Capital Allocators – Inside the Institutional Investment Industry Podcast Por Ted Seides – Allocator and Asset Management Expert arte de portada

Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

De: 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.2022 Economía Finanzas Personales
Episodios
  • Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

    Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)
    Jul 17 2025
    Ron Kantowitz is the Head of Private Debt for Invesco’s Global Senior Loan platform, where he leads a team that manages $50 billion focused on middle-market, senior secured, direct lending.

    Our conversation traces Ron’s path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy, investment process, and perspectives on competition, the role of banks, and opportunities ahead for private credit investors. NA4597908
    Capital Allocators and Invesco are not in any way affiliated.

    This information is intended for Institutional Investors that are US residents.

    Click here to view the full Disclaimer.
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    51 m
  • Tim Sullivan – Yale’s Private Portfolio (EP.456)

    Tim Sullivan – Yale’s Private Portfolio (EP.456)
    Jul 14 2025

    Today’s show features one of the biggest industry legends you may never have heard before.


    My guest is Tim Sullivan, who recently retired from overseeing Yale University’s private market portfolios for 39 years. He joined the Yale Investments Office upon graduation from Yale College in 1986, just one year after David Swensen took the helm. He worked alongside David to build and manage the most successful institutional private equity and venture capital programs in history.


    Tim lived through the 1987 crash, the early years allocating to privates when no one else did, the dot.com boom and bust, the institutional adoption of alternatives after David published his book in 2000, the GFC, the ZIRP aftermath that created a bigger boom until the hiccup in 2021. We weave in and out of that history, as Tim shares lessons from how Yale managed its portfolios along the way.


    Tim carries a quiet conviction and sharp analytical mind developed from the front line of the greatest success in institutional investing for decades, and he weighs in on the increasing challenges of repeating that past success going forward.

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    1 h y 16 m
  • WTT: A New Twist on an Old Bet with Buffett

    WTT: A New Twist on an Old Bet with Buffett
    Jul 9 2025

    Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue.

    Read WTT: A New Twist on an Old Bet with Buffett
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    10 m
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