[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.7 • 841 Ratings
🗓️ 2 February 2026
⏱️ 63 minutes
🧾️ Download transcript
Summary
On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 billion hedge fund of funds whose CEO and CIO, Adam Blitz, was a past guest on the show. She's spent the last eighteen years at Evanston alongside Adam and the team. Jonathan co-founded Diameter Capital four years ago alongside Scott Goodwin and today manages a $6 billion credit-focused hedge fund alongside $1 billion in CDOs and a $1 billion drawdown fund. The two were colleagues at Anchorage Capital, and Jonathan spent some time at Centerbridge Capital as well before starting Diameter.
Their conversation includes insights into the credit markets, Diameter's approach, and how it all comes together. Before we dive in, Kristen and I discuss how Evanston came to back Diameter on day one and how it fits into their portfolio.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership
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 | Census Research Platform, which is trusted by 75% of the world's top hedge funds with access |
| 1:09.8 | to over 500 million premium sources, |
| 1:12.8 | from company filings and broker research to news, trade journals, |
| 1:16.0 | and more than 240,000 expert call transcripts. |
| 1:20.5 | That context turns raw signal into conviction. |
| 1:24.1 | The first to see wins. |
| 1:26.5 | The rest follow. Check it out for yourself at alpha-hyfencense.com |
| 1:31.6 | slash capital. Capital allocators is also brought to you by Morningstar. What if data wasn't just a bunch of |
| 1:41.1 | raw numbers, but a clear and decisive language to help connect investment |
| 1:45.7 | strategies with long-term investor needs in a constantly evolving market landscape. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ted Seides – Allocator and Asset Management Expert, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ted Seides – Allocator and Asset Management Expert and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

