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CAPITAL ALLOCATORS ADVISORY

Ted helps managers and allocators make more money 
by compounding knowledge and relationships.

MANAGERS

Advisory

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Tell Your Story

Ted also works with managers to help them tell their story through Private Podcasts and Webinars.

Ted has hosted podcasts for Brevan Howard Asset Management, Brown Advisory, and WCM Investment Management, and regularly interviews James Aitken of Aitken Advisors and Overlook Investments for their clients.

ALLOCATORS

TED'S PORTFOLIO

Managers
Advisory Board member of a crypto and blockchain asset manager founded by Ari Paul and Matthew Goetz.
Strategic Advisor and Independent Director of a resource-related asset manager founded by Ryan Schedler.
Semi-annual interviews with Richard Lawrence and his team for Overlook's clients.
Strategic Advisor to an asset manager focused on natural monopoly and oligopoly businesses founded by Jonathan Tepper.
Strategic Advisor to an asset manager and Newbury Street Acquisition Corp (NBSTU) founded by Tom Bushey.
Created and hosted WCM’s ‘Defy the Fade’ podcast and ‘How We Built This’ mini-series.
Allocators
Independent Director of the BBR ALO Fund, a RIC inside of multi-family office BBR Partners led by Brett Barth and Evan Roth.
Advisory Board member of asset manager that backs the fund managers of tomorrow founded by Erik Serrano Berntsen.
Trustee and Investment Committee member of a non-profit that supports the field of anthropology.
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