Lauren Hochfelder: Investing Behind Structural Demand in Real Assets
Lauren Hochfelder, Global Co-Head of Real Assets at Morgan Stanley, discusses her 26-year career journey at the firm, the evolution of their real estate and in…
Podcast
Capital Allocators podcast summaries.
Every full Capital Allocators episode we cover, summarized with verbatim, timestamped quotes: 7 episodes and 24 articles since July 2026. Hosted by Ted Seides. Part of our Private Equity coverage. New summaries every Sunday.
7 episodescovered
24 articleswith timestamped quotes
24 articleswith timestamped quotes
Michelle Knudsen: How She Rebuilt NYU's $8B Endowment in Two Years
The episode features an in-depth conversation with Michelle Knudsen, who discusses her career journey, including formative experiences at Goldman Sachs and Par…
Luis Laboy: Why Every Market Is Now an Emerging Market | Hewlett Foundation
The episode features Luis Laboy, a director of public equities at Hewlett Foundation, discussing his career path from mechanical engineering to emerging market…
Frank Danieli – Roadmap for Private Credit from Australia
Frank Danieli, from MA Financial Group, details the unique evolution of private credit in Australia and the broader APAC region, characterized by a wider defin…
Dambisa Moyo on the Chevron and Starbucks Boards — and Investing a Family Office
Dambisa Moyo shares insights from her multifaceted career, including her roles on global corporate boards, in the House of Lords, and managing a family office.…
Pat Dorsey: The Nuances of Investing in Moats (Capital Allocators, EP.509)
Pat Dorsey, founder of Dorsey Asset Management, discusses the evolution of his investment philosophy from his time at Morningstar to building his own concentra…
Trinity Wall Street's Nicholas Csicsko: How Transparency Survives a 50% Drawdown
This episode features Nicholas Csicsko of Trinity Wall Street, who discusses his unique transition from a music career to investment allocation. Csicsko shares…