Invest Like The Best
Episode 390 Investment Industry Paradigms
Invest Like The Best

Episode 390: Investment Industry Paradigms

Invest Like The Best

Episode 390

Investment Industry Paradigms

Ted Seides is the host of the Capital Allocators podcast and an investment industry expert. We discuss the evolution of the LP and GP relationship, the scale of institutional investing, and the nuance of asset allocation.

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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

(00:42:19) The Burger King Success Story

(00:46:49) Collaborative Deals in Private Equity

(00:51:27) The Importance of Communication

(00:56:14) Capital Allocator Summits

(01:00:31) The Kindest Thing Anyone Has Done For Ted

Investment Industry Paradigms

Introduction

Patrick
My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It had been seven years since Ted and I last talked on the record, and 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 in the conversations with countless industry experts.

We discussed the evolution of the LP and GP relationship, the scale of institutional investing and the nuance of asset allocation and much more. Ted also has a new book out called Private Equity Deals that recounts many of the individual case studies that he has explored on the show. Please enjoy my conversation with Ted Seides.

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