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Capital Allocators Monthly Newsletter - November 2022

monthly-email, news
December 1, 2022
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Capital Allocators Monthly Newsletter - October 2022

monthly-email, news
November 1, 2022
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Ted Honored with ‘Citizen of the Year’ Award

news
October 24, 2022
Kip McDaniel’s With Intelligence held its first Allocator Prizes dinner, at which Ted received the industry’s ‘Citizen of the Year’ award for"exceptional contributions to the institutional investor community and visibility of its best people, work, and practices." We have you to thank for your time and engagement that led to this honor.
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When There’s No L in LBO

what-teds-thinking
October 21, 2022
Once upon a time, Michael Milken catalyzed the modern private equity industry by financing leveraged buyouts (LBOs) with below-investment-grade bonds. Market participants dubbed the paper “junk bonds” in the heyday of the 1980s. Much like less-marketable financial conventions like “death insurance” and “passive investing,” the moniker “junk bonds” did not resonate with all comers.[1] The […]
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Capital Allocators Monthly Newsletter - September 2022

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October 1, 2022
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The Definition of Poor Governance

what-teds-thinking
September 30, 2022
“You can’t have investment success with a bad governance structure.” - Karl Scheer The headline in Institutional Investor reads “‘Everyone Was Shocked’: Investment Committee Members Resign After Hartford HealthCare Fires Staff, Hires Morgan Stanley. A friend of mine and past guest on Capital Allocators is (sorry, was) a member of that Investment Committee. The headline […]
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Dakota Live!

uncategorized
September 9, 2022
In this interview, Ted discusses some of the most notable themes and guests of the Capital Allocators podcast. Watch the interview here.
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Capital Allocators Monthly Newsletter - August 2022

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September 1, 2022
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Capital Allocators China GP Best Idea Presentations

virtual-gatherings
August 30, 2022
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LIV Golf is Asset Management in Reverse

what-teds-thinking
August 6, 2022
The world of professional golf is ablaze with a new competitive threat to the established PGA Tour. Backed by funds from the Saudi Sovereign Wealth Fund and insights from former professional and savvy businessman Greg Norman, LIV Golf is plowing $1 billion into wooing golfers to compete on their new tour. Golf may seem irrelevant […]
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