290 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 • 611 Ratings

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

New episodes release on Monday's

    Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)

    Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)

    On today’s manager meeting, Jim Dunn speaks with Julia Bonafede. Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose anchor client is Wake Forest University.  Jim previously served as CIO of Wake Forest and before that, was CIO of investment consultant Wilshire Associates, where he worked with Julia.  Julia was at Wilshire for 24-years, capped by serving as President of Wilshire Consulting and as a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. In 2016, she co-founded Rosetta Analytics, an investment manager reinventing active management by creating advanced artificial intelligence strategies. Their conversation includes a discussion of the past, present and future of investment consulting, the application of neutral networks and reinforced learning to investing, and the challenges for allocators in adopting an AI approach. Before we dive in, Jim and I discuss why he chose to invest in Rosetta and how the strategy fits into Verger’s portfolios.
    Learn More
    Subscribe: Apple | Spotify | Google  
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe Monthly Mailing List 
    Read the Transcript 

    • 1 hr 1 min
    Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital

    Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital

    Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets, over 90% of which is in permanent capital vehicles.

    Previously, Doug was one of the founders, and the O, in GSO Capital Partners, which today is Blackstone’s alternative credit platform. He has been involved in leveraged finance working with private equity sponsors for thirty years.

    Our conversation covers Doug’s beginnings in leverage financed, the founding of GSO, and keys to his early success. We then turn to the importance of culture, sourcing investment opportunities, the underwriting process, and working with both GPs and LPs. We close with Doug’s perspective on the recent formation of Blue Owl and what the future holds for direct lending.

    Learn More
    Subscribe: Apple | Spotify | Google
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe Monthly Mailing List
    Read the Transcript

    • 59 min
    Bill Ford – General Atlantic (Manager Meetings, EP.03)

    Bill Ford – General Atlantic (Manager Meetings, EP.03)

    On today’s show, Tom Lenehan interviews Bill Ford. Tom was a very early guest on the show while at Rockefeller University and earlier this year took over as CIO of the $1.6 billion Wallace Foundation.  Bill is Chairman and CEO of General Atlantic, a pioneer in growth equity investing that was founded by Duty Free Shoppers entrepreneur Chuck Feeney in 1980. Today, General Atlanticmanages $53 billion in assets with a globally-integrated team operating under a single investment platform.  Had the timing worked out differently, Bill quite easily would have slotted right into the roster of Private Equity Masters on Capital Allocators. Their conversation covers Bill’s path to General Atlantic, the key aspects of the firm’s global, growth equity strategy, and a host of rapid fire personal and investing questions including lessons Bill shares from his experience on investment committees.
    Learn More
    Subscribe: Apple | Spotify | Google  
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe Monthly Mailing List 
    Read the Transcript 


     

    • 54 min
    Private Equity Masters 5: Virginie Morgon – Eurazeo

    Private Equity Masters 5: Virginie Morgon – Eurazeo

    Virginie Morgon is the CEO of Eurazeo, a publicly listed asset manager that’s one of Europe’s leading private equity investors with more than $26 billion in assets, including $8 billion in permanent capital, across private equity, private debt, and real asset strategies. Our conversation covers Virginie’s background, transition to private equity, and Eurazeo’s rich history. We discuss the business strategy under her leadership, longstanding emphasis on ESG, European focus, investment strategy, and outlook for Eurazeo going forward. 

    Learn More
    Subscribe: Apple | Spotify | Google
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe Monthly Mailing List
    Read the Transcript

    • 57 min
    Eli Casdin – Casdin Capital (Manager Meetings, EP.02)

    Eli Casdin – Casdin Capital (Manager Meetings, EP.02)

    On today’s manager meeting, Joel Wittenberg speaks with Eli Casdin. Joel is the former Chief Investment Officer of the W.K. Kellogg Foundation, one of the largest philanthropic foundations in the U.S. Eli is the Founder and Chief Investment Officer of Casdin Capital, a $3.5 billion dollar investment firm focused on investments in life sciences. Their conversation starts with Eli’s thematic case for biotech and role of big pharma. They turn to the firm’s assessment of company management teams, private market strategy, internal management of research and decision-making processes, and the future of Casdin Capital. First, I chat with Joel about he came to invest with Casdin the fit of the strategy in Kellogg’s portfolio.
     
    Learn More
    Subscribe: Apple | Spotify | Google  
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe Monthly Mailing List 
    Read the Transcript 

    • 1 hr 9 min
    Private Equity Masters 4: David Rubenstein – Carlyle Group

    Private Equity Masters 4: David Rubenstein – Carlyle Group

    David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group. Founded back in 1987, Carlyle is one of the world’s largest and most diversified global investment firms with $260 billion in asset under management across three business segments and twenty-nine offices around the world.
     
    Our conversation covers David’s start in private equity, growing Carlyle from the early days, raising capital skillfully, recruiting talent globally, and managing a public company. We then turn to David’s outlook for the industry, advice for CIOs, and his recent activity across his family office, writing, philanthropy, and interviewing.

    Learn More
    Subscribe: Apple | Spotify | Google
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe Monthly Mailing List
    Read the Transcript

    • 1 hr 1 min

Customer Reviews

4.8 out of 5
611 Ratings

611 Ratings

megan@podcastingyou ,

Amazing Content!

Ted does such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!

Pandamantic ,

Long Time Listener

This is in the top five for investment podcasts. Ted is the master. Asks the right questions and gets his guests to deeply explore their investment thinking. I've learned a ton.

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.

Top Podcasts In Business

Listeners Also Subscribed To