Best Ted Seides Podcasts (2024)

1
Ted Seides - Private Equity Deals 53:24

10d ago53:24

53:24

Today’s guest is Ted Seides from Capital Allocators podcast. I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to Start a Hedge Fund? and had just started his podcast. Since then he has written two more books, Capital Allocators and today’s topic Private Equity Deals and now has on…

1
#35 - Ted Seides: Industry Insights, Portfolio Construction 1:07:21

17d ago1:07:21

1:07:21

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusse…

1
95. Private Equity Deals with Ted Seides! 52:09

20d ago52:09

52:09

Today’s episode is for all of you buy side and private markets junkies. We are joined by Ted Seides, who is the host of the Capital Allocators and Private Equity Deals podcasts, soon to be thrice-published author, and expert in the Alts — the world of hedge funds and private capital investing. One of Ted’s superpowers is understanding both sides of…

1
#38 - Sophie Bakalar: For-Profit & For-Good 45:36

2h ago45:36

45:36

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities…

1
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) 1:16:54

11h ago1:16:54

1:16:54

Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…

1
99. Financial Modeling & Excel 101 x Macabacus! 1:01:37

1h ago1:01:37

1:01:37

Our nerdiest episode ever, and we’re darn proud of it. Today we’re diving into Microsoft Excel and its role in Investment Banking. We’re discussing financial modeling, Excel culture, mechanics, best practices, and productivity enhancing tools like Macabacus, the gold standard for Investment Bankers around the world. Kristen gives a crash course in …

1
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405) 53:35

7d ago53:35

53:35

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…

1
98. The Skinny On..."THE INDUSTRY"!!!!! (HBO Max's hit TV show) 1:24:46

1d ago1:24:46

1:24:46

We've heard your countless requests for a review of HBO Max's hit TV show The Industry, and we are buzzing with excitement about our new favorite show!!! We go over every single critical detail of Season 1, Episode 1 --- from how accurate the interview questions are, the sights and sounds of the trading floor, lifestyle in Investment Banking, all t…

1
#37 - Jeff Krasnoff: Private Real Estate Investing 1:18:46

3d ago1:18:46

1:18:46

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.…

1
Hal Liebes, COO – Alger (EP.37) 49:07

9d ago49:07

49:07

Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…

1
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404) 58:24

4d ago58:24

58:24

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …

1
97. Love, Money, and Tech feat. Libby Leffler, Founder of First 1:07:37

8d ago1:07:37

1:07:37

The biggest mistakes people make are in love and money. And how we do --- or don't --- talk about money can have a huge impact on our relationships. Today we’re joined by Libby Leffler, Founder & CEO of First (https://www.thisfirst.com) to discuss the good, the bad, and the misunderstood about prenuptial agreements ("prenups") when it comes to stre…

1
WTT: The Power of Private Equity 11:03

9d ago11:03

11:03

My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what’s inside, and a rebuttal of common criticisms of private equity. Read Ted’s blog here.

1
#36 - Tom Keck: Private Markets Overview & Outlook 1:15:28

10d ago1:15:28

1:15:28

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.By Alex Shahidi

1
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403) 54:21

15d ago54:21

54:21

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…

1
96. Trading Equities and Options 101, Feat. Dan Nathan 1:23:26

20d ago1:23:26

1:23:26

Today we are joined by Dan Nathan, CNBC Fast Money superstar and co-host of podcasts On the Tape, OK Computer, and Market Call. After three decades in the industry on both the buy side (at legendary hedge funds like SAC) and the sell side (at firms like Merrill Lynch), Dan is an expert on the equity markets and options trading. Dan shares his insig…

1
Jim La Creta, CTO – Brandeis University (EP.36) 33:22

17d ago33:22

33:22

Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…

1
Michael Mervosh - Invest in Yourself (EP.402) 30:05

25d ago30:05

30:05

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…

1
94. The Skinny On Payrolls REVISED, Hypothetical Google Split and Why Companies Use Cash vs. Stock in M&A 32:57

29d ago32:57

32:57

The Skinny On Payrolls REVISED Hypothetical Google Split Why Companies Use Cash vs. Stock in M&A Get your FREE Resume template HERE Check out Public.com at the link HERE Follow us on Instagram and Tik Tok at @thewallstreetskinny https://www.instagram.com/thewallstreetskinny/ Public Disclosure: All investing involves risk. Brokerage services for US …

