{"id":1032,"date":"2021-07-07T16:44:00","date_gmt":"2021-07-07T16:44:00","guid":{"rendered":"http:\/\/85c7fe0a-9f63-471e-8c79-c61538b613f6"},"modified":"2021-07-07T16:44:00","modified_gmt":"2021-07-07T16:44:00","slug":"ep-70-ted-seides-capital-allocators-investing-lessons-from-decades-interviewing-elite-money-managers","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/ep-70-ted-seides-capital-allocators-investing-lessons-from-decades-interviewing-elite-money-managers\/","title":{"rendered":"Ep. 70 Ted Seides, Capital Allocators \u2013 Investing Lessons from Decades Interviewing Elite Money Managers"},"content":{"rendered":"

Ted Seides<\/a>, founder of Capital Allocators LLC<\/a>, host of the Capital Allocators Podcast, and author of his second book, Capital Allocators: How the World’s Elite Money Managers Lead and Invest<\/em><\/a>, is our guest on Raise Your Average.<\/p>\n

Takeaways<\/p>\n

\u2022 Ted Seides reminisces about his old friend and mentor, David Swensen, Endowment Fund Manager and CIO, at the Yale Endowment and Yale University, who, sadly, passed away the week before we recorded this episode.<\/p>\n

\u2022 What he learned from David Swensen during his 5 years at the Yale Endowment Investment Office, and the impact that working with him had on the trajectory of his career and his life.<\/p>\n

\u2022 What impact David Swensen had on the investment industry and everyone who knew him.<\/p>\n

\u2022 David Swensen (and team) reportedly added $35-billion in alpha to the Yale Endowment (above and beyond peers and market returns) during 30 years, all the while forgoing insane amounts of compensation.<\/p>\n

\u2022 Ted shares Swensen’s timeless framework and first principles, and stories from his time with Swensen.<\/p>\n

\u2022 Swensen created for his own use, what are now called ‘factors’ and ‘factor-based’ approach to diversify portfolios in a time when factors did not exist.<\/p>\n

\u2022 Where are the edges in the market today?<\/p>\n

\u2022 What are sophisticated institutions with spending needs\/liabilities of 5-8% per yearf doing to get those returns?<\/p>\n

\u2022 Beyond Diversification and Asset Allocation, what are the 3 new ‘buckets’ institutions are using to construct portfolios?<\/p>\n

\u2022 Ted’s infamous bet with Warren Buffett – Ted talks about this in some detail.<\/p>\n

\u2022 The lessons learned from decades interviewing elite money managers<\/p>\n

\u2022 What are the investment learnings?<\/p>\n

\u2022 What are the non-investment learnings?<\/p>\n

\u2022 What are the biggest challenges?<\/p>\n

\u2022 How are the people evolving?<\/p>\n

\u2022 What happens in the Investment Offices of elite money managers?<\/p>\n

\u2022 The 3 Ps and the 3 Cs<\/p>\n

\u2022 How do you make good allocation decisions? As an individual? As a team?<\/p>\n

\u2022 How do investment committees decide what to do?<\/p>\n

\u2022 What are some of the common threads across all allocators?<\/p>\n

Full Transcript: https:\/\/views.advisoranalyst.com\/ted-seides<\/a><\/p>\n

Watch on Youtube<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Ted Seides<\/a>, founder of Capital Allocators LLC<\/a>, host of the Capital Allocators Podcast, and author of his second book, Capital Allocators: How the World’s Elite Money Managers Lead and Invest<\/em><\/a>, is our guest on Raise Your Average.<\/p>\n

Takeaways<\/p>\n

\u2022 Ted Seides reminisces about his old friend and mentor, David Swensen, Endowment Fund Manager and CIO, at the Yale Endowment and Yale University, who, sadly, passed away the week before we recorded this episode.<\/p>\n

\u2022 What he learned from David Swensen during his 5 years at the Yale Endowment Investment Office, and the impact that working with him had on the trajectory of his career and his life.<\/p>\n

\u2022 What impact David Swensen had on the investment industry and everyone who knew him.<\/p>\n

\u2022 David Swensen (and team) reportedly added $35-billion in alpha to the Yale Endowment (above and beyond peers and market returns) during 30 years, all the while forgoing insane amounts of compensation.<\/p>\n

\u2022 Ted shares Swensen’s timeless framework and first principles, and stories from his time with Swensen.<\/p>\n

\u2022 Swensen created for his own use, what are now called ‘factors’ and ‘factor-based’ approach to diversify portfolios in a time when factors did not exist.<\/p>\n

\u2022 Where are the edges in the market today?<\/p>\n

\u2022 What are sophisticated institutions with spending needs\/liabilities of 5-8% per yearf doing to get those returns?<\/p>\n

\u2022 Beyond Diversification and Asset Allocation, what are the 3 new ‘buckets’ institutions are using to construct portfolios?<\/p>\n

\u2022 Ted’s infamous bet with Warren Buffett – Ted talks about this in some detail.<\/p>\n

\u2022 The lessons learned from decades interviewing elite money managers<\/p>\n

\u2022 What are the investment learnings?<\/p>\n

\u2022 What are the non-investment learnings?<\/p>\n

\u2022 What are the biggest challenges?<\/p>\n

\u2022 How are the people evolving?<\/p>\n

\u2022 What happens in the Investment Offices of elite money managers?<\/p>\n

\u2022 The 3 Ps and the 3 Cs<\/p>\n

\u2022 How do you make good allocation decisions? As an individual? As a team?<\/p>\n

\u2022 How do investment committees decide what to do?<\/p>\n

\u2022 What are some of the common threads across all allocators?<\/p>\n

Full Transcript: https:\/\/views.advisoranalyst.com\/ted-seides<\/a><\/p>\n

Watch on Youtube<\/a><\/p>\n","protected":false},"author":1,"featured_media":1033,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1032"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=1032"}],"version-history":[{"count":0,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/1032\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/1033"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=1032"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=1032"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=1032"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}