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2021
Podcast
Chris Dixon – The Future of Blockchain at a16z (EP.172)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | Chris Dixon is a General Partner...
2021
Capital Allocators Monthly – December 2020
by Ted Seides
Hello Fellow Listeners,It's 2021 - nuff said!Announcements and Gratitudes * Capital Allocators Summit on Operational Due Diligence, January 29th. Rahul...
2021
Podcast
James Clear – Mastering Habits (EP.171)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution and Coinbase Prime | James Clear, author of last year’s...
2020
Podcast
by Ted Seides
Brought to you by: iConnections and Northern Trust Front Office Solution | With a big thank you for your enthusiastic...
2020
Podcast
André Perold – Pockets of Inefficiency at HighVista Strategies (EP.169)
by Ted Seides
Brought to you by: Coinbase Prime, Canalyst, and iConnections | André Perold, the Co-Managing Partner and Chief Investment Officer of...
2020
Podcast
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (EP.168)
by Ted Seides
Brought to you by: Coinbase Prime, Canalyst, and iConnections | Daryn Dodson is the founder of Illumen Capital, a venture...
2020
Podcast
Chamath Palihapitiya – The Social Capital Flywheel (EP.167)
by Ted Seides
Brought to you by: Coinbase Prime, Canalyst, and iConnections | Chamath Palihapitiya is the founder and CEO of Social Capital,...
2020
Monthly Email
Capital Allocators Monthly – November 2020
by Ted Seides
Hello Fellow Listeners,Announcements and Gratitudes * Capital Allocators on Instagram and YouTubeWe're experimenting with posts on Instagram and YouTube. Follow us...
2020
Podcast
Ben Reiter – Over the Edge with the Houston Astros (EP.166)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, and iConnections | Ben Reiter, longtime Sports Illustrated columnist, author of the NY...
2020
Podcast
Joel Greenblatt – Common Sense for Value at Gotham Capital (EP.165)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Joel Greenblatt is a legendary...
2020
Podcast
Shane Parrish – Learning to Learn at Farnam Street (EP.164)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Shane Parrish is the founder...
2020
Podcast
Karyn Williams – Measuring Risk Practically at Hightree Advisors (EP.163)
by Ted Seides
Brought to you by: Backstop Solutions, Canalyst, iConnections, and Northern Trust Front Office Solution | Karyn Williams is the founder of Hightree...
2020
Capital Allocators Monthly – October 2020
by Ted Seides
Hello Fellow Listeners,Announcements and Gratitudes https://capitalallocatorspodcast.com/subscriptionsignup * SIGN-UP FOR PREMIUM! We added an audio component for Premium Members for the first...
2020
Podcast
Mike Trigg – Defying the Fade at WCM (EP.162)
by Ted Seides
Brought to you by: Canalyst, iConnections, and Northern Trust Front Office Solution | You may remember my popular first meeting...
2020
Podcast
Marko Papic – Geopolitical Alpha at Clocktower Group (EP.161)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, and Northern Trust Front Office Solution | Marko Papic is the Chief...
2020
Podcast
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (EP.160)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Carrie Thome is the...
2020
Podcast
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (FM.23)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Mathieu Chabran, a co-founder...
2020
Podcast
Scott Wilson – Concentrated Investing at Washington University-St. Louis (EP. 159)
by Ted Seides
Brought to you by: Bares Capital Management, iConnections, Northern Trust Front Office Solution, and DiligenceVault | Scott Wilson is the...
2020
Monthly Email
Capital Allocators Monthly – September 2020
by Ted Seides
Hello Fellow Listeners,We have a lot cooking this fall. Our premium members can access a new premium podcast feed that...
2020
Podcast
Luke Ellis and Mario Therrien – Best Practices in Alternatives (EP.158)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution, and DiligenceVault | Luke Ellis and Mario Therrien are long-time...
2020
Podcast
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (EP.157)
by Ted Seides
Brought to you by: iConnections, Northern Trust Front Office Solution, and DiligenceVault | Paul Marshall is a co-founder and Chairman...
2020
Podcast
Annie Duke – How to Decide (EP.156)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions and DiligenceVault | Annie Duke, former professional poker player, decision-making expert,...
2020
Podcast
Morgan Housel – The Psychology of Money (EP.155)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Morgan Housel is a partner at Collaborative Fund and one...
2020
Monthly Email
Capital Allocators Monthly – August 2020
by Ted Seides
Announcements and Gratitudes * Morgan Housel, The Psychology of Money. Here we go! Morgan's first book releases next week. It's a fantastic...
2020
Podcast
Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (EP. 154)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Joel Wittenberg is the chief investment officer and vice president...
2020
Podcast
Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (EP.153)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Shundrawn Thomas, President of Northern Trust Asset Management, where he...
2020
Podcast
Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (EP.152)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Kim Lew is the highly regarded Chief Investment Officer of...
2020
Unconscious Discrimination in Asset Management
by Ted Seides
This article originally appeared here in Institutional Investor on August 10, 2020 August 10, 2020 Andrew Cenci/Bloomberg Imagine that Dr....
2020
Podcast
Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Change (EP.151)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Jake Walthour is the Co-Founder and CEO of Blueprint Capital...
2020
Podcast
Matthew Granade – Inside Data Science at Point72 (FM.22)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Matthew Granade is Chief Market Intelligence Officer at Point72 and...
2020
Monthly Email
Capital Allocators Monthly – July 2020
by Ted Seides
Hope you're healthy and staying safe. Announcements and Gratitudes * Admired Leadership Digital (can't miss course and can't miss episode) Randall...
2020
Podcast
Randall Stutman – Admired Leadership (EP.150)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Randall Stutman is founder and co-head of the Leadership Practice...
2020
Podcast
Taimur Hyat – After the Great Lockdown (EP.149)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Taimur Hyat is the Chief Operating Officer at PGIM, a...
2020
Podcast
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (FM.21)
by Ted Seides
Brought to you by: BlackRock and Northern Trust Front Office Solutions | Adam Fisher is the CIO of Commonwealth Asset...
2020
Podcast
Hiro Mizuno – Changing the Game (EP.148)
by Ted Seides
Brought to you by: Wellington Management Company | Hiro Mizuno is the recently departed Executive Managing Director and Chief Investment...
2020
Podcast
Reuben Munger – Private Capital Perspective (EP.147)
by Ted Seides
Brought to you by: Wellington Management Company | Reuben Munger is the Managing Partner of Vision Ridge Capital, a private...
2020
Endowment
Harvard
Surviving a Pandemic at Harvard Endowment
The school's CFO explained how an endowment actually works in contrast to popular opinion. The endowment has been adversely affected...
2020
Monthly Email
Capital Allocators Monthly – June 2020
by Ted Seides
Hello Fellow Listeners,I can't remember a month with more powerful narratives. I just couldn't find a way to keep the reading...
2020
Podcast
Lauren Taylor Wolfe – Activist Perspective (EP.146)
by Ted Seides
Brought to you by: Wellington Management Company | Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an...
2020
Podcast
Tony Davis – Hedge Fund Perspective at Inherent Group (EP.145)
by Ted Seides
Brought to you by: Wellington Management Company | Tony Davis is the CEO and Chief Investment Officer of Inherent Group,...
2020
Endowment
Northwestern
Endowment Role at Northwestern
What is the Uniform Prudent Management of Institutional Funds Act? Historically, nonprofits’ endowments were governed by the Uniform Management of...
2020
Podcast
Richard Lawrence – ESG Integration at Overlook (EP.144)
by Ted Seides
Brought to you by: Wellington Management Company | Richard Lawrence is the Executive Chairman of Overlook Investments, a leading value-oriented...
2020
Podcast
David Blood – Pioneering a Generation (EP.143)
by Ted Seides
Brought to you by: Wellington Management Company | David Blood is co-founder and Senior Partner of Generation Investment Management, a...
2020
Investing
Apparently Seth Klarman's book has been available online for a while now. This book most certainly does not provide a...
2020
Podcast
Emanuel Citron – Sourcing Sustainable Managers (EP.142)
by Ted Seides
Brought to you by: Wellington Management Company | Manny Citron is Managing Partner at Volery Capital, a private equity firm...
2020
Podcast
Bob Litterman – Pricing Climate Risk (EP.141)
by Ted Seides
Brought to you by: Wellington Management Company | Bob Litterman is a founding partner and Chairman of the Risk Committee...
2020
Alternatives
Endowment
Research on Endowment Performance in Alternatives
What are the elements of an endowment style of investing? We have become accustomed to hearing and reading of “the...
2020
Podcast
Liqian Ma – Allocator Perspective (EP. 140)
by Ted Seides
Brought to you by: Wellington Management Company | Liqian Ma is the Head of Impact Investing Research at Cambridge Associates. ...
2020
Podcast
Wendy Cromwell – The $170 Trillion Opportunity (EP.139)
by Ted Seides
Brought to you by: Wellington Management Company | Wendy Cromwell is Vice Chair of Wellington Management and the Director of...
2020
Endowment
Harvard
Endowment Spending During a Pandemic at Harvard
The school's endowment is over 380 years old. The endowment dates back to 1638, starting with John Harvard’s gift of...
2020
Podcast
Clarke Futch – Healthcare Royalty Partners (FM.20)
by Ted Seides
Clarke Futch is a co-founder, Managing Partner and Chairman of the Investment Committee at Healthcare Royalty Partners, an investment firm...
2020
Capital Allocators Monthly – May 2020
by Ted Seides
Announcements and Gratitudes * First Meeting Private Podcasts Drop me an email if you’re interested in learning more. For a sample of...
2020
Stanford
Venture Capital
Calculating the Value of a Startup
Most investors spend time evaluating a startup, determining its value and potential, before investing in a round. Employees that are...
2020
Podcast
by Ted Seides
Brought to you by: Context 365 | Brett Jefferson is the President and Co-CIO of Hildene Capital Management, an asset...
2020
Endowment
Yale
Benefits of Diversification at Yale Endowment
The Yale Model has survived past market crisis because of diversification. More than likely it will survive this pandemic. Just...
2020
Top 10 Best Investing Podcasts
by Ted Seides
Capital Allocators found itself in familiar territory alongside Ted's favorite investing podcasts in Value Walk's ranking of the Top 10...
2020
Podcast
Daylian Cain – Master Class in Negotiations (EP.138)
by Ted Seides
Brought to you by: Context 365 and Northern Trust Front Office Solutions | Daylian Cain is a Senior Lecturer in...
2020
Endowment
Research
Research on Performance at Nonprofit Endowments
When it comes to investment management fees, you don't necessarily get what you paid for. One of our key findings...
2020
Podcast
Laurence Siegel – Current Myths and Long-Term Optimism (EP.137)
by Ted Seides
Brought to you by: Context 365, Northern Trust Front Office Solutions, and Atom Finance | Larry Siegel is the Gary...
2020
Endowment
Princeton
Surviving a Pandemic at Princeton Endowment
University President Chris Eisgruber wrote about the endowment in a letter to the Princeton community that was published this week....
2020
Podcast
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
by Ted Seides
Brought to you by: Canoe Intelligence, Northern Trust Front Office Solutions, and Atom Finance | Daniel Adamson is a Senior...
2020
Private Equity
Research
Research on Private Equity Deal-Level Data
Much of the research on private equity performance has relied on fund-level data provided by LPs. A new research paper...
2020
Podcast
Tim McCusker – Advising Through a Crisis at NEPC (EP.135)
by Ted Seides
Brought to you by: Prosek Partners | Tim McCusker is the Chief Investment Officer at consulting powerhouse NEPC, who serves...
