@capitalallocatorspodcast Capital Allocators with Ted Seides

Capital Allocators with Ted Seides posts on YouTube about investment, ted, finance, asset allocation the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks financial services countries vc firms #473 technology brands travel destinations currencies social networks cryptocurrencies

Social topic influence investment, ted #177, finance #3950, asset allocation #442, market, private equity #211, financial #4133, ceo #3746, in the, business

Top accounts mentioned or mentioned by @tseides @regalpartnerscom @rcpadvisorscom

Top assets mentioned Goldman Sachs (GS) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Mario Therrien The Canadian Pension Model (Capital Allocators EP.12) Original Publish Date: 6/19/2017 Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dpt et placement du Qubec (CDP). CDP oversees $270 billion Canadian ($200B in USD) for the pension funds in the province of Quebec. Mario joined CDP in the early 1990s after completing his Masters degree in Finance and has worked there ever since. Mario started out at CDP managing a tactical asset allocation strategy created an internal global macro hedge fund and later built and"
YouTube Link 2022-09-26T15:39Z 19.6K followers, [---] engagements

"Michael Schwimer Moneyball as an Investment Strategy (Capital Allocators EP.72) Michael Schwimer is the CEO of Big League Advance a company that makes investments in Minor League baseball players in exchange for an agreed-upon percentage of their future earnings. Before founding BLA Michael was a professional baseball player working his way through the minors and reaching the majors as a pitcher for the Philadelphia Phillies. A shoulder injury left him pondering what to do next which led to the creation of BLA. Our conversation discusses Michaels career as a player the difficult life of Minor"
YouTube Link 2020-11-09T15:55Z 19.6K followers, [---] engagements

"Private Equity Masters 4: David Rubenstein Carlyle Group (Capital Allocators EP.203) David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group. Founded back in [----] Carlyle is one of the worlds largest and most diversified global investment firms with $260 billion in asset under management across three business segments and twenty-nine offices around the world. Our conversation covers Davids start in private equity growing Carlyle from the early days raising capital skillfully recruiting talent globally and managing a public company. We then turn to Davids outlook for the"
YouTube Link 2022-07-14T19:09Z 19.6K followers, [----] engagements

"Brett Jefferson Inefficiencies in Structured Credit at Hildene Capital Management (First. Brett Jefferson is the President and Co-CIO of Hildene Capital Management an asset manager he founded in [----] that oversees $9 billion in structured credit strategies and was listed in Barrons Top [---] Annual Hedge Funds ranking for six consecutive years. Our conversation starts with Bretts education in which he majored in lacrosse and minored in school. We hit on the early days of CDOs putting his knowledge to work at Marathon Asset Management taking a break and then starting Hildene in the aftermath of"
YouTube Link 2022-07-14T19:32Z 19.6K followers, [---] engagements

"Bobby Jain Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487) Bobby Jain is the CEO and CIO of Jain Global a global multi-strategy hedge fund he launched last year that manages about $6 billion with over [---] employees. Bobbys storied Wall Street career includes spending seven years as the Co-CIO of Millenium and twenty at Credit Suisse in a range of leadership roles spanning proprietary trading derivatives and asset management. Our conversation traces Bobbys path from growing up as the son of immigrants in Queens to the trading floors of OConnor and Credit Suisse all of which"
YouTube Link 2026-02-16T10:01Z 19.6K followers, [---] engagements

"Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners a $22B manager of middle-market private equity credit and technology opportunities that spun out of the Harvard Management Company in [----]. Our conversation covers Mikes path from science to finance including an immigrant story and a draw to decision-making at a young age. We discuss Charlesbanks history and aspiration to manufacture sound decision-making as a path to investment success applying its fan of"
YouTube Link 2025-02-17T14:25Z 19.6K followers, [---] engagements

"Amy Falls From Bonds to Boards to Leading Northwestern (Capital Allocators EP.316) Amy Falls is the CIO at Northwestern University where she oversees the schools $14.2 billion endowment that supports university operations and funds about a quarter of the Universitys annual revenue. She also serves on the Board of Harvard Management Company the Ford Foundation Phillips Academy and the Pete Peterson Foundation. Our conversation covers Amys background and path to Northwestern frameworks she learned along the way and different challenges she faced in three different CIO seats. We then turn to her"
YouTube Link 2023-05-22T08:10Z 19.6K followers, [---] engagements

"Private Equity Masters [--] Doug Ostrover Blue Owl Capital (Capital Allocators EP.205) Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners a direct lender to middle-market companies that he co-founded in [----] and today manages $30 billion in permanent capital assets. The combined Blue Owl manages approximately $53 billion in assets over 90% of which is in permanent capital vehicles. Previously Doug was one of the founders and the O in GSO"
YouTube Link 2022-07-14T19:09Z 19.6K followers, [----] engagements

"Josh Friedman Master Class in Credit Investing at Canyon (Capital Allocators EP.263) Josh Friedman is the Co-Founder and Co-CEO of Canyon Partners a $25 billion multi-strategy firm that specializes in credit-related analysis across distressed securities securitizations risk arbitrage and real estate. Josh founded Canyon in [----] with Mitch Julis his roommate from their time at Harvard Law School and Business School. Our conversation covers Joshs background at Goldman Sachs and Drexel Burnham with Michael Milken the founding of Canyon its investment philosophy key stages on its path and"
YouTube Link 2022-07-25T08:15Z 19.6K followers, [----] engagements

"David Salem - Investment Wisdom from the Owner's Box (EP.409) David Salem has been a pioneer practitioner and student of institutional investing for the last forty years. David was the founding president and CIO of The Investment Fund for Foundations (TIFF) which he led for nearly two decades until [----]. Since then he has managed a multi-family office worked and wrote alongside Ben Hunt at Epsilon Theory and now serves as the Managing Director of Capital Allocation at Hedgeye Risk Management. Along the way David worked closely with and distilled lessons from David Swensen Jack Meyer in his"
YouTube Link 2024-09-30T08:10Z 19.6K followers, [---] engagements

"James Clarke Building Enduring Partnerships at Blue Owl (EP.445) James Clarke is the Global Head of Institutional Capital at Blue Owl a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firms launch and has been instrumental in its explosive growth over the last eight years. Doug was a past guest on the show and that conversation is replayed in the feed. Our conversation covers James path to asset management lessons he learned over a decade at PIMCO equally powerful lessons from his"
YouTube Link 2025-05-15T09:01Z 19.6K followers, [----] engagements

"Scott Kleinman Apollos Integrated Alternatives Platform (EP.481) Scott Kleinman is the Co-President of Apollo Asset Management. Scott joined Apollo in [----] as its 13th employee and has spent nearly three decades helping build the firm into nearly a trillion-dollar alternative asset manager and retirement powerhouse. Our conversation traces Apollos evolution from a value-oriented private equity boutique to an integrated platform investing across the capital structure at scale. We discuss the firms core philosophy of excess return per unit of risk its post-GFC expansion into private credit and"
YouTube Link 2026-01-19T10:01Z 19.6K followers, [---] engagements

"Ron Kantowitz - Direct Lendings Evolution and Invescos Edge (EP.457) Ron Kantowitz is the Head of Private Debt for Invescos 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 CLOs and Distressed Credit / Special Situations. Our conversation traces Rons path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy investment process and perspectives on competition the role of"
YouTube Link 2025-07-18T14:23Z 19.6K followers, [---] engagements

"Nick Rohatyn Emerging Markets Multi-Asset Investing at TRG (EP.482) Nick Rohatyn is the CEO of The Rohatyn Group a global emerging markets and real assets investment firm he founded in [----] that manages $7 billion across public and private markets. Nick previously spent two decades leading JP Morgans emerging markets business across multiple cycles and served on the banks Executive Committee. He also served as the founding chair of the Emerging Market Traders Association and later as chair of the Emerging Markets Private Equity Association. Nicks worldview is also shaped by his international"
YouTube Link 2026-01-22T10:01Z 19.6K followers, [---] engagements

"Advent International Tricia Glynn - A Beautiful Carveout at Orveon (S1 EP.07) Original Publish Date: 12/7/2022 Tricia Glynn is a Managing Director at Advent International the global private equity firm that oversees nearly $100 billion in assets. Orveon Global is a collective of beauty brands specializing in the future of the face. Advent carved out three brands from Shiseido Americas to form Orveon in [----]. Our conversation covers the beauty business and the complex dynamics of a carveout transaction including sourcing due diligence and preparing to hit the ground running with a new"
YouTube Link 2022-12-08T15:03Z 19.6K followers, [---] engagements

"Pete Stavros KKR - Employee Ownership at C.H.I. Overhead Doors (Private Equity Deals EP. 1) Pete is the Co-Head of Americas Private Equity at KKR the legendary firm founded in [----] that today is a public company managing around $500 billion in assets. Pete previously led KKRs Industrials team where he pioneered an employee engagement and ownership model. C.H.I. Overhead Doors manufactures garage doors and is a recent KKR portfolio company exit. Despite being the fourth private equity owner of C.H.I. KKR transformed the company through a series of operational improvements and perhaps most"
YouTube Link 2022-09-15T09:59Z 19.6K followers, [----] engagements

"Melanie Pickett Modern Technology in the Investment Office at Northern Trust (Capital. Todays sponsor insight features Melanie Pickett Executive Vice President at Northern Trust who is responsible for leading the Asset Owner segment in the Americas. Melanie joined Northern Trust five years ago to create its Front Office Solutions business which today works with $450 billion on the platform across more than forty asset owner clients. Prior to Northern Trust she spent six years as Chief Operating Officer at Emory Universitys investment office and over a decade rising to Executive Director in"
YouTube Link 2022-11-17T09:16Z 19.6K followers, [---] engagements

"Lane MacDonald Teamwork Alignment and Investing at the Highest Levels at SCS (EP.483) Lane MacDonald is the Chief Investment Officer of SCS Financial a registered investment adviser and OCIO platform with approximately $46 billion in assets under management. Lane was a U.S. Olympic hockey player and Hobey Baker award winner as the best player in college hockey in the late 80s but his aspirations of following in his fathers footsteps and playing in the NHL were derailed shortly thereafter by injuries. In the decades since he spent a dozen years in private equity and the last eighteen as an"
YouTube Link 2026-01-26T10:01Z 19.6K followers, [---] engagements

"Meredith Jenkins A Path to Trinity (Capital Allocators EP.31) Original publish date: 11/13/2017 Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street where she oversees $5.5 billion of the churchs endowment and real estate assets. Before taking the helm as Trinitys first CIO she was the co-CIO of Carnegie Corporation of New York Andrew Carnegies foundation from [----] to [----]. She joined Carnegie in [----] as its first investment associate and was an integral part of the build-out of the Corporations investment capability under its first CIO. During the period Meredith spent"
YouTube Link 2022-09-22T18:43Z 19.6K followers, [---] engagements

"Erik Serrano Berntsen Backing Alternative Founders at Stable Asset Management (Capital. Erik Serrano Berntsen is the Founder and CEO of Stable Asset Management whose mission is to back the Founders of tomorrows leading investment firms. Our conversation starts with Eriks own experience from launch to around $3 billion in assets under management today. We turn to the lessons hes learned providing strategic capital advice and support to investment Founders early in their lifecycle. We discuss the qualities that make for successful Founders and the factors to maximize the probability of success"
YouTube Link 2022-07-14T15:15Z 19.5K followers, [----] engagements

"Jonathan Lewinsohn Credit Microcycles at Diameter (EP. 484) JonathanLewinsohnis the co-Managing Partnerof Diameter Capital Partners a credit-focused investment firmhe founded with Scott Goodwin in 2017that manages$25 billionacross hedgefund dislocation CLO and direct lending strategies.Jonathan last appeared on the show five years ago interviewed by Kristen VanGelder from Evanston Capital and that conversation is replayed in the feed. Our conversation offers a comprehensive credit market updateincludingJonathans takeonthe business of credit investingprivate creditindustrymicrocyclesin AI"
YouTube Link 2026-02-02T10:01Z 19.6K followers, [---] engagements

