In this discussion, Ted Seides, an investment industry expert and host of the Capital Allocators podcast, revisits long-term trends in institutional investing. He explains the evolving dynamics between Limited Partners and General Partners, highlighting the need for better communication. The conversation also covers the fascinating turnaround of the Yellowstone Club and the success story of Burger King under private equity. Seides emphasizes the importance of trust, relationships, and collaboration in navigating investment challenges.

Ted Seides, the guest on this episode, discusses his investment career, the business around Capital Allocators, and his collaboration with Sarah Samuels. He also shares his early experiences, the challenges encountered in his career journey, and the importance of active listening in investing. Additionally, he reflects on the impact of quantity time and setting boundaries as a parent.

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, former president and Co-CIO of Protege Partners, dives into the evolving world of private equity, detailing its growth to a $6 trillion powerhouse. He explains why private equity outperforms public markets and shares insights from history-making deals, including Apollo's Yahoo acquisition. Ted tackles the industry's reputation, emphasizing the complexities often overlooked by the media. He also discusses how interest rates influence private equity strategies and who should consider investing in this dynamic sector.

Executive coach Randall Stutman shares his insights on admired leadership and coaching top executives. He discusses common behaviors among hedge fund managers, the launch of the admired leadership online course, and examples of inspiring others and decision-making. The podcast covers topics like time management, elevating performance, and the significance of creating a culture of innovation and constructive feedback in leadership.

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 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.

This week’s guest has forgotten more about hedge funds than most people will ever know. This episode will appeal to managers, allocators and any investor interested in the world of hedge funds.  Ted Seides worked under David Swensen at Yale’s endowment and was a co-founder, President and Co-chief investment officer at Protégé Partners, a multibillion dollar alternative investment firm. I met Ted after reading his book, “So You Want to Start a Hedge Fund: Lessons for Managers and Allocators.” He has taught me a lot ever since. Hedge funds have taken a beating, so this very nuanced investigation into the industry comes at the right time.  Please enjoy!   For comprehensive show notes on this episode go to investorfieldguide.com/seides/ For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

Ted Seides, a renowned podcaster and bestselling author, explores the world of private equity and its transformative impact on businesses. He discusses the critical role of aligning incentives for success and how private equity managers influence about 10,000 businesses. Ted challenges negative media portrayals, highlighting that private equity offers unique decision-making advantages. He emphasizes employee ownership as a catalyst for performance and introduces the concept of permanent equity, advocating for a broader definition of success that prioritizes fulfillment in work.