Login
JOIN cOMMUNITYLOGIN

Ted's Blog

Category

Capital Allocators Monthly - November 2018

November 30, 2018
  Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in quality this month.  Found a few new terrific listens as well. Reading 1. Tom Wright and Bradley Hope, Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World The news of the scandal […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly - October 2018

October 31, 2018
  I've been on the speaking circuit of late.  Great to catch up with lots of investors and allocators and looking forward to more in the coming weeks. If you'd like to receive reminders of podcast episodes or blog posts as they get published, you can subscribe to the blog (distinct from this monthly email). […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Origins of an Investing Podcast

October 14, 2018
Published on Medium on October 14, 2018 Did you find the podcast, or did the podcast find you? On a wintry day in February 2016, I sat on a chair lift at Haystack Mountain in Vermont with my friend Gregg Clark. Gregg is a warm-hearted guy who I’m quite sure could be a world-champion on Jeopardy. […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

What Billy Beane and Jim Simons Have in Common

October 1, 2018
  Published in Institutional Investor on September 28, 2018 Major League Baseball’s playoffs are approaching, and I’m left with a vexing question. What does Billy Beane know that we don’t? Billy Beane is the General Manager of the Oakland A’s and protagonist of Michael Lewis’ Moneyball. He spoke at a Goldman Sachs Prime Brokerage conference […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly - September 2018

September 28, 2018
  Investing is simple, but it's not easy. Although I don't trade much, last year I bought Bitcoin in September at prices ranging from $3,500 - $15,000 thinking I would hold it for the long-term. I sold it all in December at $17,500 when I couldn't stomach the volatility (even though it was all upside […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

The Death of Passive Management

September 10, 2018
  Published in Institutional Investor on September 9, 2018 Once upon a time, allocators in public markets chose between passive and active management. You could buy broad-based, cap-weighted, passive exposure to U.S. equities (the S&P 500 index), global equities (MSCI ACWI), or bonds (Lehman Aggregate) at a low cost, or you could pick among active […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly (Aug 2018)

August 30, 2018
  Back to school, back to work! I'm diving into research on funds investing in Economic Opportunity Zones on behalf of a family for whom I serve as CIO.  I first heard about EOZs in my conversation with Manny Friedman. The newly created bi-partisan section of last year's tax legislation is a no-brainer for taxable investors […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly (July 2018)

July 30, 2018
  A great month to catch up on reading and listening.  My favorite reads this month triggered mentions of others - lots of books to choose from. Reading 1. Chris Voss, Never Split the Difference. Chris spent 24 years as a hostage negotiator with the FBI. His book is the best one I've ever read […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly (June 2018)

June 28, 2018
  Summer reading time, and this month was a good one. We launched a premium content subscription to Capital Allocators, including the full library of podcast transcripts and discussion groups for each new episode.  Pricing is $499/yr for an individual member and $4,999/yr for a corporate subscription of up to 50 members.  Please visit capitalallocatorspodcast.com/premium to sign […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

The Hedge Fund Fee Conundrum

This article originally appeared in Institutional Investor on June 1, 2018. Allocators want cheaper fees, but they also want the best managers. They can’t have both — and that’s stalling industry progress when it comes to alignment of interests. Five years ago, a friend at a large institutional investor spent months alongside a half dozen […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN
CLICK TO LISTEN AND FOLLOW
©2022 CAPITALALLOCATORS.COM
cross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram