Best Ted Seides Allocator And Asset Management Expert Podcasts (2025)

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

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5d 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 …

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[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) 1:04:35

5d ago1:04:35

1:04:35

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year …

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[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 56:03

5d ago56:03

56:03

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock …

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Melissa Stolfi, Global COO – TCW (EP.62) 40:48

10d ago40:48

40:48

Melissa Stolfi is the Executive Vice President and Global COO of TCW, a leading global investment management firm with over $200 billion in assets. Being competitive in the global asset management space is an ongoing effort. I really enjoyed sitting down with Melissa to talk about her career evolution to TCW and how they've built their platform for…

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Morgan Housel – The Art of Spending Money (EP.466) 53:05

12d ago53:05

53:05

Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan's work focuses on the intersection of human behavior and financial decision making. His first book, The Psychology of Money, has sold 10 million copies since releasing five years ago and is already one of the best-selling investment books of all…

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[REPLAY] Morgan Housel – Same as Ever (EP.359) 58:12

12d ago58:12

58:12

Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 million copies since its release three and a half years ago and already ranks in the top five best-selling books about finance. Morgan recently published his second book, Same As Ever: A Guide to What Neve…

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[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155) 1:03:56

12d ago1:03:56

1:03:56

Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psychology of Money, and I'll go on record and predict it will be a best-seller in short order. Our conversation starts with Morgan's non-traditional education, his path to writing, and his process for writin…

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John Graham – Evolution of the Canadian Model at CPPIB (EP.465) 55:11

19d ago55:11

55:11

John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) making it the 7th largest pension fund in the world. Geoffrey Rubin, Chief Investment Strategist at CPPIB, was a past guest on the show describing the Canadian model and that conversation replayed a few w…

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Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464) 27:51

23d ago27:51

27:51

The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives. I wrote, in a recent Musings for our P…

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Brian Douglas, CEO – Graham Capital (EP.61) 45:55

24d ago45:55

45:55

By Ted Seides – Allocator and Asset Management Expert

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Matt Spielman – Igniting Careers and Energizing Lives (EP.463) 48:28

26d ago48:28

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My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily in investment organizations. Matt first joined me on the show four years ago, where we discussed his path into executive coaching, inflection points in his career, and his GPS system that aligns an in…

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[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

26d ago51:26

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Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year was named one of the leading …

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Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) 1:08:40

1M ago1:08:40

1:08:40

Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its founding in 2000, ValueAct has charted a distinctive path in activist investing, eschewing confrontation and publicity in favor of quiet, meaningful partnerships with management teams. But they agreed to…

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Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) 44:40

1M ago44:40

44:40

Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customers canvass 90% of the top asset management firms, all the world's leading investment banks, and over half of the Fortune 500 companies. Our conversation covers Jack's early frustration as an investment…

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Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60) 45:21

1M ago45:21

45:21

Running and scaling a global fund group has its challenges. So when I was asking who I should talk to, Lisa's name came to the forefront. Her lens on the industry from the sell side to the buy side is quite unique. Lisa's recognized not only for driving operational excellence and revenue growth, but also for her ability to guide teams through trans…

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Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) 1:10:36

1M ago1:10:36

1:10:36

Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively. Our conversation starts with Herb's hard work as a youth in small-town Ohio, his fortui…

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

2M 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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Ryan Ripp, COO – Flat Rock Global (EP.59) 40:14

2M ago40:14

40:14

Ryan Ripp is the co-president and COO at Flat Rock Global, an alternative credit manager specializing in the junior tranches of CLOs. If you read anything about the industry, the headlines are often about how alternatives are making their way to the wealth channel. The thing I always turn to is how is this going to work operationally. There are so …

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Ted on Alt Goes Mainstream (EP.458) 54:08

2M 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

2M 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…

Ted Seides Allocator And Asset Management Expert Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11

1
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) 1:04:35

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[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 56:03

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Melissa Stolfi, Global COO – TCW (EP.62) 40:48

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Morgan Housel – The Art of Spending Money (EP.466) 53:05

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[REPLAY] Morgan Housel – Same as Ever (EP.359) 58:12

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[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155) 1:03:56

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John Graham – Evolution of the Canadian Model at CPPIB (EP.465) 55:11

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Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464) 27:51

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Brian Douglas, CEO – Graham Capital (EP.61) 45:55

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Matt Spielman – Igniting Careers and Energizing Lives (EP.463) 48:28

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[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

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Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) 1:08:40

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Jack Kokko – Building the Google of Finance at AlphaSense (EP.461) 44:40

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Lisa Dallmer, COO – Dimensional Fund Advisors (EP.60) 45:21

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Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) 1:10:36

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

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Ryan Ripp, COO – Flat Rock Global (EP.59) 40:14

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Ted on Alt Goes Mainstream (EP.458) 54:08

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CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund) 1:25:49