipity

    Sahil Bloom is one of most dynamic up and coming creators in the financial community. He spent a decade in investment banking and private equity before turning to writing prolific threads about finance and frameworks to have a more fulfilling life and career. He’s amassed over a half a million followers on Twitter in just the last two years, writes a blog called The Curiosity Chronicle, started a podcast, and recently launched a seed stage venture fund called SRB Ventures.

    Our conversation covers Sahil’s upbringing, his career in private equity, developing his own edge, and transitioning from the corporate world to life as a creator. We then discuss his favorite frameworks and how they apply to investing, including mentorship, goal setting, luck, and paradoxes of life. We close with the details of his recent fund launch, audience engagement, and how he manages his time.

    Learn More‍
    Follow Ted on Twitter at @tseides or LinkedIn‍
    Subscribe to the mailing list‍
    Access Transcript with Premium Membership‍

    • 1 hr 2 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?

?

Top Podcasts In Business

Ramsey Network
NPR
Jocko DEFCOR Network
Guy Raz | Wondery
Ed Mylett
Andy Frisella #100to0

You Might Also Like

Colossus
Meb Faber
Bloomberg
Jim O'Shaughnessy and Jamie Catherwood
Tobias Carlisle
Bloomberg