Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals across 19 offices and a nearly 100 year history with an unusually low level of turnover along the way. Wellington has developed, recruited, and retained leading global investment talent across public equities, fixed income, and recently private markets as well. My guest to discuss this training ground is Jean Hynes, CEO of Wellington, who has spent more than thirty years at the firm starting as an administrative assistant. Our conversation covers Wellington’s cultural values and boutique investment team model, including apprenticeship for junior talent, recruiting at the mid-level, and promotion all the way to partner. We then discuss Wellington’s evolution from a U.S. equity value shop to a global, multi-asset, multi-strategy powerhouse, and Jean’s evolution from a portfolio manager to CEO.   <a href= "https://www.capitalallocators.com/annual-survey/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.capitalallocators.com/annual-survey/&source=gmail&ust=1734713413906000&usg=AOvVaw2zAa_CiaB8F2NFpzx9lOrB"> Take Capital Allocators Audience Engagement Survey</a> Learn More Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&source=gmail&ust=1734713413906000&usg=AOvVaw30lP-qP65DXGHjzCl8MHEQ">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&source=gmail&ust=1734713413906000&usg=AOvVaw3Ioe4oR_Vjg4ZgJ4E8K4NZ">LinkedIn</a> Subscribe to the <a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&source=gmail&ust=1734713413906000&usg=AOvVaw3f72KCQKdGUktgLiWlKSXf">mailing list</a> Access Transcript with <a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&source=gmail&ust=1734713413906000&usg=AOvVaw0YohQFfQrfvbjwZ2GqWUwv">Premium Membership</a>

<description>&lt;p class="MsoNormal"&gt;Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders.&lt;br /&gt; &lt;br /&gt; Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals across 19 offices and a nearly 100 year history with an unusually low level of turnover along the way. Wellington has developed, recruited, and retained leading global investment talent across public equities, fixed income, and recently private markets as well.&lt;br /&gt; &lt;br /&gt; My guest to discuss this training ground is Jean Hynes, CEO of Wellington, who has spent more than thirty years at the firm starting as an administrative assistant. Our conversation covers Wellington’s cultural values and boutique investment team model, including apprenticeship for junior talent, recruiting at the mid-level, and promotion all the way to partner. We then discuss Wellington’s evolution from a U.S. equity value shop to a global, multi-asset, multi-strategy powerhouse, and Jean’s evolution from a portfolio manager to CEO.&lt;/p&gt; &lt;p class="MsoNormal"&gt; &lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;a href= "https://www.capitalallocators.com/annual-survey/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.capitalallocators.com/annual-survey/&amp;source=gmail&amp;ust=1734713413906000&amp;usg=AOvVaw2zAa_CiaB8F2NFpzx9lOrB"&gt; Take Capital Allocators Audience Engagement Survey&lt;/a&gt;&lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;strong&gt;Learn More&lt;/strong&gt;&lt;br /&gt; Follow Ted on Twitter at &lt;a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&amp;source=gmail&amp;ust=1734713413906000&amp;usg=AOvVaw30lP-qP65DXGHjzCl8MHEQ"&gt;@tseides&lt;/a&gt; or &lt;a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&amp;source=gmail&amp;ust=1734713413906000&amp;usg=AOvVaw3Ioe4oR_Vjg4ZgJ4E8K4NZ"&gt;LinkedIn&lt;/a&gt;&lt;br /&gt; Subscribe to the &lt;a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&amp;source=gmail&amp;ust=1734713413906000&amp;usg=AOvVaw3f72KCQKdGUktgLiWlKSXf"&gt;mailing list&lt;/a&gt;&lt;br /&gt; Access Transcript with &lt;a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&amp;source=gmail&amp;ust=1734713413906000&amp;usg=AOvVaw0YohQFfQrfvbjwZ2GqWUwv"&gt;Premium Membership&lt;/a&gt;&lt;/p&gt;</description>

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders.  Wellington Management is one of the world’s largest,...

