Date: Oct 13, 2021Time: 12:00 PM to 1:00 PM
Oct132021

Capital Allocators: How the World’s Elite Money Managers Lead and Invest, with Ted Seides, MBA ’99 (virtual)

Wed, 12:00 PM to 1:00 PM Zoom Webinar (Information to be sent to Registrants)
General PublicFinance

Description

The chief investment officers (CIOs) at endowments, foundations, family offices, pension funds, and sovereign wealth funds are the leaders in the world of finance. They marshal trillions of dollars on behalf of their institutions and influence how capital flows throughout the world.

But these elite investors live outside of the public eye. Across the entire investment industry, few participants understand how these holders of the keys to the kingdom allocate their time and their capital.

What’s more, there is no formal training for how to do their work.

So how do these influential leaders practice their craft? What skills do they require? What frameworks do they employ? How do they make investment decisions on everything from hiring managers to portfolio construction?

For the first time, Capital Allocators (Harriman House, Mar. 2021) lifts the lid on this opaque corner of the investment landscape.

Drawing on interviews from the first 150 episodes of the Capital Allocators podcast, Ted Seides presents the best of the knowledge, practical insights, and advice of the world’s top professional investors.

These insights include:
• The best practices for interviewing, decision-making, negotiations, leadership, and management.
• Investment frameworks across governance, strategy, process, technological innovation, and uncertainty.
• The wisest and most impactful quotes from guests on the Capital Allocators podcast.

Learn from the likes of the CIOs at the endowments of Princeton and Notre Dame, family offices of Michael Bloomberg and George Soros, pension funds from the State of Florida, CalSTRS, and Canadian CDPQ, sovereign wealth funds of New Zealand and Australia, and many more.

Capital Allocators is the essential new reference manual for current and aspiring CIOs, the money managers that work with them, and everyone allocating a pool of capital.

Participants must register by 5PM on October 11th to receive details on joining the discussion. The Zoom link will be sent out 24 hours before the event.

Please note that no refunds will be issued.

Bios

Speaker

Ted Seides, CFA, MBA 1999

Podcast host, advisor, and investor

Ted Seides, CFA, MBA 1999, created Capital Allocators LLC to explore best practices in the asset management industry. He launched the Capital Allocators podcast in 2017 and the show reached five million downloads in January 2021. Barron’s, Business Insider, Forbes and Value Walk each named it among the top investing podcasts. Alongside the podcast, Ted works with both managers and allocators to enhance their investment and business processes. In March 2021, he published his second book, Capital Allocators: How the world’s elite money managers lead and invest to distill the lessons from the first 150 episodes of the podcast. You can follow Ted on LinkedIn and Twitter.

Moderator

Hemali Dassani, MBA 1999

Hemali Dassani (MBA 1999) is an experienced fundraiser and investor relations professional within the alternative investments space and is currently a placement agent and consultant to multiple Private Equity funds. Hemali was previously Director of Investor Relations for Argand Partners and Castle Harlan, middle market private equity funds. Hemali was also a Managing Director with Old City Investment Partners, a multi-family office dedicated to finding high quality investments for the firm’s clientele of family office investors. Ms. Dassani has an M.B.A. from the Harvard Business School and a B.Sc. in Industrial Engineering from Northwestern University. She was President of the Harvard Business School Club of Greater New York and currently sits on the Board of the Club and chairs its racial equity task force. Previously she sat on the Board of Governors for the Harvard Business School Real Estate Alumni Association and the Steering Committee for the Harvard Business School Alumni Angels Association.

Date Time

Date: Oct 13, 2021Time: 12:00 PM to 1:00 PM

Location

Zoom Webinar (Information to be sent to Registrants)1460 Broadway
New York, NY 10036
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Price

  • 10 / Member/Member Guest (limit one)
  • 20 / Alumni Non-Member
  • 25 / General Public
  • Free / Patron Members (please contact progrmming@hbscny.org)

Attendees

ADEL ALDERBAS, Adel Alderbas, Lockie Andrews, Rodrigo Bitar, John Bockstoce, Anders Brag, Dev Chanchani, Wendy Chen, Andrew Cheskis, Charles Collier, Eileen Conroy, Dan Cunningham, Michael Dal Bello, Hemali Dassani, Rohit Desai, Vanessa Desai, Diegane Dione, Mitchell Dong, Sally Durdan, William Ettelson, Elizabeth Fairfax Brown, Irwin Friedman, Chris Frigon, Ayala Gamburd, Richard Gardiner, Sylvain Grande, Mark Gundersen, Alice Guzick, William Guzick, Mary Hainsworth, Michael Hoherchak, Jeffrey Houle, Annamaria Hynes, Shabrina Jiva, Lana Khabarova, Peter Kihara, Adam King, Daniella Kranjac, Chia-Chien Kuo, Terence Lally, Ilene Lang, Lance Lundberg, Wan-Cheng Luo, Tushar Maloo, Ira Mandel, Jerry Marcus, Jonathan Mariner, Alan Mark, Mark Mason, Kathleen McCarragher, John McLaughlin, Vijay Mehta, Christopher Melvin, Robin Melvin, Akiko Mitsui, Pedro Mont, Andy Morse, Barrie Moskowitz, Christine Murnane, Ahalya Nava, Beth Neumann, Arndt Nicklisch, Peter Novak, Michael Pambianchi, Pan Pan, Natasha Pearl Stowe, Margaret Pederson, Margaret Pederson, Anne Phillips, Max Polaner, John Reese, Rosemary Sagar, Ash Shah, Kenichi Shoji, Kevin Stewart, William Stutt, Arclauss Tambun, Kenneth Tatum, Kenneth Tatum, Jose Tesak, David Toll, Alexandros Tzoukas, Siby Vadakekkara, Laurent Vernhes, Edward Weisiger, Christopher Welch, Leighton Welch, Seble Williams, James Wilson, Ricky Yang, Freya Zaheer, Jingping Zhang, Tracy Zhang, Ahmad Zuaiter, jingjing zhang

Organizer

Hemali Dassani, MBA 1999

Zoom Webinar (Information to be sent to Registrants)

1460 Broadway, New York, NY, 10036