Best Capitalallocation Podcasts (2025)

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

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18m 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

23h 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

19d 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

19d 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

15d 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

15d 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

15d 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

24d 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

1M 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

29d 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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…

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Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) 1:10:12

2M ago1:10:12

1:10:12

Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra …

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[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) 53:58

2M ago53:58

53:58

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed. Our second conversation starts with an update on CoVenture’s g…

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[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40) 1:02:57

2M ago1:02:57

1:02:57

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creati…

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Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) 57:55

3M ago57:55

57:55

Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, Jon Harris of AIM, and Casey Whalen of Lazard Wealth. Over two decades, our dinner crew has shared…

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Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453) 1:08:33

3M ago1:08:33

1:08:33

Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space. Our co…

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Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) 53:55

3M ago53:55

53:55

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of …

Capitalallocation Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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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

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

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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

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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

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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

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Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) 1:10:12

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[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) 53:58

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[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40) 1:02:57

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Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) 57:55

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Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453) 1:08:33

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Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) 53:55