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Capital Allocators – Inside the Institutional Investment Industry Podcast Transcripts

Ted Seides – Allocator and Asset Management Expert · 831 episodes with transcripts

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.

Spoken has transcripts of 831 Capital Allocators – Inside the Institutional Investment Industry episodes, with the speakers named. The newest listed here is from October 19, 2026.

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831 episodes of Capital Allocators – Inside the Institutional Investment Industry have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1223764016/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest Capital Allocators – Inside the Institutional Investment Industry transcripts

Building a Berkshire for the Middle Market – Tracy Britt Cool

October 19, 2026

Tracy Britt Cool (0:00)

I told Warren it would take me a year, maybe two years, to get this thing coming. It would have been in decline for about a decade. It was a big turnaround that I needed to go do. It ended up taking nearly four years to do it. Everything is harder and operating than it seems. Even though I knew what needed to be…

That's one click in my spreadsheet. In reality in a business, that takes a lot more work to do. There's a lot of missteps or mistakes and learnings along the way to get there.

Ted Seides (1:03)

I'm Ted Seides and this is Capital Allocators.

My guest on today's show is Tracy Britt Cool, co-founder of Kanbrick, a long-term investment partnership that provides owners of family-owned mid-sized businesses with a differentiated option from traditional private equity. Tracy launched the business after spending 10 years at Berkshire Hathaway as one of Warren…

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