Capital Allocators Monthly - June 2021

July 7, 2021 by Ted Seides

“What might our responsibilities be as global citizens living the journey myth,
as we face these new potent possibilities?”
– Michael Mervosh

The Hero’s Journey Returns. Feeling the call to adventure? Michael Mervosh is leading the Hero’s Journey in the mountains of West Virginia this summer. Learn More


Our New Podcast Kicks Off
Manager Meetings with Capital Allocators launches on July 8th. It is an exploration of investment opportunities across asset classes through manager meetings conducted by one of the manager’s institutional clients. The show will air on Thursdays on the same Capital Allocators podcast feed. Apply to Participate

Website 2.0

We launched the second phase of the new website with enhanced podcast search functionality and a new premium member page. Check it Out

Free Access to PitchBook
As a sponsor for our Private Equity Masters mini-series, Pitchbook is graciously offering Capital Allocators listeners free limited access to their industry-leading private markets data and research. Visit the page below to access the largest database of private market intel. Sign Up Here

Premium Member Event
Capital Allocators Premium members receive connectivity to show guests, invitations to virtual gatherings, transcripts, and a weekly email.

Virtual Gathering with Yen Liow
Join the premium member community for a Q&A session with popular guest Yen Liow from Aravt Global on Thursday, July 22nd. Upgrade to Premium

A Word from Our Sponsors

ILPA: Make sure to register for the ILPA Summit coming this November 9 – 11 virtually. The ILPA Summit brings together LPs and GPs for one-on-one meetings and best-in-class content. And consider joining the ILPA Diversity in Action Initiative; if your organization is making progress on DEI in the private equity industry you could join this group that is taking action to move our industry forward. Register Here
PitchBook: Q1 2021 Private Fund Strategies Report – The growing dominance of private capital’s biggest funds has been a perennial narrative for the asset class over the past decade. The pandemic has only exacerbated that, as the gravitational pull of the industry’s mega-funds seems stronger than ever. Read it Here

iConnections: iConnections welcomes you to its Global Alternatives Investment Conference for managers and allocators — an in-person event that brings together the industry’s leading names in one place. Register Here
Northern Trust Front Office Solutions: As asset owners have increased their allocations to alternative assets, many have been challenged in aggregating an accurate picture of their portfolios. New technology solutions, like NTRS FOS, can change that experience. See How Here
Tegus: Ask your Investment Managers about Tegus. See how using Tegus can help you get the critical information you need to get up to speed and stay up to date on all the public and private companies you care about. Start your free trial today. Sign Up Here


Ordered by reading time: tweets first, books last, and blog posts and articles in between

1. Admired Leadership Field Notes. Randall Stutman’s team at Admired Leadership started a fantastic email with one leadership insight each day. Read it Here

2. NZ Super Fund stellar year. I’ve been hearing that FY 2021 returns are off the charts (in a good way.) New Zealand Super Fund has a March 31 fiscal year and gives an indication of what may come, reporting a 60% return. Kudos to Matt Whineray and the team. Read it Here

3. Ask Ariely in the WSJ. Dan writes a bi-weekly column answering questions about behavior. He recently gave a useful tip on reframing public speaking jitters as a sign of energy rather than stress. Read it Here

4. How to Do Long Term. There’s an elegance in Morgan Housel’s writing that reminds us exactly what we need to hear, time and time again. This recent piece is a gem. Read it Here

5. Private equity and the business of sports. Pitchbook repeatedly delivers outstanding research on private equity. In this piece, they lay out the landscape and case for private equity ownership of sports teams. Arctos Sports Partners, one of my personal portfolio investments, features prominently in the mix. Read it Here


Past Capital Allocators Episodes
EP.198: Alex Rodriguez – Business After Baseball
EP.199: Katy Milkman – How to Change
EP.200: John Toomey – Private Equity Masters 1 – HarbourVest Partners
EP.201: John Connaughton – Private Equity Masters 2 – Bain Capital