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Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Business

4.8806 Ratings

🗓️ 12 January 2026

⏱️ 64 minutes

🧾️ Download transcript

Summary

Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the University of Oxford, a Senior Advisor to the Chief Investment Officer of the University of California, and the co-founder of Long Game. Ashby advises sovereign wealth funds and large pension funds, and is involved with a bunch of fin tech companies, all of which attempt to create innovative solutions to fixing the financial future for individuals, pensions and countries in the years ahead.

Our conversation starts with Ashby's early work experience and path through academia, and flows into an exploration of next generation, lower cost approaches to active management for large asset owners.  We touch on investing in public equity, private equity, venture capital, and hedge funds using examples from the Canadian and Australian pensions, New Zealand Super Fund, and University of California endowment. Lastly, we discuss Long Game, an innovative company seeking to improve personal savings in the U.S.  Ashby is a passion-driven, creative thinker who rightfully has the ear of some of the most important pools of capital in the world.  His ideas will change the way you think about allocating capital.

 

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Transcript

Click on a timestamp to play from that location

0:00.0

Capital Allocators is brought to you by AlphaSense.

0:05.7

AlphaSense connects and accelerates every element of your research process, and I'm excited they

0:11.1

chose to be our lead sponsor this year. One of the hardest parts of investing is seeing

0:15.7

what's shifting before everyone else does. For decades, only the largest hedge funds could afford extensive

0:22.1

channel research programs to spot inflection points before earnings and stay ahead of consensus.

0:28.0

But channel checks are no longer the luxury they once were. They've become table stakes. And that's

0:33.9

where AlphaSense comes in. AlphaSense is redefining channel research.

0:38.5

AlphaSense channel checks deliver a continuously refreshed view of demand, pricing, and competitive dynamics,

0:45.8

powered by interviews with operators across the value chain.

0:49.6

Thousands of consistent channel conversations every month help investors spot inflection points

0:55.4

weeks before they show up in earnings or consensus estimates.

0:59.3

And the best part, these proprietary channel checks integrate directly into Alpha

1:03.8

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1:09.8

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1:12.8

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1:16.0

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1:20.5

That context turns raw signal into conviction.

1:24.1

The first to see wins.

1:26.5

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1:31.6

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...

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