What's In a Name? The Problem with ESG
“Listen closely to the words I lay. It’s all about the wordplay.” - Jason Mraz
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Capital Allocators Monthly - April 2022
"Take the high road. It’s less crowded." - Warren Buffett Premium SampleCapital 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 Melvin Dilemma. In the early days of institutional interest in hedge funds, Byron Wien published a […]
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Capital Allocators Monthly - May 2022
“Liquidity crises are like dynamite fishing: the explosion wreaks widespread destruction, but it takes a while for the bigger fish to surface.” - GaveKal Research Premium SampleCapital 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 […]
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The Melvin Dilemma
In the early days of institutional interest in hedge funds, Byron Wien published a paper entitled “The Inherent Instability of Hedge Funds.” He described how strong performance leads to inflows, which can shift the investable opportunity set away from the one in which the manager thrived, and weak performance can lead to concerns over the […]
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Capital Allocators Monthly - March 2022
“Human beings cannot comprehend very large or very small numbers.” – Daniel Kahneman “The struggle ends when the gratitude begins.” – Neil Donald Walsh Announcements Investing. Ted has been thinking about how to share investment opportunities with our community. Please reach out if you would like to learn more. Email Us Here! Hot Jobs to […]
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Capital Allocators Monthly - February 2022
"Successful investing is having everyone agree with you…later." - Jim Grant Announcements Capital Allocators University. Registration for CAU2 closes on Friday, March 25th and orientation begins on April 1st. The cohort is filling up with some impressive institutions including US and Canadian public pensions, US and UK family offices, US E&Fs, and OCIOs, among others. […]
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AMA with Ted Seides
AMA with Ted Seides on May 5, 2021 5:00 PM
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Capital Allocators Monthly - January 2022
"Everything you want is on the other side of hard." - Monty Williams Announcements CAU2 Early Bird Special. Our second cohort of Capital Allocators University will again have a discount for a limited number of early registrants (66 to be exact). Reserve your spot today! Enroll Here! Premium Member Virtual Gathering. Our premium community continues […]
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Year In Review - Our Annual Letter
Friends, It’s my pleasure to share our second annual letter to Capital Allocators stakeholders. The letter discusses our three business lines, goals for the coming year, and a hint about our next big project. Onwards!Ted
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Capital Allocators Monthly - December 2021
"The luckier you are, the nicer you should be."- Morgan Housel Announcements Our Investment Vehicle. Our launch announcement is coming in January. Due to regulations, we can only share information with confirmed accredited investors. Confirm Accredited Investor Status Here! Executive Education for Investment Professionals. Registration for our spring cohort of Capital Allocators University is open. […]
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