Capital Allocators

Ted Seides spent years working alongside institutional investors before turning his attention to documenting how the best of them think. Capital Allocators is the result, and with more than 780 weekly episodes, it has become the go-to resource for understanding institutional investment from the inside. Seides interviews chief investment officers, endowment managers, pension fund leaders, and asset managers, drawing out the frameworks they use to deploy billions of dollars. The conversations go deep into portfolio construction, manager selection, risk management, and governance, topics that rarely get this level of treatment in audio format. Seides himself is not a passive interviewer. His background at the Yale Investments Office and as a hedge fund manager means he can push back on guests, ask informed follow-ups, and steer the discussion toward the specific decisions that mattered most. The show has featured guests from organizations like Bridgewater, the Ontario Teachers Pension Plan, and leading university endowments. Episodes typically run 45 to 60 minutes and reward close attention. For finance professionals who work in or adjacent to institutional investing, this podcast is an education in itself. Even those in corporate finance roles will find value in understanding how large pools of capital are managed, as many of the decision-making principles translate directly to treasury, FP&A, and strategic planning work.