2020
Endowment
Harvard
Estimating Endowment Losses at Harvard
Harvard is cutting expenses. They are speculating a $6 billion drop in the endowment. It is too early, and the...
2020
Podcast
Michael Mervosh – Investing in Yourself During a Crisis (EP.134)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions| Michael Mervosh, clinical psychologist and founder of the Hero’s Journey Foundation. ...
2020
Institutional Investor
Don’t Just Do Something, Sit There
by Ted Seides
This article originally appeared here in Institutional Investor on April 24, 2020 Allocators will eventually allocate — but don’t get...
2020
Endowment
Yale
Surviving a Pandemic at Yale Endowment
University President Peter Salovey wrote about the endowment in a letter to the Yale community that was published this week....
2020
Podcast
Andy Golden – Navigating Princeton’s Endowment Through (Another) Crisis (EP.133)
by Ted Seides
Brought to you by: Prosek Partners | Andy Golden is the President of PRINCO, where he has overseen the management...
2020
Endowment
Notre Dame
Scott Malpass Three Decades at Notre Dame Endowment
The school's soon to be retired Chief Investment Officer grew the endowment nearly thirty times in over thirty years. During...
2020
Podcast
Annie Duke – Decision Making in a Crisis (EP.132)
by Ted Seides
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | My friend Brian Portnoy recently...
2020
Institutional Investor
The Day of Reckoning for Private Equity
by Ted Seides
This article originally appeared here in Institutional Investor on April 16, 2020 The Day of Reckoningfor Private Equity This crisis is likely...
2020
Endowment
UVA
It cannot be emphasized enough how important risk management is, especially during a crisis. UVIMCO measures and controls for market,...
2020
Podcast
Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis (EP.131)
by Ted Seides
Brought to you by: Prosek Partners | Sandra Robertson, OU Endowment Management’s esteemed CEO and CIO, rejoined me for an...
2020
Endowment
Harvard
Harvard Borrows a Billion Dollars
The school is enjoying one of the perks of having triple-A credit. The University will sell up to $573 million...
2020
Podcast
Sandra Robertson – Oxford’s Queen of Endowment Management (EP.130)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions, and Atom Finance | Sandra Robertson is the CEO and Chief...
2020
Endowment
Higher Ed
History of Endowing Land-Grant Colleges
There is a sordid history behind the endowments of many schools across the country. We reconstructed approximately 10.7 million acres...
2020
Podcast
Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (EP.129)
by Ted Seides
Brought to you by: Prosek Partners | Steve Nelson is CEO of the Institutional Limited Partners Association or ILPA, a...
2020
Endowment
IAS
IAS CIO Mark Baumgartner on Investment Strategy
The Chief Investment Officer for the Institute described what differentiated his team from his peers at other endowment organizations. To...
2020
Podcast
Eric Peters – Trading and Evolution at One River (FM.18)
by Ted Seides
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | Eric Peters is the founder...
2020
Endowment
Harvard
Harvard Endowment Prepared for Downturn
The school seems to be better prepared this time around. In a word, for Harvard, this is not déjà vu...
2020
Dartmouth
Endowment
Venture Capital Performance at Dartmouth Endowment
In their latest report, the school highlighted that their venture capital portfolio generated the highest return. For fiscal year 2019,...
2020
Podcast
Mark Baumgartner – Allocating in a Crisis at IAS (EP.128)
by Ted Seides
Brought to you by: Prosek Partners | Mark Baumgartner is the CIO of the Institute for Advanced Study, where he...
2020
Monthly Email
Capital Allocators Monthly – March 2020
by Ted Seides
Announcements and Gratitudes * The show might go on. Capital Allocators LIVE! is scheduled for June 18th. We have a month before...
2020
Podcast
Ben Inker – Value Investing at GMO (FM.17)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast, Northern Trust Front Office Solutions, and Atom Finance | Ben Inker is...
2020
Endowment
Princeton
Former Princeton Endowment Chair on the Depression
Dean Mathey was chairman of the investment committee at Princeton and he ran the endowment for 34 years. A financial...
2020
Endowment
Harvard
Harvard CFO on Surviving the Recession
The CFO was asked whether the school could survive another recession. We’ve done a lot of recession-based scenario planning, and...
2020
Podcast
Michael Mauboussin – Consilient Observations in a Crisis (EP.127)
by Ted Seides
Brought to you by: Atom Finance, Northern Trust Front Office Solutions, and Canoe Intelligence | Michael Mauboussin is the Head...
2020
Endowment
Investing
Michael Mauboussin on Relative Skill
A few years ago Michael Mauboussin published a paper on what makes for successful investing. Success in investing has two...
2020
Endowment
Wesleyan
Manager Relationships at Wesleyan Endowment
The school described their investment objective and how they aim to achieve it on their latest annual letter. Given Wesleyan’s...
2020
Podcast
James Aitken – Systemic Risk in a Crisis (EP.126)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions, and Atom Finance | In the midst of this unprecedented time,...
2020
Podcast
Greg Fleming – Building and Running Rockefeller Capital Management (EP.125)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma | Greg Fleming is the founding CEO of Rockefeller...
2020
Endowment
Stanford
Valuations at Stanford Endowment
The school's investment office shared in their latest report that they are investing in fewer fund managers. SMC [Stanford Management...
2020
Endowment
Yale
A few years ago, the business school held a panel on finance and its influence on society. One of the...
2020
Podcast
Christie Hamilton – Tweeting on Allocation at Children’s Health (EP. 124)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma | Christie Hamilton is the Head of Investments at...
2020
Startups
Venture Capital
Startup Fundraising Guides at Y Combinator
Four years ago, the startup accelerator published a guide to raise a Seed round. Without startup funding the vast majority...
2020
Brown
Endowment
Private Equity Performance at Brown Endowment
In their latest report, the school emphasizes that they invest for the long-term. Prior to commencing any discussion of investment...
2020
Podcast
Mike Mauzé – Escape Velocity for CPG Brands at VMG Partners (FM.16)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma | Mike Mauzé is the General Partner at VMG Partners, which...
2020
Monthly Email
Capital Allocators Monthly – February 2020
by Ted Seides
Announcements and Gratitudes Capital Allocators LIVE tickets are available (June 18, 2020 in NYC) Founder's Class tickets are now closed, and...
2020
Endowment
Investing
Charlie Munger on Fund Managers
At the annual meeting for the Daily Journal Corporation, Charlie Munger shared that there is too much money out there...
2020
Endowment
Yale
David Swensen on Divestment at Yale
The Chief Investment Officer wrote a letter to the Yale community last week. In 2014, the Yale Investments Office developed...
2020
Podcast
Doug Phillips – Middle of the Fairway at the University of Rochester (EP.123)
by Ted Seides
Brought to you by: Atom Finance and Venn by Two Sigma| Doug Phillips is the CIO of the University of...
2020
Endowment
Ivy League
Ivy League Endowments Return 6.7% in 2019
The combined average return of 6.7% failed to beat the traditional 60/40 portfolio return of 9.9% this past fiscal year....
2020
Endowment
Harvard
Former Harvard Endowment CEO on the Financial Crisis
In the fall of last year, the business school at Yale held a panel that included the former CEO of...
2020
Podcast
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (FM EP.15)
by Ted Seides
Brought to you by: Selective Search, Atom Finance, And Colmore| Dan Rasmussen is the Founder and portfolio manager at Verdad...
2020
Research
Venture Capital
Research on AWS in Venture Capital
Twenty years ago, startups had to spend much of the funds they raised from venture capital firms to buy their...
2020
Endowment
Higher Ed
Endowments Return 5.3% in 2019
The National Association of College and University Business Officers published their data a couple of weeks ago. Data gathered from...
2020
Podcast
James Aitken – Tour Around the World from a Small Island (EP.122)
by Ted Seides
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore| James Aitken is the Founder and...
2020
Endowment
Yale
Charley Ellis on the Yale Model
As former member of the Investment Committee at Yale, Charley Ellis shared what distinguishes the school's model of investing. The...
2020
Monthly Email
Capital Allocators Monthly – January 2020
by Ted Seides
Announcements and Gratitudes * Capital Allocators LIVE! is coming on June 18th in NYC with an all-star cast of...
2020
Endowment
Harvard
In their latest financial report, the school describes the purpose of the endowment and how it works. The University’s endowment...
2020
Podcast
Peter Kraus – Widening the Aperture on Alpha (FM EP.14)
by Ted Seides
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore| Peter Kraus is the Chairman and...
2020
Venture Capital
#OpenLP for New Funds in Venture Capital
In tech, quite a number of venture capitalists have shared through blogs and podcasts how they invest in startups. An...
2020
Endowment
Princeton
Private Equity Allocation at Princeton Endowment
The school published their financials earlier this month. In the report you will find that allocating to an illiquid asset...
2020
Podcast
Ted Seides – A Rational Reminder (EP.121)
by Ted Seides
Brought to you by: Selective Search, Northern Trust Front Office Solutions, and Colmore | Last year, I appeared on...
2020
Endowment
Oxford
Investment Process at Oxford Endowment
The school's endowment describes how they invest on page twelve of their latest report. Our team has the freedom to...
2020
Texas McCombs
Venture Capital
Bill Gurley on Venture Capital at Texas McCombs
A few years ago, McCombs Magazine published a profile on Bill Gurley of Benchmark Capital. In it he shares how...
2020
Podcast
Beezer Clarkson – Sapphire Gem of Early Stage Venture (EP.120)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Beezer Clarkson is Managing Director at Sapphire Ventures where she...
2020
Endowment
Northwestern
Northwestern Endowment Performance 2019
The school announced their endowment figures last week. Northwestern’s endowment decreased from $11.08 billion to $10.8 billion in the 2019...
2020
Denison
Endowment
Manager Selection at Denison Endowment
A few years ago David Barcus, Director of Investments at Denison University, was asked about his strategy in finding the...
2020
Endowment
Research
Research on Fossil-Fuel Divestment at Endowments
What motivates college students to urge divestment of fossil-fuels from their school's endowment? The vast majority of American universities maintain...
2020
Art
Philanthropy
Due Diligence in the Art World
How many philanthropic dollars are spent by art museums on fake art? The quality of these paintings – their faithful...
2020
Capital Allocators Monthly – December 2019
by Ted Seides
Announcements and Gratitudes * Podcasting has taken me in directions I never could have imagined. I thought by now...
2020
Podcast
Greg Zuckerman – Decoding Renaissance Medallion (EP 119)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Gregory Zuckerman is a special...
2019
Podcast
by Ted Seides
Our annual rundown of the most downloaded shows of 2019. Wishing you a new year filled with wealth, health, and...
2019
Art
Philanthropy
Board Members in the Art World
Buying art has been around for a while, whether for status or taste. Among the biggest losers in the current...
2019
Sovereign Wealth Fund
GPIF to Suspend Stock-Lending Program
by Ashby Monk
Amazing leadership on fiduciary duty here: If you're renting your shares to hedge funds to short your own stocks (already...
2019
Sovereign Wealth Fund
First State Super Fee Adjustment
by Ashby Monk
First State Super delivers some precious risk-free returns to its members... ;) Industry fund cuts fees, Financial Standard Ashby Monk...
2019
Podcast
Dr. Sarel Vorster – Conducting Brain Surgery (EP.117)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Dr. Sarel Vorster is a practicing neurosurgeon at the Cleveland...
2019
Stanford
Venture Capital
Stanford Business Research on Unicorn Valuations
How do you value a startup? A couple of business school professors looked at 135 billion-dollar companies to find out....
2019
Sovereign Wealth Fund
Indonesia to Explore New Sovereign Wealth Fund
by Ashby Monk
Abu Dhabi has inspired Indonesia to explore a new SWF of its own. Indonesia, UAE explore establishment of sovereign wealth...
2019
Sovereign Wealth Fund
No Sovereign Wealth Fund in Macau
by Ashby Monk
No SWF for you. Government formally withdraws ‘sovereign wealth fund’ bill, Macau News Ashby Monk (@sovereignfund)
2019
Sovereign Wealth Fund
Canada Pension Plan First Infrastructure Investment in Indonesia
by Ashby Monk
Canada Pension Plan will make its first big infrastructure investment in Indonesia. CPPIB to make first infrastructure investment in Indonesia,...
2019
Podcast
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (EP.116)
by Ted Seides
Brought to you by: Northern Trust Front Office Solutions | Neal Triplett is the CIO of DUMAC, the organization that...
2019
Endowment
Harvard
Harvard Faculty Debating Fossil-Fuel Divestment
The school faculty just had its third meeting on divestment this semester to debate a new proposal. Up to now,...
2019
Sovereign Wealth Fund
Hedge Funds to Use Biometric Data
by Ashby Monk
45% of hedge funds have plans to use biometric data to make investment decisions next year, which is fairly creepy....
2019
Sovereign Wealth Fund
Two Sovereign Wealth Funds in Talks on Collaboration
by Ashby Monk
Malaysia's Khazanah and Abu Dhabi's Mubadala are in talks around some formal collaboration. Khanazah in link-up talks with Abu Dhabi’s...
2019
Sovereign Wealth Fund
View on Portfolio Diversification
by Ashby Monk
A rather refreshing way to view portfolio diversification: "we can reduce the downside of being wrong, but only at the...
2019
Podcast
Kip McDaniel – How to Get an Allocator’s Attention (EP.115)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Kip McDaniel is the Chief...
2019
Endowment
UTIMCO
Texas Endowment Adding Strategic Partnerships
The Chief Investment Officer will soon implement a new partnership program for the endowment. UTIMCO chief Britt Harris plans to...
2019
Sovereign Wealth Fund
Egypt’s New Sovereign Wealth Fund
by Ashby Monk
Egypt's new SWF will begin operations next month. Egypt’s sovereign wealth fund to start operation in October, Ahram Online Ashby...
2019
Sovereign Wealth Fund
Strategic Meat Reserves in China
by Ashby Monk
This just in: China is tapping its strategic meat reserves. In other news, China has a strategic meat reserve. China’s...
2019
Monthly Email
Capital Allocators Monthly – November 2019
by Ted Seides
Announcements and Gratitudes * In the spirit of the Thanksgiving season, I'd like to express my gratitude for those...
2019
Sovereign Wealth Fund
Changes in Global Temperature as Investment Risk
by Ashby Monk
Two key things: 1) TAI says global temperature change is the top extreme risk facing all investors, 2) 99.9% of...
2019
Podcast
Anne Martin – Pulling the Oars as CIO of Wesleyan University (EP.114)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Anne Martin is the Chief...
2019
Endowment
Stanford
Job Duties at Stanford Endowment
What are the responsibilities of a Managing Director of Operations inside an endowment? Directly and/or through his/her team, manage the...
2019
Sovereign Wealth Fund
Governments Using Structural Ambidexterity to Innovate
by Ashby Monk
My latest paper (with the very good Dr. Caroline Nowacki) is about something the world needs a lot more of:...
2019
Sovereign Wealth Fund
Swedish Pension Fund CEO Dismissed
by Ashby Monk
A strange end for an otherwise very well regarded pension fund CEO. AP1 CEO Out After Allegedly Violating Trading Policy,...
2019
Podcast
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
by Ted Seides
Brought to you by: Top Traders Unplugged Podcast and Northern Trust Front Office Solutions | Drew Dickson is the founder...
2019
Due Diligence
Foundation
Hewlett Foundation CIO Ana Marshall on Due Diligence
Earlier this year the CIO at the Hewlett foundation was asked about their manager selection process. At the end of...
2019
Endowment
Penn
Penn CIO Peter Ammon on Rare Investment Trait
You have to be a certain kind of investor to manage money for Penn. Investing is incredibly competitive — there...
2019
Sovereign Wealth Fund
by Ashby Monk
Private capital is smooooooth. Investors should beware the smoothness of private capital returns, Financial Times Ashby Monk (@sovereignfund)
2019
Sovereign Wealth Fund
by Ashby Monk
This should be standard pension fund practice. LGPS appoints tech firm to monitor investment costs and charges, Investment & Pensions...
2019
Podcast
Steve Rattner – Overseeing Michael Bloomberg’s Family Office (EP.113)
by Ted Seides
Brought to you by: Canoe Intelligence and Colmore | Steve Rattner is the Chairman and CEO of Willett Advisors, which...
2019
Caltech
Philanthropy
Caltech $750 Million Wonderful Gift
The school received a gift from the owners of The Wonderful Company. Mr. and Mrs. Resnick previously contributed nearly $38...
2019
Campus
Stanford
Stanford Biggest Landowner in Silicon Valley
A hundred and thirty-four years ago, Leland and Jane Stanford founded a school in memory of their son and gifted...
2019
Sovereign Wealth Fund
Richard Bookstaber on Managing Risk
by Ashby Monk
Most financial innovations have been about hiding risk rather than managing risk. Fascinating interview with my buddy Rick Bookstaber. What...
2019
Sovereign Wealth Fund
Norway’s Sovereign Wealth Fund to Invest in Private Tech
by Ashby Monk
Norway's sovereign fund is the latest Giant to question whether they can continue to avoid the growing world of private...
2019
Podcast
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
by Ted Seides
Brought to you by: Colmore and Top Traders Unplugged Podcast | Jason Karp is the Founder and CEO of HumanCo,...
2019
Endowment
Higher Ed
Higher Ed Endowment Performance 2019
There is an endowment returns tracker online where you can compare the latest investment performance from various schools. U.S. Endowment...
2019
Cornell
Endowment
Running a University is not cheap. Case in point, by far the largest expense remains wages, pensions and benefits for...
2019
Endowment
Harvard
Harvard CIO Narv Narvekar on Private Equity J-Curve
It takes time to build a private equity program. As many know, private equity funds draw down their capital over...
2019
Sovereign Wealth Fund
by Ashby Monk
So this is something that's happening. The Technologized Investor: Innovation Through Reorientation Ashby Monk (@sovereignfund)
2019
Podcast
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (EP.112)
by Ted Seides
Brought to you by: Colmore and Northern Trust Front Office Solutions | Dawn Fitzpatrick is the Chief Investment Officer at...
2019
Endowment
Notre Dame
Notre Dame Endowment Performance 2019
The school announced their endowment figures last week. Notre Dame’s endowment pool returned 7.2 percent for the 2019 fiscal year,...
2019
Monthly Email
Capital Allocators Monthly – October 2019
by Ted Seides
Announcements and Gratitudes Special thanks to new sponsors of the podcast, Colmore and Northern Trust Front Office Solutions. Reading (Ordered...
2019
Duke
Endowment
Duke Endowment Performance 2019
The school announced their endowment figures last month. The endowment saw a 6.9% annual return and is now valued at...
2019
Endowment
U. Chicago
University of Chicago Endowment Performance 2019
The school announced their endowment figures a couple of weeks ago. The University of Chicago endowment grew to an all-time...
2019
Sovereign Wealth Fund
Danish Pension Fund ATP’s Strong Returns
by Ashby Monk
What in the actual fu@/< are they doing up in Denmark? Denmark's ATP tallies 27% gain in first half of...
2019
Podcast
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
by Ted Seides
Brought to you by: Zetta Ventures | My guest on today’s First Meeting is Ash Fontana, a Managing Director...
2019
Endowment
Penn
Penn Endowment Performance 2019
The school announced their endowment figures last month. Penn’s endowment produced an investment return of 6.5 percent for the year...
2019
Bowdoin
Endowment
Bowdoin Endowment Performance 2019
The school announced their endowment figures last month. The Bowdoin investment return of 10.9 percent compares with the median return...
2019
Columbia
Endowment
Columbia Endowment Performance 2019
The school announced their endowment figures last week. Columbia’s endowment reported a 3.8 percent return on investment for the 2018-2019...
2019
Sovereign Wealth Fund
Pension Funds Missing the Bull Market
by Ashby Monk
Pension fund allocations to alternative assets tripled to over 27% over a time period in which public market indices were...
2019
Podcast
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (EP.111)
by Ted Seides
Brought to you by: Colmore and Northern Trust Front Office Solution | Ana Marshall is the Vice President and...
2019
Endowment
Princeton
Princeton Endowment Performance 2019
Princeton announced their endowment figures last week. Princeton University’s endowment earned a 6.2 percent investment gain for the fiscal year...
2019
Cornell
Endowment
Cornell Endowment Performance 2019
The school announced their endowment figures a couple of weeks ago. Cornell University’s endowment earned a 5.3% return for the...
2019
Endowment
UTIMCO
Texas Endowment Performance 2019
The school system from the Lone State announced their endowment figures last month. The $22.6 billion Permanent University Fund returned...
2019
Sovereign Wealth Fund
High Performance at Australia’s Future Fund
by Ashby Monk
Australia's Future Fund continues to show very high performance. AUM is now $160B oz. Australia's Future Fund reports strongest fiscal...
2019
Podcast
Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
by Ted Seides
Brought to you by: Canoe Intelligence | Jay Girotto is the President of Farmland Opportunity, a $400 million investment manager...
2019
Brown
Endowment
Brown Endowment Performance 2019
The school announced their endowment figures last month. [Chief Investment Officer Jane] Dietze noted that the endowment portfolio is not...
2019
Dartmouth
Endowment
Dartmouth Endowment Performance 2019
The school announced their endowment figures last month. Dartmouth's endowment generated a return of 7.5% for the fiscal year ending...
2019
Endowment
Stanford
Stanford Endowment Performance 2019
Stanford announced their endowment figures last week. For the 12 months ending June 30, 2019, Stanford Management Company generated a...
2019
Sovereign Wealth Fund
ESG Popularity Lead by Public Funds
by Ashby Monk
It's so popular today because ESG responsibility is increasingly moving from tick-box sustainability teams to risk teams that are better...
2019
Podcast
Jonathan Tepper – Variant Perception of Capitalism (EP.110)
by Ted Seides
Brought to you by: Canoe Intelligence and Northern Trust Front Office Solutions | Jonathan Tepper is the founder of Variant...
2019
Endowment
Notre Dame
Notre Dame CIO Scott Malpass on Endowment Tax
How many can claim to have grown their alma mater's endowment 30 times over 30 years? [Scott] Malpass is a...
2019
Endowment
Yale
Yale Endowment Performance 2019
Yale announced their endowment figures last week. Yale’s endowment earned a 5.7% investment return (net of fees) for the year...
2019
Endowment
Harvard
Harvard Endowment Performance 2019
Harvard announced their endowment figures last week. HMC [Harvard Management Company], which invests the University’s endowment and other financial assets,...
2019
Capital Allocators Monthly – September 2019
by Ted Seides
Announcements and Gratitudes * Capital Allocators reached 2 million downloads this month. Thanks for listening and sharing the show!!! * Know...
