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Capital Allocators – Inside the Institutional Investment Industry

Nov 24, 2025

Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platforms bringing the wealth channel exposure to the middle markets.


Michael Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative...


Nov 20, 2025

This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collective investment trusts, and separately managed accounts. Dan joined the firm in 2002 as a junior analyst and took...


Nov 17, 2025

David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each year originating large scale financing solutions to premier sponsor-backed companies. Over three decades, David was the first arbitrage analyst at Och-Ziff in the mid...


Nov 14, 2025

Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University.


Read Ted’s blog here.


Editing and post-production work for this episode was provided by The Podcast Consultant (


Nov 10, 2025

Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overseeing $12 billion. Jay joined GEM in 2014, following six years in private equity where he developed an analytical rigor and mindset of an owner-operator. GEM’s Co-CIO Matt...