Episodes

  • Ted on Alt Goes Mainstream (EP.458)

    Ted on Alt Goes Mainstream (EP.458)
    Sep 8 2025
    Once in a while, I take a turn on the other side of the microphone and share it on our feed when I’ve said something different from what I have in the past. I recently appeared on Michael Sidgmore’s Alt Goes Mainstream podcast, which focuses on the intersection of private markets and wealth management. Michael was the first guest on our Private Wealth mini-series and asked me to share my lessons from that mini-series on AGM when it concluded. Our conversation covers David Swensen’s lasting legacy, perspectives on private market interest from the wealth channel, parallels of private equity and the hedge fund industry, behavioral biases in manager selection, and the power of content in asset management. Please enjoy my turn on the other side of the microphone, with Michael Sidgmore on the AGM podcast.


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    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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    54 mins
  • CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)

    CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
    Sep 1 2025

    This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of the Total Portfolio Approach – with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and external management. Both have been thought leaders on modern portfolio management and have experienced great success with their innovative approaches.


    Please enjoy my conversations with Raphael Arndt from 2018 and Geoffrey Rubin from 2022.


    Geoffrey Rubin EP. 280 – November 14, 2022
    Raphael Arndt EP. 70 – September 23, 2018


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    1 hr and 26 mins
  • CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)

    CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)
    Sep 1 2025

    This week’s final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leading sovereign wealth funds together to compare their application of the Total Portfolio Approach – with Australia focused on partnerships with external managers and CPPIB on a hybrid of internal and external management. Both have been thought leaders on modern portfolio management and have experienced great success with their innovative approaches.


    Please enjoy my conversations with Raphael Arndt from 2018 and Geoffrey Rubin from 2022.


    Geoffrey Rubin EP. 280 – November 14, 2022
    Raphael Arndt EP. 70 – September 23, 2018


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    Follow Ted on Twitter at @tseides or LinkedIn
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    1 hr and 10 mins
  • CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)

    CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
    Aug 25 2025

    This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients.

    Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021.

    Jenny Heller EP. 7 – May 17, 2017
    Jenny Heller EP. 211 – August 29, 2021
    Stan Miranda EP. 334 – August 21, 2023

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    56 mins
  • CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)

    CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)
    Aug 25 2025

    This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients.

    Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021.

    Jenny Heller EP. 7 – May 17, 2017
    Jenny Heller EP. 211 – August 29, 2021
    Stan Miranda EP. 334 – August 21, 2023

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    Follow Ted on Twitter at @tseides or LinkedIn
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    45 mins
  • CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

    CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)
    Aug 25 2025

    This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients.

    Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021.

    Jenny Heller EP. 7 – May 17, 2017
    Jenny Heller EP. 211 – August 29, 2021
    Stan Miranda EP. 334 – August 21, 2023

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    Follow Ted on Twitter at @tseides or LinkedIn
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    54 mins
  • CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)

    CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
    Aug 18 2025

    This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist.

    Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini from 2022.

    Hedge Fund Master Class EP. 318 – May 29, 2023
    Mario Giannini EP. 262 – July 18, 2022

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    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)
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    1 hr and 7 mins
  • CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)

    CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
    Aug 18 2025

    This week’s Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan from GIC of Singapore, Craig Bergstrom from Corbin Capital Partners, and Adam Blitz from Evanston Capital. The second is with Mario Giannini, Executive Co-Chairman of Hamilton Lane. Both offer deep dives into what it takes successfully invest as an asset class specialist.

    Please enjoy my panel with Dan, Craig, and Adam from 2023 and with Mario Giannini from 2022.

    Hedge Fund Master Class EP. 318 – May 29, 2023
    Mario Giannini EP. 262 – July 18, 2022

    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 hr and 13 mins