Best Ted Seides Allocator Podcasts (2026)

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Bill Krueger, CTO – Yale Investments (EP.68) 1:09:26

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2h ago1:09:26

1:09:26

Bill Krueger is the CTO at Yale’s Investment Office. Bill’s unconventional path spans defense contracting, tech consulting, and a 13-year run at Bridgewater Associates before landing at Yale. Bill shares how to operate in a radically transparent culture, tighten feedback loops between decisions and outcomes, and managing the messy realities of grow…

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Mike Gitlin – The Century of Capital Group (EP.479) 1:03:24

23h ago1:03:24

1:03:24

Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates have historically experienced a fraction of the turnover of industry n…

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Top 5 of 2025: #1: Howard Marks 48:07

8d ago48:07

48:07

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this year. We dive into his thoughts on the implications of the growth of priv…

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Top 5 of 2025: #2: Ian Charles 52:58

8d ago52:58

52:58

We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career creating liquidity solutions in private markets. Arctos' second strategy goes back to his roots, providing solutions for GPs. In all of his work, Ian i…

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Top 5 of 2025: #3: Tim Sullivan 1:16:44

8d ago1:16:44

1:16:44

We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 years in the saddle, he led Yale's private equity investing, which was the biggest return driver in the biggest success story over the last four decades…

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

15d 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

15d 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

15d 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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Graeme Faulds, CEO – Bipsync (EP.67) 45:25

21d ago45:25

45:25

Graeme Faulds is the CEO of Bipsync, a leading provider of modern research management software. Graeme spent 15 years as a private markets investor before building and selling his first fintech company, then ultimately stepping into the CEO role at Bipsync in 2023. Bipsync works with clients across the investment management industry, from allocator…

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[REPLAY] Bipsync at UVIMCO (EP.06) 44:29

21d ago44:29

44:29

Today’s Sponsored Insight highlights ⁠Bipsync⁠, the research management software that helps asset owners and managers optimize pre- and post-investment decision making. We spoke with Annie Kerns and Blake Fischer from the University of Virginia Investment Management Company, known as UVIMCO. Annie leads investment operations and Blake oversees tech…

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

22d 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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Eric Levin, CTO – GCM Grosvenor (EP.66) 57:15

28d ago57:15

57:15

Eric is the Chief Technology Officer at GCM Grosvenor, a global leader in alternative investments. Eric’s career path has taken him from starting as an ethical hacker at Deloitte, to leading technology and product innovation in fintech before playing a transformative role at GCM Grosvenor. I spent time with Eric unpacking how product management and…

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

1M 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

1M 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

1M 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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Ryan Eisenman, Co-Founder & CEO – Arch (EP.65) 40:48

1M ago40:48

40:48

Ryan Eisenman is the CEO and co-founder of Arch, a tech platform redefining how allocators manage their private investments through what he calls the “Schwab for private markets”. Ryan shares his journey on how he met his co-founders, early challenges in selling to family offices, and the product’s evolution from automating K-1s to serving as a sea…

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

1M 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

2M 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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John Polis, COO & CTO – Star Mountain Capital (EP.64) 39:22

2M ago39:22

39:22

John Polis is the Chief Operating Officer and Chief Technology Officer at Star Mountain Capital. John’s career path has led him to play a pivotal role in transforming Star Mountain in private credit in the lower middle market. I spent time with John unpacking how data and technology can meaningfully shape investment management operations. We discus…

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

2M 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…

Ted Seides Allocator Podcasts

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

4
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
Bill Krueger, CTO – Yale Investments (EP.68) 1:09:26

1
Mike Gitlin – The Century of Capital Group (EP.479) 1:03:24

1
Top 5 of 2025: #1: Howard Marks 48:07

1
Top 5 of 2025: #2: Ian Charles 52:58

1
Top 5 of 2025: #3: Tim Sullivan 1:16:44

1
Year in Review 2025 (EP.478) 43:38

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

1
Top 5 of 2025: #4: Alex Sacerdote 53:11

1
Graeme Faulds, CEO – Bipsync (EP.67) 45:25

1
[REPLAY] Bipsync at UVIMCO (EP.06) 44:29

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

1
Eric Levin, CTO – GCM Grosvenor (EP.66) 57:15

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
Ryan Eisenman, Co-Founder & CEO – Arch (EP.65) 40:48

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
John Polis, COO & CTO – Star Mountain Capital (EP.64) 39:22

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