Ted Seides

Ted Seides, host of Capital Allocators and an investment expert, shares valuable insights from his extensive conversations with industry leaders. He discusses the evolving dynamics between limited and general partners, emphasizing the importance of communication. The conversation also covers the shift from passive to complex investment strategies, illustrated by 3G Capital's innovative approach with Burger King. Seides reflects on strategic turnarounds in exclusive real estate, like the Yellowstone Club, and highlights the power of collaboration in investment success.

Ted Seides is the Founder and CIO of Capital Allocators and a former Yale Investments Office strategist. He dives into the allure and complexities of hedge funds, urging investors to align their goals with risk tolerance. Ted debunks common myths, revealing that media hype often exaggerates hedge fund returns. He also discusses the evolving fee structures and strategies, emphasizing the shift toward performance-based fees and the need for a clear investment strategy to navigate this intricate landscape.

Bloomberg Radio host Barry Ritholtz speaks with asset management expert Ted Seides, founder of Capital Allocators LLC. His most recent book is “Capital Allocators: How the World’s Elite Money Managers Lead and Invest”; he is also the host of the popular “Capital Allocators” podcast, which reached 16 million downloads in June. Seides is a CFA charterholder and has an MBA from Harvard Business School.See omnystudio.com/listener for privacy information.

Ted Seides, Founder and CIO of Capital Allocators, draws on his experience at Yale’s investments office to unravel the complexities of hedge funds. He examines the explosive growth of this asset class, now over $5 trillion, and the evolving perceptions of its performance. Seides stresses the importance of realistic expectations versus media sensationalism, discusses the significance of risk management, and explores the changed landscape of fees since the financial crisis. Ultimately, he helps listeners evaluate if hedge funds fit their investment strategies.

Ted Seides, former president of Protege Partners and author of "Private Equity Deals," dives into the explosive growth of private equity, now a $6 trillion powerhouse. He discusses why it has outperformed public equities and the shifting perceptions about its impact on jobs. Ted highlights strategic decisions in notable deals like Apollo's acquisition of Yahoo and KPS's revival of TaylorMade. He also explores how interest rate hikes are reshaping the landscape and who should consider adding private equity to their portfolios.

Ted Seides, Managing Partner of Capital Allocators and author of 'Private Equity Deals,' shares invaluable insights into the evolving world of private equity. He discusses David Swensen’s investment principles and the importance of alignment between limited and general partners. The conversation touches on effective time management strategies inspired by military principles, as well as innovative asset allocation models that enhance risk assessment. Seides also explores key traits of successful dealmakers, emphasizing empathy and negotiation skills.

Ted Seides, founder and CIO of Capital Allocators, shares his expertise on alternative investments, having honed his skills at Yale under David Swensen. He delves into the intricacies of hedge funds, private equity, and venture capital, discussing how to effectively allocate these assets in a portfolio. Seides emphasizes the importance of understanding liquidity and fee structures while navigating entry barriers to elite funds. He also addresses common misconceptions about alternative investments, equipping listeners with strategies for diligent research and long-term success.

Ted Seides, founder of Capital Allocators and author of "Private Equity Deals," dives into the fascinating world of private equity investing. He shares insights from his book on deal-making and operations, revealing the appeal and challenges of private equity in today’s market. Ted discusses the rise of large firms in wealth management and the impact of fees and transparency on investor relations. He also explores case studies of private equity transactions, shining a light on evolving strategies and public perceptions in this complex landscape.

Ted Seides, an investment industry expert with over 30 years of experience, highlights key insights from his tenure at the Yale Endowment, emphasizing long-term thinking and relationship-building with top investors. He delves into the dynamics of hedge funds, advocating for thoughtful portfolio construction and a balance of risk and return. Ted also discusses the evolution of investment strategies, the influence of behavioral finance, and the significance of maintaining objectivity in investment discussions. His journey from investment professional to podcaster reflects the changing landscape of the industry.

Ted Seides, host of the Capital Allocators podcast, interviews Ben Gilbert and David Rosenthal, venture capitalists and podcast hosts. They share their innovative paths into the tech industry and the birth of their podcast. The trio discusses the evolution of venture capital post-tech bubble, the rising prevalence of angel investing, and the impact of abundant capital on the market. They also dive into the transformative potential of cryptocurrency and reflect on personal growth through mentorship, all while maintaining an engaging, entertaining vibe.