Ted Seides

Just published: “A New Twist on an Old Bet with Buffett.” Pitting private equity against the S&P 500. What do you think? capitalallocators.com/a-new-twist-on… #PrivateEquity #BuffettBet #InvestmentAnalysis #CapitalAllocators

Ron Kantowitz on the perfect business.

"A lot of firms are turning to wealth management as their next source of capital. Gross returns might be fine, but between the fees that the GP is charging and the fees that the investment advisors are charging, the net return might not be very interesting for the client."​ -…

"One insight David Swensen had early on was financial engineering as a commodity in buyouts. So we focused on firms that brought more than just financial skills to the table and really brought some operating capacity. Now operating capability is table stakes. If you don't have…

I’ve been thinking about how the current logjam of private equity distributions will play out over time and in particular, where future commitments from LPs will land. capitalallocators.com/reconstructing…

Tim Sullivan on complacency.

"Venture is a feedback loop business where success begets success. The best firms would attract the best entrepreneurs. They had the best corporate relationships. They could hire the best partners."​ - Tim Sullivan (EP.456) With thanks to WCM Investment Management and…

Kicking off our first-ever “Greatest Hits” Summer Series—7 weeks of standout episodes from our back catalogue. This year’s focus: CIOs from across the institutional landscape starting with an endowment world double feature: Andy Golden & Scott Wilson. capitalallocators.com/mini-series/ci…

Direct lending's evolution and @InvescoUS's edge. My conversation with Ron Kantowitz. capitalallocators.com/podcast/direct…

Yale's private portfolio. My conversation with Tim Sullivan from @Yale. capitalallocators.com/podcast/yales-… With thanks to WCM Investment Management and @AlphaSenseInc.

Michael Ovitz on reinventing talent and building momentum at Treville.

Jon Harris, Meredith Jenkins, Casey Whalen & Brett Barth riff on investing.

Michael Ovitz on self-awareness.

Brett Barth on diversifying globally.

"Every week, on my calendar, I carry forward those that I enjoyed and want to meet again, and I delete people that I found were transactional people."​ - Michael Ovitz (EP.455) With thanks to WCM Investment Management and @AlphaSenseInc.

"Every person in my position tells you they're the greatest thing since the wheel. It's all baloney. We're good at certain things and not so good at others, just like everybody else."​ - Michael Ovitz (EP.455) With thanks to WCM Investment Management and @AlphaSenseInc.

"We rarely fired anyone; instead, we helped them find other jobs so they wouldn’t be embarrassed."​ - Michael Ovitz (EP.455) With thanks to WCM Investment Management and @AlphaSenseInc.

On Investment Management Operations, Scott MacDonald speaks with Heather Kennedy Miner from @adventintl. capitalallocators.com/podcast/advent…