2019
Sovereign Wealth Fund
by Ashby Monk
Congrats to CalPERS for voting to change its own governance. Will be interesting to see if this move is just...
2019
Podcast
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
by Ted Seides
Brought to you by: Canoe Intelligence and Northern Trust Front Office Solutions | Joe Lonsdale is a founding partner...
2019
Endowment
U. California
University of California Endowment Performance 2019
The school system from the Golden State announced their endowment figures a couple of weeks ago. The UC endowment grew...
2019
Sovereign Wealth Fund
PE Funds Capturing Most of Wealth Created
by Ashby Monk
We need more people asking why PE funds capture so much wealth in our system of capitalism... Good job, @PATreasurer...
2019
Sovereign Wealth Fund
Competition and Innovation in Australian Supers
by Ashby Monk
Think how our public plans would change/innovate if the poor performers were threatened with a merger into good performers? Aus...
2019
Institutional Investor
by Ted Seides
This article originally appeared here in Institutional Investor on September 23, 2019 The Amazon of 2030 Amazon stock ballooned,...
2019
Sovereign Wealth Fund
Maryland State Pension to Disclose All Fees Paid
by Ashby Monk
This will hurt in the short run, but it will lead to a much healthier ecosystem in the future. Law...
2019
Podcast
Gary Klein with Paul Johnson and Paul Sonkin – Conducting Pre-Mortem Analysis (EP.109)
by Ted Seides
Gary Klein is a noted cognitive psychologist with an innate ability to see what others don’t. Over his 40-year...
2019
Endowment
MIT
MIT Endowment Performance 2019
The school announced their endowment figures last week. The Massachusetts Institute of Technology Investment Management Company (MITIMCo) announced today that...
2019
Sovereign Wealth Fund
Citizenship as Sovereign Wealth
by Ashby Monk
My latest published paper... citizenship as sovereign wealth. Citizenship as Sovereign Wealth: Re‐thinking Investor Immigration Ashby Monk (@sovereignfund)
2019
Sovereign Wealth Fund
AustralianSuper and OTPP Invest in Infrastructure
by Ashby Monk
AusSuper and OTPP are investing $1B - each - with India's National Investment and Infrastructure Fund. AustralianSuper, Ontario Teachers' to...
2019
Sovereign Wealth Fund
Turkey’s Sovereign Wealth Fund Sell National Lottery
by Ashby Monk
Turkey's new SWF oversaw the sale of national lottery rights, which produced a $1.7b offer for 2020 operating rights. My...
2019
Podcast
Michael Schwimer – Sports Betting at JAMBOS (First Meeting, EP.08)
by Ted Seides
Brought to you by: Canoe Intelligence | Michael Schwimer is the CEO of Big League Advance (BLA) and JAMBOS. ...
2019
Endowment
Yale
David Swensen on the Ideal Fund Manager
When looking for a peculiar trait in a fund manager, it helps to also have it yourself. Swensen likes to...
2019
Sovereign Wealth Fund
Malaysia Targets Goldman Sachs
by Ashby Monk
Malaysia has charged 17 Goldman bankers over the 1MDB deal. Malaysia charges 17 Goldman chiefs over 1MDB, ASEAN Economist Ashby...
2019
Sovereign Wealth Fund
by Ashby Monk
The better fund managers of color perform, the more racial bias they face. A good article describing our recent research....
2019
Sovereign Wealth Fund
Racial Bias in Institutional Investing
by Ashby Monk
Racial bias exists in our system of institutional investment, says a new paper in Proceedings of the National Academy of...
2019
Podcast
Matt Whineray – Innovation at New Zealand Super Fund (EP.108)
by Ted Seides
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most...
2019
Capital Allocators Monthly – August 2019
by Ted Seides
Announcements and Gratitudes * We started crowd sourcing favorite quotes from each week's episode. If you find a quote you...
2019
Research
Venture Capital
Research on Entrepreneurial Signals
Venture capital has outperformed for many institutional investors recently. None of this would have been possible, however, if the founders...
2019
Sovereign Wealth Fund
Climate Risks Are Investment Risks
by Ashby Monk
For any long-term investor, climate risks ARE investment risks. Big Money Starts to Dump Stocks That Pose Climate Risks, Bloomberg...
2019
Sovereign Wealth Fund
Malta’s Sovereign Wealth Fund Investing Locally
by Ashby Monk
Malta's sovereign fund expects its assets could top $1bn, with 70% focused on investing in the local development of the...
2019
Sovereign Wealth Fund
Mubadala Expanding Investments
by Ashby Monk
Mubadala is expanding its investment activities into medtech, pharma and agribusinesses. Mubadala Spends $19 Billion as Fund Expands Into New...
2019
Podcast
Scott Kupor – Andreessen Horowitz (First Meeting, EP.07)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast and Canoe Intelligence| Scott Kupor is the managing partner at Andreessen...
2019
Endowment
Yale
Dean Takahashi to Leave Yale Endowment
If Warren Buffett could not have built Berkshire without Charlie Munger, the same could be said of David Swensen and...
2019
Sovereign Wealth Fund
Germany’s Pension Reserve Fund to Follow UN’s PRI
by Ashby Monk
I've done over 12,000 tweets, and I think this is the first time I've done one on Germany's pension reserve...
2019
Sovereign Wealth Fund
How Sovereign Development Funds Make Money
by Ashby Monk
This article Caroline Nowacki and I did this year could just as easily be titled, "How Sovereign Development Funds Actually...
2019
Sovereign Wealth Fund
Texas Teachers to Open Overseas Office in Singapore
by Ashby Monk
Texas Teachers is setting up another overseas office; this one in Singapore. Asia Digest: Australia sets up wine industry accelerator;...
2019
Podcast
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (EP.107)
by Ted Seides
Eric Ries is the founder and CEO of LTSE, the company that is affiliated with the SEC-approved Long-Term Stock...
2019
Cornell
Endowment
New Team and New Office at Cornell Endowment
After reporting its endowment results last year, the school shared what changes they were making. Over the last year, the...
2019
Sovereign Wealth Fund
Return Expectations at America’s Public Pensions
by Ashby Monk
Just realized that, 30 Years ago, when everybody thought using 8% expected return targets to discount public pension liabilities was...
2019
Sovereign Wealth Fund
Farting Cows and Climate Change
by Ashby Monk
Guys. There are apparently new cows that don't fart as much because climate change. Climate-friendly cows take the wind out...
2019
Sovereign Wealth Fund
Canadian Pension Plans Active in Infrastructure
by Ashby Monk
For normal not weirdo pension people like me and probably you, it must really be strange that 10 or so...
2019
Podcast
David Druley – Structure into Action at Cambridge Associates (EP. 106)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | David Druley is the CEO of Cambridge Associates, a global...
2019
Endowment
Wesleyan
Wesleyan CIO Anne Martin on Manager Selection
Besides asset allocation, manager selection is a key component to managing an endowment. Day-to-day management of the endowment falls to...
2019
Sovereign Wealth Fund
South Africa’s State Pension to Raise Foreign Exposure
by Ashby Monk
South Africa's GEPF considers raising its foreign exposures above 7%, which seems rather wise given that 7% is only 7%....
2019
Sovereign Wealth Fund
Maryland State Pension to Report All Fees Paid
by Ashby Monk
Maryland pension system reported $372 million of fees paid to external managers in 2018. The actual amount of fees was...
2019
Sovereign Wealth Fund
South Africa Considering Sovereign Wealth Fund
by Ashby Monk
South Africa ponders a new sovereign fund. South Africa's sovereign fund plan has its sceptics, but it can work, Reuters...
2019
Podcast
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
by Ted Seides
Mike Novogratz is the CEO of Galaxy Digital, a merchant bank with a balance sheet to invest that seeks...
2019
Endowment
Yale
David Swensen and His Influence at Yale and Beyond
It is said that imitation is the sincerest form of flattery. The most obvious and knocked-off element of Yale’s strategy...
2019
Sovereign Wealth Fund
Creating the Second Biggest Superfund in Oz
by Ashby Monk
First State Super to merge with VicSuper to create 2nd biggest superfund in Oz. Imagine we had consolidation like this...
2019
Sovereign Wealth Fund
New Boss for Egypt’s Sovereign Wealth Fund
by Ashby Monk
Egypt will finally appoint a boss for its new SWF... Four nominees shortlisted for Sovereign Wealth Fund executive manager: Minister,...
2019
Sovereign Wealth Fund
Alignment of Interests on Fee Negotiations
by Ashby Monk
Amazing what happens when long-term investors prioritize alignment of interests in their fee negotiations... GPIF's alignment push sparks sharp fee...
2019
Podcast
Paul Black – WCM Investment Management (First Meeting, EP.05)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | My guest on today’s first meeting is Paul Black of WCM...
2019
Monthly Email
Capital Allocators Monthly – July 2019
by Ted Seides
Announcements and Gratitudes * Special thanks to sponsor Barings, whose Streaming Income podcast digs below the headlines to find out...
2019
ILPA
Private Equity
ILPA New Private Equity Principles
Last month the Institutional Limited Partners Association (ILPA) published their updated private equity principles. ILPA’s Private Equity Principles were developed...
2019
Sovereign Wealth Fund
Risk Management Tools Used to Develop Better Indices
by Ashby Monk
The risk management tools used to develop drugs (functional information systems) will soon be used to launch new and better...
2019
Sovereign Wealth Fund
Data Management Systems Inside Pensions and SWFs
by Ashby Monk
Student: Do the data management systems running inside pensions and SWFs connect through APIs? Me: Good question. In 99% of...
2019
Sovereign Wealth Fund
Why Agent Based Models Are Coming to Finance
by Ashby Monk
Financial markets are akin to a complex networks of roads moving capital from one place to another. Investors respond to...
2019
Podcast
Jon Harris – Investing in People at AIM (EP.105)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | Jon Harris is the CEO of Alternative Investment Management, a...
2019
Research
Venture Capital
Research on Luck in Venture Capital
‘Tis better to be lucky than to be good. Picking a winning investment early on meant little for the firm’s...
2019
Sovereign Wealth Fund
Dropping the Alternative from Financial Data Lexicon
by Ashby Monk
Just as organic food was referred to by our grandparents as food, alternative data was just data. But with IoT...
2019
Sovereign Wealth Fund
Rethinking Alternative Data for Institutional Investors
by Ashby Monk
Read on. Rethinking Alternative Data in Institutional Investment, The Journal of Financial Data Science Ashby Monk (@sovereignfund)
2019
Sovereign Wealth Fund
by Ashby Monk
I'll keep saying this: The future of pensions is being redefined in Australia (not Canada). Here's yet another professional investor...
2019
Podcast
André Bourbonnais – Blackrock Long-Term Private Capital (First Meeting, EP.03)
by Ted Seides
André Bourbonnais is a Managing Director at Blackrock and Global Head of its newly launched Long-Term Private Capital business, a...
2019
Endowment
Higher Ed
Research on University Board Members and Endowments
If you're a fund manager in private equity or venture capital, your alma mater might call on you to serve...
2019
Sovereign Wealth Fund
Integrating ESG to Investment Decision Making
by Ashby Monk
Investors still struggle to integrate ESG into their decisions. Why? 1) They can't evaluate the ESG data quality, and 2)...
2019
Sovereign Wealth Fund
Malaysia’s Sovereign Wealth Fund Investing in Tech
by Ashby Monk
Malaysia's Khazanah appears set to bolster its technology investing chops. I expect this may also mean bolstering or expanding its...
