Episode 215
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
September 27, 20211h 7m
Audio is streamed directly from the publisher (pscrb.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Today's show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew. For the last twenty years, four friends and I have met for dinner regularly to talk investing. Three of them - Brett Barth from BBR Partners, Jon Harris from Alternative Investment Management, and Meredith Jenkins from Trinity Wall Street, are past guests on the show. The fourth, Casey Whalen from Truvvo Partners, was a colleague of mine at Yale back in the mid-90s. We recently got together in Brett's offices and riffed on a range of topics, including Covid, crypto, nuances in private equity and hedge funds, non-institutional investing, China, diversity, and ESG. We closed with a round on the two people who most influenced our careers. If you enjoy this as much as I do this crew, reach out to Hank or me and let us know. I suspect I can cajole them into doing it again. Until then, please enjoy my most recent gathering with Brett, Jon, Meredith, and Casey. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts