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Capital Allocators – Inside the Institutional Investment Industry

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.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at jillonmoney at gmail dot com.
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
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a podcast about business success and making yourself smarter with the continued psychic trauma of capitalism by @raaleh, @HKesvani, @milo_edwards, @inthesedeserts and @postoctobrist
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ProjectMentor Pro

ProjectMentor Pro

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Welcome to ProjectMentor Pro, your go-to podcast for actionable insights, expert advice, and practical tools to elevate your project management game. Whether you're an aspiring project manager or a seasoned professional, our episodes cover everything from mastering Agile methodologies to navigating complex stakeholder dynamics. Tune in for exclusive interviews with industry leaders, deep dives into PM tools like Trello and Asana, and step-by-step guides on certifications like PMP and PRINCE2 ...
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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://podcasters.spotify.com/pod/show/investinalts/support
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How do the world's most productive, influential, and innovative people choose to spend their time, energy, attention, and capital? In "The Allocator" podcast, we go behind the scenes to unpack the strategic allocation decisions of leaders, entrepreneurs, creators, and thinkers. Each episode features an in-depth interview with a fascinating guest, diving into how they thoughtfully manage their most valuable and limited resources. We explore the frameworks, routines, and tradeoffs they use to ...
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This is the Self Directed Research Podcast, where our hosts James and Amos share a little bit about the topics they’ve been obsessing about lately. Visit sdr-podcast.com/ for more information about the podcast, check out all episodes and learn about who we are and how to support us! Questions, comments, interested in sponsoring? Send an email to contact@sdr-podcast.com
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core.py

Pablo Galindo and Łukasz Langa

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We talk about Python internals, because we work on Python internals. We joke about stuff, because we’re jokers. Episodes between 60 and 90 minutes in length. We’ve done more than a few so far and it doesn’t seem like we’ll be stopping any time soon! Hi Loren!
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Investing With IBD

Investor's Business Daily

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Welcome to Investing With IBD, a weekly podcast for investors who want to sharpen their trading skills, learn how to make more money and take control over their investment success. From insights into stock market trends, timeless investing tips and fundamental and technical analysis of top stocks using stock charts, this is where you’ll find the expert guidance you need to maximize your gains and minimize your losses. New episode every Thursday.
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Top Traders Unplugged

Niels Kaastrup-Larsen

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Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. Each week, we delve into engaging conversations with renowned investors, top economists, expert traders, and visionary thought leaders. Our discussions cover Trend Following, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, Volatility, and much more. Unlock valuable insights from seasoned professionals, celebrating their triumphs and learning from their obstacles. Tune in every ...
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Insight for outcomes

Investment Magazine

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
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Entrepreneurs Exposed, hosted by Canadian entrepreneur Adam Levinter, is a business long-form interview-style podcast, showcasing some of the most influential creators and founders in entrepreneurship.
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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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The Memo by Howard Marks

Oaktree Capital Management

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.
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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.
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Mint Dialogues

Mint - HT Smartcast

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Mint engages with a panel of experts in the world of personal finance on a weekly basis to help investors get better returns. The sessions go deep into the big questions of the day around stock markets, bonds, IPOs and much else. This is a Mint production, brought to you by HT Smartcast.
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Lungcast

American Lung Association & HCPLive

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Join the American Lung Association and HCPLive every month as Dr. Al Rizzo interviews world-leading experts on the great challenges, accomplishments, and stories in respiratory medicine. Get the latest lung health news, including future Lungcast topics and guests, by signing up for our newsletter at Lung.org. (https://www.lung.org)
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Market Narratives

Investment Magazine

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
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Investopoly

Stuart Wemyss

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Each episode, about 15 minutes long, is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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The Logan Bartlett Show

by Redpoint Ventures

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Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
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Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye
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The Practical Still

Mark Still & Dan Cavallari

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Whiskey hunting and collecting has gotten crazy but there are still wonderful bottles of bourbon, rye, and single malt whiskeys waiting for you on store shelves if you just know a little bit about what to shop for. The Practical Still is about finding value in whisky to drink and share. Whiskey was never meant to sit on a shelf. Open the Bottle and enjoy it. We don't do detailed reviews, we just help you understand and enjoy the whiskey you can drink today.
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That Annuity Show

Nassau Financial Group

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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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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 Servi…
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Affordable housing was a local ballot measure in Tuesday’s election. New Orleans will create a housing trust fund after 75% of voters agreed to earmark 2% of the city's general fund for efforts to support affordable housing. Now the City Council will have to decide how the money will be used. Andreanecia Morris of HousingNOLA, joins Newell to talk …
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In this week’s episode, Andrew Beer joins Alan Dunne to dive into the evolution of hedge funds, mutual funds, and ETFs within the managed futures space. Andrew give his perspective on the architecture of the CTA industry from the perspective of asset raising and the role that a diverse investor base plays in shaping product offerings within the sec…
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Today, Mike Odor, Head of Annuity Sales at Midland National Life Insurance Company and Branislav Nikolic, Managing Director, Head of Insurance at The Index Standard join us to talk about a new approach to guiding agents on how to think about recommending FIA index strategy allocations. They share insights on how the Index Standard is helping to str…
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The paper discussed in this episode is “Coordination and Organization Design: Theory and Micro-Evidence” by Wouter Dessein, Desmond Lo, and Chieko Minami. Papers mentioned in this episode include: Aghion, P., & Tirole, J. (1997). Formal and real authority in organizations. Journal of political economy, 105(1), 1-29. Alonso, R., Dessein, W., & Matou…
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Unlocking the power of education savings is often a complex task, but with the right strategies, a Registered Education Savings Plan (RESP) can be a game-changer for Canadian families planning their children's future. In this episode, Ben Felix, Dan Bortolotti, and Mark McGrath take a deep dive into the mechanics of the RESP, covering everything fr…
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In this episode we answer emails from Frank and Dan. We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding to bonds and alternatives and common withdrawal mechanisms for taking monthly distributions. Link: Father McKenna Center Donation Page: Donate - Father McKenna Center Amusing Unedited AI-Bot Summary: Eve…
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How does Python handle memory? Why does it need to perform custom forms of memory allocation? We talk about all that in this episode. We don't talk about Easter eggs, and we never mention Brandt by name, as promised last time! ## Timestamps (00:00:00) INTRO (00:00:22) PART 0: SPORTS NEWS (00:01:57) PART 1: MEMORY ALLOCATION (00:03:46) If you write …
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Nick Moutter has spent over 20 years working in online technology, having founded, acquired and exited multiple businesses. In 2020 Nick founded “TMG”, ‘The Moot Group’, which acts as an investment vehicle and holding entity for a group of global businesses, including the likes of Olivias, Lift and Ascend. Nick has been widely recognized as a leadi…
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Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices…
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Riley, November, and Hussein review some of TF Ltd’s strategic investments in the Humane Pin and the Apple Vision Pro, before moving on to look at the replacement of more humans in creative roles with ChatGPT in the UK entertainment industry, the desire of UK armed police officers to be treated like their American counterparts, and finally a readin…
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In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences between ownership and debt, as well as the importance of finding the combination of the two that gets an investor’s portfolio to the desired position on the risk/return continuum. Finally,…
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Jo Opot is a visionary capital allocator and founding director of Gather Ventures, a gender and climate smart fund focused on investing in ventures that both create climate resilience and drive asset creation for women and girls in Africa. She is dedicated to reshaping the landscape of investment by empowering women and fostering gender equity in b…
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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 service…
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My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.co…
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We dive into the implications of Donald Trump’s emphatic win at the US presidential elections. Angela Mancini, partner at Control Risks, a global specialist risk consultancy, discusses the factors underlying the outcome, its implication for US policy, especially with regards to Asia. We talk about business strategies under Trump 2.0, and the key is…
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In this episode we answer emails from Alyson, Martijn and Russel. We discuss the drawbacks to using a total world fund, common misconceptions about it and misguided worship of the Simplicity Principle, a levered sample portfolio comparison and basic ideas for accumulation. And THEN we our go through our weekly portfolio reviews of the eight sample …
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I thought I was on track for retirement, but now I'm worried and starting to panic a bit. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy prac…
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Joshua B. Lee started building his career in online marketing back in 2003, managing advertising for companies like MySpace and Google. To-date, he has founded 16 companies and managed over half a billion dollars in ad spend. Fast forward, Joshua is currently the Founder and CEO of Standout Authority, where he works with high powered entrepreneurs …