2019
Sovereign Wealth Fund
Angola’s Sovereign Wealth Fund New Lease on Life
by Ashby Monk
Angola's SWF has a new lease on life, albeit smaller, which is still noteworthy given all the shenanigans over the...
2019
Podcast
Richard Lawrence – Overlook Investments Group (First Meeting, EP.03)
by Ted Seides
Brought to you by: Barings Streaming Income Podcast | My guest on today’s First Meeting is Richard Lawrence of...
2019
Carnegie Mellon
Private Equity
Carnegie Mellon Research on Private Equity IRR
A couple of Carnegie Mellon professors looked into how private equity funds have used subscription lines of credit to improve...
2019
Sovereign Wealth Fund
Panama’s Sovereign Wealth Fund – One of the Newest
by Ashby Monk
An update on one of the newest SWFs on earth (Panama) in an article with an update on the...
2019
Sovereign Wealth Fund
Ashby Monk’s Tweet Storm on Consultant Misaligned Incentives
by Ashby Monk
https://twitter.com/sovereignfund/status/1146454035655880704 https://twitter.com/sovereignfund/status/1146454040210837509 https://twitter.com/sovereignfund/status/1146454044040282112 https://twitter.com/sovereignfund/status/1146454048230400000 https://twitter.com/sovereignfund/status/1146454051875258368 https://twitter.com/sovereignfund/status/1146454056405102593 https://twitter.com/sovereignfund/status/1146454059781541889 https://twitter.com/sovereignfund/status/1146454063254347777 https://twitter.com/sovereignfund/status/1146454067318681600
2019
Sovereign Wealth Fund
Power of External Strategic Partnerships
by Ashby Monk
Ashby Monk's latest paper on knowledge management in institutional investment focuses on the power of external strategic partnerships to...
2019
Podcast
Ash Williams – Florida SBA’s Reigning Chief (EP.104)
by Ted Seides
Ash Williams is the Executive Director and CIO of the Florida State Board of Administration, where he oversees $200...
2019
Monthly Email
Capital Allocators Monthly – June 2019
by Ted Seides
Announcements and Gratitudes * We've added a new stream of content to the blog. Stanford Professor Ashby Monk (see Episode 29)...
2019
Budget
Newbury College
Schools are shutting down throughout the country. Some of the conditions contributing to this perfect storm are of the institutions’...
2019
Emory
Endowment
A year ago Emory University hired a new Chief Investment Officer. In his role as CIO, [Srinivas “Srini”] Pulavarti will...
2019
Columbia
Endowment
Compensation at Columbia Endowment
How much does a Chief Investment Officer at an Ivy League school make? Endowment chiefs at Ivy League and other...
2019
Pods
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
by Ted Seides
Sam Sicilia is the Chief Investment Officer of HostPlus, Australia’s AUZ 37 billion ($25B USD) Superannuation Fund. Sam joined HostPlus...
2019
Endowment
Mount Holyoke
Be the First CIO at Mount Holyoke Endowment
There is an opportunity to become the first Chief Investment Officer for one of the oldest Seven Sisters schools. Mount...
2019
Endowment
Yale
David Swensen to Teach Future Fund Managers at Yale
Are you a couple of years out of college? Do you want to become a fund manager? There is a...
2019
Venture Capital
Scott Kupor Spilling Venture Capital Secrets
Scott Kupor, who is the Managing Partner of Andreessen Horowitz, just published a book called Secrets of Sand Hill Road....
2019
Stanford
Venture Capital
Stanford GSB on Venture Capital Secrets
The world of venture capital was mostly overlooked till recently. Now the Stanford Venture Capital Initiative at the business school...
2019
Podcast
Martin Whittaker – JUST Capital (First Meeting EP.02)
by Ted Seides
Martin Whittaker is the founding CEO of JUST Capital, a non-profit created by a group of concerned, influential leaders, including...
2019
Harvard
Philanthropy
Should a school return a gift years after accepting it? When asked for the gift policy, [University spokesperson Jonathan L.]...
2019
Hedge Fund
Risk Management
Understanding Hedge Fund Risks
There are risks to all forms of investing, especially in hedge funds. The Principles and Best Practices for Hedge Fund...
2019
Due Diligence
Hedge Fund
Proper Hedge Fund Due Diligence
The Principles and Best Practices for Hedge Fund Investors report was issued during the financial crisis ten years ago. In...
2019
Hedge Fund
Portfolio Management
If you want to build a hedge fund program, you can study a report issued ten years ago by the...
2019
Pods
Jon Wertheim – Sports AND… (EP.102)
by Ted Seides
Jon Wertheim is a sports journalist and author who has a passion for psychology and economics. He is the Executive...
2019
Foundation
Venture Capital
Irvine Foundation CIO Tim Recker on Venture Capital
Last year Tim Recker was asked whether venture capital was in a bubble. Back to venture, is it a bubble?...
2019
Endowment
Texas PSF
Texas Permanent School Fund History
The Texas Permanent School Fund was one of the first sovereign wealth funds ever created. The Texas Permanent School Fund...
2019
ILPA
Investing
ILPA Due Diligence Questionnaire Template
If you are fundraising for your first fund, the Institutional Limited Partners Association (ILPA) prepared a template due diligence questionnaire...
2019
Cornell
Venture Capital
Josh Wolfe on Science Fiction at Cornell
Josh Wolfe, the founder of Lux Capital, spoke to students at Cornell earlier this year on the type of startups...
2019
Podcast
Capital Allocators Presents: First Meeting with Ted Seides
by Ted Seides
I'm excited to announce the launch of a spinoff of capital allocators called first meeting. First meeting episodes will be...
2019
Podcast
Patrick O’Shaughnessy – O’Shaughnessy Asset Management (First Meeting, EP.01)
by Ted Seides
Brought to you by: Essentia Analytics | Patrick O’Shaughnessy is the CEO of O’Shaughnessy Asset Management, the host of the...
2019
Columbia
Endowment
Job Duties at Columbia Endowment
What are the responsibilities of a Director of Investments inside an endowment? Ongoing development of the portfolio, including the contribution...
2019
Duke
Endowment
Three years ago, Congress asked 56 schools to provide more information on their endowments. Duke responded. Like many educational, cultural...
2019
Endowment
Stanford
Stanford CIO Rob Wallace on the Endowment
Last week Rob Wallace gave a brief interview on the endowment with the school newspaper. You can think of the...
2019
Dartmouth
Endowment
Ivy League schools these days are billion-dollar enterprises. The College reported over $1.435 billion in total revenue, including $404 million...
2019
Monthly Email
Capital Allocators Monthly – May 2019
by Ted Seides
Announcements and Gratitudes * Last month I wrote that I'm looking for my next opportunity to manage capital. I received...
2019
Pods
Khe Hy – Radical Shift from Investing to Purpose (EP.101)
by Ted Seides
Khe Hy rose to be one of the youngest Managing Directors at Blackrock’s hedge fund of funds business. In his...
2019
Foundation
Portfolio Management
Job Duties at the Packard Foundation
There are a few roles open at the David and Lucile Packard Foundation. Do you have a background in private...
2019
Endowment
Harvard
Three years ago, Congress asked 56 schools to provide more information on their endowments. Harvard published their response online. The...
2019
Endowment
Vanderbilt
Vanderbilt CIO Anders Hall on Due Diligence
When talking to an institutional investor during due diligence, a fund manager should expect to be analyzed as a person....
2019
CFA Institute
Investing
CFA Institute Book on Manager Selection
If your job is to evaluate fund managers, the CFA Institute published a book on manager selection. The task of...
2019
Morehouse
Philanthropy
Paying It Forward at Morehouse College
For commencement speakers worldwide, it will be difficult to top this. Then their commencement speaker went off-script with an extraordinary...
2019
Endowment
MIT
Three years ago, Congress asked 56 schools to provide more information on their endowments. One of those schools, MIT, published...
2019
Endowment
UCLA
UCLA CIO Justin Barton on Emerging Managers
If you are a new fund manager, what type of investor should you look for? There are so many different...
2019
Foundation
Venture Capital
Carnegie Corporation CIO Kim Lew on Venture Capital
A few years ago Kim Lew was asked whether venture capital was in a bubble. The very nature of venture...
2019
Pods
Tim Recker – Concentration at the James Irvine Foundation (EP.100)
by Ted Seides
Tim Recker is the Chief Investment Officer of the $2.4 billion James Irvine Foundation. He joined the foundation in...
2019
Endowment
Stanford
Former Stanford CIO Laurie Hoagland on Alternatives
Fourteen years ago, a profile of Laurie Hoagland was published on Institutional Investor. Laurie was the first CEO of Stanford...
2019
Columbia
Investing
Columbia Business Professors on Investment Edge
Any young analyst searching for investment opportunities should focus on discovering their edge. We want to hammer home this point...
2019
Endowment
Harvard
Restructuring Pay at Harvard Endowment
How much does a University President make? How about an endowment chief? Who makes more? Faust Made $1.7 Million in...
2019
Endowment
Princeton
Enhancing Manager Selection at Princeton Endowment
Last year Andy Golden, the President of Princeton University Investment Company (PRINCO), advised how we should invest. Look beyond long...
2019
Podcast
Michael Mauboussin – Who’s on the Other Side? (EP.99)
by Ted Seides
Brought to you by: Essentia Analytics | Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue...
2019
Investing
Wharton
Blockchain Conference Discussing Crypto at Wharton
The Penn Blockchain Club at Wharton held their second annual conference on blockchain and cryptocurrencies. Ari Paul, the Chief Investment...
2019
UCLA
University
One Hundred Years of Education at UCLA
UCLA is celebrating its centennial this year. The seeds of today’s UCLA were planted in the 1881 creation of the...
2019
Boston Children's
Endowment
Boston Children’s CIO Phil Rotner on Investment Strategy
A couple of years ago, Phil Rotner shared what distinguished his team's investment strategy. I think that when one looks...
2019
CFA Institute
Endowment
CFA Institute Primer for Investment Trustees
The CFA Institute published a second edition of its primer for investment trustees a couple of years ago. The book...
2019
Pods
Jon Hirtle – The Pioneer of OCIO (EP.98)
by Ted Seides
Jon Hirtle is the Executive Chairman at Hirtle, Callaghan & Co., a $20 billion Outsourced CIO business he founded in...
2019
Monthly Email
Capital Allocators Monthly – April 2019
by Ted Seides
Announcements and Gratitudes * I’m looking to bring together what I’ve been developing the last two years - managing a...
2019
Endowment
Yale
Yale CIO David Swensen on Investment Track Records
A couple of years ago, David Swensen was interviewed at the Council on Foreign Relations. Near the end, he was...
2019
HBS
Private Equity
HBS Research on Unequal Private Equity Pay
Endowments invest in private equity funds through partnerships. They look for small teams of investors who have worked together and...
2019
Endowment
UVA
Former UVIMCO CIO Larry Kochard on Asset Allocation
Last year, Larry Kochard shared how his views changed on asset allocation from a decade ago when he wrote the...
2019
CFA Institute
Endowment
CFA Institute Primer on Alternatives
The CFA Institute published a primer on alternatives. It defines alternative investments as anything that is not an ordinary stock...
2019
Pods
Matt Levine – Money Stuff (EP.97)
by Ted Seides
Matt Levine writes Money Stuff, a brilliant daily financial newsletter on Bloomberg View. His column discusses current events in corporate...
2019
Investing
Wharton
Oaktree Howard Marks on Emotions at Wharton
Last year Howard Marks was interviewed as part of an Investor Series named after him at Wharton. At the Wharton...