"Robert Boucai & James Broyer Tax-Efficient Multifamily Real Estate at Newbrook (EP.475) 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 billion across long-short and long-only strategies. He was born with sensorineural hearing loss and today serves on the Board of the Hearing Health Foundation"
YouTube Link 2025-12-04T10:01Z 19.6K followers, [---] engagements

"Stephanie Withers - W.K. Kellogg Foundation (Investment Management Operations EP.19) Stephanie Withers is the Head of Investment Operations at the WK Kellogg Foundation Investment Office an $8 billion private foundation. I really enjoyed Stephanies authenticity to make the world and her investment office a better place. We cover their initiatives on DEI in what they call their Expanding Equity Program. This program is unique in that others can access it at no cost. We then to turn to their tech stack the importance of business process mapping and how their annual operations survey identifies"
YouTube Link 2024-01-30T09:00Z 19.5K followers, [---] engagements

"Leigh Drogen Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting EP.32) Leigh Drogen is the General Partner and CIO of Starkiller Capital a quantitative asset manager in the digital asset space. Leigh came to the crypto world after experience at a quantitative hedge fund as an early employee at StockTwits and as the founder of Estimize a buyside-driven earning estimate platform that today is one of the largest in the world. Our conversation covers Leighs background and lessons on markets from both a retail and institutional lens. We discuss Estimize insights into hedge"
YouTube Link 2022-07-07T18:08Z 19.5K followers, [---] engagements

"Michael Novogratz Galaxy Digital (First Meeting EP.06) Mike Novogratz is the CEO of Galaxy Digital a merchant bank with a balance sheet to invest that seeks to serve as the bridge between the crypto and institutional investment worlds. Mike is well-known speculator who started his career at Goldman Sachs and later managed Fortress multi-billion dollar hedge fund the Drawbridge Global Macro Fund. Hes notably made and lost a few fortunes in his career most recently riding bitcoin up starting in [----] almost all the way down in [----] and back up again this year. Our conversation covers Mikes"
YouTube Link 2022-07-21T11:56Z 19.6K followers, [---] engagements

"John Graham - Evolution of the Canadian Model at CPPIB - (EP.465) 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 weeks ago as part of our CIO Greatest Hits Summer Series. Our conversation picks up from my conversation with Geoffrey discussing the evolution of the Canadian model buzz about Total"
YouTube Link 2025-10-13T09:00Z 19.6K followers, [---] engagements

"Joelle Kayden Canvassing the Landscape at Accolade Partners Venture is Eating the. My guest on the 7th episode of Venture is Eating the Investment World is Joelle Kayden the Founder and Managing Partner of Accolade Partners a $3.6 billion venture fund of funds that invests across early stage growth blockchain and empowerment strategies and one of the most respected firms in the business. Our conversation covers Joelles nearly two decades in technology investment banking the launch of Accolade into the dot.com bubble and its evolution over twenty years. We then discuss her perspectives on the"
YouTube Link 2022-07-08T19:19Z 19.5K followers, [---] engagements

"Greg Dowling Mid-Market Institutional Consulting at FEG (Capital Allocators EP.248) Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) a mid-market investment consultant with $80 billion in discretionary and non-discretionary assets under advisement. Greg oversees the day-to-day management of the research team and chairs the firm's investment policy committee that oversees all manager hire and fire decisions. Our conversation covers Gregs background and introduction to FEG the evolution of institutional consultants FEGs business today and its unique advantages. We"
YouTube Link 2022-07-07T20:40Z 19.6K followers, [--] engagements

"Credit Microcycles at Diameter (EP.484) JonathanLewinsohnis the co-Managing Partnerof Diameter Capital Partners a credit-focused investment firmhe founded with Scott Goodwin in 2017that manages$25 billionacross hedgefund dislocation CLO and direct lending strategies.Jonathan last appeared on the show five years ago interviewed by Kristen VanGelder from Evanston Capital and that conversation is replayed in the feed. Our conversation offers a comprehensive credit market updateincludingJonathans takeonthe business of credit investingprivate creditindustrymicrocyclesin AI housing"
YouTube Link 2026-02-02T10:00Z 19.6K followers, [---] engagements

"Stephen Baranowski - Adams Street Partners (Investment Management Operations EP.20) Steve Baranowski is a Partner and Head of Client Operations at Adams Street Partners a private investment manager with $58B in assets. Steve discusses his early career in public accounting and the nuances of transitioning to a client. He then shares what makes Adams Street unique and how their operations has evolved over time while striving to keep the culture intact. He shares his perspective on what it takes to be self-administered as well as knowing when to outsource as the business evolves. We close with"
YouTube Link 2024-02-13T09:00Z 19.5K followers, [---] engagements

"Scott Crabill Thoma Bravo Public-to-Private at RealPage (PE Deals EP. 2) Scott Crabill is a Managing Partner at Thoma Bravo the software and technology specialist with $120 billion in asset under management. He joined Thoma Bravo twenty years ago to help develop its software investment strategy. RealPage is a technology platform that enables real estate owners and property managers to efficiently operate residential assets. In [----] Thoma Bravo took the company private from the public markets for $10.2 billion which at the time was the largest transaction in the firms history. Our conversation"
YouTube Link 2022-10-03T12:50Z 19.6K followers, [----] engagements

"Jack Kokko - Building the Google of Finance at AlphaSense (EP.461) Jack Kokko is co-founder and CEO of AlphaSense the market intelligence platform often described as Google for finance. The companys [----] customers canvass 90% of the top asset management firms all the worlds leading investment banks and over half of the Fortune [---] companies. Our conversation covers Jacks early frustration as an investment banking analyst that sparked the idea for AlphaSense the evolution of the business from a simple semantic search tool to an AI-powered research platform the promise and perils of LLMs in"
YouTube Link 2025-09-25T16:50Z 19.6K followers, [---] engagements

"WTT: Will Blackstone Become Private Equity's Millennium What are the implications of consolidation in the private markets The leading firms which are mostly public companies raised an insane amount of money last year while the rest of the industry mostly struggled. What will this mean for private markets going forward Have a listen to find out. Read Teds blog here"
YouTube Link 2025-02-21T09:08Z 19.5K followers, [---] engagements

"Mason Morfit & Rob Hale - Quiet Activism at ValueAct (EP.462) 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 [----] 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 join me to reflect as they celebrate the firms 25th anniversary this year. Mason helped launch the firm and has driven many of its successful investments including the turnaround of"
YouTube Link 2025-09-29T19:16Z 19.6K followers, [----] engagements

"John Khoury Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474) John Khoury is the Founder and Managing Partner of Long Pond Capital a hedge fund that specializes in publicly traded real estate securities. After [--] 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 Long Ponds list of the highest-quality real estate businesses. Our conversation covers Johns path into public real estate investing changes in the investable universe and"
YouTube Link 2025-12-01T10:00Z 19.6K followers, [----] engagements

"Morgan Housel - The Art of Spending Money (EP.466) Morgan Housel is a bestselling author partner at Collaborative Fund and Board member of Markel. Morgans work focuses on the intersection of human behavior and financial decision making. His first book The Psychology of Money has sold [--] million copies since releasing five years ago and is already one of the best-selling investment books of all time. His second Same as Ever explores human behaviors that never change and is rapidly approaching [--] million copies sold. Our conversation discusses Morgans latest work The Art of Spending Money:"
YouTube Link 2025-10-20T09:00Z 19.6K followers, [----] engagements

"Kristin Kallergis Rowland - Alts at J.P. Morgan's Private Bank (Private Wealth [--] EP.447) Kristen Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgans $3 trillion private bank. The Private Banks investment approach resembles that of many institutions with centralized research manager selection and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan spanning"
YouTube Link 2025-05-26T09:00Z 19.5K followers, [---] engagements

"Diogo Monica Securing Crypto at Anchorage Digital (EP.259 Crypto for Institutions [--] EP.06) Todays final episode of Crypto for Institutions [--] is a special Sponsor Insight from Anchorage Digital. Diogo Monica is the Co-Founder and President of Anchorage the first federally chartered digital bank. Our conversation covers Diogos uniquely qualified background for his role the importance and implementation of digital asset custody and Anchorages client-driven extensions from custody into brokerage lending staking and governance. We close covering the creation of the bank partnerships with Visa and"
YouTube Link 2022-06-30T08:07Z 19.5K followers, [---] engagements

"Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators EP. 223) Todd Boehly is the Co-founder Chairman and CEO of Eldridge a multi-billion dollar permanent capital holding company with investments in eighty businesses including high profile brands like the Los Angeles Dodgers Dick Clark Productions and The Hollywood Reporter and an array of companies across other industries including media insurance real estate asset management and technology. Combining its structure and Todd's acumen CNBC recently postured that Eldridge may be the next Berkshire Hathaway. Our conversation"
YouTube Link 2022-07-14T15:08Z 19.5K followers, [----] engagements

"Mike Trigg and Sanjay Ayer The Discipline of Getting Better at WCM (EP.467) 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. Ive 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 [----] when WCM managed $25 billion and Mike last appeared four years ago with Paul describing a piece they had just written entitled How to Build a $100 billion Money Manager. That podcast"
YouTube Link 2025-10-27T15:00Z 19.6K followers, [---] engagements

"Mike Trigg Defying the Fade at WCM (Capital Allocators EP.162) You may remember my popular first meeting from a few years ago with Paul Black of WCM then a $25 billion asset manager in Laguna Beach CA. Since then WCM has gone up and to the right in every way they sold a minority piece of the business to Natixis continue to put big numbers on the board and have grown to north of $66 billion defying the fade of active management outflows. My guest on todays show is Mike Trigg a partner and portfolio manager of WCMs Focused International Growth strategy that comprises the majority of the firms"
YouTube Link 2020-11-09T15:58Z 19.5K followers, [---] engagements

"Jeff Aronson Building Centerbridge Across the Capital Structure (EP.468) Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners a $43 billion alternative investment firm he started in [----] after two decades at Angelo Gordon. Jeffs career spans forty years of investing across credit and private equity through multiple market cycles giving him a front-row seat to the evolution of the alternatives industry. Our conversation covers Jeffs path from law school to distressed investing lessons learned under mentors John Angelo and Michael Gordon and the founding of Centerbridge"
YouTube Link 2025-11-03T10:00Z 19.6K followers, [----] engagements

"Rick Rieder BlackRock (Manager Meetings EP.08) On todays manager meeting Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC one of the industrys largest independent investment consultants with over $1.3 trillion assets under advisement. Rick is BlackRocks Chief Investment Officer of Global Fixed Income a group that manages approximately $2 trillion in assets. BlackRocks fixed income platform covers both active and index mandates across a breadth of vehicles and strategies around the globe. Before we dive in Tim and I discuss how NEPC works with BlackRock in"
YouTube Link 2022-07-13T18:38Z 19.6K followers, [----] engagements

"David Lyon Hybrid Capital Solutions for Private Assets (EP.471) 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 then largest private equity firms in the late 1990s and a fundamental distressed debt investor at quant hedge fund DE Shaw through the GFC. His experiences offer a deep understanding of"
YouTube Link 2025-11-17T12:32Z 19.6K followers, [---] engagements

"Chamath Palihapitiya The Social Capital Flywheel (Capital Allocators EP.167) Chamath Palihapitiya is the founder and CEO of Social Capital where he invests in private businesses public markets and experiments with that objective of compounding capital at high rates so that he can advance humanity by solving the worlds hardest problems. Chamath previously was an early employee at Facebook a prolific angel investor and co-founder of the venture capital business that was the first version of Social Capital. Hes been in the press of late for raising and deploying a series of large SPACs and for"
YouTube Link 2020-12-08T21:07Z 19.6K followers, 71K engagements

"Brett Barth & Evan Roth - Stewarding Family Wealth at BBR (EP.433) Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners a multi-family office that oversees $32 billion on behalf of [---] families and is celebrating its 25th anniversary this year. Brett appeared on episode [--] of Capital Allocators eight years ago and is a regular contributor in our Friends Reunion shows. Ive observed BBRs growth since first meeting Brett and Evan twenty-four years ago and was excited to hear more about their journey. Our conversation covers BBRs successes missteps and key lessons over the years."
YouTube Link 2025-02-24T09:00Z 19.5K followers, [---] engagements

