Capital Allocators – Inside the Institutional Investment Industry REPLAY - Ted Seides - Deep Dive into Hedge Funds (Capital Allocators, EP.34)
Apr 8, 2019
Patrick O'Shaughnessy, host of the Invest Like the Best podcast and an advocate for evidence-based investing, dives deep into the hedge fund industry with Ted Seides. They discuss innovative strategies that differentiate successful hedge funds and the necessity of strong investor relationships. The conversation explores the importance of personal habits for growth, the challenges posed by market dynamics, and the impact of evolving fee structures. Ted shares insights on navigating risks and opportunities, highlighting lessons from key hedge fund figures.
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Hero's Journey Retreat
- Ted Seides discovered the Hero's Journey during a challenging period in his life.
- It was a transformative experience based on Joseph Campbell's work.
Yale Endowment Experience
- Ted Seides's investing career started at the Yale endowment, working with David Swensen.
- This experience shaped his investment philosophy, focusing on manager selection and cross-asset class investing.
Swensen's Book Impact
- David Swensen's book popularized the Yale endowment model, leading to wider adoption.
- However, this increased competition might have diminished Yale's initial edge.
