Capital Allocators – Inside the Institutional Investment Industry Ted Seides – Unlocking Investment Wisdom (EP.352)
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Nov 23, 2023 Discover the balance of love and discipline in parenting after divorce, emphasizing quality time. Dive into personal anecdotes that reveal investment wisdom and strategic insights from a seasoned professional. Explore transformational journeys in the investment world, from entrepreneurship to fostering community. Gain valuable lessons from early career experiences and the significance of mentorship. Plus, get a sneak peek of an upcoming children's book designed to educate young savers!
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Early Exposure and Independence
- Ted Seides's uncle, Jim Rothenberg, ran Capital Group, exposing him early to stocks.
- Despite this, Seides felt compelled to navigate his career independently, avoiding seeking help even during Goldman Sachs interviews.
Yale Investment Office Experience
- Seides's first job was at the Yale Investment Office under David Swenson from 1992-1997.
- During this period, the field was nascent, with few professional endowment offices, allowing for unique learning and investment opportunities.
Early Mover Advantage
- Early movers in hedge funds and venture capital had significant advantages due to limited competition.
- Finding and accessing top managers like Louis Bacon was easier due to the less developed market.
