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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Capital Allocators Monthly - November 2021
"Acknowledging the good that you already have in your life is the foundation for all abundance."- Eckhart Tolle Announcements Triple Update from Capital Allocators. We want to share three treats with you for the holiday season.1) Holiday discount for new Premium members. Use the code CA2021 at checkout between now and year-end for a 20% […]
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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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HODL or Hit and Run
David Swensen held onto managers for decades. I recall several times when David stayed the course despite mounting evidence that a manager was unlikely to outperform going forward. I used to think it was the only systematic mistake that he made, but now I’m not so sure it was a mistake at all.
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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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Wash U and Kim Lew, Part Two
In the first half of “Wash U and Kim Lew,” I suggested the not-so-shocking revelation that what gets reported in the media isn’t quite right. Scott Wilson led Washington University of St. Louis to an extraordinary 65% return in 2021, but the news missed the real story. Scott’s novel approach to concentrating positions drove the […]
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