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Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators – Inside the Institutional Investment Industry

Auteur(s): Ted Seides – Allocator and Asset Management Expert
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À propos de cet audio

 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 Finances personnelles Économie
Épisodes
  • Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)

    Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
    Dec 8 2025

    Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a repeat past guest on the show. His first appearance from 2018 discusses his story, including phrases: 'chips in shoulders put chips in pockets,' 'failure comes from a failure to imagine failure,' and 'directional arrows of progress.'


    Brett joined Lux last year, following a 20-year career in public service where he advised four U.S. presidents and helped shape national security strategy across the Middle East.


    Our conversation kicks off with Josh's state of the venture industry and Lux's positioning within it. Brett then describes his background, sovereign ambitions, and geopolitical risks. We discuss directional arrows of progress across AI, cap-ex maintenance, biology, defense systems, and space.


    Learn More
    Follow Ted on Twitter 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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    1 h et 2 min
  • [REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)

    [REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
    Dec 8 2025
    Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-conventional solutions to the most vexing puzzles of our time. Josh's innovative thought process across his activities offers frameworks and insights applicable across the spectrum of investing.


    Our conversation covers Josh's early passion for science and finance, building a competitive advantage in venture capital from scratch, sourcing ideas, conducting due diligence, making investment decisions, constructing portfolios, making exits, learning from mistakes, navigating a challenging private equity environment, posting on Twitter, active vs. passive management, dinner table conversation, and life lessons.


    Learn More Follow Ted on Twitter 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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    1 h et 10 min
  • Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)

    Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
    Dec 4 2025

    Robert Boucai and James Broyer are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert is also the Founder of Newbrook Capital Advisors, a hedge fund he launched twenty years ago that today manages $1 billion across long-short and long-only strategies. He was born with sensorineural hearing loss and today serves on the Board of the Hearing Health Foundation, which is dedicated to preventing and finding cures for hearing loss.


    Our conversation covers Robert's path from real estate to hedge fund investing and back to real estate. We discuss the real estate strategy he designed with James, including alignment, market and asset selection, property improvement, and supply-demand drivers to create durable rental growth. We close with risks, synergies with Newbrook's public equity business, and plans to scale the real estate platform.


    Learn More
    Follow Ted on Twitter 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 min
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