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Capital Allocators

Ted Seides

Summary

Capital Allocators is hosted by Ted Seides covering Private Equity, Risk Management, Asset Allocation, and Private Credit. Notable guests include Rajiv Jain (Chairman and CIO, GQG Partners), Erik Brooks (Co-founder and Managing Partner, Ethos Capital), John Kim (Chairman and President of Corporate Development, Lila Sciences), and Josh Steiner (Co-founder, SSW Partners & Co-author, 'From Mistakes to Meaning'). Episodes span from Feb 2025 to Jun 2026.

78episodes
1,826total claims
12topics covered
78 episodes
Contrarian Quality at GQG Partners – Rajiv Jain
Jun 8, 2026 · WITH Rajiv Jain

The current economics of the AI sector are unsustainable, characterized by massive capital expenditures ($3 trillion projected in 3 years) generating comparatively low revenue and poor returns on c...

Artificial Intelligence (AI)AI EconomicsCapital Expenditures (CapEx)Hyperscalers+13 more
Operator-Led Private Equity at Ethos - Erik Brooks
Jun 1, 2026 · WITH Erik Brooks

Ethos Capital is a middle-market private equity firm with a unique, operator-led model, integrating 16 former C-suite executives into every stage of the investment process. The firm employs a highl...

Private EquityMiddle MarketOperator-Led InvestingValue Creation+11 more
Fundraising Mastery: the Tao of Kimmer – John Kim (EP.503)
May 25, 2026 · WITH John Kim

Veteran fundraiser John Kim ($70B+ raised) shares his core philosophies on sales and persuasion, emphasizing the importance of rapport, credibility, and understanding the investor's unique perspect...

Private EquityFundraisingInvestor RelationsVenture Capital+11 more
Never Judge a Decision by Its Outcome – Josh Steiner (EP.502)
May 18, 2026
Disintermediating Pod Shops
May 11, 2026
Sloane Payne & Dave Joerger - Why Culture Matters (EP.500)
May 4, 2026
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
Apr 27, 2026
Rodney Comegys - The Mechanics of Indexing at Vanguard (EP.498)
Apr 20, 2026
Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
Apr 13, 2026
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
Apr 6, 2026
Kieran Goodwin – Private Credit Concerns (EP.494)
Mar 30, 2026
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP. 493)
Mar 23, 2026
Will Guidara – Unreasonable Hospitality (EP.492)
Mar 16, 2026
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Mar 12, 2026
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
Mar 9, 2026
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Mar 2, 2026
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
Feb 23, 2026
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
Feb 16, 2026
Stephen Gilmore – CalPERS’ Total Portfolio Approach (EP.486)
Feb 9, 2026
Brendan O’Connor – Alpha Opportunities in Australia at Regal Partners  (EP.485)
Feb 5, 2026
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP. 484)
Feb 2, 2026
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
Jan 26, 2026
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
Jan 22, 2026
Scott Kleinman – Apollo’s Integrated Alternatives Platform (EP.481)
Jan 19, 2026
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Jan 12, 2026
Mike Gitlin
Jan 5, 2026
Matthew Dicks – Storytelling Mastery (EP.477)
Dec 15, 2025
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Dec 8, 2025
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
Dec 4, 2025
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Dec 1, 2025
Michael Kelly - Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
Nov 20, 2025
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
Nov 17, 2025
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
Nov 10, 2025
Dave Thornton - Unlocking Venture Access Through Stock Options at Vested (EP.469)
Nov 6, 2025
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
Nov 3, 2025
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Oct 27, 2025
Morgan Housel - The Art of Spending Money (EP.466)
Oct 20, 2025
John Graham - Evolution of the Canadian Model at CPPIB - (EP.465)
Oct 13, 2025
Eric Mogelof - Understanding the 401(k) Market - (EP.464)
Oct 9, 2025
Matt Spielman - Igniting Careers and Energizing Lives - (EP.463)
Oct 6, 2025
Mason Morfit & Rob Hale - Quiet Activism at ValueAct (EP.462)
Sep 29, 2025
Jack Kokko - Building the Google of Finance at AlphaSense (EP.461)
Sep 25, 2025
Herb Wagner - Opportunistic Value at Finepoint Capital (EP.460)
Sep 22, 2025
Adrian Meli - Active Equity Excellence at Eagle (EP.459)
Sep 15, 2025
CIO Greatest Hits: Multi-Family Offices - Jenny Heller (Brandywine Trust Group, 2017)
Aug 26, 2025
CIO Greatest Hits: Multi-Family Offices - Jenny Heller (Brandywine Trust Group, 2021)
Aug 26, 2025
CIO Greatest Hits: Multi-Family Offices
Aug 26, 2025
CIO Greatest Hits: Hedge Funds - Dan Fagan, Adam Blitz, and Craig Bergstrom
Aug 18, 2025
CIO Greatest Hits: Private Equity - Mario Giannini (Hamilton Lane)
Aug 18, 2025
CIO Greatest Hits: Public Pensions - Ash Williams (Florida SBA)
Aug 11, 2025
CIO Greatest Hits: Sovereign Wealth Funds - Nicolai Tangen (Norges Bank)
Aug 4, 2025
CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
Jul 28, 2025
CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
Jul 28, 2025
CIO Greatest Hits: Endowments – Andy Golden (Princo)
Jul 21, 2025
CIO Greatest Hits: Endowments – Scott Wilson (Washington University-St.Louis)
Jul 21, 2025
Ron Kantowitz - Direct Lending’s Evolution and Invesco’s Edge (EP.457)
Jul 18, 2025
Tim Sullivan - Yale's Private Portfolio (EP.456)
Jul 15, 2025
Friends Reunion 3 - Five Allocators Riff on Investing (EP.454)
Jul 9, 2025
Michael Ovitz - Reinventing Talent and Building Momentum at Treville (EP.455)
Jul 7, 2025
Hugh MacArthur - Private Equity’s Challenges and Opportunities (EP.453)
Jun 23, 2025
Kipp deVeer - Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
Jun 2, 2025
Jon Madorsky - Navigating the Evolution of Private Equity Secondaries (EP.448)
May 29, 2025
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
May 15, 2025
Michael Sidgmore - Alternatives Go Mainstream (Private Wealth 1, EP.443)
May 5, 2025
Rodrigo Bitar - Overlooked Opportunities in Latin America (EP.442)
Apr 28, 2025
Ben Forman - Unlocking Blockchain's Potential (EP.441)
Apr 21, 2025
The End of US Exceptionalism? Global Market Shifts & Investment Opportunities - EP.440
Apr 17, 2025
Howard Marks - Navigating Private Credit (EP.439)
Apr 7, 2025
Meghan Reynolds: Building Billion Dollar Relationships at Altimeter Capital
Mar 31, 2025
Ed Grefenstette - Bold Allocations at the Dietrich Foundation (EP.437)
Mar 24, 2025
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Mar 17, 2025
Shannon O'Leary - Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Mar 10, 2025
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
Mar 3, 2025
Brett Barth & Evan Roth - Stewarding Family Wealth at BBR (EP.433)
Feb 24, 2025
WTT: Will Blackstone Become Private Equity's Millennium?
Feb 21, 2025
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Feb 17, 2025
Ian Charles - Private Equity's New Rules (EP.431)
Feb 10, 2025

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