Capital Allocators – Inside the Institutional Investment Industry Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
23 snips
Sep 5, 2022 
Hayden Brain, host of the Opto Sessions, interviews Ted Seides, a seasoned investor and podcast creator. They discuss the key differences between retail and institutional investing, emphasizing unique challenges faced by retail investors. Ted shares insights from his interactions with investment legends like Sam Zell and dives into the importance of contrarianism and long-term thinking. He also reflects on his famous bet with Warren Buffett and explores themes for the next decade, including the role of digital assets and blockchain in investing.
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Retail vs. Institutional Investing
- Retail investors can learn from institutional investors, but they can't replicate everything.
- Institutions have more resources for research and access to certain deals.
Mentorship at Yale
- Ted Seides started his career under David Swensen at Yale in 1992.
- Swensen's mentorship was crucial to his development as an investor.
Protege Partners' Strategy
- Protege Partners had a unique approach of seeding smaller hedge funds.
- This provided an advantage in a capacity-constrained environment.
