LPs · new episode 22 Oct 2026
Capital Allocators
Hosted by Ted Seides
The people who back the funds: endowments, pensions and family offices on how they choose managers.
Follow on Apple PodcastsThe regulars
Investors named as guests in the most episode titles on Capital Allocators.
Every episode 834 · page 1 of 28
- 834AI Tools for the Investment Firm – Ben Harrison (EP.522)22 Oct 2026 · 40 minBen Harrison▶Show page
About this episode
Ben Harrison is President of Industries at Intapp, a leading provider of software solutions to professional and financial services firms. Ben first joined me three years ago to discuss DealCloud, Intapp's platform serving the private capital community. Since then, Intapp has nearly tripled in size, and the rapid…
- 833[REPLAY] DealCloud - Ben Harrison (Dealcloud), (S3. Sponsored Insight)22 Oct 2026 · 30 minBen Harrison▶Show page
About this episode
This Sponsored Insight features Ben Harrison, Founder and Co-President of DealCloud, our sponsor for Season 3 of Private Equity Deals. Ben discusses how DealCloud's vertical software supports alternative investment professionals through deal sourcing, relationship and pipeline management, and workflow…
- 832Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)19 Oct 2026 · 52 min▶Show page
About this episode
My guest on today's show is Tracy Britt Cool, co-founder of Kanbrick, a long-term investment partnership that provides owners of family-owned, midsized businesses with a differentiated option from traditional private equity. Tracy launched the business after spending ten years at Berkshire Hathaway as one of…
- 831Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)12 Oct 2026 · 51 min▶Show page
About this episode
Our next guest on the Senior Decision Makers series is Erlina Yeo Terwelp, a Managing Director at Columbia Investment Management Company, where she oversees the endowment's private markets portfolio. Erlina's path spans investment banking, private equity, growth equity, and family office investing before she joined…
- 830Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)8 Oct 2026 · 60 min▶Show page
About this episode
Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jack-of-all-trades through the financial crisis, and investor up and down the capital stack for eight years at Canyon…
- 829Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)5 Oct 2026 · 57 minOntario Teachers' Pension PlanGillian Brown▶Show page
About this episode
Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the retirement security of 346,000 teachers. Stephen joined OTPP in 2003 and worked across credit, natural resources, infrastructure, and Total Fund…
- 828Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)28 Sept 2026 · 50 min▶Show page
About this episode
Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she founded over 30 years ago, in 1994, alongside Gabe Sunshine with capital from David Swensen at Yale. Our conversation traces Nancy's evolution from…
- 827André Perold – Investing Through Exponential Change (EP.516)21 Sept 2026 · 48 min▶Show page
About this episode
André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has twice been a past guest on the show, starting way back with episode #2 and both conversations are replayed on the…
- 826[REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)21 Sept 2026 · 54 min▶Show page
About this episode
André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. André was the 2nd guest on the show, where we discussed his background as a renowned investment professor at HBS and the…
- 825[REPLAY] André Perold – Academic Practitioner (EP.02)21 Sept 2026 · 49 min▶Show page
About this episode
André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years he has sat at the helm of a now $3 billion fund that takes a multi-asset class, endowment-like approach emphasizing broad diversification and risk management. Over this period, André has…
- 824AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)14 Sept 2026 · 1h 2mLaura HillMatt Bank▶Show page
About this episode
AI is top of mind for everyone in the investment business. Our Summits are abuzz with curiosity about what others are doing. I asked 8 CIOs to share how they're using AI today, including what's working and what isn't, the tools they've adopted, and where they're headed next. They range from a single-family office…
- 823Best of Habit Formation: James Clear7 Sept 2026 · 1h 11m▶Show page
About this episode
This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves. We've got two of the best – James Clear and Katy Milkman, experts and authors of wildly bestselling books Atomic Habits and How to Change.…
- 822Best of Habit Formation: Katy Milkman7 Sept 2026 · 58 min▶Show page
About this episode
This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves. We've got two of the best – James Clear and Katy Milkman, experts and authors of wildly bestselling books Atomic Habits and How to Change.…
- 821SPECIAL ANNOUNCEMENT: Capital Allocators University Online3 Sept 2026 · 15 min▶Show page
About this episode
We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a-year cohort of 25 or 30 professionals, built around a set of disciplines that matter enormously for investors and investor relations professionals but…
- 820Best of Negotiations: Chris Voss31 Aug 2026 · 45 minChris Voss▶Show page
About this episode
This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of the Black Swan group where he teaches tactical empathy in negotiations. The second is with Yale professor Daylian Cain,…
- 819Best of Negotiations: Daylian Cain31 Aug 2026 · 1h 3mChris Voss▶Show page
About this episode
This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of the Black Swan group where he teaches tactical empathy in negotiations. The second is with Yale professor Daylian Cain,…
- 818Best of Storytelling: Matthew Dicks24 Aug 2026 · 1h 27m▶Show page
About this episode
This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want. To help understand the art and science of storytelling, Matt Dicks – a…
- 817Best of Storytelling: Donald Miller24 Aug 2026 · 49 min▶Show page
About this episode
This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want. To help understand the art and science of storytelling, Matt Dicks – a…
- 816Best of Pre-Mortem Analysis: Gary Klein17 Aug 2026 · 49 min▶Show page
About this episode
This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white paper applying the tool to investment analysis alongside Paul Johnson and Paul Sonkin. Please enjoy this discussion of the proper use of pre-mortem…
- 815Best of Interviewing: Ted Seides10 Aug 2026 · 1h 1mTed SeidesApollo▶Show page
About this episode
This week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing, something I learned far more from hosting the show the last nine years than I ever did while interviewing managers for 20. The conversation has been sufficiently…
- 814WTT: The Anatomy of a Blow-Up5 Aug 2026 · 6 min▶Show page
About this episode
This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters. Read Ted's blog here. Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )
- 813Best of Decision-Making: Annie Duke (2022)3 Aug 2026 · 1h 18mAnnie DukeFirst Round Capital▶Show page
About this episode
Our Summer Series kickoff is with one of the all-time greats, Annie Duke . The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded…
- 812Best of Decision-Making: Annie Duke (2018)3 Aug 2026 · 60 minAnnie DukeFirst Round Capital▶Show page
About this episode
Our Summer Series kickoff is with one of the all-time greats, Annie Duke . The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded…
- 811Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)30 Jul 2026 · 45 min▶Show page
About this episode
Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit. Lauren joined Morgan Stanley as an investment banking analyst directly out of Yale 26 years ago…
- 810Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)27 Jul 2026 · 1h 11mMichelle Knudsen▶Show page
About this episode
Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capital and the Mellon Foundation, with a mandate to build a best-in-class endowment from a clean sheet of paper. Our…
- 809Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)20 Jul 2026 · 47 min▶Show page
About this episode
Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO Ana Marshall, a mentor and colleague he first met nearly thirty years ago. The foundation's assets stand at roughly $14…
- 808Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)16 Jul 2026 · 52 min▶Show page
About this episode
Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lending strategies and A$179 billion ($125 billion) in a lending ecosystem platform. Frank began his career in…
- 807Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)13 Jul 2026 · 54 min▶Show page
About this episode
Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Starbucks, Condé Nast, and Oxford University's investment committee, is…
- 806WTT: 5.5 Lessons at 55.510 Jul 2026 · 8 min▶Show page
About this episode
This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here . Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )
- 805Moat Investing Nuances – Pat Dorsey (EP.509)6 Jul 2026 · 1h 7m▶Show page
About this episode
Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar's moat research framework and led its equity research efforts for a dozen years before launching his firm in 2014. Our…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