"Private Equity Masters 7: Orlando Bravo Thoma Bravo (Capital Allocators EP.206) Orlando Bravo is a Founder and Managing Partner of Thoma Bravo a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades Forbes named Orlando Wall Streets best dealmaker in [----]. Our conversation covers Orlandos background early investment lessons and approach around management analytics and collaborative culture. We then turn to the Thoma Bravos investment philosophy team structure work with portfolio companies exit strategy and"
YouTube Link 2022-07-14T19:10Z 19.6K followers, [----] engagements

"Daniel Mahr Glass Box Quant at MDT Advisers (EP.472) This Sponsored Insight features Daniel Mahr the 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 [----] as a junior analyst and took over leadership of the team six years later guiding its evolution through vast changes in data computing power and investment methodology. Our conversation traces Dans path from flipping IPOs as a college student to running machine"
YouTube Link 2025-11-20T10:01Z 19.6K followers, [---] engagements

"Jeff Housenbold Inside Softbank Vision Fund (Capital Allocators EP.186) Jeff Housenbold a Managing Director for the last four years at Softbank Investment Advisors where he led one of the six investment teams that deployed the $100 billion Softbank Vision Fund. Prior to joining Softbank Jeff worked at sixteen companies including eleven years as CEO of Shutterfly. four years in the early days of ebay four as Special Industry Advisor to KKR and one as Entrepreneur in Residence at Sutter Hill Ventures. Hes also served on the Boards of dozens of companies including Caesars Entertainment Memphis"
YouTube Link 2022-07-15T17:59Z 19.5K followers, [---] engagements

"WTT: Can Private Markets Normalize In a world dominated by short-termism does it seem odd that private equity holding periods are getting longer Private equity professionals dont have different genes than other investors. They face a structural problem: too many portfolio companies cannot find a buyer. Private equity-owned businesses continue to grow in number and size but demand from IPOs and strategics has not and likely will not keep up. This means that more companies will have to remain within the private equity ecosystem. The end of the private equity bottleneck is not in sight. Instead"
YouTube Link 2026-02-12T10:01Z 19.6K followers, [--] engagements

"Ashby Monk Total Portfolio Approach and the Future of Asset Owners (EP.480) Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades Ashby has worked closely with some of the worlds largest sovereign wealth funds and pension funds on governance organizational design technology and investment strategy. He is also a co-founder of KDX Management a venture capital firm focused on investech a co-founder of several startups in the space and a repeat past guest on the show. His first and most recent appearances are"
YouTube Link 2026-01-12T10:01Z 19.6K followers, [---] engagements

"Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380) On todays show well discuss another empty room an opportunity ignored by most investors because they either dont want to or cant participate. Weve shared conversations under this theme about a range of forgotten opportunities from specific emerging markets to biotech. Previous episodes are available under the mini-series or topic search at capitalallocators.com. This time around we discuss a room that was overflowing two years ago has been abandoned since and might be coming back once again - crypto and blockchain technologies. My guest"
YouTube Link 2024-04-15T08:12Z 19.6K followers, [---] engagements

"Sanjay Ayer Think Different and Get Better at WCM (EP.366) Sanjay Ayer is a portfolio manager at WCM Investment Management the Laguna-based $80 billion equity manager profiled on three popular past episodes with CEO Paul Black President Mike Trigg and emerging market portfolio manager Mike Tian. Sanjay joined WCM in [----] and alongside Mike Trigg leads the firms research process that follows the mantra: think different and get better. Our conversation is a fascinating exploration of the differentiated mindset at WCM. We discuss topics including self-discovery cognitive dissonance thinking"
YouTube Link 2024-02-05T10:51Z 19.6K followers, [---] engagements

"Jay Ripley Emerging Manager Selection at GEM (EP.470) Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management or GEM an endowment-style outsourced CIO overseeing $12 billion. Jay joined GEM in [----] following six years in private equity where he developed an analytical rigor and mindset of an owner-operator. GEMs Co-CIO Matt Bank joined me on the show last year for a broader discussion of the firm and that conversation is replayed in the feed. Our conversation dives into manager selection particularly with early-stage funds. We discuss Jays entry into"
YouTube Link 2025-11-10T10:01Z 19.6K followers, [---] engagements

"Marlene Puffer Canadian Pension Model at AIMCo (EP.337) Marlene Puffer is the CIO of Alberta Investment Management Corporation (AIMCo) where she oversees $160 billion on behalf of [--] pensions endowments insurance and government funds in the province of Alberta Canada. AIMCo is one of the Maple [--] Canadian pension managers that together oversee $2 trillion in assets and are innovators in institutional portfolio management. Our conversation covers Marlenes path to pension management from roots in academia and fixed income her first CIO role at the Canadian National corporate pension fund and"
YouTube Link 2023-09-11T08:21Z 19.6K followers, [---] engagements

"Stephen Gilmore CalPERS Total Portfolio Approach (EP.486) Stephen Gilmore is the Chief Investment Officer of CalPERS which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street the IMF and two of the most innovative sovereign wealth funds where he was Chief Investment Strategist at Australia Future Fund and CIO at New Zealand Super Fund. Our conversation dives into the theory and implementation of the Total Portfolio Approach drawing on"
YouTube Link 2026-02-09T10:01Z 19.6K followers, [---] engagements

"Paul Black - WCM Investment Management (First Meeting EP.05) My guest on todays first meeting is Paul Black of WCM Investment Management. This show is a replay of our conversation on Capital Allocators last year and has been one of the most listened to conversations with a manager on the show. At the time WCM managed $26 billion and since then theyve continued to perform and grow. Today WCM oversees $40 billion and earlier this year announced the sale of a minority stake in their business to Natixis Investment Managers. Paul Black is portfolio manager and Co-CEO of WCM Investment Management a"
YouTube Link 2022-07-21T11:54Z 19.6K followers, [---] engagements

"Sarah Williamson Focusing Capital on the Long-Term (Capital Allocators EP.67) Sarah Williamson is the CEO of FCLTGlobal a non-profit consortium of large asset managers allocators and corporations dedicated to encouraging long-term behavior in business and investment decision-making. FCLTGlobal conducts research convenes business leaders develops actionable tools and generates broad awareness of ways in which a longer-term focus can increase innovation economic growth and future savings. Prior to joining FCLTGlobal in [----] Sarah spent [--] years at Wellington Management Company where she was"
YouTube Link 2022-09-20T19:25Z 19.6K followers, [---] engagements

"Brendan OConnor Alpha Opportunities in Australia at Regal Partners (EP.485) Brendan O'Connor is the CEO of Regal Partners a premier alternatives manager in Australia with A$21B offunds under managementacross hedge funds credit and royalties real and natural assets and growth equities. Brendan joined the firm in [----] and has helped lead its expansion from aA$1B long-short specialist to a publicly listed multi-strategyalternatives firm today. Our conversation traces Regals evolution from its origins as a founder-led hedge fund into an integrated multi-strategy platform. We discuss the unique"
YouTube Link 2026-02-05T10:01Z 19.6K followers, [---] engagements

"Drew Dickson Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting EP.13) Drew Dickson is the founder of Albert Bridge Capital and CIO of the Alpha Europe funds where he manages $350 million in European equities. Our conversation covers Drews early career across the Chicago school Fidelity and Och-Ziff and his perch in Europe. We then go through Albert Bridges investment process portfolio construction assessment of risk-reward and client communication through blogging and tweeting. All told Drew offers a deep dive on how to blend fundamental research and behavioral"
YouTube Link 2022-07-20T11:49Z 19.6K followers, [---] engagements

"Karl Sprules COO - AllianceBernstein (IMOps EP.27) Karl Sprules is the COO at AllianceBernstein a global asset manager with $725 billion in assets and over [----] employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group navigating the merger that created AB and his evolution into the COO seat. Karl shares how AB has evolved over time and the rationale behind the bold decision to move their headquarters from Manhattan to Nashville creating a new investment management hub"
YouTube Link 2024-05-07T08:00Z 19.5K followers, [---] engagements

"Private Equity Master 2: John Connaughton Bain Capital (Capital Allocators EP.201) John Connaughton is a Co-Managing Partner at Bain Capital a leading global private investment firm that oversees approximately $130 billion in assets. Founded in [----] as the pioneer of a consulting-based approach to private equity investing Bain Capital today invests across private equity credit public equity venture capital and real estate. Our conversation covers the early years of private equity at Bain Capital its growth in products and assets investment process competitive environment culture and"
YouTube Link 2022-07-15T17:55Z 19.6K followers, [----] engagements

"Andrew Tsai Catching a Theme on the Chalkstream (EP.73) Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group which he founded in [----] to manage the assets of quant guru Peter Muller. Andrews fascinating background started on the Lehman arbitrage desk in the early 1990s after which he formed a quantitative hedge fund in [----] built a dot.comlogistics business in [----] and led the turnaround of a private equity-backed business thereafter. He combined his wide range of skills to focus on investing at Chalkstream. Our conversation walks through the stories and lessons from"
YouTube Link 2022-09-20T17:07Z 19.5K followers, [---] engagements

"Brendan OConnor Alpha Opportunities in Australia at Regal Partners(EP.484) Brendan O'Connor is the CEO of Regal Partners a premier alternatives manager in Australia with A$21B offunds under managementacross hedge funds credit and royalties real and natural assets and growth equities. Brendan joined the firm in [----] and has helped lead its expansion from aA$1B long-short specialist to a publicly listed multi-strategyalternatives firm today. Our conversation traces Regals evolution from its origins as a founder-led hedge fund into an integrated multi-strategy platform. We discuss the unique"
YouTube Link 2026-02-05T10:01Z 19.6K followers, [---] engagements

"CIO Greatest Hits: Sovereign Wealth Funds - Nicolai Tangen (Norges Bank) This weeks Summer Series is Nicolai Tangen the leader of the largest sovereign wealth fund Norges Bank Investment Management. Nicolai joined Norways $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 constituents including on his terrific podcast In Good Company. Original Release Date: December [--] [----] Subscribe to the mailing list: https://capitalallocators.com/ Access Transcript with"
YouTube Link 2025-08-04T08:01Z 19.5K followers, [---] engagements

"Eric Mogelof - KKR's Pivot to Private Wealth (Private Wealth [--] EP.446) Eric Mogelof is the head of Global Client Solutions at KKR one of the worlds leading alternative asset firms with roots in private equity dating back to [----]. KKR currently manages $640 billion in assets across approximately $250 billion in credit $200 billion in private equity and $160 billion in real assets. The firms objective in private wealth is to deliver the same strategies performance and quality of experience to individuals as it does institutions. Our conversation shares how a longstanding brand in private equity"
YouTube Link 2025-05-19T16:50Z 19.4K followers, [----] engagements

"Mario Giannini View from the Top of Private Equity at Hamilton Lane (Capital Allocators EP.262) Mario Giannini is the CEO of Hamilton Lane where he oversees nearly $1 trillion of assets under management and advisement in private capital making it perhaps the largest investor in private equity in the world. Mario joined Hamilton Lane thirty years ago and has spent the last [--] as its CEO. His breadth of knowledge and experience alongside at times unconventional views offers an unparalleled birds eye view into this powerful area of investing. Our conversation covers Marios background and a brief"
YouTube Link 2022-07-18T08:12Z 19.6K followers, [---] engagements

"CIO Greatest Hits: Private Equity - Mario Giannini (Hamilton Lane) Mario Giannini is the CEO of Hamilton Lane where he oversees nearly $1 trillion of assets under management and advisement in private capital making it perhaps the largest investor in private equity in the world. Mario joined Hamilton Lane thirty years ago and has spent the last [--] as its CEO. His breadth of knowledge and experience alongside at times unconventional views offers an unparalleled birds eye view into this powerful area of investing. Our conversation covers Marios background and a brief history of the private"
YouTube Link 2025-08-18T11:10Z 19.6K followers, [---] engagements

"Year in Review [----] 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. We also kick off our countdown of the most popular episodes of [----]. Well drop two this week and the top three next week. Wishing you a relaxing enjoyable and very happy holiday Subscribe to the mailing list: https://capitalallocators.com/ Access"
YouTube Link 2025-12-22T10:01Z 19.6K followers, [---] engagements

"Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings EP.20) On today's Manager Meeting Michael Liddy speaks with Kyle Samani and Tushar Jain. Mike is a Partner at Evanston Capital Management a $4.5 billion hedge fund of funds whose CIO Adam Blitz was a past guest on Capital Allocators. Kyle and Tushar are Co-Founders and Managing Partners of Multicoin Capital a $4.5 billion thesis-driven manager of cryptocurrencies tokens and blockchain companies. Kyle and Tushar founded Multicoin in [----] and have grown its hedge fund and venture businesses to one of the largest in the space."
YouTube Link 2022-07-13T18:11Z 19.5K followers, [---] engagements

"Taimur Hyat COO - PGIM (Investment Management Operations EP.32) Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over [---] trillion in equity fixed income real estate alternatives and multi-asset solutions. Being a strategic COO is the wave of the future and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting at McKinsey before landing in asset management with stints at Lehman Brothers and Credit Suisse Asset Management. Taimur shares his thoughts on understanding the moving parts of the big"
YouTube Link 2024-06-18T08:00Z 19.5K followers, [---] engagements

"Chris Dixon The Future of Blockchain at a16z (Capital Allocators EP.172) Chris Dixon is a General Partner at Andreesen Horowitz where he focuses on the a16z Crypto Funds. Before joining Andreesen in [----] Chris co-founded built and sold two technology companies and was a prolific seed investor founding member of Founder Collective and personal investor. At various spots along the way Chris was an investor in BuzzFeed Uber Venmo Hotel Tonight Coinbase and Oculus among many others. Our conversation covers Chris early interest in computers and business and lessons from starting companies and"
YouTube Link 2021-01-18T12:06Z 19.5K followers, [---] engagements

"Scott Bessent - Macro Maven (EP.415) Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management the first for a decade under Stan Druckenmiller and the second for five as CIO. In between Scott launched a hedge fund retired and joined me at Protg Partners when he learned retirement wasnt for him. Following his second tour at Soros Scott started Key Square with $4.5 billion one of the largest hedge fund launches in history. Scott has been profiled in two best-selling investment books"
YouTube Link 2024-11-04T09:10Z 19.4K followers, 35.4K engagements

"Training Grounds: Wellington Management Jean Hynes (EP.423) Todays show is our third in the Training Grounds mini-series following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the worlds largest privately held asset managers managing over $1.3 trillion in assets with [---] investment professionals across [--] offices and a nearly [---] year history with an unusually low level of turnover along the way. Wellington has developed recruited and retained leading global investment talent across public"
YouTube Link 2024-12-23T09:11Z 19.6K followers, [---] engagements

"Gordon Barnes EVP Head of Portfolio Group - Bain Capital Partnership Strategies (IMOps EP.10) Gordon Barnes is the Executive Vice President and the Head of Portfolio Group on the Bain Capital Partnership Strategies team a group that manages assets primarily for Bain Capitals partners in strategies that diversify away from the equity-orientation of the firms core. Colin Campbell the groups co-head was a previous guest on Capital Allocators and that conversation is replayed in the feed for context on the groups approach to investing in esoteric assets. Prior to Bain Capital Gordon was a"
YouTube Link 2023-10-10T16:09Z 19.6K followers, [---] engagements

"Lauren Dillard CFO - Vista Equity Partners (Investment Management Operations Ep.01) Lauren Dillard is the CFO of Vista Equity Partners a private equity firm with over $96 billion in assets under management and over [--] years investing exclusively in enterprise software. Before joining Vista she was the Executive Vice President of Nasdaqs Investment Intelligence Division where she oversaw the company's data index and analytics divisions. Prior to Nasdaq Lauren spent [--] years at Carlyle where she served as the Head of the Investment Solutions unit and was a member of the Management Committee and"
YouTube Link 2023-07-07T15:51Z 19.6K followers, [---] engagements

"Renata Quintini and Roseanne Wincek Renegade Spin-Out in the Supercritical Stage Venture is. Renata Quintini and Roseanne Wincek are the Co-Founders and Managing Partners of Renegade Partners a venture capital firm they launched in [----] after each experienced life inside top-notch venture firms Renata at Felicis and Lux and Rosanne at Canaan Partners and IVP. They raised a first fund of $100 million to focus on the Supercritical Stage of a companys development. Our conversation discusses the dynamics of a venture capital spinout and the nuances of a stage-focused strategy. First we dive into"
YouTube Link 2022-07-08T18:46Z 19.6K followers, [---] engagements

"Rick Heitzmann New York Venture Investing at FirstMark Capital (EP.350) Rick Heitzmann is the founder and Managing Partner of FirstMark Capital a network-driven seed and series A venture capital firm managing $3.5 billion that backs entrepreneurs in high-growth consumer and enterprise technology sectors focused in New York City. some of FirstMarks past wins include Pinterest DraftKings Shopify Upwork StubHub and Airbnb and Rick has been named to the Forbes Midas List as one of the worlds top venture capitalists for the last four years in a row. Rick is a one-man treasure trove of venture"
YouTube Link 2023-11-13T09:15Z 19.6K followers, [---] engagements

"Nicole Adrien Chief Product Officer - Oaktree Capital Management (IMOps EP.33) Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs and how she turned a summer internship during business school into a career at Oaktree. Working with clients today is all about transparency speed and accuracy. We discuss how exogenous factors from the GFC have shaped client demands and how Oaktree transformed its business to"
YouTube Link 2024-07-02T08:00Z 19.6K followers, [---] engagements

"Training Grounds: Bain Capital John Connaughton (EP.395) Todays show is the second in an ongoing mini-series discussing Training Grounds organizations that have developed industry leaders. The first episode discussed Carnegie Corporation where over a dozen years [--] of the [--] investment professionals that came through the doors became CIOs at Carnegie or other institutions. Bain Capital is one of the worlds largest private alternative investment firms. The firm was founded [--] years ago with a half dozen team members managing a $37 million growth equity fund and has expanded to [----] people 180"
YouTube Link 2024-07-08T08:08Z 19.6K followers, [----] engagements

"Mark Sullivan and Roberto Isch Hedge Fund Investing at Wellington (EP.427) Mark Sullivan and Roberto Isch are Partners at Wellington Management the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies added a multi-asset fund-of-funds and most recently built a market-neutral platform overseen by Mark and Roberto. Our conversation covers the history and current state of hedge fund"
YouTube Link 2025-01-16T09:08Z 19.6K followers, [---] engagements

"Richard Craib Crowdsourcing Data Science for Returns at Numerai (Capital Allocators EP.314) Todays Sponsored Insight is from Richard Craib the Founder and CEO of Numerai a machine learning-based hedge fund launched in [----] that crowdsources models from data scientists around the world to predict stock returns incentivizes participation through cryptocurrency and centralizes portfolio construction and risk management. Our conversation covers Richards background some basics of data science and the Numerai thesis. We discuss the firms idea generation incentive system quantitative modeling"
YouTube Link 2023-05-11T08:17Z 19.6K followers, [---] engagements

"Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators EP.100) Tim Recker is the CIO of the $2.4 billion James Irvine Foundation. He joined the foundation in [----] after spending a decade in private equity and real assets for the University of California Regents four years overseeing Alternatives at the Michigan Retirement System and his early years at GE Asset Management Our conversation covers Tims career path the culture and structure at GE and Michigan Retirement and co-investments at UC Regents. We then turn to the intricacies of managing a highly concentrated"
YouTube Link 2022-07-21T17:04Z 19.6K followers, [---] engagements

"Josh Wolfe Caution and Innovation at Lux Capital Venture is Eating the Investment World [--] . Josh Wolfe is the Co-Founder and Managing Partner of Lux Capital a $4 billion venture capital firm that invests in solutions to the most vexing puzzles of our time. Josh described his background and Luxs approach back in [----] on the show and that conversation is replayed in the feed. This time around we dive into Joshs cautious perspective on the venture landscape and how it impacts Luxs investment process. We then turn to updates on companies we last discussed and a handful of directional arrows of"
YouTube Link 2022-07-08T18:52Z 19.6K followers, [---] engagements

"Jean Hynes Inside Wellington Management (Capital Allocators EP.82) Jean Hynes is a Managing Partner at Wellington Management where she one of three people responsible for the governance of Wellingtons storied partnership. Jean also is the sector leader of the firms healthcare team that manages the Vanguard Healthcare Fund three global healthcare hedge funds and global healthcare sector portfolios. She joined Wellington after graduating from college in [----] and has been at the firm ever since. Our conversation covers Wellingtons humanistic culture its evolution from a U.S. value shop to a"
YouTube Link 2022-09-20T00:38Z 19.6K followers, [---] engagements

"Jason Ment COO - StepStone Group (Investment Management Operations EP.22) Jason Ment is the president and Co-COO of StepStone Group a global private markets investment firm focused on providing customized investment solutions advisory and data services on behalf of clients representing $659B. I really enjoyed this wide-ranging discussion on what is just around the corner in private markets. We cover his career path from law school to his time at Citigroup which eventually becomes part of StepStone during the great financial crisis. We then cover the growth of StepStone and how to keep your"
YouTube Link 2024-02-27T09:00Z 19.6K followers, [---] engagements

"Classic Deal: HCA Chris Gordon Bain Capital (EP.335) Next week well release the first episode of Season [--] of Private Equity Deals this time focusing on deals in the middle market. As an interlude between Season [--] and [--] this weeks show is a classic its Bain Capital and KKRs take private of Hospital Corporation of America (HCA) in [----]. The $33 billion club deal was the largest private equity transaction in history at the time and was significantly larger than any deal since KKRs famous run at RJR Nabisco in the late 1980s. The HCA deal showed the private equity industry the scale of what was"
YouTube Link 2023-08-28T08:15Z 19.6K followers, [----] engagements

"Private Equity Masters 5: Virginie Morgon Eurazeo (Capital Allocators EP. 204) Virginie Morgon is the CEO of Eurazeo a publicly listed asset manager thats one of Europes leading private equity investors with more than $26 billion in assets including $8 billion in permanent capital across private equity private debt and real asset strategies. Our conversation covers Virginies background transition to private equity and Eurazeos rich history. We discuss the business strategy under her leadership longstanding emphasis on ESG European focus investment strategy and outlook for Eurazeo going"
YouTube Link 2022-07-14T19:09Z 19.6K followers, [---] engagements

"Sustainable Investing 2: Liqian Ma Allocator Perspective (Capital Allocators EP.140) Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. Liqian developed an early interest in the climate growing up in a coal-dependent city in China. He began focusing on sustainable investing over a decade ago and leads Cambridge Associates work with its [---] clients focused on the space. Our conversation provides an allocators overview of sustainable investing. We start with Liqians path and turn to how interested investors go about creating and implementing sustainable investment"
YouTube Link 2022-07-20T17:17Z 19.6K followers, [---] engagements

"Michael Carmen Late-Stage Private Investing at Wellington (EP.332) Todays Sponsored Insight features Michael Carmen the Co-Head of Private Investments at Wellington Management. Wellingtons Private Investment platform has $8 billion in committed capital investing across technology consumer health care and financial services. Michael helped launch the firms first private equity fund in [----] bringing Wellingtons broad scope to late-stage venture-backed companies. He previously invested in diversified small- and mid-cap public equities. Our conversation covers Michaels early career path to"
YouTube Link 2023-08-10T08:46Z 19.6K followers, [---] engagements

"Kipp deVeer The World of Private Credit at Ares (EP.329) Kipp deVeer is a Director and Partner of Ares Management the $30 billon market cap public company (ARES) that manages $360 billion in assets including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group CEO of the public BDC Ares Capital Corporation (ARCC) and a member of the Executive Management Committee. Our conversation covers Kipps path to Ares the business and credit markets twenty years ago and the exponential growth of Ares since. We turn to the firms research process across"
YouTube Link 2023-07-24T08:17Z 19.6K followers, [----] engagements

"David Breach Software Specialist Enters Private Wealth (Private Wealth [--] EP.450) 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 Vistas founder was a past guest on the show and that conversation is replayed in the feed. Our conversation centers on Vistas strategic expansion into the private wealth channel. David shares the firms rationale"
YouTube Link 2025-06-10T13:01Z 19.6K followers, [----] engagements

