Beste Ted Seides Allocator And Asset Management Expert podcasts (2024)

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

3d ago46:11

46:11

Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story…

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

3d ago1:01:10

1:01:10

Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits. Collectively, Rahul has raised and helped raise $60 billion for firms since 2005. He started his career in the industry at powerhouse TT International, and later joined The Children’s Investmen…

1
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38) 35:41

5d ago35:41

35:41

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988. If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients. Dan shares his thoughts on a wi…

1
Toby Rodes - Unlocking Value in Japan (EP.407) 55:57

6d ago55:57

55:57

Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell sid…

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

13d ago1:16:54

1:16:54

Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

17d ago53:35

53:35

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…

1
Hal Liebes, COO – Alger (EP.37) 49:07

19d ago49:07

49:07

Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

20d ago58:24

58:24

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …

1
WTT: The Power of Private Equity 11:03

25d ago11:03

11:03

My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what’s inside, and a rebuttal of common criticisms of private equity. Read Ted’s blog here.

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

27d ago54:21

54:21

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…

1
Jim La Creta, CTO – Brandeis University (EP.36) 33:22

1M ago33:22

33:22

Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

1M ago30:05

30:05

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

1M ago51:08

51:08

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

1M ago1:15:52

1:15:52

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the …

1
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35) 50:27

2M ago50:27

50:27

Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…

1
Succession - Sarah Samuels on Generational Transitions (EP.400) 43:50

2M ago43:50

43:50

As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We’ve seen several successful transitions of firms, many that haven’t survived their founders, and an entire sub-industry arise to help facilitate generational transfers across GP stakes, public offe…

1
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264) 46:32

2M ago46:32

46:32

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought t…

1
Todd Simkin - Game of Trading at Susquehanna (EP.399) 1:11:52

2M ago1:11:52

1:11:52

Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to decision-making. Todd is also the CEO of Susquehanna Re, his latest role in a 27-year tenure at SIG that has spanned trading, strategic initiatives, an…

1
Steven Schwab, GC and CCO – Thoma Bravo (EP.34) 37:41

2M ago37:41

37:41

Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …

1
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398) 47:49

2M ago47:49

47:49

Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service,…

Podcasts die het beluisteren waard zijn

Ted Seides Allocator And Asset Management Expert Podcasts

Podcasts die het beluisteren waard zijn

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
Rahul Moodgal – Master Fund Raiser Returns (EP.408) 46:11

1
[REPLAY] Rahul Moodgal - Master Fund Raiser (EP.87) 1:01:10

1
Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38) 35:41

1
Toby Rodes - Unlocking Value in Japan (EP.407) 55:57

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

1
Hal Liebes, COO – Alger (EP.37) 49:07

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

1
WTT: The Power of Private Equity 11:03

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

1
Jim La Creta, CTO – Brandeis University (EP.36) 33:22

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

1
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35) 50:27

1
Succession - Sarah Samuels on Generational Transitions (EP.400) 43:50

1
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264) 46:32

1
Todd Simkin - Game of Trading at Susquehanna (EP.399) 1:11:52

1
Steven Schwab, GC and CCO – Thoma Bravo (EP.34) 37:41

1
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398) 47:49

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