Best Ted Seides – Allocator and Asset Management Expert Podcasts (2025)

1
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51) 40:47

14h ago40:47

40:47

John Fitzpatrick is a Senior Managing Director and Chief Technology Officer of Alternative Asset Management Technology at Blackstone. These are exciting times in technology with a lot of moving parts so I was excited to sit down with John to get his perspective on where we are today and where we’re going. John shares his thoughts on the big picture…

1
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444) 54:40

2d ago54:40

54:40

John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion is under John’s purview. He oversees 230 teams comprised of 661 financial advisors, each of whom manages over $1 billion in assets. Our conversation explores how the largest…

1
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443) 51:06

9d ago51:06

51:06

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 priv…

1
Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50) 43:47

15d ago43:47

43:47

Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital, a private equity firm based in San Francisco and founded in 1988. In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas. This conversation is a case study on having one strategy and one offi…

1
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442) 35:29

16d ago35:29

35:29

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 today’s guest, Rodrigo Bitar, Co-founder of 3B1 Partners, to get his perspective on opportunities in the reg…

1
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268) 35:09

16d ago35:09

35:09

Original Release Date: 08/29/2022 On today’s show we’ll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country’s autocratic political regime, sanctions, and headline risk. But alongside those known r…

1
WTT: What it Takes to Raise Capital 4:25

20d ago4:25

4:25

No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great? Read Ted’s blog here.

1
Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

23d ago58:56

58:56

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 2022 as part of our Crypto for Institutions mini-series, and that conversation is replayed in the feed…

1
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

23d ago1:13:40

1:13:40

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit investing, and private equit…

1
Scott Farden, COO – Nonantum Capital (EP.49) 48:05

29d ago48:05

48:05

Scott Farden is the COO of Nonantum Capital Partners, a Boston-based private equity firm that spun out of Charlesbank Capital Partners in 2018. Launching a first-time private equity fund has a myriad of challenges from leaving your old firm, raising capital, finding talent and activating operations, so I turned to Scott to share his experience. We …

1
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) 1:01:38

1M ago1:01:38

1:01:38

Last week was one of the most volatile in market history. In the last twenty-five years, it’s 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 ma…

1
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) 45:12

1M ago45:12

45:12

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 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in…

1
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) 55:55

1M ago55:55

55:55

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. Marko’s approach is akin to Moneyball for politics,…

1
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) 1:26:33

1M ago1:26:33

1:26:33

Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002…

1
Howard Marks – Navigating Private Credit (EP.439) 47:25

1M ago47:25

47:25

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 insight…

1
WTT: Private Equity Investing in 2030 7:12

1M ago7:12

7:12

This WTT – PE Investing in 2030 - 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 Ted’s blog here.…

1
Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12

1M ago1:08:12

1:08:12

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. She’s like the private equity version of my friend and partner Rahul Moodgal, bringing a keen understand…

1
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching 1:59

2M ago1:59

1:59

We are excited to launch our latest initiative - Capital Allocators Coaching. We’ve 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.

1
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) 1:13:42

2M ago1:13:42

1:13:42

Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative philanthropist, formed the fou…

Podcasts Worth a Listen

Ted Seides – Allocator And Asset Management Expert Podcasts

Podcasts Worth a Listen

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
John Fitzpatrick, Sr. Managing Director & CTO AAMT – Blackstone (EP.51) 40:47

1
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444) 54:40

1
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443) 51:06

1
Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50) 43:47

1
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442) 35:29

1
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268) 35:09

1
WTT: What it Takes to Raise Capital 4:25

1
Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

1
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

1
Scott Farden, COO – Nonantum Capital (EP.49) 48:05

1
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) 1:01:38

1
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) 45:12

1
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) 55:55

1
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) 1:26:33

1
Howard Marks – Navigating Private Credit (EP.439) 47:25

1
WTT: Private Equity Investing in 2030 7:12

1
Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12

1
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching 1:59

1
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) 1:13:42

Quick Reference Guide