Parhaat Capitalallocation Podcastit (2024)

1
WTT: The Power of Private Equity 11:03

1d ago11:03

11:03

My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what’s inside, and a rebuttal of common criticisms of private equity. Read Ted’s blog here.

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

3d ago54:21

54:21

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

4d ago30:05

30:05

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

19d ago51:08

51:08

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

19d ago1:15:52

1:15:52

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the …

1
Succession - Sarah Samuels on Generational Transitions (EP.400) 43:50

26d ago43:50

43:50

As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We’ve seen several successful transitions of firms, many that haven’t survived their founders, and an entire sub-industry arise to help facilitate generational transfers across GP stakes, public offe…

1
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264) 46:32

25d ago46:32

46:32

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought t…

1
Todd Simkin - Game of Trading at Susquehanna (EP.399) 1:11:52

1M ago1:11:52

1:11:52

Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to decision-making. Todd is also the CEO of Susquehanna Re, his latest role in a 27-year tenure at SIG that has spanned trading, strategic initiatives, an…

1
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398) 47:49

1M ago47:49

47:49

Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service,…

1
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397) 1:00:05

2M ago1:00:05

1:00:05

Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equity manager that sits inside the $20B private equity firm. Unlike many public equity strategies at private equity firms, Stockbridge works closely and collaboratively with Berkshire’s private equity te…

1
Jennifer Prosek – Nailing the Narrative (EP.396) 57:54

2M ago57:54

57:54

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years has helped the world’s top brands navigate what comes next. In asset management, Prosek’s clients oversee $60 trillion and comprise a who’s who in private and public markets. Jen is a popular past guest on this show from her firs…

1
[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81) 56:28

2M ago56:28

56:28

Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. T…

1
Training Grounds: Bain Capital, John Connaughton (EP.395) 50:25

2M ago50:25

50:25

Today’s show is the second in an ongoing mini-series discussing Training Grounds, organizations that have developed industry leaders. The first episode discussed Carnegie Corporation, where over a dozen years 8 of the 17 investment professionals that came through the doors became CIOs at Carnegie or other institutions. Bain Capital is one of the wo…

1
Charles Duhigg- Secrets of Communication (EP.394) 38:59

2M ago38:59

38:59

Charles Duhigg is a celebrated writer for The New Yorker and author of bestseller "The Power of Habit." His latest book, "Supercommunicators," describes how to effectively communicate in conversation. Our conversation covers Charles’ path to writing business stories and personal books and turn to his latest tour du force. We discuss the science beh…

1
Ben Hunt - The Stories that Drive Markets (EP.393) 52:24

3M ago52:24

52:24

Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words “If a price moves, it is because a human told themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technolo…

1
WTT: Reducing Fees: Actions Speak Louder Than Words 8:00

3M ago8:00

8:00

I’ve been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted’s blog here.

1
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) 1:00:35

3M ago1:00:35

1:00:35

Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions to the private markets. Formed initially as Whitehorse Liquidity Partners and rebranded as Dawson, both names are inspired by Yann’s 1,000 km bicycle journey in the Canadian Arctic that led t…

1
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

3M ago1:41

1:41

Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

3M ago59:50

59:50

Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio …

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

3M ago47:44

47:44

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

3M ago53:46

53:46

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, …

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

3M ago20:06

20:06

My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment office that managers don’t see but that significantly influences the cadence of capital deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to…

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

3M ago1:10:54

1:10:54

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for …

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

4M ago1:24:23

1:24:23

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, …

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

4M ago1:12:50

1:12:50

Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alo…

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Capitalallocation podcastit

Kuuntelemisen arvoisia podcasteja

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
WTT: The Power of Private Equity 11:03

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

1
Succession - Sarah Samuels on Generational Transitions (EP.400) 43:50

1
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264) 46:32

1
Todd Simkin - Game of Trading at Susquehanna (EP.399) 1:11:52

1
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398) 47:49

1
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397) 1:00:05

1
Jennifer Prosek – Nailing the Narrative (EP.396) 57:54

1
[REPLAY] Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81) 56:28

1
Training Grounds: Bain Capital, John Connaughton (EP.395) 50:25

1
Charles Duhigg- Secrets of Communication (EP.394) 38:59

1
Ben Hunt - The Stories that Drive Markets (EP.393) 52:24

1
WTT: Reducing Fees: Actions Speak Louder Than Words 8:00

1
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392) 1:00:35

1
SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals 1:41

1
Graham Weaver – People-Driven Private Equity at Alpine (EP.391) 59:50

1
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390) 47:44

1
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389) 53:46

1
WTT: The Investment Manager Playbook - What Allocators Don't See 20:06

1
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) 1:10:54

1
Dan Tennebaum - The Case for India at India Capital (EP.387) 1:24:23

1
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386) 1:12:50

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