2019
Endowment
Mount Sinai
Mount Sinai CIO Scott Pittman on Alternatives
There is a trend in the asset management world to reclassify the traditional asset classes in a portfolio. We favor...
2019
Endowment
U. Illinois
University of Illinois CIO Ellen Ellison on Agriculture
One overlooked aspect of endowments is that each of them support a unique school with its own history and idiosyncrasy....
2019
Endowment
Williams
Williams CIO Collette Chilton on Manager Selection
When managing a portfolio at an endowment, most recognize two key components to investment returns: asset allocation and manager selection....
2019
Pods
David Zorub – The Path to a Hedge Fund Launch (EP.96)
by Ted Seides
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding...
2019
Endowment
Higher Ed
Endowments Finally Investing in Crypto
More than a year ago Ted Seides shared why endowments should venture into crypto. Yet new ideas inevitably enter the...
2019
Stanford
Venture Capital
Michael Moritz on the VC Long Game at Stanford GSB
Earlier this year Michael Moritz shared how Sequoia Capital does venture capital at the Stanford Business School's View from the...
2019
Foundation
Philanthropy
GMO Founder Foundation Fighting Climate Change
According to Jeremy Grantham, the founder of GMO, you can divest from oil and not lose money. https://youtu.be/NFWS26xRs6s He sees...
2019
Endowment
Harvard
New Harvard Endowment Website on Divestment
Harvard Management Company has a new website. There you will find a description of their new investment approach. HMC’s generalist...
2019
Pods
Paul Rabil – Lacrosse and Entrepreneurship (EP.95)
by Ted Seides
Paul Rabil is the co-founder and CEO of the Premier Lacrosse League or PLL, a new tour-based league of the...
2019
Institutional Investor
Why David Swensen is the Roger Federer of Investing
by Ted Seides
This article originally appeared here in Institutional Investor on April 12, 2019. In his seminal 1975 research paper “The Loser’s Game,”...
2019
Endowment
U. Michigan
Charlie Munger on Bitcoin at Michigan Ross
More than a year ago the Dean of Michigan Ross sat down with Charlie Munger and asked him about Bitcoin....
2019
Endowment
Yale
Yale Endowment on Puerto Rican Debt
How does Yale's endowment invest in Puerto Rican debt? Yale does not directly invest in Puerto Rican debt; it invests...
2019
Bowdoin
Endowment
A thousand dollars and a thousand acres is all it took to endow a school 225 years ago. Bowdoin’s endowment...
2019
Endowment
IAS
IAS CIO Mark Baumgartner on Hedge Fund Fees
A couple of years ago, the Chief Investment Officer for the Institute of Advanced Study (IAS) was asked about fees...
2019
Pods
Ted Seides – Interviewing and Manager Meetings (EP.94)
by Ted Seides
A few months ago, Marcel van de Hoef interviewed me on his podcast, The Meeting Strategist. He created Meeting Strategist...
2019
Endowment
UTIMCO
Fossil Fuels on University Lands at Texas Endowment
Students are urging the UT System to divest from fossil fuels. Over the next few years, we must begin to...
2019
Endowment
MIT
MIT CIO Seth Alexander on 3 Ways to Earn High Returns
The investment office at MIT share the three ways they earn high returns on their portfolio. On a long-term basis,...
2019
Endowment
Yale
Yale CIO David Swensen on 3 Basic Tools for Investors
A few years ago David Swensen lectured on the three basic tools that every investor has to manage and grow...
2019
Endowment
Notre Dame
Notre Dame CIO Scott Malpass on Team Stability
Notre Dame's first Chief Investment Officer has been at the job for more than 30 years. He built a team...
2019
Capital Allocators Monthly – March 2019
by Ted Seides
A few announcements before my favorite content this month. * Sign up here to receive our new weekly blog focusing on Endowment...
2019
Pods
Dan Ariely – Investing in Irrationality (EP.93)
by Ted Seides
Brought to you by: Essentia Analytics | Dan Ariely is a leading behavioral economist, author, entrepreneur, and investor. He is...
2019
Endowment
U. California
Job Duties at University of California Endowment
There are quite a few roles open at the investment office for the University of California. Read the job descriptions...
2019
Endowment
U. Michigan
University of Michigan CIO Erik Lundberg on Alternatives
It takes time to build a relationship with fund managers who consistently create value, especially those that invest in alternatives....
2019
Foundation
Philanthropy
Industrial Wealth Behind Philanthropy
Art museums are breaking ties with the Sackler family and are no longer accepting gifts from them. Guggenheim Museum Says...
2019
Bowdoin
Endowment
Bowdoin CIO Paula Volent Art of Investing
To the uninitiated, investing seems like a lot of number crunching. But after enough time practicing it you realize that...
2019
Ted Seides Has Made His Mark, but He Feels like He’s Just Getting Started
by Ted Seides
My friend Jon Brolin, founder of Edenbrook Capital and adjunct professor of value investing at Fordham's Gabelli School of Business,...
2019
Pods
Jordi Visser – Next Generation of Manager Allocation (EP.92)
by Ted Seides
Brought to you by: Essentia Analytics | Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers,...
2019
Endowment
Princeton
Princeton Doubles Net Assets Since Financial Crisis
Most schools have recovered since the financial crisis a decade ago. How the wealthiest colleges manage their endowments in a...
2019
Endowment
Harvard
Commercializing Research at Harvard
The effort to commercialize research has a long, haphazard history in higher ed. But schools such as Harvard, Stanford, and...
2019
Foundation
Real Estate
Trinity Church Real Estate Holdings
Unlike other places of worship in Manhattan that have to sell their air-rights to get by, Trinity Church has been...
2019
Higher Ed
Philanthropy
Warren Buffett once said that it takes 20 years to build a reputation and only 5 minutes to ruin it....
2019
Pods
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
by Ted Seides
Manny Friedman is the founder of EJF Capital. Manny discussed his background and his nuanced take on markets last summer...
2019
Endowment
Stanford
"Some companies are born in the classroom. Terry Winograd looks like an academic, with bushy white hair and a mustache...
2019
Endowment
UTIMCO
"The majority of UT System’s endowment is separated into two funds — the Permanent University Fund [PUF] and the Long...
2019
Endowment
Harvard
Harvard Vineyards Environmental Review
"Harvard’s foray into wine country is part of a broader shift in the Central Coast of California toward large investors...
2019
Endowment
Yale
"Yale’s venture capital program, one of the first of its kind, is regarded as among the best in the institutional...
2019
Pods
Thomas Russo – All About Google (EP.90)
by Ted Seides
Brought to you by: Essentia Analytics | Tom Russo is the Managing Member of Gardner Russo & Gardner. Last week,...
2019
Harvard
Philanthropy
Harvard Medical School $200 Million Blavatnik Gift
"With today’s gift, [Len Blavatnik] now ranks among the leading benefactors in Harvard history. The $200-million pledge is not quite...
2019
Endowment
Yale
"Swensen’s endorsement of crypto assets is significant because he’s considered a pioneer in institutional investing, having managed one of the...
2019
Endowment
Texas PSF
Texas Permanent School Fund in Alternatives
"The changes triggered a transformation of the Permanent School Fund. In 2006, the fund as a whole was relatively conservative,...
2019
Barron's
Capital Allocators Named in Barron’s Best Podcasts in Business and Finance
by Ted Seides
Recognized alongside How I Built This, Invest Like the Best, and Masters in Business. Here's the article
2019
Endowment
Penn State
CIO Job Requirements at Penn State
"Penn State has several requirements for finding its new CIO, who will report to David Branigan, the university’s executive director...
2019
Pods
Thomas Russo – All About Berkshire Hathaway (EP.89)
by Ted Seides
Brought to you by: Essentia Analytics | Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and...
2019
Monthly Email
Capital Allocators Monthly – February 2019
by Ted Seides
As always, please feel free to forward this email to friends. You can sign up to receive our new weekly...
2019
Endowment
Penn
Penn President Triples Endowment
"She's overseen record fundraising and a more than tripling of the endowment. [University President Amy] Gutmann has raised more than...
2019
Foundation
Payout
Ford Foundation on Endowment Management
"Earning high returns isn’t just a matter of bragging rights — endowment income supports the missions of nonprofit institutions, whether...
2019
Endowment
Higher Ed
"Since 2011, Barrett’s boutique has found new leaders for the endowments of Harvard, Stanford, Dartmouth, and Emory, among many other...
2019
Endowment
Harvard
Harvard President on Divestment
"Harvard presidents have long maintained that the University’s endowment is not an appropriate tool for enacting social change despite persistent...
2019
Pods
Matt Botein – Flexible Investing and Institutional Challenges (EP.88)
by Ted Seides
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded...
2019
Columbia
Endowment
Cook Children’s New CIO from Columbia Endowment
"The Cook Children’s Health Care System has hired a senior investor from Columbia University’s endowment as its new chief investment...
2019
Endowment
Endowments Return 8.2% in 2018
"Other than the upturn at the University of Texas system, which saw a jump of 16.4 percent, the list of...
2019
Endowment
Foundation
Cambridge Associates on Cryptoassets
"Most large institutions have steered clear of the 10-year-old, $120 billion industry because it’s largely unregulated and cryptocurrencies have been...
2019
Foundation
"Baupost is also well known as a distressed-debt investor, profiting from trades such as Lehman Brothers Holdings Inc.’s bankruptcy. In...
2019
Pods
Rahul Moodgal – Master Fund Raiser (EP.87)
by Ted Seides
Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized...
2019
Harvard
Philanthropy
Harvard Breaking Higher Ed Fundraising Record
"All but the first fiscal year of the capital campaign saw annual fundraising totals in excess of $1 billion. Last...
2019
CNBC
by Ted Seides
Ted appeared on CNBC to discuss off-the-run investment opportunities.
2019
Endowment
UTIMCO
UTIMCO CIO Britt Harris First Year at Endowment
“‘I’d heard that endowments were in general strong performers, but they are even stronger than I had anticipated,’ Harris admits....
2019
Higher Ed
Philanthropy
College Giving in 2018 Up 7.2%
"The S&P 500 Index’s 14 percent return in the period may have helped encourage giving from a variety of donors....
2019
Campus
Columbia
Columbia Building Manhattanville Campus
"Today, the heart of industrial Manhattanville, which is sandwiched between Broadway and 12th Avenue at the end of West 125th...
2019
Pods
Chris Ailman – CalSTRS’ Venerable CIO (EP.86)
by Ted Seides
Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers' Retirement System (CalSTRS). He...
2019
Institutional Investor
The Price That Makes Hedge Funds a Steal
by Ted Seides
This article originally appeared here in Institutional Investor on January 31, 2019 Hedge funds are expensive. Would you buy them...
2019
Johns Hopkins
Philanthropy
Johns Hopkins $1.8 Billion Bloomberg Gift
"I have always been grateful for that opportunity. I gave my first donation to Hopkins the year after I graduated:...
2019
Endowment
UTIMCO
Texas Endowment Billion Dollar Royalties
“Mineral rights are also seen as a relatively low-risk way to get exposure to energy and generate income compared with...
2019
Foundation
Portfolio Management
Hewlett Foundation CIO on Fund Managers
"We've got a fairly mature portfolio. This means we don't have a lot of new managers in and out of...
2019
Monthly Email
Capital Allocators Monthly – January 2019
by Ted Seides
As always, please feel free to forward this email to friends. Here Ye, Here Ye We crossed ONE MILLION downloads...
