The Definition of Poor Governance
uncategorized
September 30, 2022
“You can’t have investment success with a bad governance structure.” - Karl Scheer
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
monthly-email, news
September 1, 2022
Join our Mailing List to receive additional content each month, including Ted’s recent blog posts and premium content previews.
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LIV Golf is Asset Management in Reverse
what-teds-thinking
August 5, 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.
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Capital Allocators Monthly Newsletter - July 2022
monthly-email, news
August 1, 2022
Join our Mailing List to receive additional content each month, including Ted’s recent blog posts and premium content previews.
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Ted's Top Reads
uncategorized
July 29, 2022
To compound knowledge and relationships with our Premium members, we are sharing a list of Ted’s favorite reads. These are investing blogs, investment news, and interdisciplinary blogs that the Capital Allocators team read to keep up to date on professional best practices. Access the list here.
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Opto Sessions
news, podcast-episode
July 28, 2022
In this podcast, Ted discusses how he interviews money managers to find out their secrets to success. Listen Here.
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Outside In with Jon Lukomnik
Ted appeared on the podcast to discuss finding that manager who so blows you away on every level, learnings from his bet with Buffett, generating investing success and giving to charity. Watch the episode Here.
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