Capital Allocator Monthly Newsletter - August 2022

We have two ears and one mouth so that we can listen twice as much as we speak.

- Epictetus

Premium Sample

Capital Allocators Premium members receive transcripts, Ted's investment blog, gatherings with show guests, and a weekly email. This month, we’re giving access to Ted’s most recent blog.

The Problem with ESG. Ted’s latest blog discusses the problematic nature of the label “ESG” and the confusion it creates for investors.

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Announcements

Capital Allocators YouTube Channel. We've added most of the back catalog to our YouTube channel giving you another way to listen and share.

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Ted's Transparency Report. A new addition to our premium content library. We've shared Ted’s current fund investments and advisory relationships in an effort to offer transparency and foster connections.

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Hot Jobs to Share

Send interesting opportunities our way and we'll share them with the community. For job hunters, our Premium members get an early look at Hot Jobs before the rest of the crowd.

10 East. Ted is an Advisor to 10 East, a New York-based private investment platform that is an affiliate of the family office of former Deputy Executive Managing Member of Davidson Kempner Michael Leffell. 10 East is hiring seasoned investment professionals to join a well-capitalized team focused on reinventing how individuals access high-quality alternative investment opportunities.

Investment Professional

Brandywine Group Advisors. Jenny Heller’s adding an Investment Associate to her staff. This person will join the ten-person investment team that manages approximately $12 billion in assets. The Investment Associate will report to a senior-level Investment Managing Director and will have exposure to a broad range of asset classes, including public and private equity and hedge funds, and geographies.

Listen to Jenny Heller on Capital Allocators

Investment Associate

HICO Ventures. Ellen Ellison is looking for an investment analyst to join the HICO Investment Team. This person will be instrumental in constructing a green-field endowment model portfolio over the next five years.

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Investment Analyst

Reading

1. What Ted's Reading. We compiled a list of our favorite blogs and news, including those shared in past monthlies.

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2. Morgan Housel on Lifestyles. The best-selling author contemplates the balance between internal and external measures of success through the experience of two sailors competing to be the fastest to sail around the world.

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3. What to Say to Your LPs Right Now. John-Austin Saviano is the former CIO at UC-Berkeley and founder of High Country Advisors. He offers sage advice to GPs through understanding the mind of an LP in rocky markets, and we're not just saying that because of how closely his thoughts echo Chapter 10 in Ted's book.

Read What to Say to Your LPs

Listening

Capital Allocators Episodes

Josh Friedman - Founding Canyon, the evolution of credit markets, and Josh's advice for investment committees.

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Mario Giannini - GP/LP relationships, Hamilton Lane's evolution, and the future of the industry.

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Rob Citrone - Rob doesn’t often share his insights in the public forum, so it was a real treat to get inside the mind of one of the best in the business.

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Word from our Sponsors

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Nasdaq Asset Owner Solutions. Do you know how the management fees you pay stack up to your peers? Using fee data reported to the eVestment platform, we explore the current landscape of separate account fees and the differences in actual fees paid by public plan investors versus managers’ stated fees.

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