Capital Allocators – Inside the Institutional Investment Industry
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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Best of Pre-Mortem Analysis: Gary Klein
<p>This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white paper applying the tool to investment analysis alongside Paul Johnson and Paul Sonkin. Please enjoy this discussion of the proper use of pre-mortem analysis with Gary, Paul, and Paul from 2019.<br /> <br /> <br /> Learn more about Capital Allocators University: https://www.capitalallocators.com/capital-allocators-university/</p> <p><br /> Try ALEX by Admired Leadership: tryalex.admiredleadership.com<br /> <br /> <br /> Learn More<br /> Follow Ted on Twitter at @tseides or LinkedIn<br /> Subscribe to the mailing list...
Best of Interviewing: Ted Seides
<p>This week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing, something I learned far more from hosting the show the last nine years than I ever did while interviewing managers for 20. The conversation has been sufficiently popular that it made the Summer Series on investment process.<br /> <br /> Any leader should see for themselves the benefits of elite coaching. Try ALEX: tryalex.admiredleadership.com.<br /> <br /> Learn More<br /> Follow Ted on Twitter at @tseides or LinkedIn<br /> Subscribe to the mailing list<br /> Access Transc...
WTT: The Anatomy of a Blow-Up
<p >This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters.</p> <p > </p> <p >Read Ted's blog here.</p> <p > </p> <p >Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)</p>
Best of Decision-Making: Annie Duke (2022)
<p>Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process.</p> <p> </p> <p>Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused on Dec...
Best of Decision-Making: Annie Duke (2018)
<p>Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process.</p> <p> </p> <p>Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused on Dec...
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder
<p >Lauren Hochfelder is Head of Global Real Assets at Morgan Stanley, where she oversees a team of 300 investment professionals across 13 countries, managing $80 billion across real estate, infrastructure, equity and credit. Lauren joined Morgan Stanley as an investment banking analyst directly out of Yale 26 years ago and has spent her entire career at the firm, helping build one of the industry's leading platforms.</p> <p >Our conversation traces Lauren's journey from analyst to Global Head and the evolution of Morgan Stanley's real estate business before, during, and after the Global Financial Crisis. We cover the firm's thematic approach to investing behin...
Rebuilding the NYU Endowment – Michelle Knudsen
<p>Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capital and the Mellon Foundation, with a mandate to build a best-in-class endowment from a clean sheet of paper.<br /></p> <p><br /> Our conversation traces Michelle's lessons learned working at Goldman Sachs, a growing OCIO, and a foundation that shaped her investment philosophy and views on portfolio construction, risk management, and manager selection. We then turn to the transformation of NYU's investment office from the ground up across governance, portfolio str...
Senior Decision Makers: Luis Laboy, Hewlett Foundation
<p>Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO Ana Marshall — a mentor and colleague he first met nearly thirty years ago. The foundation's assets stand at roughly $14 billion today.</p> <p><br /> Luis spent fifteen years as a direct emerging markets investor at Everest Capital before crossing to the LP side, and our conversation digs into how he's leveraged that experience as an allocator. We discuss how the cadence and depth of decision-making changed when he went fr...
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group
<p>Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lending strategies and A$179 billion ($125 billion) in a lending ecosystem platform. Frank began his career in restructurings, the self-described 'dark side of credit', and has used the lessons from special situations and distressed loans to build a performing credit platform across asset backed finance, direct asset lending and corporate private credit.</p> <p><br /> Our conversation discusses what global investors can learn from the model of private credit in A...
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo
<p>Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Starbucks, Condé Nast, and Oxford University's investment committee, is Chair of the Economic Club of New York, and oversees Altered Trajectory alongside her husband, Jared Smith, the family office formed after his sale of Qualtrics in 2018.</p> <p><br /> Our conversation traces Dambisa's journey from growing up in Zambia to becoming a leading voice on global economic development and g...