"Josh Wolfe Seeing the Lux (Capital Allocators EP.65) 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. Joshs innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing. Our conversation covers Joshs early passion for science and finance building a competitive advantage in venture capital from scratch sourcing ideas conducting due diligence making investment decisions"
YouTube Link 2022-09-20T19:49Z 19.6K followers, [---] engagements

"Josh Wolfe & Brett McGurk Venture Geopolitics and the Next Frontier (EP.476) Josh Wolfe and Brett McGurk 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 [----] discusses his story including phrases: 'chips in shoulders put chips in pockets' 'failure comes from a failure to imagine failure' and 'directional arrows of progress.' Brett joined Lux last year following a 20-year career in public service where he"
YouTube Link 2025-12-08T10:01Z 19.6K followers, [---] engagements

"Clarke Futch Healthcare Royalty Partners (First Meeting EP.20) Clarke Futch is a co-founder Managing Partner and Chairman of the Investment Committee at Healthcare Royalty Partners an investment firm that purchases royalties and uses debt-like instruments to generate non-correlated return streams from biopharmaceutical assets. The firm is a leader in the space and has invested over $3 billion in [--] investments since its founding [--] years ago. Our conversation covers Clarkes background in investment banking and path to pharmaceutical royalties in the earliest days of the business. We discuss"
YouTube Link 2022-07-20T17:17Z 19.6K followers, [---] engagements

"Matthew Granade Inside Data Science at Point72 (First Meeting EP.22) Matthew Granade is Chief Market Intelligence Officer at Point72 and the Managing Partner of Point72 Ventures. Matthew oversees all proprietary research and data efforts at the firm manages several of the internal systematic strategies leads early stage venture investing and recently launched Hyperscale a new strategy that invests in AI-driven startups and connects them with operating companies to build model-driven businesses. Before joining Point72 Matthew started his investment career at Bridgewater and later was a"
YouTube Link 2022-07-20T14:55Z 19.6K followers, [----] engagements

"WTT - NAV Loans: Canary or the Gold Mine NAV loans are the latest development in private equity. Private credit managers see NAV loans as gold mines. Private equity managers are testing the waters. LPs whose capital is at risk are on the lookout for trouble. Ive been thinking about NAV loans and what they might mean for private equity participants. Read Teds blog here"
YouTube Link 2023-10-14T08:06Z 19.6K followers, [---] engagements

"Mike Gitlin The Century of Capital Group (EP.479) Todays 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 [----] associates have historically experienced a fraction of the turnover of industry norms. My guest is Mike Gitlin the CEO of Capital Group known for its long-term philosophy private ownership and multi-manager investment system. Founded in [----] by Johnathan Bell Lovelace Capital Group"
YouTube Link 2026-01-05T10:01Z 19.6K followers, [---] engagements

"Hugh MacArthur - Private Equitys Challenges and Opportunities (EP.453) Hugh MacArthur is the Chairman of Bain & Companys Global Private Equity Practice which he helped found more than thirty years ago. Hughs consulting team works on around [----] 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 conversation covers Bains work in private equity across due diligence sourcing value added support and strategy for both GP and LP organizations. We then discuss findings from Bains"
YouTube Link 2025-06-23T18:23Z 19.6K followers, [----] engagements

"Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators EP.274) On todays show well discuss another empty room an opportunity ignored by most investors because they either dont want to or cant participate. Andy Acker is a Portfolio Manager at our anchor sponsor Janus Henderson Investors where he manages the firms healthcare strategies. Janus Henderson is a global asset manager with $300B in assets under management and Andy oversees the firms Global Life Sciences strategy and its Biotechnology strategy. Biotech stocks have been crushed despite significant advances"
YouTube Link 2022-10-06T08:18Z 19.6K followers, [---] engagements

"CD&R Ravi Sachdev & Ron Williams - Scaled Growth Equity at agilon health (S.1 EP.08) Original Publish Date: 12/21/2022 Ravi Sachdev is a Partner and Ron Williams is an Operating Advisor at Clayton Dubilier & Rice a global private equity firm with $57 billion in assets under management that was founded in [----]. agilon health is a company CD&R created from the purchase of two businesses in [----] and grew using aspects of buyout venture capital and growth equity investment strategies. The business assists primary care physicians transition from a traditional fee for service model to an outcomes"
YouTube Link 2022-12-23T13:59Z 19.6K followers, [----] engagements

"Kathy Xu Venture in China at Capital Today Venture is Eating the Investment World [--] . Kathy Xu is the Founding Partner of Capital Today a $2.5 billion firm that is one of the top venture capitalists in China. Capital Today strives to help small and mid-sized companies become the leading brands in China. Over the years some of their winners include JD.com Mei Tuan VIP Shop and Ctrip. Our conversation covers Kathys upbringing in China early professional career in venture and start as an entrepreneur. We discuss her vision for Capital Today the three ways they help entrepreneurs sourcing ideas"
YouTube Link 2022-07-08T18:13Z 19.6K followers, [---] engagements

"Daniel Graa Janus Henderson Investors Emerging Markets Equity (Manager Meetings EP.13) Todays episode of Manager Meetings is our first sponsored show with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graa who is responsible for Janus Hendersons emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under management. Our conversation covers some stories of the wild west early days in emerging markets Daniels strategy focusing on the intersection of good companies with good governance and good countries portfolio"
YouTube Link 2022-07-13T18:40Z 19.6K followers, [---] engagements

"Magnus Grimeland Day Zero Investing at Antler (EP.369) Magnus Grimeland is the CEO and founder of Antler the worlds largest day zero investor. Antlers pre-seed strategy canvasses [--] countries [----] portfolio companies 8000+ founders and over [------] annual applications for [----] spots in its residency programs. Magnus founded Antler in [----] after serving as the co-founder of Zalora a tech-enable fashion brand in Asia. Our conversation covers Magnus journey from growing up in rural Norway to developing a global startup platform characteristics of successful entrepreneurs and the process for"
YouTube Link 2024-02-15T14:21Z 19.6K followers, [---] engagements

"Fabrice Grinda Canvassing Seed Stage Marketplaces at FJ Labs Venture is Eating the. Fabrice Grinda is an entrepreneur angel investor and founder of FJ Labs a venture capital firm that backs a diversified portfolio of startups in marketplace businesses. The firm takes a founder-friendly non-institutional approach employing heuristics to formulate quick decisions. Our conversation covers Fabrices path as a serial entrepreneur and lessons learned building and investing in marketplaces. We discuss FJ Labs unique investment process focused on four investment heuristics and expeditious decision"
YouTube Link 2022-07-13T17:45Z 19.6K followers, [---] engagements

"Scott Kupor - Andreessen Horowitz (First Meeting EP.07) Scott Kupor is the managing partner at Andreessen Horowitz also known as a16z for the [--] letters between the A in Andreessen and the z in Horowitz. Scott is responsible for all operational aspects of running the firm. He joined Andreessen at its inception in [----] and has overseen its rapid growth from three employees and $300 million under management to [---] employees managing in excess of $10 billion. Scott has served on a number of industry-related Boards including as Chairman of the Board of the National Venture Capital Association and"
YouTube Link 2022-07-21T11:55Z 19.6K followers, [---] engagements

"Chris Douvos The LPs Perspective from Ahoy Capital Venture is Eating the Investment. Chris Douvos is the Founder and Managing Director of Ahoy Capital where he invests in early-stage venture funds and co-invests alongside his managers. Chris has been a fixture in venture capital for nearly two decades and was an early guest on the show back in [----]. That replay is posted in the feed. Our conversation offers an LP perspective on the venture landscape covering the current environment range of players in the early stage and how Chris is navigating the landscape. Subscribe to the mailing list:"
YouTube Link 2022-07-13T17:43Z 12.9K followers, [---] engagements

"Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives set goals for the coming year and start sprinting towards those goals hopefully with enough time to calibrate our personal GPS. One part of the ritualistic sprint is conference season. Industry leaders gather at Davos for the World Economic Forum and Miami for iConnections Global Alts in January in Beverly Hills for Milken in May in Sun Valley for Allen & Company in the summer and"
YouTube Link 2025-01-06T09:05Z 14.3K followers, [--] engagements

"Michael Ovitz - Reinventing Talent and Building Momentum at Treville (EP.455) Michael Ovitz is the legendary co-founder of Creative Artists Agency where he transformed Hollywoods 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 Streisand filmmaker Steven Spielberg author Michael Crichton talk show host David Letterman the Coca Cola Company and many many more. Michael transitioned from entertainment to"
YouTube Link 2025-07-07T09:00Z 17.4K followers, [---] engagements

"Howard Marks - Navigating Private Credit (EP.439) 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 insights on the evolving credit landscape. We dive into themes from his latest Memo Gimme Credit exploring the pendulum swings in investor sentiment the rise of private credit and implications for investors."
YouTube Link 2025-04-07T08:00Z 16K followers, [----] engagements

"Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry ups and downs in fund flows and alongside friends and peers who have since retired. Yet he keeps skating to where the puck is going. Our conversation covers Bretts path to launching Tremblant including lessons from"
YouTube Link 2024-05-20T08:10Z 11.2K followers, [--] engagements

"Troy Pospisil CEO - Ontra (Investment Management Operations EP.42) This Sponsored Insight features Troy Pospisil CEO of Ontra a legaltech firm created for the private markets industry. It was great sitting down with Troy to talk about the evolution of how legal and compliance workflows are going digital. We cover his career from management consulting to the investment team at H.I.G. Capital where he saw a glaring need for better solutions with doing deals and raising funds. We discuss product development opportunities and challenges multi-stakeholder engagements and how digital-native leaders"
YouTube Link 2024-11-19T09:00Z 13.7K followers, [---] engagements

"Andr Bourbonnais Blackrock Long-Term Private Capital (First Meeting EP.04) Andr Bourbonnais is a Managing Director at Blackrock and Global Head of its newly launched Long-Term Private Capital business a multi-billion dollar permanent capital private equity fund. Andr brought thirty years of private market transaction and management experience to the role most recently as CEO and Chief Investment Officer of PSP Investments the $110 billion Montreal-based Canadian pension fund. He previously served as Senior Managing Director and Global Head of Private Investments at the Canada Pension Plan"
YouTube Link 2022-07-21T14:55Z 18.3K followers, [---] engagements

"Ben Forman - Unlocking Blockchain's Potential (EP.441) 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 [----] as part of our Crypto for Institutions mini-series and that conversation is replayed in the feed. Our conversation dives into the evolution of blockchain over the past few years including the industrys Lehman moment and subsequent recovery. We discuss Bitcoin memecoins the rise of stablecoins"
YouTube Link 2025-04-21T09:00Z 16.2K followers, [---] engagements

"Hedge Fund Master Class Craig Bergstrom Adam Blitz and Dan Fagan (Capital Allocators EP.318) Todays episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom CIO and a Managing Partner of Corbin Capital Partners Adam Blitz CEO and CIO of Evanston Capital Management and a past guest on the show and Dan Fagan portfolio manager at GIC Singapores sovereign wealth fund. All three have been in the space the better part of two decades and have both a wealth of experience and nuanced understanding to share. Our conversation covers"
YouTube Link 2023-10-24T17:23Z [----] followers, [---] engagements

"Innovation in Private Markets 2: Mark Johnson New Leaders in Private Equity at Astra. Mark Johnson is the Managing Partner of Astra Capital Management a mid-market growth buyout firm specializing in the communications and technology services sectors. Mark co-founded Astra after twenty years of experience investing at JH Whitney Blackstone and Carlyle. He partnered with seasoned deal and operating executives and brought the best practices from large shops to Astra with an entrepreneurial lens to address a focused strategy in a new way. Our conversation covers Marks unusually planned life path"
YouTube Link 2022-07-15T17:55Z 15.1K followers, [---] engagements

"CIO Greatest Hits: Multi-Family Offices - Jenny Heller (Brandywine Trust Group 2017) Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed [--] years ago to manage the capital for a small group of families that all share a long-term multi-generational time horizon. Today it oversees almost $9B for those same families much of it from compounding over a quarter century. The Group invests flexibly across asset classes with a focus on partnering with people who they believe have sustainable competitive advantages share their long-term vision and"
YouTube Link 2025-08-26T14:48Z 18K followers, [--] engagements

