Capital Allocators Monthly Newsletter - December 2022

Good thoughts. Good words. Good deeds.


CAU for Allocators (in-person): Learn from Ted and Rahul. Our next cohort of Capital Allocators University (allocators only) will be in-person on Thursday, March 9th, 2023 at the Harvard Club in New York City.

Allocators: Register for CAU Live

Capital Allocators Premium. Take a deeper dive into investing like top institutions with a Capital Allocators Premium membership and start off the New Year getting a leg up on the pack.

Subscribe to Premium

Corporate Membership: The Spirit of Giving.  Corporate premium members generously and quietly support the show. Corporate members get all the benefits of individual membership for their entire organization plus a first look at all our activities.  Check out the roster of our wonderful corporate premium members.

Subscribe to Corporate Premium


1. What Ted's Thinking, The Power of an Interview. Ted's latest blog scrutinizes the SBF/FTX scandal by considering the impact of interview style and editing on influencing opinions.

Read 'The Power of an Interview'

2. Fundraising,  John Austin Saviano and Shannon O'Leary.  Two pros from the allocator community share their take on fundraising in the current environment. Read 'How to Not Get a Second Meeting: A Guide' HERE.

Read 'Fundraising in the Current Environment'

3. The Prince, Sue-Lin Wong.  Sue Lin-Wong at The Economist put together a remarkable podcast series with an inside look at Xi Jinping. Episode 5 is especially eye-opening, discussing China's censorship of social media.

Read 'The Prince: Searching for Xi Jinping'

4. A Year for the Ages, Sahil Bloom.  Follow-up on his thankful reflections a month ago, Sahil shared the lessons he learned in 2022, which itself could be a compilation of our customary last closing question on the podcast.

Read '22 Lessons Learned in 2022'

5. The Banker's Wife, Cristina Alger.  In a highly entertaining diversion, I devoured Alger's best-seller - an intricate weave of storytelling tied to Swiss Banking. It led me to read two of her other books during Thanksgiving break as well. Add it to your fun reading list this year!

Read 'The Banker's Wife'


Capital Allocators

EP.284 Thomas Majewski - Managing Partner & Founder of Eagle Point Credit Management, Thomas gives a masterclass on CLOs at Eagle Point Credit Management.

Go to Episode

EP.285 Sachin Khajuria - Former partner at Apollo, Sachin gives an insider's take on private equity.

Go to Episode

EP.286 Charley Ellis - Investment luminary, founder of Greenwich Associates, and author of seventeen investment books, Charley discusses his two latest releases.

Go to Episode

EP.287 Carol Geremia - President and Head of Global Distribution, Carol discusses creating long-term value in (nearly) 100 years at MFS.

Go to Episode

EP.288 Ana Marshall - CIO for The William and Flora Hewlett Foundation, Ana discusses investing in a new market environment.

Go to Episode

EP.289 Year in Review 2022 - Our annual letter and a countdown of the top episodes of 2022.

Go to Episode
Private Equity Deals

Season 1, EP.07 Advent International - Tricia Glynn, Managing Director at Advent International, discusses Orveon, a newly formed corporate carveout.

Go to Episode

Season 1, EP.08 CD&R - Ravi Sachdev, Partner, and Ron Williams, Operating Advisor, dive into a deal with aspects of venture, growth equity, and buyouts all rolled into one.

Go to Episode

Word from our Sponsors

MFS Investment Management. In today's complex bond market, it can be challenging for institutional investors to meet their fixed-income goals. At MFS Investment Management, we strive to capitalize on changing market dynamics with our Active 360° approach to fixed-income investing and help you stay informed with our weekly macro insights.

Button Text
Stream by AlphaSense. Stream is the fastest-growing expert call transcript library powered by industry-leading AI search technology. Get to the right insights, the fastest.
  • Broad, fresh insights - 20k+ total transcripts covering all sectors, 2k added per month, active expert recruitment
  • The right insights - interviews conducted by buy-side analysts, AI search technology surfaces exactly what you want
  • Competitive strengths - expert quality, interviewer quality, AI search technology, platform speed, fast turnaround for custom calls

Access Stream - Free for 14 Days, No Strings Attached

Stream recently published a report on the non-obvious parts of expert network interview prep as told by their most prolific clients.

Read 'Interviewing the Interviewer'

Prosek Partners. Proactive marketing, communications and brand building has never been more important for firms given the competitive fundraising and volatile market environment. Jen Prosek, CEO of Prosek Partners, shares advice for proactively building, and protecting your brand.

Listen Here
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram