『Capital Allocators – Inside the Institutional Investment Industry』のカバーアート

Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

著者： Ted Seides – Allocator and Asset Management Expert
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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.2022 個人ファイナンス 経済学
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  • Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)

    Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517)
    2026/09/28

    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, corporates, and emerging markets. Along the way, we cover Bracebridge's process for sourcing ideas, assessing relative value, determining position sizes, constructing a portfolio, and managing risk. We close with building a team, aligning the organization and its clients, investing in today's exciting and unusual environment, and transferring investment knowledge to work on the investment committee and brain science research at Nancy's alma mater, Brown University.


    Nancy is among the sharpest, most curious, funny, and deeply experienced investors in the hedge fund world.

    Take our audience survey. Tell us more about you, how you listen, and what we can do to make the podcast and platform better.



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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    50 分
  • André Perold – Investing Through Exponential Change (EP.516)

    André Perold – Investing Through Exponential Change (EP.516)
    2026/09/21

    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 markets where HighVista has built core capabilities across biotech, lower middle-market buyouts, early-stage venture, and specialty private credit.


    Take our audience survey. Tell us more about you, how you listen, and what we can do to make the podcast and platform better.


    Try ALEX by Admired Leadership.


    Learn More
    Follow Ted on X at @tseides or LinkedIn
    Subscribe to the mailing list
    Access Transcript with Premium Membership


    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)
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    48 分
  • [REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)

    [REPLAY] André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)
    2026/09/21
    André Perold, the Co-Managing Partner and Chief Investment Officer of HighVista Strategies, a $4B firm with roots in endowment-style investing that searches for inefficiencies across asset classes. André was the 2nd guest on the show, where we discussed his background as a renowned investment professor at HBS and the founding of HighVista. Our second conversation covers the evolution of HighVista over the last few years. We discuss changes in the business and the firm's response by focusing on inefficient markets. We then dive into examples of opportunities in biotech, private credit and litigation finance, and close with a perspective on active management and private markets.

    Learn More
    Follow Ted on Twitter at @tseides or LinkedIn
    Subscribe to the mailing list
    Access Transcript with Premium Membership
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    54 分
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