2019
Institutional Investor
What Happened When I Met Jack Bogle
by Ted Seides
This article originally appeared here in Institutional Investor on January 31, 2019 The Vanguard founder espoused low-cost index investing. I...
2019
Endowment
Harvard
Harvard CIO Narv Narvekar on Endowment Changes
"In a refinement, or perhaps a restatement, of his description of the duration of that transition, [CEO] Narvekar wrote that...
2019
Pods
Steve Kuhn – Life After Hedge Funds (EP.85)
by Ted Seides
Steve Kuhn is a retired hedge fund manager. He spent two decades in the industry, specializing in mortgage-backed securities at...
2019
Endowment
Ivy League
Ivy League Endowments 2018 Performance Analysis
"Fiscal year 2018 was a stronger year for Ivy endowment performance than fiscal year 2017. Traditional outperformers continued to outperform,...
2019
Endowment
Harvard
Harvard Vineyards Thirst for Water in California
"The county supervisors issued an emergency moratorium on new agricultural wells starting Aug. 27, 2013—not just wells in the affected...
2019
Amherst
Endowment
Amherst CIO Mauricia Geissler on Fund Managers
"Moving to a broader asset allocation structure/model is probably one of the most significant shifts over the last 15 years....
2019
Endowment
Stanford
Stanford CIO Rob Wallace on Endowment Purpose
"The endowment is actually a collection of more than 7,000 individual gifts from donors. These generous gifts are meant to...
2019
Pods
Donna Snider – Inside the Investment Process at the Kresge Foundation (EP.84)
by Ted Seides
Donna Snider is a Managing Director at the $4 billion Kresge Foundation, where she has worked for ten years...
2019
Foundation
Private Equity
Pittsburgh Foundation on PE Funds
"We look for consistency of fund size, the experience of the team and consistency regarding how they approach their investment...
2019
Stanford
University
"When railroad magnate and former California Gov. Leland Stanford and his wife, Jane Lathrop Stanford, lost their only child, Leland,...
2019
Endowment
Princeton
Princeton CIO Andy Golden on Investment Returns
“Princeton aims for a 10 percent annualized return, which is close to the long-term return for the S&P 500, not...
2019
Higher Ed
History
"Another source of strength was that this disparate collection of largely undistinguished colleges and universities had succeeded in surviving a...
2019
Pods
Ron Biscardi – Putting Hedge Funds in Context (EP.83)
by Ted Seides
Ron Biscardi, the Co-Founder and CEO of Context Capital Partners and a Partner and Board Member of Context Summits. Ron sits...
2019
Endowment
Notre Dame
Notre Dame CIO Scott Malpass Humble Beginnings
"The story goes that [Scott Malpass] came back to campus with $20 in his pocket and needing a job and...
2019
Endowment
Research
New Study on Endowments Large and Small
"The study was based on the IRS filings of 28,696 endowments and foundations. In addition to comparing university endowments to...
2019
Endowment
Harvard
Harvard Monetizing Campus Real Estate
“Fourthly, in strictly monetary terms, the University is holding land it values at $969 million in its most recent financial...
2019
Endowment
UTIMCO
UTIMCO CIO Britt Harris on Endowment Strategy
"Our strategy for being among the best endowments is to: - Have a clearly defined culture that is extreme. -...
2019
Pods
Jean Hynes – Inside Wellington Management (EP.82)
by Ted Seides
Jean Hynes is a Managing Partner at Wellington Management, where she one of three people responsible for the governance...
2019
Endowment
Yale
Yale CIO David Swensen on Fund Managers
"We want people who are maniacally focused on beating the markets, generating superior investment returns. That’s an incredibly important distinction...
2019
Endowment
Yale
I am thrilled to share with you here on the Capital Allocators blog interesting articles and publications on University endowments....
2019
Pods
Jennifer Prosek – Branding an Asset Management Firm (EP.81)
by Ted Seides
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy...
2019
Monthly Email
Capital Allocators Monthly – December 2018
by Ted Seides
Every year we turn over the calendar and start fresh. Some years it feels daunting. This time, maybe not...
2018
Top 10 Episodes of Capital Allocators in 2018
by Ted Seides
Please enjoy this countdown of the top 10 most downloaded episodes of Capital Allocators in 2018 (and top 5 most...
2018
Pods
by Ted Seides
Thanks to you, this little pet project interviewing great leaders in the investment industry will cross one million...
2018
Pods
Tim McCusker – Consistency and Creativity at NEPC (EP.80)
by Ted Seides
Tim McCusker is the Chief Investment Officer at NEPC, an investment consultant that advises on $1 trillion in assets...
2018
Pods
Brent Beshore – Micro Buyout Adventur.es (EP.79)
by Ted Seides
Brent Beshore is the founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses with the...
2018
Pods
Tom Bushey – Launching a Hedge Fund (EP.78)
by Ted Seides
Tom Bushey is the founder of Sunderland Capital, a Boston-based hedge fund he started in 2016. Tom graduated from...
2018
Monthly Email
Capital Allocators Monthly – November 2018
by Ted Seides
Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in...
2018
Pods
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (EP.77)
by Ted Seides
Mark Baumgartner is the CIO of the Institute for Advanced Study, where he oversees a $1 billion portfolio that...
2018
Pods
Annie Duke – Thinking More in Bets (EP.76)
by Ted Seides
Brought to you by: Essentia Analytics | Annie Duke is a decision-making expert, former world-famous poker player, and author...
2018
Pods
Michael Lombardi – Leadership Through Football (EP.75)
by Ted Seides
Michael Lombardi is a thirty-year veteran of professional football, including as a General Manager and a three-time Super Bowl...
2018
Pods
Jeffrey Solomon – Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)
by Ted Seides
Last week, the senseless and tragic events at the Tree of Life Synagogue in Pittsburgh left me and many...
2018
Monthly Email
Capital Allocators Monthly – October 2018
by Ted Seides
I've been on the speaking circuit of late. Great to catch up with lots of investors and allocators and...
2018
Pods
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
by Ted Seides
Karl Scheer is the Chief Investment Officer of the University of Cincinnati’s billion-dollar endowment. Before taking the helm at...
2018
Pods
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
by Ted Seides
Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the...
2018
Pods
Michael Schwimer – Moneyball as an Investment Strategy (EP.72)
by Ted Seides
Brought to you by: Essentia Anlytics Michael Schwimer is the CEO of Big League Advance, a company that makes...
2018
Medium
Origins of an Investing Podcast
by Ted Seides
Published on Medium on October 14, 2018 Did you find the podcast, or did the podcast find you? On a wintry...
2018
Pods
Michael Batnick – The Best Investors and Their Biggest Mistakes (EP.71)
by Ted Seides
Michael Batnick is the Director of Research at Ritholz Wealth Management, author of the Irrelevant Investor blog, co-host of...
2018
Institutional Investor
What Billy Beane and Jim Simons Have in Common
by Ted Seides
Published in Institutional Investor on September 28, 2018 Major League Baseball’s playoffs are approaching, and I’m left with a...
2018
Pods
Andrew Golden – Princeton University’s Chief Investing Tiger (EP.13)
by Ted Seides
Andy Golden is the President of Princeton University’s Investment Management Company (or PRINCO) for the last 22 years. Having...
2018
Monthly Email
Capital Allocators Monthly – September 2018
by Ted Seides
Investing is simple, but it's not easy. Although I don't trade much, last year I bought Bitcoin in September...
2018
Pods
Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)
by Ted Seides
Raff Arndt is the Chief Investment Officer of Australia’s AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained...
2018
Pods
Stephen McKeon – Professor of Crypto Security Tokens (EP.69)
by Ted Seides
Stephen McKeon spent six years out of college working in finance for venture-backed startups before returning to graduate school...
2018
Institutional Investor
The Death of Passive Management
by Ted Seides
Published in Institutional Investor on September 9, 2018 Once upon a time, allocators in public markets chose between passive...
2018
Pods
Michael Mervosh – Invest in Yourself (EP.68)
by Ted Seides
Both times I was interviewed (by Khe Hy and Patrick O'Shaughnessy) and shared those conversations on Capital Allocators, I made reference to...
2018
Pods
Sarah Williamson – Focusing Capital on the Long-Term (EP.67)
by Ted Seides
Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to...
2018
Monthly Email
Capital Allocators Monthly (Aug 2018)
by Ted Seides
Back to school, back to work! I'm diving into research on funds investing in Economic Opportunity Zones on behalf...
2018
Pods
Kristian Fok – Australia’s CBUS Superannuation CIO (EP.66)
by Ted Seides
- Kristian Fok is the Chief Investment Officer of Australia’s A46B ($35B USD) Construction & Building Industry Superannuation Fund,...
2018
Pods
Josh Wolfe – Seeing the Lux (EP.65)
by Ted Seides
Brought to you by: Essentia Analytics | Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture...
2018
Pods
Ben Reiter – Moneyball 2.0 (EP.64)
by Ted Seides
Ben Reiter is a senior writer for Sports Illustrated and the author of Astroball: The New Way to Win...
2018
Pods
Roz Hewsenian – Helmsley Trust’s Chief of People and Process (EP.63)
by Ted Seides
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in...
2018
Monthly Email
Capital Allocators Monthly (July 2018)
by Ted Seides
A great month to catch up on reading and listening. My favorite reads this month triggered mentions of others...
2018
Pods
Charley Ellis – Indexing and Its Alternatives (EP.62)
by Ted Seides
Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most...
2018
Pods
Manny Friedman – Non-Linear Financial Systems (EP.61)
by Ted Seides
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with...
2018
REPLAY – Scott Malpass – The Fighting Irish’s Twelfth Man (Capital Allocators, EP.25)
by Ted Seides
This replay is the one of the most downloaded shows from last year, and one that new listeners may have...
2018
Pods
Anthony Scaramucci – It’s Called A Mooch (EP.60)
by Ted Seides
The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur...
2018
Pods
Peter Troob – Monkey Business in High Yield (EP.59)
by Ted Seides
Peter Troob is the co-Founder and CIO of Troob Capital Management, an opportunistic investor and family office with particular...
2018
Monthly Email
Capital Allocators Monthly (June 2018)
by Ted Seides
Summer reading time, and this month was a good one. We launched a premium content subscription to Capital Allocators,...
2018
Pods
James Aitken – Macro Strategist Extraordinaire (EP.58)
by Ted Seides
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon,...
2018
Pods
Brian Portnoy – From Complex to Simple (EP.57)
by Ted Seides
Brian Portnoy is the Director of Investment Education at $100 billion investment solutions provider Virtus Investment Partners, where he strives...
2018
Pods
Tom Lydon – ETF Trends (EP.56)
by Ted Seides
Tom Lydon is one of the leading experts in the ETF and mutual fund industries. He is the founder...
2018
Pods
Tali Sharot – Optimism, Decisions and Mistakes (EP.55)
by Ted Seides
Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Tali combines research...
2018
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on June 1, 2018. Allocators want cheaper fees, but they also want the...
2018
Monthly Email
Capital Allocators Monthly (May 2018)
by Ted Seides
Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds...
2018
Pods
John Pfeffer – Crypto for Institutions (EP. 54)
by Ted Seides
John Pfeffer is an entrepreneur, investor and author of “An (Institutional) Investor’s Take on Cryptoassets.” He is currently Partner...
2018
Pods
Ross Israel – Stable, Predictable Cash Flows (EP.53)
by Ted Seides
Ross Israel is the Head of Global Infrastructure Investments for QIC, Queensland, Australia’s 82B AUZ ($62B USD) investment fund. The...
