Login
JOIN COMMUNITY
JOIN cOMMUNITYLOGIN

Ted's Blog

Category

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

Capital Allocators Monthly (May 2018)

May 29, 2018
  Spring is upon us (just in time for summer!). My favorite pieces this month came from social media feeds (Twitter and Medium).  A sign of the times! Reading 1. Sam Hinke Letter to Investors  In early May, I watched the Philadelphia Sixers close out the Miami Heat in the first round of the playoffs on […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly (April 2018)

April 29, 2018
  I'll be heading the Omaha this weekend for my last annual public drubbing.  Stop me and say hello if you're there.  If you happen not to catch me amidst the sea of shareholders, I'll be joining Jeff Gramm, Brent Beshore, Patrick O'Shaughnessy and some other friends at Mr. Toad's for a happy hour after […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Your Brain Wants You To Make Bad Decisions. Here’s How To Avoid Them.

This article originally appeared in Institutional Investor on April 24, 2018. The human brain is hard-wired to confirm biases, overweight the importance of recent information, and run with the herd. But a new book shows how to get around our flawed programming. In last month’s column, I implied that the Yankees will win the World […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

The Edge You May Be Overlooking

This article originally appeared in Institutional Investor on April 13, 2018. When it comes to institutional investors, home field can be just as advantageous as it is to baseball players. Last fall, my beloved New York Yankees came within one win of a surprise trip to the World Series. The Bronx Bombers fell behind 2-0 […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly (March 2018)

April 2, 2018
  Having fun with these markets (or weather) yet?  The more things stay the same... Reading 1. My latest Institutional Investor column is entitled "Learning from the Dumb Money."  The premise is based on a simple, but profound concept introduced in my podcast with Seth Masters.  You can find it here: 2. Everything by Morgan Housel. Last […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Learning from the Dumb Money

This article originally appeared in Institutional Investor on March 5, 2018. For years, Ted Seides refused to pay attention to private wealth managers. But was he missing the forest for the trees? I paid no attention to private wealth managers early in my career. Their transaction-based compensation model with bank-owned parent companies created obvious conflicts […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

Capital Allocators Monthly (February 2018)

February 28, 2018
  The more things change, the more they stay the same.  Markets back to the bull, volatility in check, and a doping allegation in Olympic Curling. Go figure! Reading 1. My latest Institutional Investor column is entitled "Bullish on Private Equity in Theory, Bearish in Practice. Where Will the Rubber Meet the Road."  In the online version, […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN

The Hidden Tax on Private Equity Investors

February 23, 2018
This article originally appeared in Institutional Investor on February 23, 2018. Private equity firms now extracting their extra pound of flesh while the going is good will face serious scrutiny down the road. As a fresh-faced business school graduate 18 years ago, I joined a boutique private equity firm. The firm raised its third fund, […]
READ MORE
PREMIUM CONTENT
CLICK HERE TO LOGIN
PREMIUM CONTENT
CLICK HERE TO LOGIN
©2021 CAPITALALLOCATORS.COM
ABOUT 
SITEMAP
CONTACT
CLICK TO LISTEN AND FOLLOW

Website Built by: Pete Kremer Solutions

cross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram