The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Контент предоставлен Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/cloud-realities">Cloud Realities</a></span>
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[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
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Контент предоставлен Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conversation with Dan two years ago has been one of the most downloaded episodes of the show, and a recent research piece by JP Morgan entitled The Human Capital Factor that highlights his work got me excited to catch up with him again. Our conversation covers many aspects of his continuing research to identify positive human capital practices and performance in the workplace, including data collection and assessment, gender differences, goodwill, ESG, and changes during Covid. We then turn to the practical application of the research in the capital markets through two indexes and customized research. We close by talking about Dan’s new research projects and some of his favorite recent answers to his Ask Ariely column in the WSJ. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript
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680 эпизодов
[REPLAY] Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
Capital Allocators – Inside the Institutional Investment Industry
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Manage episode 444468436 series 2846235
Контент предоставлен Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Dan Ariely is a leading behavioral economist, author, entrepreneur and the James B. Duke Professor of Psychology and Behavioral Economics at Duke University. Dan is a founding partner of Irrational Capital, an investment research firm that quantifies the impact of corporate culture and employee motivation on financial performance. My initial conversation with Dan two years ago has been one of the most downloaded episodes of the show, and a recent research piece by JP Morgan entitled The Human Capital Factor that highlights his work got me excited to catch up with him again. Our conversation covers many aspects of his continuing research to identify positive human capital practices and performance in the workplace, including data collection and assessment, gender differences, goodwill, ESG, and changes during Covid. We then turn to the practical application of the research in the capital markets through two indexes and customized research. We close by talking about Dan’s new research projects and some of his favorite recent answers to his Ask Ariely column in the WSJ. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript
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Capital Allocators – Inside the Institutional Investment Industry
This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators will need to fine-tune their core investment beliefs to answer the many questions this environment has raised. Read Ted’s blog here .…
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Capital Allocators – Inside the Institutional Investment Industry
1 Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12
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Прослушать Позже Прослушать Позже Списки Нравится НравитсяMeghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after decade-long stints at Goldman Sachs and TPG. She’s like the private equity version of my friend and partner Rahul Moodgal, bringing a keen understanding of LPs and a relationship-focused approach to her role. Our conversation covers Meghan’s experience building and maintaining great LP relationships over twenty-five years at both large and smaller firms. She discusses the role of capital formation, approach to serving clients, process of seeking prospects, and parallels between venture capital today and private equity a decade ago. We close with a discussion of what Meghan is hearing from LPs. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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We are excited to launch our latest initiative - Capital Allocators Coaching . We’ve brought together a team of retired CIOs and asset management executives to coach managers on telling their story. Learn more and schedule a consultation here .
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1 Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) 1:13:42
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Capital Allocators – Inside the Institutional Investment Industry
Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies. Our conversation covers Alex’s path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner at Goldman Sachs, and his formative years at Fidelity. We dive into the key lessons he learned at Fidelity, the development of his investment framework centered around S-curves, competitive advantages, and underappreciated earnings power, and the application of the framework to AI, Mag 7, cloud computing, electronic vehicles, and blockchain technologies. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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Capital Allocators – Inside the Institutional Investment Industry
1 Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) 59:50
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Capital Allocators – Inside the Institutional Investment Industry
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Capital Allocators – Inside the Institutional Investment Industry
