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🎥 Capital Allocators' Ted Seides - the capital allocator behind the mic
Welcome back to the Alt Goes Mainstream podcast.
What happens when two podcasters walk into a room?
They talk.
Today’s podcast turns the tables on one of the industry’s leading podcasters and content creators to have him share his story and experience as an allocator and content creator.
We sat down with Ted Seides, the Founder of industry-leading podcast Capital Allocators and former President and Co-CIO of Protégé Partners and an asset allocator at the Yale Endowment.
Ted has had a tremendous career at the intersection of asset allocation and content, so it was fascinating to hear his perspectives on the state of the industry and how it’s evolving from someone who talks with many of the industry’s leading minds through his podcast, Capital Allocators.
Ted and I had a fascinating conversation. We discussed:
* Stories and lessons learned from working with David Swensen at the Yale Endowment.
* What the wealth channel can learn from institutional investors.
* What Ted looked for in hedge funds and alternative asset managers when doing manager due diligence.
* Ted’s bet with Buffett on hedge funds and why he’s now doing a bet on PE versus public equities.
* How alternative asset managers are evolving and the pros and cons of evergreen structures.
* Why and how Ted started Capital Allocators and why content is so critical to learning asset management and understanding how firms operate.
Capital Allocators is one of my favorite podcast listens and Ted always delivers with high-quality and thoughtful content so it was an honor to have him on the show.
Thanks Ted for sharing your expertise and wisdom on asset allocation and content and for the service you provide to everyone in the industry through education and the creation of such high-quality content for us to consume.
Clip #1: Today is the hardest day to invest.
Clip #2: The bet: private equity vs. S&P 500.
Clip #3: The podcast found me.
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Published on 1Â week, 6Â days ago