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PodcastsNegóciosCapital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert
Capital Allocators – Inside the Institutional Investment Industry
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  • Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)
    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. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership  
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  • Tim Sullivan – Yale’s Private Portfolio (EP.456)
    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.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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  • WTT: A New Twist on an Old Bet with Buffett
    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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  • Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
    Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra Streisand, filmmaker Steven Spielberg, author Michael Crichton, talk show host David Letterman, the Coca Cola Company, and many, many more. Michael transitioned from entertainment to investing thirty years ago, advising Marc Andreesen and Ben Horowitz on the creation of a16z, and most recently, partnering with Ali Hamed as Chairman of Treville Capital Group. Ali has twice been a past guest on the show, and those conversations are replayed in the feed. Our conversation begins with Michael’s formative influences from his upbringing, early lessons that shaped his relentless drive, and origins of CAA. We cover his fascination with creativity, CAA’s culture of empowerment, honesty, and momentum, and frameworks for building businesses, assessing talent, focusing on relationships, and learning from new industries. We then turn to Michael’s recent work with Ali at Treville. We discuss the beginning of their partnership, the process of scaling, the building of momentum, and the systems that foster accountability, relentless follow-up, and refreshing of relationships. Michael closes with candid reflections on his mistakes and life lessons that continue to shape his remarkable path. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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  • [REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
    Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed. Our second conversation starts with an update on CoVenture’s growth and dives into Crossbeam Venture Partners, CoVenture’s venture business. We discuss Crossbeam’s sweet spot, sourcing, due diligence, deal dynamics, ownership, and decision-making for follow-on rounds. We then turn to examples in fintech and platforms, and close with how CoVenture’s taste for novel assets fits into the venture ecosystem. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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Sobre Capital Allocators – Inside the Institutional Investment Industry

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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