Best Capitalallocation Podcasts (2025)

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Year in Review 2025 (EP.478) 43:38

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2d ago43:38

43:38

For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our efforts to improve discoverability of great episodes, outstanding asset management fintech products, and Capital Allocators University. With the Year in …

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Top 5 of 2025: #5: Adrian Meli 56:24

2d ago56:24

56:24

We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long only public equities. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membe…

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Top 5 of 2025: #4: Alex Sacerdote 53:11

2d ago53:11

53:11

We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of adoption. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership Editing and p…

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Matthew Dicks – Storytelling Mastery (EP.477) 1:28:02

9d ago1:28:02

1:28:02

Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7, and nonprofits, including Yale, Harvard, and the FBI. His bestselling books, Storyworthy and its business companion, Stories Sell, are my favorite books on storytelling. Matt spent a decade as a man…

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Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476) 1:02:02

16d ago1:02:02

1:02:02

Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a repeat past guest on the show. His first appearance from 2018 discusses his story, including phrases: 'chips in shoulders put chips in p…

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[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65) 1:09:30

16d ago1:09:30

1:09:30

Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh's innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing. Our conv…

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Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475) 48:12

20d ago48:12

48:12

This Sponsored Insight features Robert Boucai and James Broyer. They are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert is also the Founder of Newbrook Capital Advisors, a hedge fund he launched twenty years ago that today manages $1…

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John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474) 55:42

23d ago55:42

55:42

John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recently launched an active ETF, ticker: LPRE, which invests in the most attractively priced stocks from Lo…

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Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473) 1:00:15

1M ago1:00:15

1:00:15

Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets. Michael Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative asset manager focused on private…

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Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472) 55:48

1M ago55:48

55:48

This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collective investment trusts, and separately managed accounts. Dan joined the firm in 2002 as a junior analyst and took over leadership of the team six years …

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David Lyon – Hybrid Capital Solutions for Private Assets (EP.471) 1:11:22

1M ago1:11:22

1:11:22

David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each year originating large scale financing solutions to premier sponsor-backed companies. Over three decades, David was the first arbitrage analyst at Och-Ziff in the mid 1990s, an associate at one of the…

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WTT: The Sydney Sweeney Interview 6:47

1M ago6:47

6:47

Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog here. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

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Jay Ripley – Emerging Manager Selection at GEM (EP.470) 1:05:20

1M ago1:05:20

1:05:20

Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing $12 billion. Jay joined GEM in 2014, following six years in private equity where he developed an analytical rigor and mindset of an owner-operator. GEM's Co-CIO Matt Bank joined me on the show last y…

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[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1M ago1:08:22

1:08:22

Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment leaders at The Duke Endowment and Duke University Investment Management Company. Our conversation covers Matt's path to investing under recent guest David Salem and lessons learned about risk and governa…

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Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) 49:20

2M ago49:20

49:20

This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long tail of startup employees whose stock options often go abandoned or ignored and seeks to deliver diversified, attractively priced exposure to the top 20% of venture-backed startups. Our conversation cov…

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Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468) 53:00

2M ago53:00

53:00

Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two decades at Angelo Gordon. Jeff's career spans forty years of investing across credit and private equity through multiple market cycles, giving him a front-row seat to the evolution of the alternatives in…

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11

2M ago58:11

58:11

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul first joined the show in 2018 when WCM …

Capitalallocation Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Year in Review 2025 (EP.478) 43:38

1
Top 5 of 2025: #5: Adrian Meli 56:24

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Top 5 of 2025: #4: Alex Sacerdote 53:11

1
Matthew Dicks – Storytelling Mastery (EP.477) 1:28:02

1
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476) 1:02:02

1
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65) 1:09:30

1
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475) 48:12

1
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474) 55:42

1
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473) 1:00:15

1
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472) 55:48

1
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471) 1:11:22

1
WTT: The Sydney Sweeney Interview 6:47

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Jay Ripley – Emerging Manager Selection at GEM (EP.470) 1:05:20

1
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419) 1:08:22

1
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) 49:20

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Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468) 53:00

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11