Capital Allocators – Inside the Institutional Investment Industry Year in Review 2024 (EP.424)
17 snips
Dec 30, 2024 This conversation delves into the highlights of the past year in the investment industry. The speakers reflect on impactful blogs and notable podcast guests while discussing strategies for navigating market challenges. Future educational initiatives, including a new job opening, are announced to boost community engagement. The power of collaboration is emphasized, alongside insights on the transformative effects of AI and political shifts. Finally, innovative investment summits are introduced, prioritizing interactive discussions and meaningful connections.
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Manager Growth
- Allocators often misunderstand manager growth.
- Growth can be healthy for managers, but finding the right investors is crucial.
Podcast Highlights
- Ted Seides highlights memorable podcast episodes, prioritizing audience engagement.
- Guests range from legends like Mike Milken to timely interviews like Scott Bessent before his Treasury appointment.
Investment Portfolio
- Ted Seides's investment portfolio focuses on co-investments and best ideas.
- Investments range from AI to snacks to a blind pool.
