Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors.
Ted founded Capital Allocators LLC in 2016 to explore best practices in the asset management industry from the perspective of asset owners, managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, and educates investors.
From 2002 to 2015, Ted was a founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer.
Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. Ted holds a BA, Cum Laude, from Yale University and an MBA from Harvard Business School.
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Only If we could all have a 1-1 interview with top industry managers like Mr Jacobs
Ive just binge watched some 8 CA podcasts😂❤
I am big Fan of Graham !! this podcast is amazing
Agreed. Amazing data points and outlook on the future of the digital asset space. I feel as if Bitcoin will win long term, and a few other assets that are critical for defi infrastructure. Companies like Ripple building on the XRP ledger, Hedera etc.
A❤❤aaa
This is the best interview of Thomas Russo I’ve heard so far. Great questions, thank you so much, sir. Really admire how thoughtful and well spoken Thomas is.
Always enjoy listening to Thomas Russo and your show of curse! Thanks for bringing him on.
Furman legend
He really was
Part of the San Bernadino water thieves...Strawberry Creek is gonna cost you Scotty 😂
the company steal money
rig off everything
rig off
Excellent content!
He’s 1 in 1,000,000
Asset allocation :equities, fixed income
This was great, thank you!
00:00 to 04:30 Waffle 🧇, Waffle 🧇, Waffle 🧇, But no 🍦 icecream 😢, but me scream "where da timestamps?"
3:27 - you're welcome.
This is a gem. Thank you.😊 Subscribed and 2 thumbs-up.
Interesting I’m working on a device that can pull carbon out of the ocean and turn it into methane… I just wrote Chris a letter to his company to see if I can get seed investing
Looking for working capital loan from your company
I am CEO of New Frontiers services Ltd,a registered company in Ghana and I am looking for working capital loan
Thank you for the amazing interview God bless you
thanks porter and Vincent
Brilliant
Great interview!
Seth’s performance over the last 5-10 years has been horrible. He is very good at marketing, but he hasn’t been a good investor for about 15 years. When your hedge fund manager buys part of a sports team and collects horses, he is no longer concentrating on creating wealth.
Himanshu Gulati is a fucking scum bag and deserves to lose his worthless fund. I wish the worst on his family and his future ambitious.
This is great
Not one pause, um, stumble.
*Promosm*
4. 0:6:43
Michael Mauboussin doesn't know me, but his work truly changed the way I look at investing and some major part of my thinking process. And I cannot believe that he is freely sharing his hard-earned wisdom for free!! I cannot thank you enough for making this podcast.
Blythe's a real beauty.
“The casino should not hold the Computer down.” - Read Write Own.
So helpful, still trying to figure out who are the investors/authors that Michael mentioned around 37:24, Bess and Binder?
Don’t like the fact they’re buying up everything.
Milken is a saint and it speaks volumes about our messed up legal and political system that someone like Giuliani could vilify him for so long.
15:47 - this
I really enjoyed this and learnt a lot! Thank you Mr Balyasny
So much knowledge packed into less than an hour...Thank for sharing!
Superb
💰💰💰💰Klarman is clear and easy to follow in his insights ! I appreciate his ups and downs and at the end knowledge, insight, gut feelings play together a major role in decision making. Thanks 💰💰💰💰
- Identify patterns of mispricing by looking for particular occurrences such as de-listings or significant changes in a company's structure to unearth potential opportunities. 31:38 - Engage in opportunistic sourcing by instructing financial intermediaries to call you with unique, less known investments rather than widely covered options. 37:23 - Prioritize conducting deep research into company financials, considering not just reported numbers but the underlying real performance and management effectiveness. 42:00 - Leverage the diversity of perspectives within teams for richer discussions and recommendations. 42:54 - Conduct internal debates and engage in team meetings to refine investment ideas before execution. 43:01 - Run investment recommendations by another team to gain additional insights. 43:12 - Hold non-partnership attendance meetings to encourage free exchange of ideas among analysts. 43:19 - Include traders in discussions for insights into market dynamics and trading perspective. 43:45 - Always reassess decisions in light of new information or changes in market conditions. 44:14 - Constantly evaluate the portfolio's positions in response to price movements and market opportunities. 44:38 - Prioritize learning from both successes and failures to enhance future decision-making processes. 50:09 - Integrate risk management into individual investments and consider portfolio-wide implications. 50:50 - Diversify investment strategies to mitigate full market risks and enhance portfolio resilience. 52:00 - Embrace continuous learning and adapt investment strategies based on evolving market conditions. 1:03:41 Pledge all proceeds and royalties from projects to increase diversity in the investment field. 1:23:43 Support organizations that bring underrepresented groups into the investment business. 1:23:55 Invest in educational programs to train the next generation of investors. 1:24:22 Foster diversity within organizations for better team performance and decision-making. 1:24:59 Form a foundation and join initiatives like the giving pledge to focus philanthropic efforts. 1:25:17 Contribute to democracy funding and support organizations that protect and improve the voting process. 1:26:27 Encourage checking every detail in transactions to avoid mistakes. 1:29:35 Take advice and improve communication skills for personal and professional growth. 1:30:24 Continue philanthropic efforts by supporting organizations that have a personal impact. 1:31:01 Never be afraid to bet on oneself and make the most of available opportunities. 1:31:36
Great synthesis. I appreciate!!
Fantastic conversation from a very smart, and laid back, guy!
Is Blyth Masters coming to the show? Can’t wait to hear from her! I love hearing stuff about financial technologies, also she’s a power woman!
South Africa's best chess player. Could have been a GM if he wanted to.
Great conversation between Ted and Gary. "The Counting House," though a novel, does a wonderful job in presenting the real-world challenges of managing institutional money. It's both very funny and insightful!
Nice, thank you both
👏🏻👏🏻👏🏻👏🏻