Ted Seides on the World’s Elite Money Managers

1

Introduction

00:00 • 2min

2

How I Got Started in the Investment Business

02:11 • 3min

3

The Importance of Diversification in Endowment

04:43 • 2min

4

The Importance of First Principles in Allocation Management

06:38 • 3min

5

How to Select the Right Manager for Your Asset Class

09:40 • 3min

6

The First Mover Advantage at Yale

12:13 • 2min

7

The Importance of Emerging Managers in Hedge Funds

13:51 • 2min

8

The History of Climate Denialism

16:06 • 2min

9

Warren Buffett's Response to Hedge Funds

17:51 • 2min

10

How to Get Someone's Attention

20:00 • 2min

11

The Patsy at the Poker Table

21:38 • 3min

12

The History of Hedge Funds

24:16 • 2min

13

The Challenge of the Hedge Funds

26:05 • 3min

14

The Pushback to the S&P 500

28:37 • 3min

15

The Evolution of the Buffett Bet

31:22 • 3min

16

The Irony of Warren Buffett's 2008 Annual Letter

34:24 • 2min

17

The Benefits of Hindsight

36:37 • 2min

18

Warren Buffett: The World's Greatest Investor

38:22 • 2min

19

The Importance of Wisdom in Retirement

40:06 • 2min

20

The Bet for Allocators

42:11 • 2min

21

The Importance of Writing a Piece

43:41 • 2min

22

The Importance of Relationships

45:32 • 2min

23

Warren Buffett and the Giving Pledge

47:32 • 2min

24

Don't Be So Short Term

49:20 • 3min

25

The Problem With Limiting an Assessment of Returns Only to Marking Conditions in the Moment

51:53 • 2min

26

The Importance of Perpetual Capital

53:46 • 3min

27

The Importance of Diversifying Away From Fraud

56:18 • 2min

28

The Importance of a Good Governance Structure

58:23 • 2min

29

The Palace Coup and the Disadvantages of the Investment Pool

01:00:21 • 2min

30

The Problem With ESG

01:01:58 • 2min

31

The Evolution of ESG

01:03:40 • 3min

32

The Evolution of Diversifying Strategies

01:06:15 • 2min

33

ESG: A Risk Management Filter for Boards of Stocks

01:07:50 • 2min

34

The History of Climate Denialism

01:09:20 • 2min

35

Capital Alligators

01:10:53 • 2min

36

How to Promote Your Podcast

01:13:04 • 2min

37

How to Get to the Point Where People Are Listening Other Than Institutional Allocates

01:14:39 • 2min

38

How to Record a Podcast Guest Story

01:16:22 • 3min

39

The King of Collectibles

01:18:57 • 2min

40

How to Be a Creative Customer, Customer Focused Organization

01:20:33 • 2min

41

The Importance of People in Investing

01:22:23 • 2min

42

How to Be a Successful Capital Allocator

01:24:01 • 2min