"CIO Greatest Hits: Endowments Scott Wilson (Washington University-St.Louis) 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-focused approach to diligence and co-investing leading to a very different portfolio construction. Its perhaps the leading example of a new approach in the endowment world. Original"
YouTube Link 2025-07-21T16:09Z 17.6K followers, [---] engagements

"REPLAY Eric Peters Trading and Evolution at One River (First Meeting EP.18) Eric Peters is the founder and CIO One River Asset Management an investment manager dedicated to delivering high conviction absolute-return strategies where each individual strategy comes out of the teams expertise in thematic macro volatility systematic and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes in which he shares macro insights through colorful anecdotes. Our conversation starts with Erics early exposure to trading macro blow-ups and the"
YouTube Link 2024-12-16T08:43Z 14K followers, [--] engagements

"Herb Wagner - Opportunistic Value at Finepoint Capital (EP.460) 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 Herbs hard work as a youth in small-town Ohio his fortuitous early entry into distressed investing and hedge funds and mentors who shaped his investing career. We then dive into the DNA that carried Herb forward to Finepoint including the"
YouTube Link 2025-09-23T10:00Z 19.5K followers, [----] engagements

"Richey Reneberg Co-Head of IR - Taconic Capital (Investment Management Operations EP.41 Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capital a global event-driven alternatives manager founded in [----] by former Goldman Sachs Partners Frank Brosens and Ken Brody. Richeys career path into the industry is atypical so I was excited to share his story. Prior to joining Taconic in [----] Richey spent thirteen years competing on the professional tennis circuit reaching a career high of #20 in the world in singles and #1 in the world in doubles. He was a five-time"
YouTube Link 2024-11-05T09:01Z 13K followers, [--] engagements

"CIO Transition Roz Hewsenian and Joshua Fenton Helmsley Trust (EP.401) Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian who served as CIO for the prior twelve years. Roz was a past guest on the show and that conversation is replayed in the feed. Our conversation follows last weeks about succession using the live example of a successful CIO transition. We discuss Rozs plan for her retirement steps to evaluate and train her successor and actions upon her retirement"
YouTube Link 2024-08-19T08:06Z 12.2K followers, [--] engagements

"Ian Charles - Private Equity's New Rules(EP.431) Ian Charles is a founding partner at Arctos Partners a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just five years Arctos has become the leading institutional investor across the five major North American sports leagues. It also serves as a strategic partner to leading private market sponsors with bespoke capital and liquidity solutions. As part of its effort to support both ecosystems Arctos publishes data-driven research and content under the Arctos Insights umbrella. Ian is a repeat guest"
YouTube Link 2025-02-10T09:11Z 14.7K followers, [--] engagements

"Kristian Fok Australias CBUS Superannuation CIO (Capital Allocators EP.66) Kristian Fok is the Chief Investment Officer of Australias A46B ($35B USD) Construction & Building Industry Superannuation Fund or CBUS. Prior to joining CBUS in [----] Kristian spent [--] years consulting to Australian Super Funds at Frontier Advisors. Australias Superannuation program mandates that employers contribute 9.5% of its employee salaries into a Super Fund which is owned by the employee like a 401k in the U.S. and grows with investment returns until retirement. The employees in turn have a choice of providers"
YouTube Link 2022-09-20T19:48Z 18.4K followers, [---] engagements

"Dan Ivascyn Fixed Income in the Limelight Again (Capital Allocators EP.298) Dan Ivascyn is the Group-CIO of PIMCO the legendary bond shop with nearly $2 trillion in assets under management. Dan arrived at PIMCO [--] years ago and assumed the Group-CIO seat in [----] where he leads portfolio management for the firms income strategies credit hedge fund and mortgage opportunistic strategies. Todays guest host is Ana Marshall the CIO of the $13 billion Hewlett Foundation and a repeat guest on the show. Ana has a longstanding relationship with Dan and PIMCO and leads us on a tour of the state of the"
YouTube Link 2023-02-20T09:13Z 17.4K followers, [---] engagements

"Alex Shahidi and Damien Bisserier Uncorrelated Return and Balanced Risk at Evoke-ARIS. Alex Shahidi and Damien Bisserier are the Co-CIOs and of Evoke Wealth and ARIS Consulting a $19 billion registered investment advisor they co-founded in [----]. Alex came at the business from a long tenure advising portfolios at Merrill Lynch and Damien joined after nine years at Bridgewater. Our conversation covers their respective backgrounds shared investment philosophy and strategy of searching for uncorrelated returns across public markets alpha strategies and private markets. We discuss the risk parity"
YouTube Link 2022-07-15T18:11Z 17.8K followers, [---] engagements

"Rob Citrone Emerging Markets Hedge Funds and Staying in the Game (Capital Allocators EP.261) Rob Citrone is the Founder of Discovery Capital Management a $2 billion global hedge fund investing across equities fixed income currencies and rates with a focus on emerging markets. Rob is one of the longest standing managers in the space and the largest investor in his fund. He trained under Julian Robertson in the heyday of Tiger Management in the mid-90s before launching Discovery in [----]. Since then the firm grew to a peak of $15 billion in assets and despite the subsequent reduction in AUM he"
YouTube Link 2023-10-20T05:17Z [----] followers, [----] engagements

"WTT: Private Equity Investing in [----] This WTT PE Investing in [----] - 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 Teds blog here"
YouTube Link 2025-04-02T08:02Z 15.2K followers, [--] engagements

"Cliff Asness - Simple Investing is Hard (EP.385) Cliff Asness is the Founder and CIO at AQR an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent comical and irreverent all wrapped into one. Our conversation covers Cliff's journey from studying market efficiency under Eugene Fama to capitalizing on market inefficiencies at AQR. We discuss regime changes in factors difficult periods for performance and AQRs business research innovation machine learning index funds pod shops areas of cognitive"
YouTube Link 2024-05-13T08:09Z 17K followers, [----] engagements

"REPLAY Marko Papic Geopolitical Alpha at Clocktower Group (Capital Allocators EP.161) 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. Markos approach is akin to Moneyball for politics challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Markos upbringing the flaws of most political analysis and his"
YouTube Link 2025-04-14T07:43Z 15.4K followers, [--] engagements

"Marcos Veremis Allocators Perspective on Blockchain (EP.254 Crypto for Institutions [--]. We kick off Crypto for Institutions [--] with Marcos Veremis. Marcos is a Partner at Accolade Partners a $4.4 billion venture fund of funds whose founder Joelle Kayden appeared on the show earlier this year. Marcos manages $1 billion in blockchain fund of fund assets across liquid and venture strategies. He is one of the most well-regarded allocators in the space having created and led the practice at Cambridge Associates before leaving to become a principal first at Evanston Capital Management and then at"
YouTube Link 2023-10-24T16:41Z [----] followers, [---] engagements

"Sonya Sawtell-Rickson Total Portfolio Approach at Australian Superannuation HESTA (EP.342) Sonya Sawtell-Rickson is the Chief Investment Officer of Australian Superannuation Fund HESTA a AUD [--] billion ($50 billion) pool dedicated to health and community service workers. HESTA services [-----] employers and a million members 80% of whom are women. Sonya is one of Australias biggest stars in employing a total portfolio approach to the management of assets. We discussed this approach in past conversations with Raff Arndt from Australia Future Fund and Matt Whineray then CEO of New Zealand Super."
YouTube Link 2023-10-09T08:19Z 17.7K followers, [---] engagements

"Ben Inker Value Investing at GMO (First Meeting EP.17) Ben Inker is the head of the Asset Allocation team at GMO a $60 billion asset manager known for its value bias under founder Jeremy Grantham. Ben joined GMO right out of college nearly thirty years ago and has been there ever since. Our conversation starts with Bens early investment lessons from renowned economics professors at Yale and how that led him to GMO upon graduation. We discuss his framework for thinking about investing and the struggles of value investing over the last decade including the impact of global dominators technology"
YouTube Link 2022-07-14T16:16Z 12.9K followers, [---] engagements

"Nigel Dawn - Secondaries in Private Markets (EP.378) Nigel Dawn is the global head of Private Capital Advisory at Evercore where he leads the secondaries business he started a decade ago. Under Nigel's leadership Evercore had become the market leader in transaction volume and is involved in approximately 30-40% of all secondaries market activity . Our conversation covers Nigel's observations on the growing secondaries market including its history rationale for LPs and GPs incentives critiques other liquidity options and advice for both sellers and buyers of GP interests. Learn More Follow Ted"
YouTube Link 2024-04-08T08:10Z 10.7K followers, [---] engagements

"REPLAY Ironclad Environmental Services Chris and Rob Michalik (Kinderhook Industries) (PE. On episode eight of season three of Private Equity Deals Chris and Rob Michalik discuss Kinderhook Industries investment in Ironclad Environmental Services. Chris and Rob are twin brothers and co-founders of Kinderhook a twenty-year-old private equity firm that manages $5 billion specializing in middle-market businesses across healthcare services environmental services and automotive/light manufacturing. Ironclad Environmental Services is a leading provider of logistics-based solutions focused on the"
YouTube Link 2024-11-11T08:48Z 13.1K followers, [--] engagements

"The biggest risk is illiquidity - Rodrigo Bitar (EP.442) Two weeks ago James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes I reached out to todays guest Rodrigo Bitar Co-founder of 3B1 Partners to get his perspective on opportunities in the region. Rodrigo was a past guest on the show three years ago and that conversation is replayed in the feed. Our conversation this time around covers the investment case for Latin America 3B1s experience"
YouTube Link 2025-05-02T17:45Z 18.2K followers, [----] engagements

"David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) David Eichhorn is the CEO and Head of Investment Strategies at NISA a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of LDI strategies. Our conversation dives into Daves twenty-five years at NISA its client-centric focus approach across fixed income and derivative strategies culture and opportunities"
YouTube Link 2024-09-02T08:11Z 12.9K followers, [---] engagements

"Mitchell Green - Lead Edge of Harnessing Networks (EP.429) Mitchell Green is the founder and managing partner of Lead Edge Capital a growth equity firm with $5 billion in assets that invests in software internet and tech-enabled businesses. Lead Edge leverages its LPs comprised of over [---] seasoned executives entrepreneurs deal makers and celebrities to connect its portfolio companies with customers partners and talent. Unlike any other firm Ive seen the impressive list of LPs is publicly available on the firms website. Our conversation covers Mitchells early exposure to business and finance"
YouTube Link 2025-01-27T09:09Z 14.5K followers, [--] engagements

"Eric Mogelof - Understanding the 401(k) Market - (EP.464) 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 Premium members that private market allocations in retirement plans may be a big deal down the road but theres no need to worry about a flood of capital hitting the private markets any time"
YouTube Link 2025-10-09T09:00Z 19.6K followers, [---] engagements

"John Mathews Steering the Largest Wirehouse at UBS (Private Wealth [--] EP.444) John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the worlds largest global wealth manager with $6 trillion in assets of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly [---] teams and [---] financial advisors. Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform the need"
YouTube Link 2025-05-12T10:30Z 17.3K followers, [---] engagements

"Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) Jon Glidden is the CIO of Delta Air Lines where he oversees the companys $16 billion pension fund. Jon joined Delta in [----] when the plan had $7.5 billion in assets a $13 billion underfunded liability and the highest actuarial expected rate of return (9%) of any company in the S&P [---]. Despite funded status that threatened the solvency of the company thirteen years ago investment performance combined with corporate contributions that offset plan payouts have improved Deltas funding status from 42% to 102% today creating the largest"
YouTube Link 2024-11-18T09:05Z 16.5K followers, [---] engagements

"Ron Biscardi Inside iConnections Global Alts (EP.367) Ron Biscardi the CEO of iConnections whose Global Alts conference in Miami is the largest capital introduction gathering in the industry. In addition to the annual event iConnections hosts an annual charity cap intro event and provides its technology platform to connect the industry year-round. Last week I joined [----] industry peers in Miami at Global Alts. The main event at the conference were an incredible [-----] one-on-one meetings between allocators and managers. As a side show I grabbed Ron on the podcast stage to get a closer look at"
YouTube Link 2024-02-08T09:18Z 12.9K followers, [---] engagements

