Podcast terbaik Ted Seides – Allocator (2025)

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Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) 54:08

2d ago54:08

54:08

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a m…

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Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:01

3d ago40:01

40:01

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into C…

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Emi Larson, COO – UCLA Investment Company (EP.46) 43:18

4d ago43:18

43:18

Emi Larson is the COO of UCLA‘s endowment. Emi shares what it’s like going from an ops role at an emerging market manager to a hedge fund of funds and how it led to a COO role of a well-known university. We cover how to make that leap from Director of Operations to the COO seat and the key skills needed for that position. We tackle how non-profits …

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Donald Miller - Building a Story Brand (EP.426) 49:37

5d ago49:37

49:37

Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don helps businesses clarify their message so customers will listen. His latest book, Building a Storybrand 2.0, is a revised edition of one of the most succinct, impactful, and actionable books I’ve come …

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Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management 40:27

10d ago40:27

40:27

Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike. Clare s…

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Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) 25:30

12d ago25:30

25:30

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS. One part of the ritualistic sprint is conference season. Industry leaders gat…

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Top 5 of 2024: #1: Scott Bessent - EP.415 1:02:52

15d ago1:02:52

1:02:52

We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a brilliant macro thinker and the cabinet nominee for Secretary of Treasury. The position created by Alexander Hamilton. I was an investor in Scott's first hedge fund, a partner of his for fou…

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Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

16d ago1:13:32

1:13:32

We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mi…

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Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

17d ago1:09:34

1:09:34

We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow…

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Eric Wortman, COO & CCO – Stable (EP.45) 34:31

18d ago34:31

34:31

Eric Wortman is the COO and CCO of Stable, a GP stakes firm with over $4.5B in assets. If you are an emerging manager or thinking about spinning out, this is the episode for you. As people will tell you, building your own firm and team is vastly different than managing a portfolio. We cover the fuzzy topic of what it means to be “institutional”, ho…

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Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

18d ago1:05:18

1:05:18

We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions. Take Cap…

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Year in Review 2024 (EP.424) 30:59

19d ago30:59

30:59

For this year’s annual review, our CEO Hank Strmac and I sat down to discuss where we’ve been and where we’re headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what’s top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all ha…

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Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

19d ago1:12:17

1:12:17

We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or …

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Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

26d ago48:23

48:23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals acr…

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Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago 54:49

1M ago54:49

54:49

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence. Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philos…

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Mike Peltier, COO – VCIMCO (EP.44) 30:32

1M ago30:32

30:32

Mike Peltier is the COO of VCU Investment Management Company, supporting Virginia Commonwealth University and its related entities in Richmond, Virginia. Virginia Commonwealth University is pioneering what it means to be a public research university while remaining focused on innovation, diversity, and access in the Commonwealth and beyond. Mike sh…

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Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

1M ago39:41

39:41

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the…

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[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

1M ago56:31

56:31

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when h…

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[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

1M ago49:50

49:50

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dis…

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Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company 50:51

1M ago50:51

50:51

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact. Leslie shares insights into her investment philosoph…

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Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

1M ago1:02:49

1:02:49

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alik…

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Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators 47:39

1M ago47:39

47:39

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights. Ted shares his journey from building a multi-billion-dollar hedge fund to pioneering in the podcasting world, and how his experiences have shaped hi…

Podcast Berbaloi untuk Didengar

Podcast Ted Seides – Allocator

Podcast Berbaloi untuk Didengar

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Dakota Live! Podcast

Robert Morier

1
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) 54:08

1
Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:01

1
Emi Larson, COO – UCLA Investment Company (EP.46) 43:18

1
Donald Miller - Building a Story Brand (EP.426) 49:37

1
Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management 40:27

1
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) 25:30

1
Top 5 of 2024: #1: Scott Bessent - EP.415 1:02:52

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

1
Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

1
Eric Wortman, COO & CCO – Stable (EP.45) 34:31

1
Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

1
Year in Review 2024 (EP.424) 30:59

1
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

1
Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago 54:49

1
Mike Peltier, COO – VCIMCO (EP.44) 30:32

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

1
Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company 50:51

1
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) 1:02:49

1
Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators 47:39

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