Continuation Vehicles from the LP Seat – Scott Ramsower (EP.523)
Scott Ramsower, Head of Private Equity Funds at the Teacher Retirement System of Texas and ILPA Board Chair, joins Ted Seides to examine why institutional LPs…
Podcast
Capital Allocators podcast summaries.
Every full Capital Allocators episode we cover, summarized with verbatim, timestamped quotes: 15 episodes and 64 articles since July 2026. Hosted by Ted Seides. Part of our Private Equity coverage. New summaries every Sunday.
Capital Allocators on Apple Podcasts ↗ · Capital Allocators website ↗
15 episodescovered
64 articleswith timestamped quotes
64 articleswith timestamped quotes
Frequent voices
AI in the Investment Firm – Ben Harrison (EP.522)
Intapp President of Industries Ben Harrison joins Ted Seides to discuss the rise of 'firm AI' and agentic automation across private equity, legal, and professi…
Building a Berkshire for the Middle Market – Tracy Britt Cool (EP.521)
Tracy Britt Cool, co-founder of Kanbrick and former key deputy to Warren Buffett at Berkshire Hathaway, shares the lessons she learned transitioning from inves…
Senior Decision Makers: Erlina Yeo Terwelp, Columbia Investment Management Company (EP.520)
Erlina Yeo Terwelp, Managing Director at Columbia Investment Management Company, discusses her evolution as an allocator from investment banking, private equit…
Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
Stephen McLennan, Co-Chief Investment Officer of Ontario Teachers' Pension Plan, discusses managing asset allocation for the $300 billion fund responsible for…
Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
Charlie Rose, Global Head of Real Estate Credit at Invesco, discusses managing an $85 billion platform through a disciplined 'credit over yield' and property-f…
Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)
Nancy Zimmerman, co-founder and Managing Partner of Bracebridge Capital, discusses her multi-decade career in fixed income arbitrage, from learning options pri…
AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)
Ted Seides interviews eight chief investment officers and senior allocators—ranging from solo single-family offices to multi-billion-dollar sovereign and pensi…
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…
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…