"Striking Oil CrownRock by Lime Rock Capital (EP.428) When you think of the greatest private equity deals of all time names like Google Facebook Uber Dell and Hilton come to mind. After a recent episode of Private Equity Deals you might also think about 3Gs acquisition of Burger King. But Id bet you wouldnt think about an oil and gas play called CrownRock. Lime Rock Capital created CrownRock alongside a management team with $96.5 million of cash and assets in [----]. Seventeen years later sold the business to Occidental Petroleum for $12.5 billion. Lime Rocks original investment made 79x its"
YouTube Link 2025-01-20T09:11Z 14.5K followers, [---] engagements

"Todd Simkin - Game of Trading at Susquehanna (EP.399) Todd Simkin is an Associate Director at Susquehanna International Group a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to decision-making. Todd is also the CEO of Susquehanna Re his latest role in a 27-year tenure at SIG that has spanned trading strategic initiatives and trader education. Our conversation covers the history of SIG alongside Todds roles trader development the art and science of trading risk management recruiting talent competitive advantages luck"
YouTube Link 2024-08-05T08:10Z 12.9K followers, [----] engagements

"WTT: The Power of Private Equity My latest book Private Equity Deals: Lessons in investing dealmaking and operations from private equity professionals arrives next week. This post shares how this book came to be a glimpse at whats inside and a rebuttal of common criticisms of private equity. Read Teds blog here"
YouTube Link 2024-09-04T08:01Z 14.5K followers, [---] engagements

"Rodrigo Bitar - Overlooked Opportunities in Latin America (EP.442) Two weeks ago James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes I reached out to todays guest Rodrigo Bitar Co-founder of 3B1 Partners to get his perspective on opportunities in the region. Rodrigo was a past guest on the show three years ago and that conversation is replayed in the feed. Our conversation this time around covers the investment case for Latin America 3B1s"
YouTube Link 2025-04-28T19:21Z 16.7K followers, [---] engagements

"Meghan Reynolds: Building Billion Dollar Relationships at Altimeter Capital EP. [---] Meghan Reynolds Art of Capital Formation 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. Shes like the private equity version of my friend and partner Rahul Moodgal bringing a keen understanding of LPs and a relationship-focused approach to her role. Our conversation covers Meghans experience building and maintaining"
YouTube Link 2025-03-31T09:00Z 15.2K followers, [---] engagements

"Emi Larson COO - UCLA Investment Company (Investment Management Operations EP.46) Emi Larson is the COO of UCLAs endowment. Emi shares what its like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university. We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits keep up with growing business complexity the challenges with West Coast hiring and how overbuilding select parts of your tech stack can help you scale. I would like to"
YouTube Link 2025-01-14T17:11Z 14.4K followers, [---] engagements

"David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) David Zorub is the Founder and CIO of Parsifal Capital Management a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and shorts across geographies sectors and capital structures. David joined me on the show a few months before he launched Parsifal six years ago to discuss his plans. We got back together to talk about whats happened since. Our conversation covers the headwinds facing fundamental investing Parsifals approach to counter those challenges and the investment and business processes that led"
YouTube Link 2025-03-03T09:06Z 14.9K followers, [--] engagements

"Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes in which he shares macro insights. Hes twice been a guest on the show discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed. Since then many of One Rivers strategies played out well during Covid and Coinbase acquired One River Digital Asset Management in March [----]. We got back together to discuss how"
YouTube Link 2024-12-16T09:12Z 14K followers, [---] engagements

"Bain Capital David Humphrey and Devin O'Reilly - Partnering Merging & Growing at Zelis (S1 EP.6) Dave is the Co-Head of Bain Capitals North America Private Equity business and a Managing Director in the TMT vertical. Devin is the Head of the firms North America Healthcare vertical. Bain Capital manages $160 billion about half of which is in private equity. Its CEO John Connaughton was a past guest on Capital Allocators and that conversation is replayed in the feed. Zelis is a healthcare and financial technology company that addresses the most abrasive aspects of the healthcare system. It"
YouTube Link 2022-11-28T15:38Z 18.4K followers, [---] engagements

"Succession - Sarah Samuels on Generational Transitions (EP.400) As the first generation of investment firm founders approaches retirement age the issue of succession to the next generation is increasingly at hand. Weve seen several successful transitions of firms many that havent survived their founders and an entire sub-industry arise to help facilitate generational transfers across GP stakes public offerings and structured transactions. With both managers and allocators thinking more about the inevitability of succession I thought it would be helpful to share what a leading allocator who"
YouTube Link 2024-08-12T08:08Z 12.1K followers, [--] engagements

"CIO Greatest Hits: Hedge Funds - Dan Fagan Adam Blitz and Craig Bergstrom This is a true hedge fund master class. We convened a panel of three longstanding investors in the space Craig Bergstrom CIO and a Managing Partner of Corbin Capital Partners Adam Blitz CEO and CIO of Evanston Capital Management and a past guest on the show and Dan Fagan portfolio manager at GIC Singapores sovereign wealth fund. All three have been in the space the better part of two decades and have both a wealth of experience and nuanced understanding to share. Our conversation covers their respective investment"
YouTube Link 2025-08-18T11:05Z 18.3K followers, [---] engagements

"Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) Mike Maples Jr. is a partner at Floodgate a pre-seed and seed-stage venture capital firm he co-founded in [----] with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter Lyft Twitch Okta and many others in their earliest stages. Attempting to understand if he had been lucky or skillful Mike studied venture winners and created a framework to describe startup capitalism which he writes about in his recently released book Pattern Breakers: Why Some Start-Ups Change the Future. Our"
YouTube Link 2024-09-16T08:08Z 12.9K followers, [---] engagements

"Shiloh Bates CLO Investing at Flat Rock Global (EP.379) Shiloh Bates is the Chief Investment Officer at Flat Rock Global an alternative credit manager specializing in the junior tranches of CLOs. Last year Shiloh published CLO Investing a comprehensive review of the structure payoff rules and historical performance of CLOs. Our conversation covers Shiloh's twenty-five years spent in and around the space an overview of the market the characteristics of CLOs the attractiveness of CLO equity relative to other credit opportunities and Flat Rocks approach to investing in CLO equity and BBs."
YouTube Link 2024-04-11T08:06Z 17.5K followers, [----] engagements

"Bob Oros - RIA Perspective at Hightower (Private Wealth [--] EP.452) 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 [----]. During the last six years he oversaw fifty acquisitions of RIAs that he integrated under Hightowers Well-th Rebalanced culture. Our conversation shares a perspective on how RIAs function and allocate capital at scale. We cover the evolution of"
YouTube Link 2025-06-18T01:25Z 17.8K followers, [---] engagements

"Kathleen Servidea GC & CCO - Gallatin Point Capital (Investment Management Operations EP.48) Kathleen Servidea is the General Counsel and CCO at Gallatin Point Capital a private investment firm that specializes in making opportunistic investments in financial institutions services and assets. We cant ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is how do we do it properly So I turned to Kathleen to get her insights on bringing AI in house. We cover a range of topics like how to develop an AI policy how do we identify and assess the growing"
YouTube Link 2025-03-18T08:00Z 15.5K followers, [---] engagements

"Toby Rodes - Unlocking Value in Japan (EP.407) Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Tobys deep-rooted fascination with Japan his education in Japanese culture and his transition to investing on the sell side and at GMO. We turn to the past false starts of Japanese activism recent changes in corporate governance and Kanames process to take advantage of the opportunity. Lastly we touch on value traps the carry"
YouTube Link 2024-09-23T08:12Z 14.9K followers, [---] engagements

"The End of US Exceptionalism - Louis-Vincent Gave EP.440 Last week was one of the most volatile in market history. In the last twenty-five years its 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 macroeconomics and geopolitics on Friday to share their assessment of the changing landscape. My guests are James Aitken Marko Papic and Louis-Vincent Gave. James is the founder of Aitken Advisors"
YouTube Link 2025-04-21T20:58Z 18.2K followers, [----] engagements

"CIO Greatest Hits: Multi-Family Offices - Stan Miranda (Partners Capital) Stan Miranda is the Co-Founder and Chairman Emeritus of Partners Capital a $50 billion OCIO that started in [----] as a solution for private equity founders. Earlier in his career Stan spent [--] years at Bain & Company rising to Chairman of the Worldwide Executive Committee and leading its private equity practice. Our conversation covers the founding of Partners learning the endowment model from first principles and scaling Partners over the years since. We discuss the firms original interpretation of the endowment model"
YouTube Link 2025-08-26T14:55Z 18K followers, [---] engagements

"Matt Spielman - Igniting Careers and Energizing Lives - (EP.463) Matt Spielman is the 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 individuals goals and helps execute. Our conversation this time builds on that foundation with what Matt has learned since. We explore the challenges of leadership at the top the personality dynamics that shape"
YouTube Link 2025-10-06T09:05Z 19.6K followers, [---] engagements

"WTT: Yale Backs Emerging Managers and Then What The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. Ive been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale emerging managers and other allocators have opportunities and risks arising from the program including some potential unintended consequences. Read Teds blog here"
YouTube Link 2024-10-25T08:10Z 18.4K followers, [---] engagements

"REPLAY Louis-Vincent Gave Macro Consequences of Government Sanctions (Capital Allocators. 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 [----] and has become a go-to source for creative research on global economics and asset allocation particularly in China. He recently penned CYA as a Guiding Principle dissecting the consequences of Western government responses to Russias invasion of Ukraine. He joined me to"
YouTube Link 2025-04-14T07:57Z 15.4K followers, [--] engagements

"Jon Hirtle The Pioneer of OCIO (Capital Allocators EP.98) Jon Hirtle is the Executive Chairman at Hirtle Callaghan & Co. a $20 billion Outsourced CIO business he founded in [----]. Hirtle Callaghan retains the distinction of initiating the OCIO model that is flourishing in the market today. Our conversation covers leadership lessons from Jons experience in the Marines and at Goldman Sachs the genesis of the idea to create Hirtle Callaghan the structure culture philosophy and execution of their investing Jons outlook on emerging markets the economy private equity and credit and the concept of"
YouTube Link 2022-07-21T17:13Z 14.8K followers, [---] engagements

"Adrian Meli - Active Equity Excellence at Eagle (EP.459) 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 [----] from the hedge fund world and has helped build a team almost entirely comprised of analysts with similar DNA. Our conversation covers Adrians early passion for finding value path to investing and transition from the hedge fund world to long-only at Eagle. We discuss Adrians rationale for moving towards long-only building a team of similar-minded analysts finding a right"
YouTube Link 2025-09-22T15:44Z 19.5K followers, [---] engagements

"Chris Heller - Ten Years of Weird Alternatives (EP.420) Chris Heller is the Co-Founder of Cordillera Investment Partners a $1.6 billion manager of non-correlated niche investments or weird alternatives. Cordillera looks for investments ahead of the crowd that offer compelling returns and significant diversification. Chris came on the podcast two years ago in our Manager Meeting series interviewed by FEGs Greg Dowling and that conversation is replayed in the feed. Our follow-up covers lessons learned over ten years of focusing on off-the-run investments. We reflect on Cordilleras strategy"
YouTube Link 2024-12-02T09:09Z 13.9K followers, [---] engagements

"Jon Madorsky - Navigating the Evolution of Private Equity Secondaries (EP.448) Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm [--] years ago and has participated in the growth of the secondaries business from its earliest stages. His partner Alex Abell joined me on the show last year and that conversation is replayed in the feed. Our conversation covers the history and maturation of the secondaries market from a red-headed"
YouTube Link 2025-05-29T20:18Z 17.3K followers, [---] engagements

"Paul Marshall [--] Lessons from [--] years at Marshall Wace (Capital Allocators EP.157) Paul Marshall is a co-founder and Chairman of Marshall Wace Asst Management which is Europes largest hedge fund overseeing $48 billion. The firm specializes in long-short equity management and notably combines fundamental investing with systematic and quantitative strategies. Paul recently authored the book [--] Lessons from Experience: Perspectives on Fund Management and the show completes a trifecta of consecutive book authors whose work I thoroughly enjoyed this summer. Alongside his long history in the"
YouTube Link 2020-11-09T15:57Z 18.1K followers, [----] engagements