Training Grounds: Wellington Management – Jean Hynes (EP.423)

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed.   Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023. We got back together to discuss how Eric has adapted to the changing environment, including One River’s shift from bespoke offerings to a total portfolio solution and the continued case for Bitcoin. Along the way, Eric shares his keen insights on portfolio construction, left-tail risks, and right-tail opportunities.   <a href= "https://www.capitalallocators.com/annual-survey/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.capitalallocators.com/annual-survey/&source=gmail&ust=1734106674172000&usg=AOvVaw1KsRSCnw1Uu7TQw-F_zBJO"> Take Capital Allocators Audience Engagement Survey</a> Learn More Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&source=gmail&ust=1734106674172000&usg=AOvVaw3rqazAzl8XY0bfGujyvKc7">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&source=gmail&ust=1734106674172000&usg=AOvVaw2DzzH2k0BCjHsnzZOXvO5T">LinkedIn</a> Subscribe to the <a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&source=gmail&ust=1734106674172000&usg=AOvVaw3G2Ty_1F_SWsOE9_5Rp2qk">mailing list</a> Access Transcript with <a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&source=gmail&ust=1734106674172000&usg=AOvVaw3sc2MQnip5LaYIG1HSnzCO">Premium Membership</a>

<description>&lt;p class="MsoNormal"&gt;Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the feed.&lt;/p&gt; &lt;p class="MsoNormal"&gt; &lt;/p&gt; &lt;p class="MsoNormal"&gt;Since then, many of One River’s strategies played out well during Covid, and Coinbase acquired One River Digital Asset Management in March 2023. We got back together to discuss how Eric has adapted to the changing environment, including One River’s shift from bespoke offerings to a total portfolio solution and the continued case for Bitcoin. Along the way, Eric shares his keen insights on portfolio construction, left-tail risks, and right-tail opportunities.&lt;/p&gt; &lt;p class="MsoNormal"&gt; &lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;a href= "https://www.capitalallocators.com/annual-survey/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.capitalallocators.com/annual-survey/&amp;source=gmail&amp;ust=1734106674172000&amp;usg=AOvVaw1KsRSCnw1Uu7TQw-F_zBJO"&gt; Take Capital Allocators Audience Engagement Survey&lt;/a&gt;&lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;strong&gt;Learn More&lt;/strong&gt;&lt;br /&gt; Follow Ted on Twitter at &lt;a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&amp;source=gmail&amp;ust=1734106674172000&amp;usg=AOvVaw3rqazAzl8XY0bfGujyvKc7"&gt;@tseides&lt;/a&gt; or &lt;a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&amp;source=gmail&amp;ust=1734106674172000&amp;usg=AOvVaw2DzzH2k0BCjHsnzZOXvO5T"&gt;LinkedIn&lt;/a&gt;&lt;br /&gt; Subscribe to the &lt;a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&amp;source=gmail&amp;ust=1734106674172000&amp;usg=AOvVaw3G2Ty_1F_SWsOE9_5Rp2qk"&gt;mailing list&lt;/a&gt;&lt;br /&gt; Access Transcript with &lt;a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&amp;source=gmail&amp;ust=1734106674172000&amp;usg=AOvVaw3sc2MQnip5LaYIG1HSnzCO"&gt;Premium Membership&lt;/a&gt;&lt;/p&gt;</description>

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment...

Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies.   Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset.   Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric’s perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset.  Lastly, we discuss the story of Eric’s big trade, the future of bitcoin, and institutional interest in the space.   Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions.   Learn More Subscribe: <a href= "https://podcasts.apple.com/us/podcast/capital-allocators/id1223764016"> Apple</a> | <a href= "https://open.spotify.com/show/3q6PrjHVfRzpD2lN1g2XRU">Spotify</a> | <a href= "https://podcasts.google.com/feed/aHR0cDovL3RlZHNlaWRlcy5saWJzeW4uY29tL3Jzcw=="> Google </a>  Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a href= "https://www.linkedin.com/in/tedseides/">LinkedIn</a> Subscribe <a href= "https://capitalallocatorspodcast.com/capitalallocatorspodcast.com/signup"> Monthly Mailing List </a> Read the <a href= "https://capitalallocatorspodcast.com/subscriptionsignup/">Transcript </a>

