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Let's break down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University.

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I’ve been thinking about how the current logjam of private equity distributions will play out over time and in particular, where future commitments from LPs will land.

A lightly edited version of this WTT first appeared in the Financial Times on July 9, 2025.

Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue.

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Marc Rubinstein explores the world of finance by speaking to experts in the field and often comes back to the investment management industry as a topic for exploration. Recently, he invited Ted onto the podcast to discuss it.

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In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today.

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No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great?

This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators will need to fine-tune their core investment beliefs to answer the many questions this environment has raised.

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What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry mostly struggled. What will this mean for private markets going forward? Have a listen to find out.

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Could 2025 be the year private equity fund flows return to normal? No. Not yet. Ted explains why in his latest post.

We’re all deluged with surveys seeking feedback. I suppose it’s ironic that we sent one out.

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I'm excited to share our fifth annual letter.

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Ted joins Nick Moran from New Stack Ventures to discuss Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting.

Blue Dot Capital Guest Snapshot: Private Equity Deals with Ted Seides

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Ted recently appeared on Talking Billions with Bogumil Baranowski.

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients, where Yale will offer working capital, investment capital, and training to a cohort of five emerging managers. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences.