437 episodes

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.

Capital Allocators – Inside the Institutional Investment Industry Ted Seides – Allocator and Asset Management Expert

    • Business
    • 5.0 • 4 Ratings

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.

    Thomas Majewski – Empty Rooms:  Masterclass on CLOs at Eagle Point Credit Management

    Thomas Majewski – Empty Rooms:  Masterclass on CLOs at Eagle Point Credit Management

    Today’s show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it’s CLO equity, an asset that has consistently generated strong returns with modest risk for decades. That fact may come as a surprise to many.

    Thomas Majewski is the Managing Partner and Founder of Eagle Point Credit Management, a $14 billion specialist credit manager that’s believed to be one of the largest investors in CLO equity in the world. Tom has spent his entire career in the structured finance and credit markets, including the early days when he likely was the first person to refinance a CLO.

    Our conversation offers a master class on CLOs across Tom’s career history, the mechanics of CLOs, and nuances of the business. We discuss his early years in the business, characteristics and performance history of the asset, and the launch of Eagle Point in the aftermath of the financial crisis. We discuss Eagle Point’s strategy, investment process, team, desired traits of successful CLO collateral managers, opportunities in CLO debt, and Tom’s vision for the business going forward.

    Learn More​
    Follow Ted on Twitter at @tseides or LinkedIn​
    Subscribe to the mailing list​
    Access Transcript with Premium Membership​

    • 1 hr 17 min
    Charles Van Vleet – Thinking Differently with Pensions at Textron

    Charles Van Vleet – Thinking Differently with Pensions at Textron

    Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets and $5 billion of defined contribution assets. Charles joined Textron a decade ago after eight years at the pension fund of United Technologies and is widely respected as one of the most thoughtful and outspoken CIOs in the space.

    Our conversation covers Charles’ background and turns to the objectives of corporate pension funds, Textron’s strategic asset allocation, and Charles’ creative implementation of value-added opportunities across asset classes. Along the way, he shares a host of opinions about what works and doesn’t for institutional investors.
    Access Stream by AlphaSense Free Trial
    Learn More​

    Follow Ted on Twitter at @tseides or LinkedIn​

    Subscribe to the mailing list​

    Access Transcript with Premium Membership​

    • 51 min
    JUST RELEASED: Bain Capital on Private Equity Deals

    JUST RELEASED: Bain Capital on Private Equity Deals

    The sixth episode of Season One of Private Equity Deals released this morning. I’m joined by David Humphrey and Devin O’Reilly from Bain Capital, who worked together on the purchase of Zelis, a healthcare and fin tech company that serves the most abrasive aspect of the healthcare system – dealing with all aspects of medical claims. The deal shines a light on how Bain Capital operates in addressing an important business need. Tune in to Private Equity Deals to hear all about it.
     
    Learn More
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Access Transcript with Premium Membership

    • 44 sec
    Frank Brosens – Culture and Partnership at Taconic Capital

    Frank Brosens – Culture and Partnership at Taconic Capital

    Frank Brosens is a co-founder of Taconic Capital, an $8 billion event-driven, multi-strategy hedge fund founded in 1999. Frank started his career at Goldman Sachs, where he joined and later ran Bob Rubin’s legendary risk arbitrage desk. That group became one of the top breeding grounds for hedge fund founders, including among its ranks Tom Steyer at Farallon, Richard Perry at Perry Partners, Danny Och at Och-Ziff Capital, Eddie Lampert at ESL, Eric Mindich at Eton Park, and Dinakar Singh at TPG-Axon.

    Our conversation covers Frank’s path to the Goldman risk arb desk, the culture that made it a success, and his eventual decision to leave the firm. We then discuss the founding of Taconic, its partnership and investment philosophy, and its approach to risk management, capital allocation, and the pursuit of opportunities. Along the way, Frank highlights examples that demonstrate the benefits of a carefully aligned culture for teammates and clients across organizational structure, portfolio management, and compensation.

    Access Stream by AlphaSense Free Trial

    Learn More
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Access Transcript with Premium Membership

    • 53 min
    Melanie Pickett – Modern Technology in the Investment Office at Northern Trust

    Melanie Pickett – Modern Technology in the Investment Office at Northern Trust

    Today’s sponsor insight features Melanie Pickett, Executive Vice President at Northern Trust, who is responsible for leading the Asset Owner segment in the Americas.

    Melanie joined Northern Trust five years ago to create its Front Office Solutions business, which today works with $450 billion on the platform across more than forty asset owner clients. Prior to Northern Trust, she spent six years as Chief Operating Officer at Emory University’s investment office and over a decade rising to Executive Director in investment operations at Morgan Stanley.

    Our conversation dives into Melanie’s background, technology challenges in the investment office, and her passion for addressing those challenges at Northern Trust. We cover the evolution of Northern Trust’s business for asset owners and Melanie’s perspective on trends in asset allocation, technology, performance and risk management, data science, and the future of the business.

    We are incredibly grateful to Melanie and Northern Trust for being a longtime sponsor of the show and are eager to highlight their value to the institutional community.

    Learn More
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Access Transcript with Premium Membership

    • 45 min
    Geoffrey Rubin – The Modern Canadian Model at CPPIB

    Geoffrey Rubin – The Modern Canadian Model at CPPIB

    Geoffrey Rubin is the Senior Managing Director and Chief Investment Strategist of Canadian Pension Plan Investment Board, or CPPIB, which oversees $520 billion Canadian ($400 billion USD) on behalf of tens of millions of its citizens. CPPIB is a prime example of the Canadian model, which features significant internal active management of assets and a thoughtful total fund management approach.

    Our conversation covers Geoffrey’s background and path to CPPIB, the Canadian model, effective governance, and competitive advantage. We then turn to the implementation of the model across internal capabilities, resource and capital allocation in the portfolio, compensation, talent retention, collaboration, organic innovation, and putting the model to the test during this year’s challenging market conditions.

    Access Stream by AlphaSense Free Trial

    Learn More
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Access Transcript with Premium Membership

    • 1 hr 9 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Business

Steven Bartlett
Global
Jim Power & Chris Johns
Inside Business with Ciaran Hancock
Pushkin Industries
Peter Leonard BL Mark Tottenham BL

You Might Also Like

Colossus | Investing & Business Podcasts
Ted Seides – Allocator and Asset Management Expert
Meb Faber
Colossus | Investing & Business Podcasts
Bloomberg
Oaktree Capital Management