Invest Like the Best with Patrick O’Shaughnessy

Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390]

2024-09-26

My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It’d been seven years since Ted and I last talked on the record, as he was one of my very first guests on Invest Like the Best. Now that Ted has a full-time focus on all things Capital Allocators and has stepped away from traditional investing roles, he shares with us the wisdom he has gained from being a neutral third party with in conversations with countless industry experts. We discuss the evolution of the LP and GP relationship, the scale of institutional i...

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For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:08:21) Innovative Approaches in Portfolio Management

(00:10:29) Challenges in the LP-GP Relationship

(00:16:58) Categorizing and Understanding LPs

(00:21:12) Pros and Cons of Different Capital Pools

(00:28:44) Trends and Future of Asset Management

(00:35:14) The Sensational Economy

(00:37:37) Competitive Frontiers in Private Equity

(00:39:44) The Yellowstone Club Deal