Best Ted Seides Allocator And Asset Management Expert Podcasts (2025)

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

1d 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

5d 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

5d 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) 47:35

11d ago47:35

47:35

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

13d 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

13d 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

13d 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

13d 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

20d 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

25d 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

27d 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

1M 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

1M 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…

1
Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48) 46:53

1M ago46:53

46:53

We can’t 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 list of AI service providers. Once selected,…

1
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436) 52:41

1M ago52:41

52:41

Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies. Our conversation covers Alex’s path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner at Goldman Sachs, and his formativ…

1
Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) 59:50

2M ago59:50

59:50

Shannon O’Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as ‘blunt,’ comfortably speaking her mind, including in h…

1
Rob McGrail, GC and CCO – DUMAC (EP.47) 32:12

2M ago32:12

32:12

Rob McGrail is General Counsel and CCO for DUMAC, the management company for Duke University As one of the world’s leading endowment managers, Rob shares his career evolution from being the first lawyer at DUMAC, how to create strong team dynamics when closing deals and how the operational investment process has evolved over time. We cover best pra…

1
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) 56:33

2M ago56:33

56:33

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 wha…

1
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96) 47:29

2M ago47:29

47:29

David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years in research and portfolio management at hedge funds and another few in investment banking and private equity. I interviewed David recently at Columbia University’s Student Investment Management Confere…

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
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) 47:35

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

1
Kathleen Servidea, GC & CCO – Gallatin Point Capital (EP.48) 46:53

1
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436) 52:41

1
Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) 59:50

1
Rob McGrail, GC and CCO – DUMAC (EP.47) 32:12

1
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) 56:33

1
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96) 47:29

Quick Reference Guide