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years in research and portfolio management at hedge funds and another few in investment banking and private equity. I interviewed David recently at Columbia University’s Student Investment Management Conference and that conversation follows. We cover his career path and his insights into the philosophy and structure of a hedge fund business and investment portfolio. It’s not easy starting a hedge fund these days, and those eager to try will get a sense of the challenges ahead by listening to an experienced investor who’s making a go of it. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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Прослушать Позже Прослушать Позже Списки Нравится НравитсяBrett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and is celebrating its 25th anniversary this year. Brett appeared on episode 3 of Capital Allocators eight years ago and is a regular contributor in our Friends Reunion shows. I’ve observed BBR’s growth since first meeting Brett and Evan twenty-four years ago and was excited to hear more about their journey. Our conversation covers BBR’s successes, missteps, and key lessons over the years. We discuss their investment philosophy and cultural principles, the “turbulent regimes” that cemented their approach with clients, and their shift in mindset from scrappy entrepreneurs to managers of an enduring business. Evan and Brett describe the business and investment decisions that allowed BBR to sustain success, create peace of mind for clients, and prepare for the next long chapter in BBR’s story. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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Capital Allocators – Inside the Institutional Investment Industry
Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From there we learn about how Brett came to form BBR. We spend a lot of time going into depth on his firm’s asset allocation process and on the decision-making process of manager selection. Along the way we touch on inefficiencies in Asia in the early days and in music royalties today. Brett offers nuggets of practical substance for allocators of all types – from financial advisors to large institutional managers. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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Capital Allocators – Inside the Institutional Investment Industry
What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry mostly struggled. What will this mean for private markets going forward? Have a listen to find out. Read Ted’s blog here .…
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Capital Allocators – Inside the Institutional Investment Industry
Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity, credit, and technology opportunities that spun out of the Harvard Management Company in 1998. Our conversation covers Mike’s path from science to finance, including an immigrant story and a draw to decision-making at a young age. We discuss Charlesbank’s history and aspiration to manufacture sound decision-making as a path to investment success, applying its “fan of outcomes” thinking to talent, research, diligence, sourcing, and company operations. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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Capital Allocators – Inside the Institutional Investment Industry
Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just five years, Arctos has become the leading institutional investor across the five major North American sports leagues. It also serves as a strategic partner to leading private market sponsors with bespoke capital and liquidity solutions. As part of its effort to support both ecosystems, Arctos publishes data-driven research and content under the Arctos Insights umbrella. Ian is a repeat guest on the show. Our first conversation with co-founding partner Doc O’Connor describing the sports strategy is replayed in the feed. This time around we walk through the changing competitive landscape of private equity, covering the most important narratives for GPs and LPs and how both sides are navigating the environment. We discuss Arctos’ taxonomy of private equity firms and the implications of its different levels to a GP’s strategic positioning and right to win. Ian has a long history serving the private equity market and is unusually insightful and blunt in describing the complex and evolving marketplace. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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Capital Allocators – Inside the Institutional Investment Industry
1 [REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) 1:13:35
1:13:35 Прослушать Позже Прослушать Позже Списки Нравится Нравится1:13:35
Прослушать Позже Прослушать Позже Списки Нравится НравитсяIan Charles and Doc O’Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in professional sports franchises. From its founding just two years ago, Arctos quickly has become the market leader in the space, raising a $2.1 billion first-time fund and a SPAC alongside Executive-in-Residence Theo Epstein, and buying stakes in MLB teams including the Boston Red Sox, the Golden State Warriors and Sacramento Kings in the NBA, and a compliment of other sports assets. Our conversation covers their backgrounds and the formation of Arctos, the investment opportunity in sports franchises, and the underlying business and ownership structure. We then turn to the unique characteristics look of the asset, investment process, and growth strategy. Full disclosure, I am a personal investor in Arctos’ fund and am a fan of their strategy and team, pun intended. I hope you’ll enjoy this conversation with Doc O’Connor and Ian Charles as much as I did. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership […
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Capital Allocators – Inside the Institutional Investment Industry
Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses 1.6 million people on X, 560,000 on YouTube, and 260,000 on his daily The Pomp Letter. Anthony created Professional Capital Management, an investment company that builds and invests in early-stage companies by leveraging his audience. He’s not alone in his family in creating a following. Pomp’s wife Polina writes the popular blog, The Profile, and his brother Joe writes the sports business blog, Huddle Up. Pomp also recently published How to Live an Extraordinary Life, which shares life lessons through letters to his children. Our conversation covers Pomp’s passion for competing, leading, and problem-solving, formative business experience at Facebook, translating lessons to build a social media audience, and monetizing that audience through investing. We close touching on his wonderful book with a few anecdotes and lessons to share. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership…
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
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continue reading
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Работайте офлайн с приложением Player FM !
