Capital Allocators
Ted Seides – Allocator and Asset Management Expert
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.
Recent Episodes
Interdisciplinary Skills: Decision-Making – Annie Duke (2022)
Aug 3, 2026Annie Duke, former world-class poker player and decision-making expert, discusses her book Quit, which challenges the cultural valorization of grit by arguing that knowing when to quit is as important as perseverance. Duke explores the behavioral biases and cognitive obstacles that prevent effective quitting, illustrating her thesis through the 1996 Mount Everest disaster and examples from venture capital, entrepreneurship, and personal decision-making. She emphasizes that grit and quitting are the same decision made in different contexts, and that the skill lies in distinguishing when each is appropriate.
Interdisciplinary Skills: Decision-Making – Annie Duke (2018)
Aug 3, 2026Annie Duke, former world-class poker player and decision science expert, discusses how poker players' explicit understanding of decision-making under uncertainty can improve investing and professional decision-making. Duke explores behavioral biases like confirmation bias and motivated reasoning, introduces the framework of "thinking in bets" to combat these biases, and shares practical tools for better calibration of beliefs and probabilistic thinking drawn from her books Thinking in Bets, How to Decide, and Quit.
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Jul 30, 2026Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley, discusses her 26-year career at the firm overseeing 300 investment professionals across 13 countries managing $800 billion in real estate, infrastructure, equity, and credit. The conversation covers her evolution from investment banking analyst to global leader, Morgan Stanley's thematic approach to real assets investing, portfolio construction focused on structural demand tailwinds, and key investment themes including industrial real estate, senior housing, net lease properties, and infrastructure.
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
Jul 27, 2026Michelle Knudsen, Chief Investment Officer of NYU's $8 billion endowment, discusses her two-year transformation of the investment office from the ground up. She traces her career from Goldman Sachs through the 2008 financial crisis, 14 years at Partners Capital and the Mellon Foundation, to her current mandate to rebuild NYU's endowment with a best-in-class portfolio. The conversation covers governance restructuring, asset allocation strategy, manager selection processes, emerging manager investing, venture capital, hedge fund leverage, AI adoption, and the lessons learned from building an enduring investment organization.
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
Jul 20, 2026Luis Laboy, Director of Public Equities at the Hewlett Foundation, discusses his 10-year tenure managing the foundation's $14 billion public equity portfolio alongside CIO Anna Marshall. The conversation explores his journey from emerging markets investor at Everest Capital to institutional LP, examining how his experience across asset classes, portfolio marketing, and direct investing informs his approach to manager selection and portfolio construction in a long-term endowment setting.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
Jul 16, 2026Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)
Jul 13, 2026WTT: 5.5 Lessons at 55.5
Jul 10, 2026Moat Investing Nuances – Pat Dorsey (EP.509)
Jul 6, 2026Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
Jun 29, 2026
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