Capital Allocators – Inside the Institutional Investment Industry

Latest Episodes:

Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20) Nov 18, 2021

Show notes

On today's Manager Meeting, Michael Liddy speaks with Kyle Samani and Tushar Jain. Mike is a Partner at Evanston Capital Management, a $4.5 billion hedge fund of funds, whose CIO Adam Blitz was a past guest on Capital Allocators. Kyle and Tushar are Co-Founders and Managing Partners of Multicoin Capital, a $4.5 billion thesis-driven manager of cryptocurrencies, tokens, and blockchain companies. Kyle and Tushar founded Multicoin in 2017 and have grown its hedge fund and venture businesses to one of the largest in the space. Before they get going, Mike and I discuss Evanston's process to invest in the space, diligence specific to crypto strategies, selection of Multicoin, and fit in their portfolio. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222) Nov 15, 2021

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Richard Tedlow is the Class of 1949 Professor of Business Administration Emeritus at the Harvard Business School, where he spent three decades teaching business history. Richard left HBS in 2010 to join the faculty of the new Apple University and retired in 2018. Earlier this year, he published The Emergence of Charismatic Business Leadership, which is the subject of the show. Our conversation covers Richard's background and lessons learned teaching for four decades. We then turn to his latest tome, discussing the American history of business leaders without charisma, transitional period introducing charisma, and the modern era of superstar CEOs. Along the way, we discuss the definition, traits, downside, and future of charismatic business leadership. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Himanshu Gulati – Antara Capital (Manager Meetings, EP.19) Nov 11, 2021

Show notes

On today's Manager Meeting, Craig Bergstrom interviews Himanshu Gulati. Craig is the Chief Investment Officer at Corbin Capital Partners, a $9 billion investor in hedge funds and opportunistic credit strategies. Himanshu is the Founder and CIO of Antara Capital, an event driven hedge fund that invests across the capital structure in loans, bonds, distressed credit, and special situation equities. Antara combines a fundamental approach with active trading, dynamic asset allocation, and risk management. Before they dive in, Craig and I discuss getting to know Himanshu, investing alongside him as part of due diligence, and the fit of Antara in Corbin's portfolio. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221) Nov 08, 2021

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Jordi Visser is the President & CIO of Weiss Multi-Strategy Advisers, a $4 billion hedge fund focused on an innovative investment process, insightful data analytics, and cutting-edge thought leadership. Jordi came on the show and discussed his background and Weiss' strategy back in 2019. That conversation is replayed on the feed. This time around we get a glimpse of Jordi's thoughtfulness and rigor across work and life, including baseball cards for portfolio managers, the adaptability quotient or AQ, analytics for business development, and the great resignation in asset management. We then turn to Jordi's market views on inflation and interest rates, blockchain and decentralization, health and longevity, and mental health and anxiety. We close with his passion for horseracing and its application to money management. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92) Nov 08, 2021

Show notes

Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thought leadership.

Our conversation covers Jordi's decade of learning at Morgan Stanley, and then turns to a deep dive on all aspects of Weiss' equity market neutral, multi-manager process, including the importance of data visualization to risk management, behavioral alpha, improving portfolio manager performance, blending macro insights with a multi-manager team, factor-based replication, hiring managers, ranking managers, and knowing when to move on. We then discuss issues with the use of analytics outside of public equities, pending problem caused by high corporate leverage, opportunities in biotech and healthcare, the future of the hedge fund industry, and positioning an asset manager for the future.

Jordi leads a rigorous approach to identifying, assessing, and improving an internal multi-manager team using data analytics. The transparency and tools he employs are a few steps ahead of where most allocators find themselves today, and as such, his insights can shine a light on the path where all allocators can develop going forward.

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Satya Patel – Homebrew (Manager Meetings, EP.18) Nov 04, 2021

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On today's manager meeting, Tim Recker interviews Satya Patel. Tim is the Chief Investment Officer of the $4 billion James Irvine Foundation. Satya is a Partner and Co-Founder of Homebrew, a $190 million seed stage venture capital firm that takes a concentrated, hands-on, and thesis driven approach. Satya also is a Venture Advisor to Screendoor Partners, an investment vehicle designed to back underrepresented first-time venture capitalists. Before they get going, Tim and I discuss his interest in Homebrew, distinction from other operator-led VCs, and his perspective on Screendoor. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220) Nov 01, 2021

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Savneet Singh is the President and CEO of PAR Technology Corp and a Partner at CoVenture. PAR is a $1.6 billion market cap public company whose technology services over 10,000 restaurant locations in over 110 countries. And CoVenture is a $2 billion investment firm focusing on novel asset classes whose founder, Ali Hamed, was a past guest on the show. Savneet previously co-founded GBI, an electronic platform for the trading of real assets, and Tera Holdings, a holding company of niche software businesses. He is an unusual talent whose achievements have been recognized on the Forbes 30 under 30 and Crain's 40 under 40. Our conversation covers Sav's early love of investing, time on Wall Street, transition to operator, and lessons learned along the way. We then turn to PAR, discussing its history, corporate culture, and trends in software. We close Savneet's thoughts on crypto, advice for managers and allocators, and his growth as an investor from serving as an operator. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17) Oct 28, 2021

Show notes

On today's manager meetings, Ellen Ellison speaks with Rashmi Kwatra. Ellen is a past guest on Capital Allocators when she was Chief Investment Officer of the University of Illinois Foundation. Rashmi is the founder and CIO of Sixteenth Street Capital, a Singapore based manager focused on emerging and frontier markets in South and Southeast Asia with $240 million under management. Sixteenth Street manages a concentrated fundamental equity portfolio with a long-term focus on Asia's fastest growing capital markets. Before they kick it off, Ellen and I discuss her due diligence process and the fit of Sixteenth Street in her portfolio. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219) Oct 25, 2021

Show notes

Paula Volent is the recently named Chief Investment Officer for Rockefeller University's $2.5 billion endowment. Paula previously oversaw Bowdoin College's endowment for twenty years as it grew from $450 million to $2 billion during her tenure and generated returns at the very top of the industry. Bowdoin's Investment Committee Chair, Stan Druckenmiller, describes Paula as an innovative, outside-of-the-box thinker, an aggressive risk taker, and a workaholic whose passion is unlike anyone he has ever seen. Paula is also one of my oldest friends in the business from our time crossing paths at Yale in the mid '90s. Our conversation covers Paula's unique career path from art conservation to endowment management and the transferable lessons she learned along the way. In the process, we discuss her approach at Bowdoin and plans for Rockefeller University. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16] Oct 21, 2021

Show notes

On today's Manager Meetings, Kim Lew speaks with Stefan Kaluzny. Kim is the President and Chief Executive Officer of the Columbia Investment Management Company, where she is responsible for managing the University's $11 billion endowment. She also recently received Institutional Investor's Lifetime Achievement Award. Stefan is a Founder and Managing Director of Sycamore Partners, a private equity firm specializing in consumer, distribution, and retail with approximately $10 billion in assets under management. Sycamore's sector-oriented strategy focuses on partnering with management teams to improve operating profitability and strategic value in their business. To kick it off Kim and I discuss her due diligence process at Carnegie and her upcoming re-underwriting of Sycamore at Columbia, both with an eye on her longstanding friendship with Stefan. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

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