"Friends Reunion [--] - Five Allocators Riff on Investing (EP.454) This 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 investment ideas and perspectives through cycles and this conversation continues the tradition two years after their last appearance on the show. We kick off with a lighthearted round of Final"
YouTube Link 2025-07-09T17:06Z 17.5K followers, [---] engagements

"Sarah Samuels Framework and Rigor at NEPC (Capital Allocators EP.264) Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities credit hedge funds and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought to bring the best of both worlds to her role at NEPC. Our conversation covers Sarahs early career investing time in the allocator seat at Mass PRIM and Wellesley College and decision"
YouTube Link 2022-08-01T08:13Z 15.1K followers, [---] engagements

"Kristin Kallergis Rowland on access to private markets (EP.447) Kristen Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgans $3 trillion private bank. The Private Banks investment approach resembles that of many institutions with centralized research manager selection and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan spanning investment functions and"
YouTube Link 2025-05-27T18:26Z 17.1K followers, [----] engagements

"Donald Miller - Building a Story Brand (EP.426) Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don helps businesses clarify their message so customers will listen. His latest book Building a Storybrand [---] is a revised edition of one of the most succinct impactful and actionable books Ive come across on storytelling. Our conversation covers Dons most important lessons in telling a story that resonates with customers including the seven elements of story structure and key components of each. Don"
YouTube Link 2025-01-13T09:07Z 14.4K followers, [---] engagements

"The End of US Exceptionalism Global Market Shifts & Investment Opportunities - EP.440 Last week was one of the most volatile in market history. In the last twenty-five years its 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 macroeconomics and geopolitics on Friday to share their assessment of the changing landscape. My guests are James Aitken Marko Papic and Louis-Vincent Gave. James is"
YouTube Link 2025-04-17T15:32Z 18.2K followers, 22.2K engagements

"Michael Sidgmore - Alternatives Go Mainstream (Private Wealth [--] EP.443) Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast which explores the intersection of private markets technology and wealth management. His career spans early roles at Goldman Sachs and iCapital experience building businesses in fintech and asset management and investing across the private market ecosystem. Our conversation offers an in-depth introduction to the intersection of private markets and private wealth. We discuss the origins of Alt Goes Mainstream the"
YouTube Link 2025-05-05T08:00Z 17.8K followers, [---] engagements

"Michael Rees Inside GP Stakes at Dyal Capital (Capital Allocators EP.278) Michael Rees is the Founder and Head of Dyal Capital Partners and Co-President of public company Blue Owl (OWL) after Dyals merger with Owl Rock last year. Dyal is the market leader in buying General Partner stakes from established private equity and alternative asset managers and oversees $45 billion in its strategy. Our conversation covers Michaels background the early years of minority stakes motivations of sellers changing perceptions of the business and return profile of investments. We then turn to Dyals process"
YouTube Link 2022-10-31T08:15Z 14.1K followers, [----] engagements

"Geopolitical Uncertainty James Aitken Louis-Vincent Gave and Marko Papic (EP.440) Geopolitical Uncertainty James Aitken Louis-Vincent Gave and Marko Papic (EP.440)"
YouTube Link 2025-04-14T08:12Z 15.5K followers, [----] engagements

"Mike Mauz - Escape Velocity for CPG Brands at VMG Partners (First Meeting EP.16) Mike Mauz is the General Partner at VMG Partners which is one of those little known closed capacity private equity firms that a small number of top institutions have loyally invested with since its founding [--] years ago. VMG manages $2 billion focused solely on building iconic consumer brands and has an astonishing record of delivering a 45% IRR to its LPs since inception. Our conversation covers Mikes path from banking to private equity investing VMGs thesis in the CPG space its investment criteria sourcing work"
YouTube Link 2022-07-14T16:15Z 17.8K followers, [---] engagements

"Tom Lenehan Taking the Helm at the Wallace Foundation (Capital Allocators EP.246) Tom Lenehan is the CIO at the Wallace Foundation where he oversees $2 billion for the New York City-based Foundation whose mission is to foster equity and improvements in learning and enrichment for young people. Tom is only the second CIO in Wallaces history having taken over the helm in January [----]. Before joining Wallace he served as deputy CIO of Rockefeller University under longtime CIO Amy Falls and appeared as the 4th guest on Capital Allocators back in [----]. That replay is available in the feed and"
YouTube Link 2022-07-07T20:40Z 17K followers, [---] engagements

"Year in Review [----] (EP.424) For this years annual review our CEO Hank Strmac and I sat down to discuss where weve been and where were headed. Our conversation covers the best blogs and podcasts of the year my investment activity whats top of mind for allocators and managers our upcoming podcasts Summits and CAU education courses in [----] the team who makes it all happen and a few closing questions. I hope you find the conversation engaging and informative. Wishing you a very happy and prosperous new year. Head of Business Development Job Posting Learn More Follow Ted on Twitter at @tseides or"
YouTube Link 2024-12-30T09:07Z 14.2K followers, [--] engagements

"Matt Miller Crossing the Energy Divide at Grey Rock (EP.412) Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in [----]. Today the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matts path to the energy sector and founding of Grey Rock the ongoing need for natural resources and the identification of dislocations that create niche opportunities. We turn to Grey Rocks own energy"
YouTube Link 2024-10-14T08:05Z 17.8K followers, [---] engagements

"Ben Hunt - The Stories that Drive Markets (EP.393) Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners where he writes and invests through the lens of narratives or in his words If a price moves it is because a human told themselves a story. Before turning to investing twenty years ago Ben was a tenured political science professor and founder of two technology companies. He has been studying trends using what we now call big data ever since his first book about predicting international conflict in [----]. Our conversation covers Bens path to finance the power"
YouTube Link 2024-06-24T08:09Z 11.6K followers, [---] engagements

"Alan Forman Yale Endowment Real Estate (EP.340) Alan Forman is the former Director of Real Estate at the Yale Investments Office where he spent [----] years before retiring last year. For three decades Alan was one of the core four at Yale alongside David Swensen Dean Takahashi and Tim Sullivan. In his next chapter he hung a shingle named Blue Orchard Capital where he works with real estate managers to help them understand best practices in the industry. In our conversation Alan shares rare insight into Yales investment operation and in particular highlights the consistent and essential"
YouTube Link 2023-09-25T08:27Z 13K followers, [---] engagements

"SPECIAL ANNOUNCEMENT: Capital Allocators Coaching We are excited to launch our latest initiative - Capital Allocators Coaching. Weve 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: https://www.capitalallocators.com/coaching/"
YouTube Link 2025-03-30T16:56Z 15.2K followers, [--] engagements

"Joe Lonsdale Entrepreneurship and 8VC (First Meeting EP.09) Joe Lonsdale is a founding partner at 8VC a leading venture capital firm that partners with top founders and entrepreneurs to build lasting technology platforms. He began working at Peter Thiels PayPal while Joe was an undergraduate at Stanford and upon graduation became an early executive at Thiels Clarium Capital which became a multi-billion dollar global macro hedge fund. From within Clarium Joe went on to become a co-founder of Palantir and later founded Addepar and OpenGov. After operating this series of successful start-ups he"
YouTube Link 2022-07-20T11:49Z 18.2K followers, [---] engagements

"Aaron Sack Branded Middle Market Investing at Morgan Stanley (Capital Allocators EP.311) My guest on todays sponsored insight is Aaron Sack the head of Morgan Stanley Capital Partners Morgan Stanley Investment Managements middle market private equity business. Our conversation covers Aarons path to Morgan Stanly sixteen years ago the strengths and weaknesses of investing under the umbrella of the bank and his teams investment principles and approach across sourcing due diligence deal making and operational improvements. We close discussing the current market dynamics competitive positioning"
YouTube Link 2023-04-27T08:11Z 16.7K followers, [---] engagements

"Stone Point Jarryd Levine - Value in Industry Specialization at Bullhorn (S1 EP.3) Jarryd is a Managing Director at Stone Point Capital where he helps lead the firms investments in the asset management merchant trading and outsourcing & technology sectors. Bullhorn is a leading global software provider for the staffing recruiting and contingent labor industry servicing over [-----] staffing agencies worldwide. Stone Point acquired Bullhorn in September [----] as the fifth private equity owner of the business. We discuss Bullhorns history Stone Points rationale for human capital as a sub-sector"
YouTube Link 2023-10-15T19:53Z [----] followers, [---] engagements

"Top [--] of 2024: #3: Cliff Asness - EP.385 We're counting down the top [--] episodes of [----]. Coming in at number three is Episode [---] with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership"
YouTube Link 2025-01-01T09:10Z 14.2K followers, [---] engagements

"Marko Papic Geopolitical Alpha at Clocktower Group (Capital Allocators EP.161) 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.Markos approach is akin to Moneyball for politics challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Markos upbringing the flaws of most political analysis and his"
YouTube Link 2020-11-09T15:58Z 15.1K followers, [---] engagements

"Sachin Khajuria Two and Twenty An Insiders Take on Private Equity (Capital Allocators. Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored Two and Twenty a fantastic insiders account of the private equity industry. Our conversation covers Sachins rationale for writing Two and Twenty the strengths of private equity areas for improvement and needs for change. We discuss the defining traits of the industry across the sourcing process depth of research use of operating executives ability to pivot and democratization of alternatives."
YouTube Link 2022-12-05T09:21Z 17.7K followers, [---] engagements

"Larry Kochard Endowment Professor (Capital Allocators EP.11) Original Publish Date: 6/12/2017 Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO) where he provides leadership connectivity to the University and responsibility for the University's $8.5 billion long-term investment pool. Before joining UVIMCO in [----] he served as Georgetown University's first in-house CIO. Prior to that he was Managing Director of Equity and Hedge Fund investments for the Virginia Retirement System. From 1997-2004 Larry was an adjunct and later full-time"
YouTube Link 2022-09-26T15:48Z 16.8K followers, [---] engagements

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
id: Provide the unique ID or screen name of the creator required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_display_name: The chosen display name for the influencer if available
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours
topic_influence: an array of social topics and the creators ranking on each topic
topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned

Creator Posts

https://lunarcrush.com/api4/public/creator/:network/:id/posts/v1

Get the top posts for a specific creator. If start time is provided the result will be the top posts by interactions for the time range. If start is not provided it will be the most recent top posts by interactions from the last [--] hours.

input parameters:

network: Network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
id: Unique ID or screen name of the creator required
start: The start time (unix timestamp) to start at. Will be rounded to the beginning of the day. If the end parameter is not provided it will just be the top posts for this day.
end: (Optional) The end time (unix timestamp) to stop at. Will be rounded to the end of the day.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/posts/v1

Example response:

{
  "data": [
    {
      "id": "2016130284664598584",
      "post_type": "tweet",
      "post_title": "Troubling",
      "post_created": 1769517892,
      "post_sentiment": 3.15,
      "post_link": "https://x.com/elonmusk/status/2016130284664598584",
      "post_image": null,
      "creator_id": "twitter::44196397",
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_followers": 234295932,
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "interactions_24h": 0,
      "interactions_total": [--------]
    }
  ]
}

Schema:

id: Unique id of the social post
post_type: The type of social post
post_title: The title text of the social post
post_created: The unix timestamp of our best indication of when the post was created
post_sentiment: The sentiment of the post is a score between [--] and [--] with [--] being very negative, [--] being neutral, and [--] being very positive. A score of [---] is considered slightly positive.
post_link: The URL to view the social post on the social network
post_image: The URL to the primary image for the post if available
creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_display_name: The chosen display name for the influencer if available
creator_followers: number of followers the account has
creator_avatar: The URL to the avatar for the creator
interactions_24h: Number of interactions in the last [--] hours
interactions_total: Number of total interactions

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

creator_id: The [network]::[unique_id] for the influencer
creator_name: The unique screen name for the influencer
creator_avatar: The URL to the avatar for the creator
creator_followers: number of followers the account has
creator_rank: ranking based on all posts in the last [--] hours that have interactions
interactions_24h: Number of interactions in the last [--] hours

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing