Top 5 of 2025: #3: Tim Sullivan
Capital Allocators – Inside the Institutional Investment Industry
Release Date: 12/29/2025
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
Capital Allocators – Inside the Institutional Investment Industry
Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby has worked closely with some of the world’s largest sovereign wealth funds and pension funds on governance, organizational design, technology, and investment strategy. He is also a co-founder of KDX Management, a venture capital firm focused on investech, a co-founder of several startups in the space, and a repeat past guest on the show. His first and most recent appearances are replayed in the feed. Our conversation explores the...
info_outline![[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312) show art](https://assets.libsyn.com/item/39585640?height=50&width=50)
[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
Capital Allocators – Inside the Institutional Investment Industry
Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the largest asset owners in the world for more than twenty years with a particular interest in how to improve outcomes for their beneficiaries and the world. Ash also serves as the Head of Research at Addepar, a fintech company that helps investors make smarter decisions. He has twice appeared on the show – as the 29th guest back in 2017 and again two years ago – and those conversations are replayed in the feed. Our conversation starts...
info_outline![[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29) show art](https://assets.libsyn.com/item/39585660?height=50&width=50)
[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
Capital Allocators – Inside the Institutional Investment Industry
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth funds and large pension funds, and is involved with a bunch of fin tech companies, all of which attempt to create innovative solutions to fixing the financial future for individuals, pensions and countries in the years ahead. Our conversation starts with Ashby’s early work...
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Mike Gitlin – The Century of Capital Group (EP.479)
Capital Allocators – Inside the Institutional Investment Industry
Today’s episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates have historically experienced a fraction of the turnover of industry norms. My guest is Mike Gitlin, the CEO of Capital Group, known for its long-term philosophy, private ownership, and multi-manager investment system. Founded in 1931 by Johnathan Bell Lovelace, Capital...
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Top 5 of 2025: #1: Howard Marks
Capital Allocators – Inside the Institutional Investment Industry
We’re counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this year. We dive into his thoughts on the implications of the growth of private credit for investors. With that, I hope you sprint to the finish line of this year with all the gusto in your soul, and come out on the other side of the ball drop with renewed excitement, aspirations, and energy for...
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Top 5 of 2025: #2: Ian Charles
Capital Allocators – Inside the Institutional Investment Industry
We’re counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O’Connor to dominate the sports investing sector, Ian spent his career creating liquidity solutions in private markets. Arctos’ second strategy goes back to his roots, providing solutions for GPs. In all of his work, Ian is intensively research and data-driven, and he brings that to bear to describe the current state of private market businesses. Learn More Follow Ted on Twitter at or Subscribe to the Access Transcript with Editing and...
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Top 5 of 2025: #3: Tim Sullivan
Capital Allocators – Inside the Institutional Investment Industry
We’re counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 years in the saddle, he led Yale’s private equity investing, which was the biggest return driver in the biggest success story over the last four decades. He shares four decades worth of wisdom and insights in our conversation. Learn More Follow Ted on Twitter at or Subscribe to the Access Transcript with Editing and post-production work for this episode was provided by The Podcast...
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Year in Review 2025 (EP.478)
Capital Allocators – Inside the Institutional Investment Industry
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our efforts to improve discoverability of great episodes, outstanding asset management fintech products, and Capital Allocators University. With the Year in Review, we also kick off our countdown of the most popular episodes of 2025. We’ll drop two this week and the top three next week. Wishing you a relaxing, enjoyable, and very happy holiday! Learn More Follow Ted on Twitter...
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Top 5 of 2025: #5: Adrian Meli
Capital Allocators – Inside the Institutional Investment Industry
We’re counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It’s a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long only public equities. Learn More Follow Ted on Twitter at or Subscribe to the Access Transcript with Editing and post-production work for this episode was provided by The Podcast Consultant ()
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Top 5 of 2025: #4: Alex Sacerdote
Capital Allocators – Inside the Institutional Investment Industry
We’re counting down the top 5 episodes of 2025. At #4, it’s Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of adoption. Learn More Follow Ted on Twitter at or Subscribe to the Access Transcript with Editing and post-production work for this episode was provided by The Podcast Consultant ()
info_outlineWe’re counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 years in the saddle, he led Yale’s private equity investing, which was the biggest return driver in the biggest success story over the last four decades. He shares four decades worth of wisdom and insights in our conversation.
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