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.
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.
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.
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