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Capital Allocators – Inside the Institutional Investment Industry

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.
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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A podcast by AVCA – The African Private Capital Association; the nexus of private capital in Africa, championing and enabling private capital investment in Africa. As the pan-African industry body, AVCA plays a significant role as an effective change agent for the industry and acts as the trusted independent source of information, insight, and intelligence inspiring investor confidence; making the case for both commercial returns and impact of private capital in Africa. AVCA represents a com ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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FinPod

Corporate Finance Institute

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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Alpha Exchange

Dean Curnutt

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/
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Welcome to Good Dirt: Conversations with Leaders in Real Estate & Beyond - interviews with some of the most interesting and respected players in the commercial real estate industry, with a focus on investors, developers, and equity allocators that are shaping the built world around us. Hosted by Mike Greeley and Tom Greeley, brothers and teammates within the Newmark capital markets platform. Because the real estate industry is hyper-connected to all sectors of commerce, we will also regularl ...
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The Active Advisor

Harbor Capital

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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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Welcome to the Mobile User Acquisition Show, in which we talk about how to use mobile user acquisition strategies to grow your app quickly and capital-efficiently. Each episode includes strategies, tips and pointers from the leading edge of mobile user acquisition that can help you unlock tremendous growth for your app.The Mobile User Acquisition Show is produced by the team at RocketShip HQ. With 8 figure UA spends managed and over 10,000 ads produced, we deliver profitable growth for break ...
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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
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Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye
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The Investing for Beginners Podcast - Your Path to Financial Freedom

By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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The Allocator

Brian Hertzog

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How do the world's most productive, influential, and innovative people choose to spend their time, energy, attention, and capital? In "The Allocator" podcast, we go behind the scenes to unpack the strategic allocation decisions of leaders, entrepreneurs, creators, and thinkers. Each episode features an in-depth interview with a fascinating guest, diving into how they thoughtfully manage their most valuable and limited resources. We explore the frameworks, routines, and tradeoffs they use to ...
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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://podcasters.spotify.com/pod/show/investinalts/support
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/posts/the-many-different-ways-to-guess-a-business-s-future-revenue-1 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: info@focusedcompounding.com About Focused Compounding: We are an ...
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Up2

Up2 Foundation

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Refreshingly candid conversations with some of today’s most humble leaders. Adam Kaufman dives into topics often left unexplored. His guests’ challenges, fears, and motivations show what it takes to become a humble leader.
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Timeless wisdom for investors and entrepreneurs. We study the topics you didn't cover in business school—everything from deception to power, disasters to public works projects, and more—to build our mental maps, improve our judgment, and increase our effectiveness as business builders and capital allocators. Each season is an in-depth study of a specific topic, and each episode covers a different book within that topic. Our goal each season is to answer big questions, uncover common trends, ...
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The Future of Capitalism

The Vistria Group

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With rising income inequality, a reckoning on race, and a recognition within the business community that the status quo is unsustainable, the ultimate question becomes, what is the future of capitalism? For several years, The Vistria Group has led a dialogue in the investment community around the Future of Capitalism, recognizing that the expected and unintentional spill-over effects from the focus on profits above all have brought us to a critical and unsustainable moment. The firm has conv ...
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Simply Wall St

Simply Wall St

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Our mission is to help everyday people become successful long-term investors. We do this by providing tools that help investors to apply the principles of long-term investing. Simply Wall St has been designed with the specific challenges of retail investors in mind, so they can block out the noise and focus on what really matters in building their portfolio. Our podcast episodes will focus on content that helps investors interpret global market developments, come to their own conclusion abou ...
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Future Proof Business

Werner Mouton, CGMA

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Future Proof Business equips CEOs, business leaders, and owners with the strategies and insights needed to navigate change, drive growth, and build resilient organizations. Tune in for expert advice that will help you lead with confidence and secure your business's future.
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GreenPill

