Backstop Solutions Webinar featuring Panayiotis Lambropoulos
Backstop Solutions Webinar on December 1, 2021 at 10:30 AM Ted interviewed Panayiotis Lambropoulos of Texas ERS about the pension fund's novel approach to investing in emerging managers. We’ve posted the webinar replay and transcript on the premium page if you weren’t able to attend.
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Capital Allocators Monthly - October 2021
"One of the best rules anybody can learn about investing is to do nothing, absolutely nothing, unless there is something to do." - Jim Rogers Announcements Capital Allocators University. We have started a waitlist for our Spring course. Reserve your spot for you and your team today! Join the waitlist here. Hot Jobs to Share. […]
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Capital Allocators Monthly - September 2021
“A ship is safe in a harbor, but that is not what ships are built for.” - John Shedd, Salt from my Attic Announcements Capital Allocators University. We are halfway through CAU and excited by the engagement of our widely diverse, high-end, oversubscribed cohort! Here’s a little peek behind the scenes from our first session, […]
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Wash U and Kim Lew
When Warren Buffett and I made a charitable bet in 2007, Carol Loomis wrote a terrificstory about it in Fortune magazine. Within a day, dozens of news reports followedbased on her piece. Almost every other story got the facts wrong.
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The One Thing Successful Private Equity Firms Have in Common
On September 8th, Institutional Investor published an article written by Ted revealing how eight industry leaders built their private investment empires.
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Capital Allocators Monthly - August 2021
"Risk is what’s left when you think you’ve thought of everything." - Carl Richards Announcements Victoria Sienczewski joins Capital Allocators. Victoria joins us from Global Endowment Management as a Partner to help grow Capital Allocators and work on our investments. After a rockstar internship with Ted as an HBS student, we’re thrilled to have Victoria […]
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Coinbase: My Favorite Beta
For a while, I’ve owned crypto beta in the form of Bitcoin, Ethereum, and more recently, Coinbase stock. Coinbase reported earnings this week for the second time since going public. Once again, it blew away expectations. After a modest move higher on the news, the stock trades around $280, representing a market cap of approximately […]
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The Allocator: Stinkers
From Leanna Orr's The Allocator Newsletter
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Capital Allocators Monthly - July 2021
In Memory of Danny Offit "Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose." - Steve Jobs Announcements Capital Allocators University. We created a course for investment professionals to build their individual talents, strengthen organizations, and drive investment results. Pre-Sale registration is […]
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The Thinking Behind Capital Allocators University
The hardest day to invest is always today. That investment truth seems particularly apropos today – a time when assets seem expensive, managers competition has intensified, and allocators are more sophisticated than ever before. In order to meet client needs, institutions will need to identify the next frontier, which I believe will come from inside organizations rather than from […]
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