<description>&lt;div&gt;Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies.&lt;/div&gt; &lt;div&gt; &lt;/div&gt; &lt;div&gt;Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset.&lt;/div&gt; &lt;div&gt; &lt;/div&gt; &lt;div&gt;Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric’s perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset.  Lastly, we discuss the story of Eric’s big trade, the future of bitcoin, and institutional interest in the space.&lt;/div&gt; &lt;div&gt; &lt;/div&gt; &lt;div&gt;Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions.&lt;/div&gt; &lt;div&gt; &lt;/div&gt; &lt;div&gt;&lt;u&gt;&lt;strong&gt;Learn More&lt;/strong&gt;&lt;/u&gt;&lt;br /&gt; Subscribe: &lt;a href= "https://podcasts.apple.com/us/podcast/capital-allocators/id1223764016"&gt; &lt;u&gt;Apple&lt;/u&gt;&lt;/a&gt; | &lt;a href= "https://open.spotify.com/show/3q6PrjHVfRzpD2lN1g2XRU"&gt;&lt;u&gt;Spotify&lt;/u&gt;&lt;/a&gt; | &lt;a href= "https://podcasts.google.com/feed/aHR0cDovL3RlZHNlaWRlcy5saWJzeW4uY29tL3Jzcw=="&gt; &lt;u&gt;Google &lt;/u&gt;&lt;/a&gt; &lt;br /&gt; Follow Ted on Twitter at &lt;a href= "https://twitter.com/tseides?lang=en"&gt;&lt;u&gt;@tseides&lt;/u&gt;&lt;/a&gt; or &lt;a href= "https://www.linkedin.com/in/tedseides/"&gt;&lt;u&gt;LinkedIn&lt;/u&gt;&lt;/a&gt;&lt;br /&gt; Subscribe &lt;a href= "https://capitalallocatorspodcast.com/capitalallocatorspodcast.com/signup"&gt; &lt;u&gt;Monthly Mailing List &lt;/u&gt;&lt;/a&gt;&lt;br /&gt; Read the &lt;a href= "https://capitalallocatorspodcast.com/subscriptionsignup/"&gt;&lt;u&gt;Transcript &lt;/u&gt;&lt;/a&gt;&lt;br /&gt; &lt;br /&gt;&lt;/div&gt;</description>

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as...

[REPLAY] Crypto for Institutions 1:  Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes, in which he shares macro insights through colorful anecdotes. Our conversation starts with Eric’s early exposure to trading, macro blow-ups, and the formation and activities of One River. We then turn to the current environment and get his sobering thoughts on what has transpired and what the turmoil will mean for private equity and asset allocation going forward. Learn More Read the <a href= "http://capitalallocatorspodcast.com/premium">Transcript</a> Subscribe to the <a href= "http://capitalallocatorspodcast.com/contact">Capital Allocators Blog or Monthly Mailing List</a> Don't Subscribe, but <a href= "http://capitalallocatorspodcast.com/contact">Let Us Know Who You Are</a> Write a review on <a href= "https://itunes.apple.com/us/podcast/capital-allocators-with-ted-seides/id1223764016">iTunes</a> Follow Ted on twitter at <a href= "http://twitter.com/tseides">@tseides</a> Review past episodes of the <a href= "http://capitalallocatorspodcast.com/podcast">Podcast</a>

<description>&lt;p&gt;Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes, in which he shares macro insights through colorful anecdotes.&lt;/p&gt; &lt;p&gt;Our conversation starts with Eric’s early exposure to trading, macro blow-ups, and the formation and activities of One River. We then turn to the current environment and get his sobering thoughts on what has transpired and what the turmoil will mean for private equity and asset allocation going forward.&lt;/p&gt; &lt;p&gt;&lt;strong&gt;&lt;u&gt;Learn More&lt;/u&gt;&lt;/strong&gt;&lt;br /&gt; Read the &lt;a href= "http://capitalallocatorspodcast.com/premium"&gt;Transcript&lt;/a&gt;&lt;br /&gt; Subscribe to the &lt;a href= "http://capitalallocatorspodcast.com/contact"&gt;Capital Allocators Blog or Monthly Mailing List&lt;/a&gt;&lt;br /&gt; Don't Subscribe, but &lt;a href= "http://capitalallocatorspodcast.com/contact"&gt;Let Us Know Who You Are&lt;/a&gt;&lt;br /&gt; Write a review on &lt;a href= "https://itunes.apple.com/us/podcast/capital-allocators-with-ted-seides/id1223764016"&gt;iTunes&lt;/a&gt;&lt;br /&gt; Follow Ted on twitter at &lt;a href= "http://twitter.com/tseides"&gt;@tseides&lt;/a&gt;&lt;br /&gt; Review past episodes of the &lt;a href= "http://capitalallocatorspodcast.com/podcast"&gt;Podcast&lt;/a&gt;&lt;/p&gt;</description>

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility,...