Kevin Owocki

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GreenPill is about crypto-economic systems that create positive externalities for their neighbors & for the world. We explore the intersection of programmable money, game theory, & mechanism design. We search for powerful new ways to fund, design, develop, & market regenerative web3-era applications and digital assets. We launch the meme of regenerative crypto-economics into the world. Ethereum is the ultimate substrate for human coordination. Learn about the web3 builders who are solving co ...
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The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...
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Startup insider Kent Lindstrom explores the reality behind the Silicon Valley headlines as he sits down with the established veterans and up-and-comers who are shaping the way we view the world online and beyond. Topics include technology trends, startups, Silicon Valley politics, women in silicon valley and more. Learn the histories of each guest and be enlightened by their area of expertise. New episode released each Tuesday at Noon, Pacific Time.
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“Views from the Harbor” is a video/audio series that serves as Harbor Capital Advisors’ take on what financial professionals need to know about what is currently happening in the economy and markets across the world and how Harbor believes it ultimately impacts investments. Hosted by Harbor Capital Advisors President and CIO, Kristof Gleich, this series features conversations with Harbor’s very own internal financial experts and external partners. They each share their own personal perspecti ...
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QuantSpeak

CQF Institute

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Expert insights from quants for quants. Listen to QuantSpeak to hear from thought leaders in quant finance as they share their insights into the latest research and industry practice. QuantSpeak is created by the CQF Institute. Part of Fitch Learning, the CQF Institute is the awarding body for the Certificate in Quantitative Finance and provides a platform for educating and building the global quantitative finance community. Find out more at www.cqfinstitute.org
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We Do A Little

Deeze & Andy

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We Do A Little is a collection of long form podcasts hosted by Deeze, Andy8052, and Redbeard focused on deep + candid conversations with awe-inspiring individuals who excel at what they do.
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Accomplished investors share their stories, mental models, and what market factors they’re paying attention to today. Host Andrea Gentilini of SEI Novus unpacks what has helped them and hindered them on their diverse roads to success. Modeled after the values of SEI Novus industry research, this is where managers and allocators alike tune in for engaging discussions on how to succeed in the investment world.
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Value Investing with Legends