2018
Pods
Kim Lew – The Carnegie Way (EP.52)
by Ted Seides
Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and...
2018
CNBC
2018
Pods
Paul Black – Gratitude, Fun, and Growth Stocks (EP.51)
by Ted Seides
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that...
2018
Monthly Email
Capital Allocators Monthly (April 2018)
by Ted Seides
I'll be heading the Omaha this weekend for my last annual public drubbing. Stop me and say hello if...
2018
Pods
James Williams – Curating The Getty’s Assets (EP.50)
by Ted Seides
Jim Williams is the Vice President, Chief Investment Officer and Treasurer of the Getty Trust, where he oversees...
2018
Institutional Investor
Your Brain Wants You To Make Bad Decisions. Here’s How To Avoid Them.
by Ted Seides
This article originally appeared in Institutional Investor on April 24, 2018. The human brain is hard-wired to confirm biases, overweight...
2018
Pods
Michael Cembalest – Eye on the Market (EP.49)
by Ted Seides
Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a...
2018
Pods
Steven Galbraith – In the Boardroom (EP.48)
by Ted Seides
A year ago, I sat down with my friend Steven Galbraith to record the first conversation of Capital...
2018
Institutional Investor
The Edge You May Be Overlooking
by Ted Seides
This article originally appeared in Institutional Investor on April 13, 2018. When it comes to institutional investors, home field can...
2018
Pods
Chris Brockmeyer – On Broadway (EP. 47)
by Ted Seides
Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for...
2018
Monthly Email
Capital Allocators Monthly (March 2018)
by Ted Seides
Having fun with these markets (or weather) yet? The more things stay the same... Reading 1. My latest Institutional...
2018
Pods
Andy Redleaf – Evolution of Markets (EP.46)
by Ted Seides
Andy Redleaf is the Founding Partner of Whitebox Advisors, a $5.5 billion multi-strategy hedge fund launched in 1999...
2018
Pods
It’s Not About the Money (EP.45)
by Ted Seides
Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left...
2018
Wayne Wicker – Managing for Millions who Matter (EP.44)
by Ted Seides
Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50...
2018
Clare Flynn Levy and Cameron Hight – Moneyball for Managers (EP.43)
by Ted Seides
Our exploration of the use of modern data analytics to enhance investment results continues this week with two...
2018
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on March 5, 2018. For years, Ted Seides refused to pay attention to...
2018
Basil Qunibi – Moneyball for Allocators (EP.42)
by Ted Seides
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael...
2018
Capital Allocators Monthly (February 2018)
by Ted Seides
The more things change, the more they stay the same. Markets back to the bull, volatility in check, and...
2018
Rick Selvala – Harvesting Volatility (EP.41)
by Ted Seides
Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of...
2018
Institutional Investor
The Hidden Tax on Private Equity Investors
by Ted Seides
This article originally appeared in Institutional Investor on February 23, 2018. Private equity firms now extracting their extra pound of...
2018
Ali Hamed – Novel Asset Investing (EP.40)
by Ted Seides
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an...
2018
Annie Duke – Improving Decision Making (EP.39)
by Ted Seides
Brought to you by: Essentia Analytics | Annie Duke is a renown public speaker and decision strategist. For two...
2018
Capital Allocators Monthly (January 2018)
by Ted Seides
I'm going to endeavor to send out an email monthly with writing and podcast updates. Feel free to pass...
2018
Seth Masters – Investment Polymath (EP.38)
by Ted Seides
Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as...
2018
Bill Spitz – Seasoned Commodore (EP.37)
by Ted Seides
Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He...
2018
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (EP.36)
by Ted Seides
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. ...
2018
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on January 5, 2018. Hedge funds grew from a boutique investment area serving...
2018
Margaret Chen – Leadership and Outsourcing the Investment Office (EP.35)
by Ted Seides
Margaret Chen is the Head of CA Capital Management, Cambridge Associates’ $20 billion Outsourced Chief Investment Officer (OCIO) business....
2017
Deep Dive into Hedge Funds (EP.34)
by Ted Seides
I received several emails over the last bunch of months asking for my take on the investing world and...
2017
Chris Acito – Credit Where Credit is Due (EP.33)
by Ted Seides
Chris Acito is the CEO and CIO of Gapstow Capital Partners, a credit-focused investment organization. Chris started his career...
2017
by Ted Seides
Welcome to our Podcast Guest Dinner Series! A few times each year, we gather together over dinner and drinks...
2017
Paul Johnson and Paul Sonkin, The Perfect Investment (EP.32)
by Ted Seides
Paul Sonkin and Paul Johnson are investors, professors, and co-authors of Pitch the Perfect Investment. Paul Sonkin is an...
2017
Meredith Jenkins – A Path to Trinity (EP.31)
by Ted Seides
Meredith Jenkins is the Chief Investment Officer of Trinity Wall Street, where she oversees $5.5 billion of the church’s...
2017
Larry Mestel – Making Music Royalties Sing (EP.30)
by Ted Seides
Larry Mestel is the Founder and Co-CEO of Primary Wave, one of the largest independent full-service entertainment companies. Primary...
2017
Institutional Investor
by Ted Seides
This article originally appeared in Institutional Investor on October 26, 2017. “The problem with modern portfolio theory is that it’s...
2017
Ashby Monk – Asset Giant Futurist (EP.29)
by Ted Seides
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also...
2017
Jason Klein – Investing to Cure Cancer (EP.28)
by Ted Seides
Jason Klein is the Senior Vice President and CIO at Memorial Sloan-Kettering Cancer Center, where he oversees the hospital’s...
2017
Ellen Ellison – Playing to Your Strengths (EP.27)
by Ted Seides
Ellen Ellison is the Chief Investment Officer of the University of Illinois Foundation, which she joined in 2013 as...
2017
David Barrett – Searching for Leaders (EP.26)
by Ted Seides
David Barrett is the founder of David Barrett Partners, a leading executive search firm focused exclusively on buy-side asset...
2017
Scott Malpass – The Fighting Irish’s Twelfth Man (EP.25)
by Ted Seides
Scott Malpass is the esteemed Vice President and CIO of Notre Dame University, where he oversees the school's $12...
2017
Jim Dunn – Protect, Perform, Provide (EP.24)
by Ted Seides
Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is...
2017
Institutional Investor
Why Communication is Key to Active Management
by Ted Seides
This article originally appeared in Institutional Investor on September 1, 2017. If investing is a people business, then creating real...
2017
Dan Egan – Better Investment Outcomes (EP.23)
by Ted Seides
Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the leading robo-advisor overseeing $10 billion in...
2017
Chatri Sityodtong – Warrior Spirit (EP.22)
by Ted Seides
Chatri Sityodtong is the Founder and Chairman of ONE Championship, Asia’s largest sports media property. Chatri started his career...
2017
Richard Lawrence – Compounding in Asia (EP.21)
by Ted Seides
Richard Lawrence is the Chairman and Executive Director of The Overlook Group, a $5 billion investment organization focused...
2017
Kip McDaniel – CIO Whisperer (EP.20)
by Ted Seides
Kip McDaniel is the Chief Content Officer and Editorial Director at Institutional Investor. Prior to joining II a year...
2017
Dan Schorr – Death, Ice Cream, and Entrepreneurship (EP.19)
by Ted Seides
Dan Schorr is the founder of Vice Cream, an early stage company that is bringing back unapologetic indulgence to...
2017
Thomas DeLong – Authentic Leadership (EP.18)
by Ted Seides
Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so...
2017
Adam Blitz – Inside Hedge Fund Allocation (EP.17)
by Ted Seides
Adam Blitz is the CEO and Chief Investment Officer of Evanston Capital Management, a $4.5 billion hedge fund...
2017
Thomas Russo – Buy and Hold…and Then What (EP.16)
by Ted Seides
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a...
2017
Reflections – Hardly a Waste of Time (EP.15)
by Ted Seides
A few months ago, an idea came to me to share some conversations with great capital allocators that I’ve...
2017
Chris Douvos – Venture Capital’s Super LP (EP.14)
by Ted Seides
Chris Douvos is Manager Director at Venture Investment Associates, a fund that invests $1B in commitments to venture...
2017
Mario Therrien – The Canadian Pension Model (EP.12)
by Ted Seides
Mario Therrien is Senior Vice President of External Portfolio Management at Canadian asset manager Caisse de dépôt et...
2017
Larry Kochard – Endowment Professor (EP.11)
by Ted Seides
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides...
2017
David “Bull” Gurfein – Interdisciplinary Lessons from the Marines (EP.10)
by Ted Seides
David Gurfein, whose nickname “Bull” fits the bill, is a decorated Marine Corps Combat veteran who enlisted at age...
2017
Jeffrey Solomon – Vision, Tenacity, and Empathy (EP.09)
by Ted Seides
Jeffrey Solomon is the President of publicly listed Cowen Group (TK: COWN), a financial services company focused on...
2017
Charley Ellis – Multiple Ways to Win (EP.08)
by Ted Seides
Charley Ellis is one of the most highly regarded experts in the investment business. After spending nearly a decade...
2017
Jenny Heller – Thinking it Through (EP.07)
by Ted Seides
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to...
2017
Josh Brown – When Witchcraft Failed (EP.06)
by Ted Seides
Josh Brown is the CEO of Ritholz Wealth Management, a NYC-based financial advisor that helps people align their investments...
2017
by Ted Seides
Today’s show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know,...
2017
Tom Lenehan – Perpetual Thinking at Rockefeller University (EP.04)
by Ted Seides
Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management...
2017
Brett Barth – Asset Allocation for Families (EP.03)
by Ted Seides
Brett Barth is a founder, Managing Partner, and Director of Investment Research at BBR Partners. BBR manages north...
2017
André Perold – The Academic Practitioner (EP.02)
by Ted Seides
André Perold is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies, where for the last dozen years...
2017
Steven Galbraith – Five Tool Player (EP.01)
by Ted Seides
Steve Galbraith is an investment manager, brilliant writer, engaging thinker and one of the most well-liked men on Wall...
2016
Forbes
How to Start a Hedge Fund: Interview with Ted Seides
by Ted Seides
This interview originally appeared in Forbes on May 2, 2016. Have you ever wondered what it would be like to...
2010
The Surprising Cost of Volatility
by Ted Seides
Published in Financial Times, April 26, 2010 Seeing a rise in volatility, Ted describes the implicit costs that a high...
2008
Understanding Hedge Fund Fundamentals and Trends
by Ted Seides
Published in CFA Conference Proceedings Quarterly, September 2008 In the midst of a meltdown, Ted takes a step back to...
2007
The Next Dominos: Junk Bonds and Counterparty Risk
by Ted Seides
Published in Peter L. Bernstein's Economics & Portfolio Strategy, December 1, 2007 Nearly a year before the collapse of Lehman...
2006
Disappearing Liquidity: Let’s Don’t Wait Til the Water Runs Dry
by Ted Seides
Published in Peter L. Bernstein's Economics & Portfolio Strategy, August 15, 2006 Two years before the financial crisis, Ted warns...
2005
Protege Partners: The Capacity Challenge
by Ted Seides
Published by Harvard Business School, April 12, 2005 Written by Professor Randy Cohen in 2004 and taught at Harvard, MIT,...
2002
The Issue of Risk Transparency
by Ted Seides
Published in Institutional Investor Quarterly, Fall 2002 In the early years of institutional hedge fund investing, Ted discusses the interests...