Ted Seides @tseides
🎙️Capital Allocators; 🖊️https://t.co/xmvEKUWoq8 capitalallocators.com New York, NY Joined November 2010-
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On Investment Management Operations, Scott MacDonald sits down with Mike Lukasek from @Penn. capitalallocators.com/podcast/univer… With thanks to @IntelligoGroup.
An active, top down investment approach at Baylor University. My conversation with David Morehead AKA @CIO_Baylor. capitalallocators.com/podcast/top-do… With thanks to @invest10east and @enfusion.
Most underfollowed account to learn about allocator CIOs by a mile: @CIO_Baylor Listen to this week’s show and you’ll immediately follow him.
"I can’t tell you how many things we use on a daily basis where I remember a moment when everyone said “That’ll never work”." - @cdixon (EP.380) With thanks to @invest10east and @enfusion.
"Portfolios of middle market loans both pay higher rates to the lender and have more favorable loss statistics over time." - @ShilohRBates (EP.379) from Flat Rock Global.
Empty rooms: Web3 after the fall. My conversation with @cdixon (Chris Dixon) from @a16zcrypto. capitalallocators.com/podcast/empty-… With thanks to @invest10east and @enfusion.
"The distribution of returns of CLO equity should be tight." - @ShilohRBates (EP.379) from Flat Rock Global.
"The clue is in the term continuation fund. You're trying to continue what is being done. If the asset is being set up to go into a new type of business or a big acquisition, that's not great." - Nigel Dawn (EP.378) With thanks to @invest10east, @enfusion, and @wallstreetprep.
"CLO equity expected returns should rival what you get from the S&P 500, but we think that you get the returns with a lot less risk." - @ShilohRBates (EP.379) from Flat Rock Global.
"It would not surprise me if the GP side of this market is $200-$250B in 5 years. If you add that on to what we think is a natural growth in the LP market, getting to $400-$500B is reasonable." - Nigel Dawn (EP.378) With thanks to @invest10east, @enfusion, and @wallstreetprep.
A sponsored insight into CLO investing. My conversation with @ShilohRBates from Flat Rock Global. capitalallocators.com/podcast/clo-in…
"The secondary market is around 2% of outstanding AUM in private equity. In some ways, it's hardly a secondary market at all." - Nigel Dawn (EP.378) With thanks to @invest10east, @enfusion, and @wallstreetprep.
On Investment Management Operations, Lawrence Miller from Wilshire discusses the importance of understanding technology in our industry. capitalallocators.com/podcast/wilshi… With thanks to @IntelligoGroup.
"I like thinking about where the black swans could come out of the woodwork and surprise us. The scale of the transformation needed to convert data to being encrypted in a quantum-resilient cryptographic way is one of those big ones." - @blythemasters (EP.376) Thanks @enfusion
Private market secondaries at Evercore. My conversation with Nigel Dawn. capitalallocators.com/podcast/second… With thanks to @invest10east, @enfusion, and @wallstreetprep.
"In a world where there is this much innovation going on, you're not going to cut costs to greatness any longer." - @blythemasters (EP.376) With thanks to @enfusion.
"M&A is almost all about the execution. It almost matters more than what you are buying and why it is what you're buying. A great business can fail if the integration isn't done right." - @blythemasters (EP.376) With thanks to @enfusion.
Patrick OShaughnessy @patrick_oshag
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107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqGavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9UClifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.Meb Faber @MebFaber
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Our Founder and Principal, Michael J. Leffell, on conducting thorough diligence prior to bringing investments to the 10 East platform. Listen to the full episode of Capital Allocators with @tseides at the link below or on your preferred podcast app. capitalallocators.com/podcast/openin…
@tseides @invest10east @enfusion @wallstreetprep This episode was a very good look into the growing GP secondaries market. Will likely be very impactful in the next 5 years
@dddthreepo @moseskagan Buy a ticket to our May 14th investment conference headlined by @BullandBaird and @tseides and come learn about this great organization! securefuturesconference.com
@CIO_Baylor @tseides Worked for me -- just followed
@CIO_Baylor @tseides Great chat Dave, enjoyed it. Thanks.
Appreciative to @tseides for making this happen. Hopefully it’s helpful to those trying to improve their institutions and help their constituents! capitalallocators.com/podcast/top-do…
@CIO_Baylor @tseides Brilliant podcast. I found the interview process of managers particularly intriguing.
Today I'm partnering with 2x Olympic medalist @itsgabbyt to announce The 776 Invitational, a first-of-its-kind track event bringing the fastest women in the world together to compete for the largest purse *ever* for a female-only track event. My goal is for this to become the…
@jjtejkl @fortworthchris @tseides This is the correct answer
@fortworthchris Chuck Davis, Stone Point Capital, cc: @tseides
Who are the best people to talk to about acquiring a community bank in Texas?
I think that one of the “tests” for any CIO or leader is this…at the end of the day, will you sacrifice your job for your team? As with families or pets, the team at work can sense the answer and will respond in kind. Loyalty comes from safety and demonstrated care, not more…
10/10 Fundraising success involves strategic alignment with LP perspectives, according to @tseides and @cupazhou It's about positioning as much as it is about timing. #Fundraising #InvestmentTips
This man deserves it, congrats @JanvanEck3 !!!
A huge round of applause goes to @JanvanEck3 for winning the 2024 @etfcom Lifetime Achievement Award. The man is non-stop! #etfcomAwards2024
Last night with my friend and mentor, the legendary Mike Milken at our @Jefferies Private Internet Conference.
Just like in football, some endowment offices are set up with a “head coach” and then “sector coaches” who call the plays. We run a flatter structure where the “head coach” calls “marketables” and the one who calls “privates” is a de facto co-CIO. For us, the “marketable” and…
As my partner @cdixon often says, watch what engineers do on the weekends as the best leading indicator of which technology trends are candidates to go mainstream. Maybe a corollary to that - when that gets reflected in undergrad enrollment, the signals are even stronger!
About 15% of all Stanford undergrads (of all majors) are learning how to build LLMs. Stats for @chrmanning's CS224N Natural Language Processing with Deep Learning below. That makes sense. LLM's are becoming a basic systems component like compute, networking and storage.