Columbia Business School

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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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This podcast will reveal some simple strategies to get your first clients, grow your business, and market your services online as a tutor in any subject. There are five mistakes even experienced tutors make that can be costing you a LOT of money. Are you falling into any of the common traps? You might be surprised. Eric Earle has started 4 different tutoring companies and been working in the tutoring industry for over a decade. Currently he runs his tutoring businesses remotely and travels a ...
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Welcome to the Investing for Beginners podcast, episode on capital allocation. Join Dave and Andrew as they explore the importance of capital allocation in investing, discussing its impact on company performance and shareholder returns. 00:00:38 - Introduction to capital allocation and its importance 00:01:26 - Definition and overview of capital al…
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concentration, equity issuance and stock buybacks, and how the boom and bust cycle relates to AI today. He also shares some common attributes among great inve…
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Future Proof Business equips CEOs, business leaders, and owners with the strategies and insights needed to navigate change, drive growth, and build resilient organizations. Tune in for expert advice to help you confidently lead and secure your business's future. For detailed show notes: Website Courses: Online Courses…
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Welcome to the Investing for Beginners podcast, episode 353. Today, we explore the power of checklists in investing, using American Express as a case study to highlight their practical application and benefits. [0:00 - 0:50] Introduction Welcome to episode 353 of the Investing for Beginners podcast. The hosts introduce the topic of using checklists…
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How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund? It sure wasn’t easy. It took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full …
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✨ Subscribe to the Green Pill Podcast ✨ https://pod.link/1609313639 🟢 Get the GreenPilled Book 🟢 https://greenpill.network/ 🟢 NEW! Greenpill NFTs 🟢 https://pods.media/greenpill Apple Show Link https://podcasts.apple.com/podcast/id1609313639 Spotify Show Link https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd 🟢🟢🟢 Show Your Support 🟢🟢🟢 https://foru…
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Summary In this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the im…
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Three hundred odd years ago, Sir Isaac Newton told us that “no great discovery was ever made without a bold guess.” My sense is he didn’t have the order book in Emini futures in mind, but his words do translate well to our world of financial instruments. In this short pod, I revisit the events of August 5th, a day when prices normally well discover…
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In this episode, we discuss the journey from idea to launch. Today, we’re excited to have Héctor Giner (Ector Hiner), co-founder of Z1, a digital product studio focused on driving ideas from inception to launch. Héctor began his career as a researcher before transitioning to web development. He served as the CTO at Glamping Hub before co-founding Z…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…
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In this conversation, attorneys Sarah Florer and Roland Wiederaenders explore private securities and their role in the world of alternative assets. They define private securities as investments in alternative assets, not traditional publicly registered securities. They explain that private securities are subject to different regulations and disclos…
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David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…
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Great with numbers but suck at storytelling? No worries. On this episode of Story Snacks, we’re helping sales and marketing teams step up, take the reins, and make sure everyone in the room looks like a rockstar–especially when the fund manager isn’t a natural storyteller. Listen in as Stacey covers: How acknowledging that not everyone is a natural…
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Simply Wall St Market Insights for the week ending 1st September 2024. To read the full article: How Weight-loss Treatments Could Disrupt Other Industries Create a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insig…
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In this episode of FinPod’s What’s New at CFI, we explore the critical role of workflow efficiencies for analysts working in Business Intelligence (BI) and data analysis. Join us as we unpack practical strategies, tools, and best practices that can streamline your day-to-day tasks, from data gathering and cleaning to analysis and reporting. Whether…
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We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show! Where else can you hear hand-selected investment research voiced by some of the most respected money managers and investment researchers in the worl…
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1:1 meeting turned into a 10-person panel? Don’t freak out. This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed. Stacy covers how to maintain control, keep the conversation flowing naturally, and avoid dreaded awkward silences. Listen in to learn more about: Preparing like a pro Identifying your …
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✨ Subscribe to the Green Pill Podcast ✨ https://pod.link/1609313639 🟢 Get the GreenPilled Book 🟢 https://greenpill.network/ 🟢 NEW! Greenpill NFTs 🟢 https://pods.media/greenpill Apple Show Link https://podcasts.apple.com/podcast/id1609313639 Spotify Show Link https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd Timestamps : 00:00 Intro 01:36 overvie…
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In this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance – starting from his roots in Chile to becoming a Director of Corporate Development at global credit bureau, Equifax. Genaro discusses his experience majoring in accounting at university, navigating earl…
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Welcome to the Investing for Beginners podcast, episode 352. Join Dave and Andrew as they answer listener questions about investing strategies, portfolio management, and stock picking in this informative and engaging discussion. Summary with timestamps: 00:00:00 - Introduction and overview of the episode 00:00:42 - Question about tools and resource…
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The Role of Private Capital in Unlocking Africa’s Agricultural Potential In this episode, we talk to Jerry Parkes, Chief Executive Officer at Injaro Investments, about investing in agriculture and supporting smallholder farmers in Africa. Jerry also emphasises the importance of cross-sectoral collaboration to develop long-term solutions for Africa'…
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What a thrilling opportunity to welcome Three Star Air Force General Laura Lenderman back to our program, such a humble leader in spite of her accomplishments both in the air and in military leadership. In a rare opportunity to speak with such a high-ranking, active duty military officer, Gen. Lenderman describes her role at Joint-Base Pearl Harbor…
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UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and Stacy discuss: His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought…
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In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets th…
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Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…
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✨ Subscribe to the Green Pill Podcast ✨ https://pod.link/1609313639 🟢 Get the GreenPilled Book 🟢 https://greenpill.network/ 🟢 NEW! Greenpill NFTs 🟢 https://pods.media/greenpill Apple Show Link https://podcasts.apple.com/podcast/id... Spotify Show Link https://open.spotify.com/show/0l6aXWC... **TIMESTAMPS :** 00:00 Intro 01:30 Guest Intro 03:11 Eth …
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In this episode of What’s New at CFI on FinPod, we discuss our newly launched course on reading and analyzing insurance company financials. We break down the complexities and unique characteristics of insurance financial statements, comparing them to those of banks and industrial companies. We also discuss concepts like deferred acquisition costs, …
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Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…
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Can you have different stories for different strategies? What about brand stories for each niche? This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategies and market segments. Stacy breaks down why one size doesn’t fit all, and how you can tailor your narrative for maximum impact. This is Story Snacks…
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In this episode, we chat with Pieter, founder of the Compounding Quality newsletter, as he shares insights on quality investing, identifying great businesses, and his journey in the world of stocks. 00:00 - 00:07: Introduction of Pieter and his credentials, including his newsletter and book on quality investing. 00:08 - 02:37: Pieter explains why h…
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Simply Wall St Market Insights for the week ending 25th August 2024. To read the full article: Investing In Weight-loss And Diabetes Treatments Create a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fund…
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In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.Bởi J.P. Morgan Asset Management
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Redefining Productivity: Explore the true meaning of productivity, focusing on effectiveness and quality rather than constant activity and busyness. The Hustle Culture Myth: Understand how hustle culture has distorted the concept of productivity, leading to burnout and inefficiency. Actionable Strategies for CEOs: Learn practical tips to prioritize…
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