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
  • Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)

    Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
    Feb 23 2026
    Today's show dives into the state of the venture capital from the LP perspective. Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6 billion foundation with an unusually large allocation to private markets and venture capital. Ed was a past guest on the show and that conversation is replayed in the feed. Our conversation covers the changing landscape of venture capital, including pricing distortions, power law winners, liquidity issues, GP behavior, and scaled platforms. Throughout the insightful conversation, Ed and Sean share LP strategies to capture opportunities and navigate risks across stages, sectors –mostly AI – and geographies.

    Learn more about our Strategic Investments: Old Well Labs.

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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
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    1 h y 5 m
  • [REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)

    [REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
    Feb 23 2026

    Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative philanthropist, formed the foundation after selling his business for $170 million in 1997. Since then, the pool has grown 11.5x to $1.5 billion after distributing $400 million to supported charities, including contributions that make it among the largest donors every year to Carnegie Mellon University and the University of Pittsburgh. Over the last twenty years, the Dietrich Foundation's performance sits at the very top of all endowments and foundations.

    Our conversation covers Ed's journey to investing and mentorship by Bill Dietrich, which led to him taking the helm at the Foundation in 2007. We discuss the Foundation's bold approach to illiquid investments, with 90% of assets invested in venture capital and private equity, its governance structure, and its thematic focus on innovation and emerging markets. Along the way, Ed shares insights into managing liquidity, constructing the portfolio, selecting managers, and navigating geopolitical risk to maintain conviction in an uncomfortably different strategy.

    Ed's approach and results will open your aperture to what's possible in an institutional portfolio with the right goals, structure, and governance in place.

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    Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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    1 h y 14 m
  • Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)

    Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
    Feb 16 2026

    Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 employees. Bobby's storied Wall Street career includes spending seven years as the Co-CIO of Millenium and twenty at Credit Suisse in a range of leadership roles spanning proprietary trading, derivatives, and asset management.


    Our conversation traces Bobby's path from growing up as the son of immigrants in Queens to the trading floors of O'Connor and Credit Suisse, all of which shaped his thoughtful, framework-driven perspectives on markets. We explore the evolution of prop trading and the migration of risk taking from banks to hedge funds, proprietary trading firms, and private credit.


    We then discuss Bobby's ambitious launch, including the principles guiding its design, scale and diversification out of the gate, talent strategy, risk management, portfolio construction, and the many tradeoffs that create the different cultures and complexions of multi-manager hedge funds. We close with Bobby's application of financial innovation to helping others.


    Learn more about our Strategic Investments: Ascension.


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

    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
    Más Menos
    1 h y 2 m
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