Best Capitalallocation Podcasts (2025)

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

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3d 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

3d 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

3d 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

10d 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

10d 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

17d 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

24d 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

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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 …

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Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451) 55:42

3M ago55:42

55:42

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh’s journey from his early fascination with business and real estate to building Thayer Street into …

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David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450) 41:38

3M ago41:38

41:38

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista’s founder, was a past guest on the s…

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[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202) 58:33

3M ago58:33

58:33

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista’s current portfolio companies are about 70 in number and hous…

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Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449) 40:08

3M ago40:08

40:08

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approac…

Capitalallocation Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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

1
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine) 45:09

1
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine) 54:25

1
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

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Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451) 55:42

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David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450) 41:38

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[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202) 58:33

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Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449) 40:08