Capital Allocators – Inside the Institutional Investment Industry

Nov 21 2024 645 ep. 53 mins 2.5k
Capital Allocators – Inside the Institutional Investment Industry Podcast artwork

Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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Jeff Glass - Home Equity Investment at Hometap (EP.418)

Nov 21 2024 55 mins  
Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at Bain Capital Ventures. Our convers

Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)

Nov 18 2024 56 mins  
Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that threatened the solvency of the company thirteen years ago, inve

Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)

Nov 11 2024 52 mins  
Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on healthcare services, environmental services, and the automotive aftermarket. Chris and Rob joined me on Private Equity Deals to discuss one of their portfolio companies, Ironclad Environmental Services, and that conversation is repl

[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)

Nov 11 2024 38 mins  
On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries’ investment in Ironclad Environmental Services. Chris and Rob are twin brothers and co-founders of Kinderhook, a twenty-year-old private equity firm that manages $5 billion specializing in middle-market businesses across healthcare services, environmental services, and

Scott Bessent - Macro Maven (EP.415)

Nov 04 2024 61 mins  
Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned retirement wasn’t for him.

Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)

Oct 28 2024 65 mins  
Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to launching Eminence in his twenti

WTT: Yale Backs Emerging Managers… and Then What?

Oct 25 2024 16 mins  
The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read Ted’s blog here.

Brad Briner - Family Office to Public Service (EP.413)

Oct 21 2024 58 mins  
Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors, Michael Bloomberg’s family office. For more background on

[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113)

Oct 21 2024 52 mins  
Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to founding private equity firm Quadrangle Group, and lastly to serving in the Obama Ad

Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)

Oct 14 2024 51 mins  
Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path to the energy sector and foundin