Best Ted Seides – Allocator Podcasts (2025)

1
Embracing Global Opportunities with Jeffrey Becker of Jennison Associates 56:05

27m ago56:05

56:05

Barry speaks with Jeffrey Becker, Chairman and CEO of Jennison Associates LLC. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and al…

1
WTT: What it Takes to Raise Capital 4:25

2h ago4:25

4:25

No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great? Read Ted’s blog here.

1
The New Stock Movers Podcast: Sample Episode 4:19

4d ago4:19

4:19

Listen to the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…

1
Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

2d ago58:56

58:56

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies. Ben last came on the show in 2022 as part of our Crypto for Institutions mini-series, and that conversation is replayed in the feed…

1
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

2d ago1:13:40

1:13:40

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit investing, and private equit…

1
Trends in Emerging Markets with Martín Escobari 1:03:59

10d ago1:03:59

1:03:59

Barry speaks with Martín Escobari, Co-President and Head of Global Growth Equity at General Atlantic. Prior to joining General Atlantic in 2012, Martín served as Managing Director at Advent International and Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer. He also spent time with The Boston Consulting Group. In addition to …

1
Team Favorite At the Money: How Much Money Is Too Much? 12:33

11d ago12:33

12:33

Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geo…

1
Scott Farden, COO – Nonantum Capital (EP.49) 47:35

8d ago47:35

47:35

Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018. Launching a first-time private equity fund has a myriad of challenges from leaving your old firm, raising capital, finding talent and activating operations, so I turned to Scott to share his experience. We …

1
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) 1:01:38

10d ago1:01:38

1:01:38

Last week was one of the most volatile in market history. In the last twenty-five years, it’s likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for the future. In a change from our typical market-insensitive conversations, I was fortunate to gather three of the most insightful thinkers on global ma…

1
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) 45:12

9d ago45:12

45:12

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in…

1
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) 55:55

14d ago55:55

55:55

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko’s approach is akin to Moneyball for politics,…

1
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) 1:26:33

9d ago1:26:33

1:26:33

Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002…

1
The Absolute Return Revival with Tony Yoseloff 1:31:38

17d ago1:31:38

1:31:38

Barry speaks with Anthony Yoseloff, Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton Un…

1
Team Favorite At the Money: Are Hedge Funds Are Right For You? 16:08

19d ago16:08

16:08

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale …

1
Howard Marks – Navigating Private Credit (EP.439) 47:25

18d ago47:25

47:25

Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments that is majority owned by Brookfield Asset Management. Our conversation covers Howard's journey from his early days in finance to his current insight…

1
Wealth Management and the 'Great Normalization' with Lisa Shalett 1:10:10

24d ago1:10:10

1:10:10

Barry speaks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. On this episode, Barry and Lis…

1
WTT: Private Equity Investing in 2030 7:12

26d ago7:12

7:12

This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators will need to fine-tune their core investment beliefs to answer the many questions this environment has raised. Read Ted’s blog here.…

1
The Stock Movers Podcast from Bloomberg 5:55

26d ago5:55

5:55

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…

1
Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12

28d ago1:08:12

1:08:12

Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after decade-long stints at Goldman Sachs and TPG. She’s like the private equity version of my friend and partner Rahul Moodgal, bringing a keen understand…

1
'Who is Government' with Michael Lewis 1:05:25

1M ago1:05:25

1:05:25

Barry speaks with author and financial journalist Michael Lewis. Michael has written countless New York Times bestsellers including Flash Boys and Going Infinite. His book The Big Short was turned into an Oscar-winning film, alongside his Oscar-nominated books-turned film The Blind Side and Moneyball. On this episode, Barry and Michael breakdown th…

1
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching 1:59

29d ago1:59

1:59

We are excited to launch our latest initiative - Capital Allocators Coaching. We’ve brought together a team of retired CIOs and asset management executives to coach managers on telling their story. Learn more and schedule a consultation here.

Podcasts Worth a Listen

Ted Seides – Allocator Podcasts

Podcasts Worth a Listen

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
Masters in Business

Bloomberg

1
Embracing Global Opportunities with Jeffrey Becker of Jennison Associates 56:05

1
WTT: What it Takes to Raise Capital 4:25

1
The New Stock Movers Podcast: Sample Episode 4:19

1
Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

1
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

1
Trends in Emerging Markets with Martín Escobari 1:03:59

1
Team Favorite At the Money: How Much Money Is Too Much? 12:33

1
Scott Farden, COO – Nonantum Capital (EP.49) 47:35

1
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) 1:01:38

1
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) 45:12

1
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) 55:55

1
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) 1:26:33

1
The Absolute Return Revival with Tony Yoseloff 1:31:38

1
Team Favorite At the Money: Are Hedge Funds Are Right For You? 16:08

1
Howard Marks – Navigating Private Credit (EP.439) 47:25

1
Wealth Management and the 'Great Normalization' with Lisa Shalett 1:10:10

1
WTT: Private Equity Investing in 2030 7:12

1
The Stock Movers Podcast from Bloomberg 5:55

1
Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12

1
'Who is Government' with Michael Lewis 1:05:25

1
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching 1:59