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Ted's Blog

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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, […]
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Capital Allocators Monthly (January 2018)

January 31, 2018
  I'm going to endeavor to send out an email monthly with writing and podcast updates. Feel free to pass along word of the distribution list, and equally, please unsubscribe if you have too much to read.  We all need another email to delete like a hole in the head. Reading My latest column on […]
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When Will Yale Buy Bitcoin?

January 5, 2018
This article originally appeared in Institutional Investor on January 5, 2018. Hedge funds grew from a boutique investment area serving wealthy individuals and families to a full-blown institutional phenomenon after Yale and CalPERS gave credence to the category. Cryptocurrencies are on the same path, awaiting that institutional first-mover. The revolutionary potential of the blockchain and […]
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Leading Allocators Get Active

October 26, 2017
This article originally appeared in Institutional Investor on October 26, 2017. “The problem with modern portfolio theory is that it’s not very modern,” says one endowment chief. If you listen carefully to what the leading investors are saying about asset allocation, you’ll hear a subtle shift in thinking. Asset allocation is commonly said to be […]
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Why Communication is Key to Active Management

September 1, 2017
This article originally appeared in Institutional Investor on September 1, 2017. If investing is a people business, then creating real dialogue among team members is a key driver of performance. A few months ago I started recording conversations with some well-known allocators I had come to know in my two decades in this industry. I […]
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The Surprising Cost of Volatility

April 26, 2010
Published in Financial Times, April 26, 2010 Seeing a rise in volatility, Ted describes the implicit costs that a high volatility regime imposes on investors across leveraged ETFs, hedge fund short positions, tail risk hedges, and institutions with perpetual capital. He ascribes remedies to navigate the environment. Click here for article
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Understanding Hedge Fund Fundamentals and Trends

September 1, 2008
Published in CFA Conference Proceedings Quarterly, September 2008 In the midst of a meltdown, Ted takes a step back to describe hedge funds using first principles. Separating fact from unsubstantiated beliefs may have assisted investors in focusing on the long-term at a time when participants were myopically focused on short-term preservation. Click here to download […]
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The Next Dominos: Junk Bonds and Counterparty Risk

December 1, 2007
Published in Peter L. Bernstein's Economics & Portfolio Strategy, December 1, 2007 Nearly a year before the collapse of Lehman Brothers, Ted details the massive imbedded leverage in the financial system through the opaque credit default swap market. He forewarns serious and inevitable risk in the credit markets. Click here to download publication
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Disappearing Liquidity: Let's Don't Wait Til the Water Runs Dry

August 15, 2006
Published in Peter L. Bernstein's Economics & Portfolio Strategy, August 15, 2006 Two years before the financial crisis, Ted warns of excessive liquidity in the markets and suggests a prescription to protect capital against an eventual change in regime. Those following the recipe may have substantially protected capital when the financial crisis took hold. Click […]
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Protege Partners: The Capacity Challenge

April 12, 2005
Published by Harvard Business School, April 12, 2005 Written by Professor Randy Cohen in 2004 and taught at Harvard, MIT, Stanford, and Columbia business schools over the ensuing 11 years, the Protégé case enlightens students about fund of funds, a focus on small managers, seeding, and the challenges of growing an asset management business. Go […]
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