Home /
Podcasts /
Capital Allocators
Capital Allocators
818 episodes · by Ted Seides – Allocator and Asset Management Expert
About Capital Allocators
Capital Allocators is a podcast with 818 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com. PodLexicon indexes every episode of Capital Allocators and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on Capital Allocators
Transition from Hedge Funds to Long-Only Manager Selection and Due Diligence
Notable Guests on Capital Allocators
Recent Episodes
Best of Storytelling: Donald Miller — August 24, 2026Best of Storytelling: Matthew Dicks — August 24, 2026Best of Pre-Mortem Analysis: Gary Klein — August 17, 2026Best of Interviewing: Ted Seides — August 10, 2026WTT: The Anatomy of a Blow-Up — August 05, 2026Best of Decision-Making: Annie Duke (2018) — August 03, 2026Best of Decision-Making: Annie Duke (2022) — August 03, 2026Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514) — July 30, 2026Rebuilding the NYU Endowment – Michelle Knudsen (EP.513) — July 27, 2026Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) — July 20, 2026Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511) — July 16, 2026Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510) — July 13, 2026WTT: 5.5 Lessons at 55.5 — July 10, 2026Moat Investing Nuances – Pat Dorsey (EP.509) — July 06, 2026Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508) — June 29, 2026[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174) — June 22, 2026Homegrown CIO at Williams College - Abigail Wattley (EP.507) — June 22, 2026WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma — June 17, 2026Hotel Investing at EOS – Jonathan Wang (EP.506) — June 15, 2026Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) — June 08, 2026Operator-Led Private Equity at Ethos - Erik Brooks (EP.504) — June 01, 2026Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503) — May 25, 2026Making Mistakes – Josh Steiner (EP.502) — May 18, 2026Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501) — May 11, 2026Sloane Payne and Dave Joerger – Why Culture Matters (EP.500) — May 04, 2026Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499) — April 27, 2026Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498) — April 20, 2026[REPLAY] Randall Stutman - Admired Leadership (EP.150) — April 13, 2026Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497) — April 13, 2026Promote Giving – A New Model for Performance-Driven Giving (EP.496) — April 09, 2026Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495) — April 06, 2026Kieran Goodwin – Private Credit Concerns (EP.494) — March 30, 2026Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493) — March 23, 2026WTT: When the Benchmark Becomes a Bet — March 19, 2026Will Guidara – Unreasonable Hospitality (EP.492) — March 16, 2026Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491) — March 12, 2026Katelin Holloway – Human Side of Venture Investing at 776 (EP.490) — March 09, 2026[REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) — March 09, 2026Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) — March 02, 2026[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) — February 23, 2026Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488) — February 23, 2026Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487) — February 16, 2026WTT: Can Private Markets Normalize? — February 12, 2026[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70) — February 09, 2026Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486) — February 09, 2026[REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108) — February 09, 2026Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485) — February 05, 2026[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05) — February 02, 2026Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) — February 02, 2026Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483) — January 26, 2026
Search all Capital Allocators transcripts →