Best Capitalallocation Podcasts (2025)

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Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464) 27:51

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1d ago27:51

27:51

The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives. I wrote, in a recent Musings for our P…

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Matt Spielman – Igniting Careers and Energizing Lives (EP.463) 48:28

4d ago48:28

48:28

My guest on today’s show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me on the show four years ago, where we discussed his path into executive coaching, inflection points in his career, and his GPS system that aligns an in…

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[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

3d ago51:26

51:26

Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year was named one of the leading …

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Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) 1:08:40

11d ago1:08:40

1:08:40

Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive path in activist investing, eschewing confrontation and publicity in favor of quiet, meaningful partnerships with management teams. But they agreed to…

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Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) 44:40

15d ago44:40

44:40

Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as “Google for finance.” The company’s 6,000 customers canvass 90% of the top asset management firms, all the world’s leading investment banks, and over half of the Fortune 500 companies. Our conversation covers Jack’s early frustration as an investment…

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Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) 1:10:36

18d ago1:10:36

1:10:36

Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively. Our conversation starts with Herb’s hard work as a youth in small-town Ohio, his fortui…

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Adrian Meli – Active Equity Excellence at Eagle (EP.459) 56:01

25d ago56:01

56:01

Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian joined Eagle in 2008 from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar DNA. Our conversation covers Adrian’s early passion for finding value, pat…

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Ted on Alt Goes Mainstream (EP.458) 54:08

1M ago54:08

54:08

Once in a while, I take a turn on the other side of the microphone and share it on our feed when I’ve said something different from what I have in the past. I recently appeared on Michael Sidgmore’s Alt Goes Mainstream podcast, which focuses on the intersection of private markets and wealth management. Michael was the first guest on our Private Wea…

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CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund) 1:25:49

1M ago1:25:49

1:25:49

This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of the Total Portfolio Approach – with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and ex…

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CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB) 1:10:20

1M ago1:10:20

1:10:20

This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of the Total Portfolio Approach – with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and ex…

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CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital) 55:40

2M ago55:40

55:40

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine) 45:09

2M ago45:09

45:09

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine) 54:25

2M ago54:25

54:25

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a …

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CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane) 1:06:56

2M ago1:06:56

1:06:56

This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives…

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CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital) 1:12:59

2M ago1:12:59

1:12:59

This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives…

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CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA) 1:16:19

2M ago1:16:19

1:16:19

This week’s Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state pension funds in the US. Ash was an innovator in the space, modernizing the compensation scheme, asset allocation, and governance in a public pension fund – a notoriously tricky political seat. Origi…

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CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank) 50:39

2M ago50:39

50:39

This week’s Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway’s $1.5 trillion pool five years ago after a stellar career in the hedge fund world. He has done a remarkable job as a universal owner of assets, dramatically increasing transparency with his constitu…

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CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors) 54:19

2M ago54:19

54:19

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on …

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CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros) 52:33

2M ago52:33

52:33

This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on …

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WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought 6:17

3M ago6:17

6:17

The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the in…

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CIO Greatest Hits: Endowments – Scott Wilson (WashU) 56:46

3M ago56:46

56:46

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Scott comes from a direct investing background and has adopted a position-focuse…

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CIO Greatest Hits: Endowments – Andy Golden (Princo) 1:14:28

3M ago1:14:28

1:14:28

Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the end…

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Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457) 51:29

3M ago51:29

51:29

Ron Kantowitz is the Head of Private Debt for Invesco’s Private Credit platform, where he leads a team that manages middle-market, senior secured, direct lending. The Invesco Private Credit Platform manages $46 billion across Direct Lending, Syndicated Loans, CLO’s, and Distressed Credit/Special Situations. Our conversation traces Ron’s path to len…

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Tim Sullivan – Yale’s Private Portfolio (EP.456) 1:16:10

3M ago1:16:10

1:16:10

Today’s show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale University’s private market portfolios for 39 years. He joined the Yale Investments Office upon graduation from Yale College in 1986, just one year after David Swensen took the helm. He worke…

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WTT: A New Twist on an Old Bet with Buffett 9:35

3M ago9:35

9:35

Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue. Read WTT: A New Twist on an Old Bet with Buffett Editing and po…

Capitalallocation Podcasts

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464) 27:51

1
Matt Spielman – Igniting Careers and Energizing Lives (EP.463) 48:28

1
[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

1
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) 1:08:40

1
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) 44:40

1
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) 1:10:36

1
Adrian Meli – Active Equity Excellence at Eagle (EP.459) 56:01

1
Ted on Alt Goes Mainstream (EP.458) 54:08

1
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund) 1:25:49

1
CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB) 1:10:20

1
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital) 55:40

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine) 45:09

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CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine) 54:25

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CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane) 1:06:56

1
CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital) 1:12:59

1
CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA) 1:16:19

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CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank) 50:39

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CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors) 54:19

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CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros) 52:33

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WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought 6:17

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CIO Greatest Hits: Endowments – Scott Wilson (WashU) 56:46

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CIO Greatest Hits: Endowments – Andy Golden (Princo) 1:14:28

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Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457) 51:29

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Tim Sullivan – Yale’s Private Portfolio (EP.456) 1:16:10

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WTT: A New Twist on an Old Bet with Buffett 9:35