Relationships Drive Returns | 2min snip from Invest Like the Best with Patrick O'Shaughnessy

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Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390]

Invest Like the Best with Patrick O'Shaughnessy

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Relationships Drive Returns

Successful investment decisions are heavily influenced by the quality of relationships and communication between partners. Individuals are often uncertain about future returns, which amplifies the need for trust and transparency in partnerships. Investors desire access to thorough information and want to feel like active partners rather than limited participants. This necessitates open dialogue and collaboration, allowing partners to tackle challenges together. By fostering strong relationships and clear communication, parties can better navigate the complexities of their investment strategies and adapt to changing circumstances.

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My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It’d been seven years since Ted and I last talked on the record, as he was one of my very first guests on Invest Like the Best. Now that Ted has a full-time focus on all things Capital Allocators and has stepped away from traditional investing roles, he shares with us the wisdom he has gained from being a neutral third party with in conversations with countless industry experts. We discuss the evolution of the LP and GP relationship, the scale of institutional investing, and the nuance of asset allocation, and much more. Please enjoy my conversation with Ted Seides.

I’m excited to announce that we are hiring an Editor in Chief at Colossus. This will be a critical and central role in our growing media platform and in our quest to find and showcase the best people, businesses, and ideas in the world. This person will work on existing shows like Invest Like the Best and Founders, our soon-to-be-announced print publication, and more. We aim to be the dominant media company exploring business and investing frontiers, so this person needs to be obsessed with these topics and bring serious operational chops. I firmly believe this role can help define someone’s career. Go to joincolossus.com/eic to apply.

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For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.

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Follow us on Twitter: @patrick_oshag | @JoinColossus

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:08:21) Innovative Approaches in Portfolio Management

(00:10:29) Challenges in the LP-GP Relationship

(00:16:58) Categorizing and Understanding LPs

(00:21:12) Pros and Cons of Different Capital Pools

(00:28:44) Trends and Future of Asset Management

(00:35:14) The Sensational Economy

(00:37:37) Competitive Frontiers in Private Equity

(00:39:44) The Yellowstone Club Deal