SPECIAL ANNOUNCEMENT: Capital Allocators Coaching

We are excited to launch our latest initiative - Capital Allocators Coaching https://www.capitalallocators.com/coaching/. We've brought together a team of retired CIOs and asset management executives to coach managers on telling their story. Learn more and schedule a consultation here https://www.capitalallocators.com/coaching/. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com https://thepodcastconsultant.com/)

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:05Ted Seides?

  We're excited to introduce Capital Allocators Coaching, a powerful new initiative to help managers effectively tell their story. Are your investment pitches falling flat? Well, I've spent years investing in managers, hosting the podcast and facilitating at our summits, and hear one truth loud and clear: Too many talented managers struggle to tell their story. They're experts at investing, not at crafting narratives that cut through the noise for skeptical allocators who have seen it all. And the result? Missed opportunities despite outperforming strategies. Meanwhile, seasoned allocators, like retired chief investment officers who have evaluated

• 0:49Ted Seides?

  countless pitches, know exactly what works. They've honed these instincts over decades and learned the power of defining an edge, creating a great presentation, listening, and moving the ball forward. However, their expertise often sits idle shortly after they retire, even as they're eager to give back to the investment community. That's where Capital Allocators Coaching comes in. We've assembled a team of world-class retired CIOs to bridge this gap. Our coaches will help you refine your pitch into a compelling story that moves you in the right direction to win trust and capital. Our coaches are also available for other needs that arise, whether that be running

• 1:34Ted Seides?

  an investment firm or mentoring a first-time allocator CIO through governance challenges. So are you ready to stand out from your peers? Visit capitalallocators.com/Coaching to meet our coaches and transform how you communicate starting today.