1
#34 - Jeffrey Sherman: Fixed Income, Market Outlook 1:20:53

24d ago1:20:53

1:20:53

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.By Alex Shahidi

1
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) 51:08

1M ago51:08

51:08

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…

1
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63) 1:15:52

29d ago1:15:52

1:15:52

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the …

1
93. How to Rock Your Resume in 8 Simple Steps 37:09

1M ago37:09

37:09

Sign up for our FREE newsletter here: https://the-wall-street-skinny.beehiiv.com/subscribe Today, we are sharing the MOST IMPORTANT tips for crafting a finance resume. We get it --- no one enjoys writing a resume. But we are taking the guesswork out of the process. We are clearing up common misconceptions and teaching you EXACTLY what your intervie…

1
92 The Skinny On…Banking Hours, Mars Deal, & Google Monopoly 33:02

1M ago33:02

33:02

Sign up for our newsletter here! https://the-wall-street-skinny.beehiiv.com/subscribe Today we chat about the WSJ article: "How Bank of America Ignores Its Own Rules Meant to Prevent Dangerous Workloads". https://www.wsj.com/finance/banking/bank-of-america-worker-death-policies-89eff5f6 We get into the announced Mars acquisition of Kellanova, as we…

1
#33 - Matt Hougan: Bitcoin History & Outlook 1:00:30

1M ago1:00:30

1:00:30

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.By Alex Shahidi

1
Adam Weinstein, COO & CFO – New Mountain Capital (EP.35) 50:27

1M ago50:27

50:27

Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…

1
Succession - Sarah Samuels on Generational Transitions (EP.400) 43:50

1M ago43:50

43:50

As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We’ve seen several successful transitions of firms, many that haven’t survived their founders, and an entire sub-industry arise to help facilitate generational transfers across GP stakes, public offe…

1
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264) 46:32

1M ago46:32

46:32

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought t…

1
Greg Fleming - Rockefeller Capital Managment 57:29

1M ago57:29

57:29

Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018. Greg and I discuss the pivotal Lehman weekend in September of 2008 when he was instrumental in the sale of Merrill Lynch to Bank of America, his thoughts on orga…

1
91. How to Network Like a Pro, feat. Jen Prosek 1:16:51

1M ago1:16:51

1:16:51

Today is a masterclass in networking, reputation management, and personal brand building from one of the most successful, highly sought-after minds in the business: Jen Prosek, the founder and CEO of Prosek Partners. The daughter of immigrants, Jen shares her inspiring story about becoming a go-to consigliere for the male-dominated industry of hedg…

1
90. The Skinny On Panic (!) in the Markets, Ackman's Canceled IPO, and Ballerina Farm 34:06

2M ago34:06

34:06

Our second weekly episode where you get THE SKINNY on whatever's happening in the markets, big deals in the news, and pop culture with us, The Wall Street Skinny. In this episode, we explain the collapse of the yen carry trade after the faster than expected rate hike from the Bank of Japan coupled with the weaker than expected US Non-Farm Payrolls …

1
#32 - George Milling-Stanley: Gold History & Outlook 1:15:33

1M ago1:15:33

1:15:33

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.…

1
Todd Simkin - Game of Trading at Susquehanna (EP.399) 1:11:52

1M ago1:11:52

1:11:52

Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to decision-making. Todd is also the CEO of Susquehanna Re, his latest role in a 27-year tenure at SIG that has spanned trading, strategic initiatives, an…

1
89. The Real Life “Billions": Equity Long/Short Hedge Fund Legends feat. Kat Sosnick 1:20:14

2M ago1:20:14

1:20:14

We had the incredible opportunity to sit down with Kat Sosnick, a woman whose impressive career spans three decades running portfolios of up to a billion dollars at some of the world’s most legendary Equity Long/Short Hedge Funds, including Tiger Management, Pequot, and Perry Capital. Kat is a specialist in the consumer retail space, and shares sto…

1
#31 - Dan Ivascyn: Fixed Income, Market Outlook 53:30

2M ago53:30

53:30

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.By Alex Shahidi

1
Steven Schwab, GC and CCO – Thoma Bravo (EP.34) 37:41

2M ago37:41

37:41

Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …

1
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398) 47:49

2M ago47:49

47:49

Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service,…

1
88. Long / Short Equity Hedge Funds 101 Feat. David Semenza 1:00:15

2M ago1:00:15

1:00:15

Today we dive into Long / Short Equity Hedge Funds with David Semenza of Islander Capital Partners. We get into what an equity long short hedge fund is, how it differs from other types of hedge funds, how leverage factors in, what makes a good public equity investor, how it differs from private equity and so much more. Islander Capital Partners is …

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