PodcastsInvestimentosCapital 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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792 episódios

  • Capital Allocators – Inside the Institutional Investment Industry

    Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)

    27/04/2026 | 1h 3min
    Alex Sloane and Matt Perelman are co-founders of Garnett Station Partners, a $4 billion private equity firm focused on buy-and-build investments in founder-led, core economy businesses. Alex and Matt are lifelong friends who took an unconventional path out of business school, acquiring a 23-unit Burger King franchise in North Carolina that they scaled to 1,100 locations before selling it back to the franchisor. That operating experience became the foundation for their investment firm.

    Our conversation traces that evolution from operators to investors. We discuss their "shared desk" partnership and culture of debate, and the Garnett Station playbook, from sourcing "lighthouse" businesses and moving quickly in fragmented markets to building diversified platforms through disciplined capital allocation. We also cover lessons from scaling through cycles, the role of speed and integration in buy-and-build strategies, and how they think about risk, exits, and long-term value creation.

    Learn more about our Strategic Investments: Ascension.

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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
  • Capital Allocators – Inside the Institutional Investment Industry

    Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)

    20/04/2026 | 46min
    Rodney Comegys is the CIO of Vanguard Capital Management and its Head of Global Equity Indexing, where he oversees $8.5 trillion in index assets across domestic, international, and multi-asset strategies. Rodney joined Vanguard twenty seven years ago and has worked across operations, customer service, risk management, and investing. 

     
    Our conversation covers the philosophy and mechanics behind running one of the world's largest index fund operators. We discuss Vanguard's ownership structure, values, product selection, and mechanics of delivering an index fund. We then turn to common issues around indexing, including concentration in U.S. equities, corporate governance, private assets, and AI. 


    Learn more about our Strategic Investments: Thema.



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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
  • Capital Allocators – Inside the Institutional Investment Industry

    Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)

    13/04/2026 | 1h
    Randall Stutman is the founder of Admired Leadership and one of the most sought-after executive coaches in the world. He's known across Wall Street, the hedge fund community, professional sports, the Olympics, and the White House entirely by word of mouth. Randall was a past guest on the show six years ago in a rare public appearance, and that conversation is replayed in the feed.  
     

    Our conversation covers the framework for uncovering the behaviors and best practices of admired leaders and then dives into examples around giving feedback. We also discuss how admired leaders both generate results and develop followership, and a few extra behavioral gems for investment leaders. 



    Last year, Randall launched ALEX, an insane AI coaching tool trained solely on his insights. It's effectively an executive coach available 24/7 for only $300/year. We use it regularly, and always for situations with elevated stakes. Give it a try at leadwithalex.com. 

    Learn more about our Strategic Investments: OWL.




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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
  • Capital Allocators – Inside the Institutional Investment Industry

    [REPLAY] Randall Stutman - Admired Leadership (EP.150)

    13/04/2026 | 1h 4min
    Randall Stutman is founder and co-head of the Leadership Practice at CRA. and the Admired Leadership Institute. Randall is probably the top executive coach that you've never heard of before. He's spent 30 years coaching and learning about the behaviors and routines of extraordinary leaders. To give you a sense, he was worked in the White House and the Olympics, with something like 2,000 senior executives and 400 CEOs, and in our world, the most senior executives at JPMorgan, Goldman Sachs, Morgan Stanley, and Blackstone. Randall is also well known among the titans in the hedge fund community, where he's worked with many of the industry's leading funds. And he's done all of this entirely by word of mouth referral.

    Randall was one of the first people I asked to come on the show three years ago, and he respectfully declined – at that point in time not wanting share the uncovered behaviors that drive his work. A few months ago, he and his partners launched Admired Leadership, an online course with short videos of 100 behaviors repeated by the most talented CEOs. The course is extraordinary. It's so ridiculously good that I started sharing a link to it in my email signature as a gift to those who don't know about it.

    Our conversation covers Randall's path to coaching and the coaching process. We cover behaviors common among hedge fund managers, the admired leadership course, and examples across inspiring others, decision making, time management, and elevating performance. We close with Randall's thoughts on behaviors that allocators can identify in their manager research.
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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
  • Capital Allocators – Inside the Institutional Investment Industry

    Promote Giving – A New Model for Performance-Driven Giving (EP.496)

    09/04/2026 | 24min
    My guest on today's special episode is Joel Holsinger, Co-head of Ares' $50 billion Alternative Credit strategy. In addition to his long and stellar career in the credit markets, Joel spearheaded the launch of Promote Giving, a philanthropic initiative similar to Warren Buffett and Bill Gates' Giving Pledge, designed for alternative asset managers.

    Our conversation covers Joel's path to engaging in philanthropy, starting from humble beginnings to now making grants of $5 million in 2025 through Ares and launching Promote Giving in October.

    The proposition of Promote Giving is simple – GPs commit up to 5% of their promote on at least one fund to give to a charity of their choice. With ten signatories and more than $35 billion in AUM pledged to participate already, Promote Giving is quickly growing the movement to managers across asset classes. It's the Giving Pledge applied to investment firms, and I can't imagine a better use of this space than to spread the word.

    Learn more and pledge to give at promotegiving.org

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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)

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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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