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If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our pr…
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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On today's show, Newell broadcasts LIVE from Craig's Electrical and Generator Service in Kenner. Newell speaks with:Craig Jacomine, Owner of Craig's Electrical and Generator Service,Mike Hoss, Voice of the New Orleans Saints,U.S. Congressman Steve Scalise,Andreanecia Morris of HousingNOLA,U.S. Congressman Troy Carter, and Chad Huesman, Phoenix Fest…
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This hour, Newell broadcasts LIVE from Craig's Electrical and Generator Service in Kenner. Newell speaks with U.S. Congressman Troy Carter about hurricane preparedness. Also, Newell has on Chad Huesman, Phoenix Fest Car and Bike Show Committee Leader. Then, Craig Jacomine, Owner of Craig's Electrical and Generator Service, returns to answer WWL lis…
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On Thursday, Congressman Troy A. Carter, Sr. (D-LA) and Congressman Jared Moskowitz (D-FL) led a bipartisan letter to House and Senate Appropriations Committee leaders urging the swift passage of a robust and comprehensive disaster supplemental appropriations bill. Sixteen additional Members of Congress joined Reps. Carter and Moskowitz on this req…
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This hour, Newell broadcasts LIVE from Craig's Electrical and Generator Service in Kenner. Newell speaks with U.S. Congressman Steve Scalise, about how Trump managed to dominate of 7 swing states. Then, Andreanecia Morris of HousingNOLA, joins the show to discuss New Orleans creating a housing trust fund after 75% of voters agreed to earmark 2% of …
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Send us a text 00:00 - Intro 00:57 - Perplexity AI Nears $9B Valuation with $500M Funding Round 01:57 - Vuori Plans $825M Secondary Share Sale at $5.5B Valuation 02:39 - CoreWeave Hires Bankers for 2025 IPO 03:36 - Anthropic Partners with Palantir, Expands in Defense Sector 05:00 - Mistral Launches AI Moderation API, Valued at $6B 06:05 - ByteDance…
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This hour, Newell broadcasts LIVE from Craig's Electrical and Generator Service in Kenner. Craig Jacomine, owner of Craig's Electrical and Generator Service, joins Newell on the show. Then, Mike Hoss, Voice of the New Orleans Saints, joins the show to preview the Saints (without Deninis Allen) vs. the Atlanta Falcons.…
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What does it take to scale a company from an idea to a $13B industry leader? In my latest episode, Okta CEO Todd McKinnon dives into the essential lessons he’s learned on high-stakes decision-making, managing up to the board, and competing against tech giants like Microsoft. Todd also reflects on his journey to founding Okta, his bold choice to tea…
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Together with Alan Dunne, we delve into the shifting landscape of systematic investing, highlighting the growing use of quant based strategies as well as AI and machine learning in portfolio management. The discussion also emphasizes the significant impact of concentration within the S&P 500, with Goldman Sachs now predicting that this could lead t…
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This was not an episode that were happy to record, in the sense that—gallows humour aside—this sucks! It's bad. But, for this immediate post-mortem bonus episode, Riley, Milo, and November discuss the US election... as well as the Labour party's cosying up to Trump, the future trends you can predict in British politics, and the fact that the UK now…
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The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listene…
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In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investmen…
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With markets rising on a Donald Trump victory, how do you handle the initial reactions you see in markets? Katie Stockton, founder of Fairlead Strategies, discusses why market sentiment is measurable, the three big challenges that remain, and why she thinks we’re heading to a more subdued trading environment. Learn more about your ad choices. Visit…
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On today's show, Newell broadcasts LIVE from the Metropolitan Crime Commission's Law-Enforcement Awards Banquet from the Sheraton's Grand Ballroom.Newell speaks with:Jason Williams, New Orleans District Attorney,Colonel Robert P. Hodges, Louisiana State Police Superintendent,Greg Rusovich, Chair of the Metro Crime Commission, Jeff Landry, Governor …
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This hour, Newell broadcasts LIVE from the Metropolitan Crime Commission's Law-Enforcement Awards Banquet from the Sheraton's Grand Ballroom. Newell speaks with:Jeff Landry, Governor of Louisiana,Collin Sims, District Attorney of St. Tammany & Washington Parishes,and Lyonel Myrthil, Special Agent in Charge of the New Orleans Field Office for the FB…
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This hour, Newell broadcasts LIVE from the Metropolitan Crime Commission's Law-Enforcement Awards Banquet from the Sheraton's Grand Ballroom. Newell speaks with:Jason Williams, New Orleans District Attorney, Colonel Robert P. Hodges, Louisiana State Police Superintendent,and Greg Rusovich, Chair of the Metro Crime Commission.…
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In the most recent episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Matt Farrell explored the process of evaluating investment managers during periods of underperformance. They discussed the importance of assessing managers based on both market context and strategy alignment, underscoring the need for a balanced pers…
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In this episode we answer emails from Anderson, Camille, and Chris. We discuss and HSA vs. a Roth IRA for a lower-taxed earner, the tax, brokerage account, and portfolio considerations for a globe-trotting Canadian, and the gestalt of this podcast. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Portfolio Charts Portfolio…
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