[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alike. My guests on today’s show are leaders of two organizations that announced mergers in October – Simon Krinsky, a Managing Partner at Hall Capital and Tim McCusker, CIO at NEPC. Hall announced a merger with Pathstone, adding its $45 billion in assets to Pathstone’s $100 billion. NEPC announced a sale of a majority stake in its firm to Hightower Holdings, adding NEPC’s $1.8 trillion of assets under advisement to Hightower’s $130 billion of assets under management. Both Hall and NEPC have been longstanding independent organizations that are selling to a partner backed by private equity owners. Simon and Tim walk through their rationale for the transactions, deal process from idea to signing, and opportunities and challenges going forward. The organizations share similarities in their long independent history, broad equity ownership, and investment capability, while also having significant differences in their new partners, incentive structure, and plan to service clients. Together, Simon and Tim offer an inside look at dealmaking in asset management.   <a href= "https://www.capitalallocators.com/annual-survey/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.capitalallocators.com/annual-survey/&source=gmail&ust=1733496125523000&usg=AOvVaw22q1qrcOUO_KEY8FhLzH9j"> Take Capital Allocators Audience Engagement Survey</a> Learn More Follow Ted on Twitter at <a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&source=gmail&ust=1733496125523000&usg=AOvVaw1raBf3MbQ_hCi8zdeus4GB">@tseides</a> or <a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&source=gmail&ust=1733496125523000&usg=AOvVaw1OS-BKV6XXaFBbK_4sU0BU">LinkedIn</a> Subscribe to the <a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&source=gmail&ust=1733496125523000&usg=AOvVaw0sTdKQ2-aIKSjKss3mitqO">mailing list</a> Access Transcript with <a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&source=gmail&ust=1733496125523000&usg=AOvVaw341RgPtb3GKABhP2Q3jjho">Premium Membership</a>

<description>&lt;p class="MsoNormal"&gt;Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve seen a rising tide of merger activity in recent years, effecting both asset managers and allocators alike.&lt;br /&gt; &lt;br /&gt; My guests on today’s show are leaders of two organizations that announced mergers in October – Simon Krinsky, a Managing Partner at Hall Capital and Tim McCusker, CIO at NEPC. Hall announced a merger with Pathstone, adding its $45 billion in assets to Pathstone’s $100 billion. NEPC announced a sale of a majority stake in its firm to Hightower Holdings, adding NEPC’s $1.8 trillion of assets under advisement to Hightower’s $130 billion of assets under management. Both Hall and NEPC have been longstanding independent organizations that are selling to a partner backed by private equity owners.&lt;br /&gt; &lt;br /&gt; Simon and Tim walk through their rationale for the transactions, deal process from idea to signing, and opportunities and challenges going forward. The organizations share similarities in their long independent history, broad equity ownership, and investment capability, while also having significant differences in their new partners, incentive structure, and plan to service clients. Together, Simon and Tim offer an inside look at dealmaking in asset management.&lt;/p&gt; &lt;p class="MsoNormal"&gt; &lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;a href= "https://www.capitalallocators.com/annual-survey/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.capitalallocators.com/annual-survey/&amp;source=gmail&amp;ust=1733496125523000&amp;usg=AOvVaw22q1qrcOUO_KEY8FhLzH9j"&gt; Take Capital Allocators Audience Engagement Survey&lt;/a&gt;&lt;/p&gt; &lt;p class="MsoNormal"&gt;&lt;strong&gt;Learn More&lt;/strong&gt;&lt;br /&gt; Follow Ted on Twitter at &lt;a href= "https://twitter.com/tseides?lang=en" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://twitter.com/tseides?lang%3Den&amp;source=gmail&amp;ust=1733496125523000&amp;usg=AOvVaw1raBf3MbQ_hCi8zdeus4GB"&gt;@tseides&lt;/a&gt; or &lt;a href="https://www.linkedin.com/in/tedseides/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://www.linkedin.com/in/tedseides/&amp;source=gmail&amp;ust=1733496125523000&amp;usg=AOvVaw1OS-BKV6XXaFBbK_4sU0BU"&gt;LinkedIn&lt;/a&gt;&lt;br /&gt; Subscribe to the &lt;a href="https://capitalallocators.com/" target="_blank" rel="noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/&amp;source=gmail&amp;ust=1733496125523000&amp;usg=AOvVaw0sTdKQ2-aIKSjKss3mitqO"&gt;mailing list&lt;/a&gt;&lt;br /&gt; Access Transcript with &lt;a href= "https://capitalallocators.com/signup" target="_blank" rel= "noopener" data-saferedirecturl= "https://www.google.com/url?q=https://capitalallocators.com/signup&amp;source=gmail&amp;ust=1733496125523000&amp;usg=AOvVaw341RgPtb3GKABhP2Q3jjho"&gt;Premium Membership&lt;/a&gt;&lt;/p&gt;</description>

Consolidation in asset management is one of the industry's most important trends. When any industry enters a mature phase, consolidation brings the benefits of economies of scale, product depth, and broader services to meet client demands. We’ve...

Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)

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.

Capital Allocators – Inside the Institutional Investment Industry

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