Best of Interviewing: Ted Seides

More from Capital Allocators – Inside the Institutional Investment Industry

1. 

   24 Aug 2026 · 1 hr 27 min

   Best of Storytelling: Matthew Dicks

   This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want. To help understand the art and science of storytelling, Matt Dicks – a retired middle school teacher and author of the best-seller Storyworthy, and Don Miller – creator of Storybrand, a business started with his book of the same name – describe how to improve your storytelling ability. Learn more about Capital Allocators University . Try ALEX by…

2. 

   24 Aug 2026 · 49 min

   Best of Storytelling: Donald Miller

   This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want. To help understand the art and science of storytelling, Matt Dicks – a retired middle school teacher and author of the best-seller Storyworthy, and Don Miller – creator of Storybrand, a business started with his book of the same name – describe how to improve your storytelling ability. Learn more about Capital Allocators University . Try ALEX by…

3. 

   17 Aug 2026 · 49 min

   Best of Pre-Mortem Analysis: Gary Klein

   This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white paper applying the tool to investment analysis alongside Paul Johnson and Paul Sonkin. Please enjoy this discussion of the proper use of pre-mortem analysis with Gary, Paul, and Paul from 2019. Learn more about Capital Allocators University: https://www.capitalallocators.com/capital-allocators-university/ Try ALEX by Admired Leadership: tryalex.admiredleadership.com Learn More Follow Ted on Twitter at @tseides or LinkedIn…

4. 

   5 Aug 2026 · 6 min

   WTT: The Anatomy of a Blow-Up

   This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters. Read Ted's blog here. Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ https://thepodcastconsultant.com ⁠ )

5. 

   3 Aug 2026 · 1 hr 18 min

   Best of Decision-Making: Annie Duke (2022)

   Our Summer Series kickoff is with one of the all-time greats, Annie Duke . The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process. Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused…

6. 

   3 Aug 2026 · 1 hr

   Best of Decision-Making: Annie Duke (2018)

   Our Summer Series kickoff is with one of the all-time greats, Annie Duke . The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process. Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused…

7. 

   E519 · 8 Oct 2026 · 1 hr

   Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)

   Charlie Rose is the Global Head of Real Estate Credit at Invesco, where he oversees an $85 billion global platform. Before joining Invesco, Charlie worked in real estate as an academic researcher, jack-of-all-trades through the financial crisis, and investor up and down the capital stack for eight years at Canyon Partners. Our conversation covers Invesco's "credit over yield" approach, property-first underwriting, collaborative work inside the firm, and relationship-based focus. We discuss sourcing through repeat borrowers, risk management, portfolio construction, contrarian calls, including…

8. 

   E518 · 5 Oct 2026 · 57 min

   Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)

   Stephen McLennan is the Co-Chief Investment Officer of the Ontario Teachers' Pension Plan, where he oversees asset allocation for the $300 billion fund responsible for the retirement security of 346,000 teachers. Stephen joined OTPP in 2003 and worked across credit, natural resources, infrastructure, and Total Fund Management, before splitting the CIO seat with Gillian Brown in 2024 — a dual-CIO structure that is unique among Canada's largest pension funds. Our conversation traces that path and discusses OTPP's total portfolio strategy, including the balance of top-down asset allocation with…

9. 

   E517 · 28 Sep 2026 · 50 min

   Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

   Nancy Zimmerman is the co-founder and Managing Partner of Bracebridge Capital, a $13 billion alternative asset manager specializing in fixed income arbitrage that she founded over 30 years ago, in 1994, alongside Gabe Sunshine with capital from David Swensen at Yale. Our conversation traces Nancy's evolution from pricing securities to investing and the enduring sources of inefficiency in fixed income markets. We discuss the nature of arbitrage opportunities and their persistence over time and then turn to hunting for mispricings today across developed market rates, structured credit,…

10. 

    E516 · 21 Sep 2026 · 48 min

    André Perold – Investing Through Exponential Change (EP.516)

    André Perold is the co-founder and CIO of HighVista Strategies, an alternative asset manager overseeing $14 billion that searches for alpha opportunities in structurally inefficient markets. André has twice been a past guest on the show, starting way back with episode #2 and both conversations are replayed on the feed. This conversation starts with André's assessment of the most exciting and unusual investment environment he has experienced, alongside his thoughts on how to build capabilities and construct portfolios to navigate exponential change. We then turn to the beautifully inefficient…

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