Ted Seides – Allocator and Asset Management Expert
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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.
Based on 6 episodes we listened to · September 2026
Ted Seides makes institutional investment decisions legible by tracing the processes, incentives, and uncertainties behind portfolio results.
Capital Allocators turns investment decisions into detailed conversations about process, judgment, and the systems behind both. Ted Seides moves comfortably from sovereign portfolio construction and hedge fund exposure to credit microcycles, venture support, and the behavioral…
Ted Seides asks where the return came from; 'alpha' has to bring receipts before you nod along.
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Short reviews from the PlayNext desk, based on the episodes we processed.
WCM's scale story is really about culture, accessibility, and preserving what made the firm work.
Paul Black and Mike Trigg return to Capital Allocators to revisit how WCM Investment Management became a $100 billion powerhouse after a difficult stretch a decade ago.
A careful look at how a multi-strategy firm gets built, and what that choice asks in return.
Capital Allocators treats Jane Global's launch as a useful case study in timing, structure, and the way multi-strategy firms have changed. Ted Seides and Bobby James trace how these platforms have gathered more employee money and less capital from outside investors, while also…
Risk, budgets, and implementation choices frame a practical view of how conviction becomes an operating model.
Matt Whineray lays out how a large institutional portfolio is assembled: opportunities are sorted into baskets, risk is spread across them, and each call then comes down to whether the work stays in-house or is handed to managers such as Canyon or Bain.
A clear look at spending as fit, status, and the life money is meant to support.
The conversation treats spending as a question of fit, not a universal formula, and stays close to that idea throughout. It moves from what attention and company money can buy, to the big house used to host friends, to Chuck Feeney's path from living like a billionaire to…
A clear look at how allocators separate real edge from early luck.
The conversation centers on a familiar allocator question: how to tell when a manager has real edge and when a few early wins are doing too much of the work.
A sober read on venture after the 2020-21 rush.
Ed and Sean use the conversation to assess venture after the 2020-21 rush, asking whether the asset class is broken or simply easier to underwrite now.
A steady look at luck, risk, and the habits that shape financial judgment.
Morgan Housel's conversation with Ted Seides keeps its focus on money as a mix of background, writing, luck, risk, and the limits of control. It moves from Housel's upbringing around Lake Tahoe to his weekly writing routine, then into The Psychology of Money and the stories that…
A calm look at staying 90% illiquid without losing discipline.
Ed Grefenstette presents a measured case for an institutional portfolio that has leaned far into illiquidity without drifting outside its lane.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Ted Seides welcomes back Morgan Housel, partner at Collaborative Fund and author of The Psychology of Money (4.5 million copies sold) and his new book Same As Ever: A Guide to What Never Changes.
The episode opens with sponsor copy before shifting into a discussion of a credit investor's path through Anchorage.
Raph walks through how an institutional allocator sizes up a crowded manager lineup.
Ed Grefenstette walks through the Dietrich Foundation’s unusually heavy commitment to illiquid investments.
Ted Seides opens by asking whether venture is broken or just in a tougher, more disciplined phase.
Ted Seides starts with Gavin Baker’s upbringing and early intellectual curiosity, then traces the beliefs that shape how he invests.
Ted Seides speaks with Bobby James, the CEO and CIO of Jane Global.
Alexis Ohanian looks back at Reddit's early years and the smaller internet it grew up inside.
Ted Seides opens with a practical question about what real edge looks like.
Australia's market is 55% financials and materials, creating alpha opportunities that global investors often miss.
Capital Allocators host Ted Seides interviews Morgan Housel, bestselling author of The Psychology of Money and Same As Ever, about his new book The Art of Spending Money, which explores the behavioral and psychological dimensions of how people spend rather than save or invest.
Capital Allocators host Ted Seides interviews Paul Black, co-CEO of WCM Investment Management, a $26 billion growth stock manager based in an unusual location in Laguna Beach, California, where Black has worked since joining as a 25-year-old in 1989 when it managed $200 million.
Portfolio managers Mike Trigg and Sanjay Ayer discuss how WCM Investment Management navigated its toughest performance period in 2022, leading to key improvements in their investment process.
Morgan Housel starts with formation.
Ted Seides speaks with Jonathan Lewinson, co-managing partner of Diameter Capital Partners, about how credit microcycles open up both distress and opportunity.
Paul Black and Mike Trigg from WCM Investment Management describe building a $100 billion firm after losing $4 billion in assets and nearly going out of business.
Matt Whineray explains how his fund thinks about risk.
Ted Seides introduces Caitlin Holloway as she traces her path from HR into venture investing.
Ted Seides interviews John Graham, President and CEO of the Canadian Pension Plan Investment Board (CPPIB), which manages $730 billion CAD and ranks as the seventh largest pension fund in the world.
Ted Seides interviews Vanguard's CIO Rodney Comichies about the philosophy and mechanics of running one of the world's largest index fund operators.
In-depth interviews with leaders in the institutional investing industry, covering investment strategies and industry insights.
Ted Seides interviews executive coach Randall Stutman about the dynamics of feedback and advice in leadership, with a focus on the investment industry.
Ted Seides interviews Joel about Promote Giving, a pledge for investment managers to donate a portion of their promote to charity.
Ted Seides interviews Bruce McDonald, CIO of VCU's endowment, about managing a concentrated portfolio with a small team and maintaining liquidity for market dislocations.
Ted Seides interviews Kieran Goodwin, a veteran credit trader, about risks in the private credit market and how to navigate them.
An interview podcast exploring the strategies and insights of leaders in institutional investing.
An interview podcast where host Ted Seides speaks with leaders in institutional investing about their strategies and insights.
An interview podcast exploring the strategies and insights of leaders in institutional investing.
An interview podcast exploring the strategies and insights of leaders in institutional investing.