The Continued Rise of Private Equity with Ted Seides

WTFinance

Interview recorded - 9th of November, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming on Ted Seides. You have probably heard Ted before as he is the founder of Capital Allocators, a podcast I very much enjoy and the author of the recently released book “Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals”.
0:00 - Introduction
1:47 - What does great capital allocation look like?
3:00 - Influence for writing the book?
4:28 - Why is private equity less understood?
7:53 - Difference between VC, private & public investing?
9:22 - Different types of PE
12:07 - Type of deals?
13:02 - Coming to the forefront?
15:32 - State of PE market?
17:32 - Challenge exiting?
20:40 - PE performance
12:20 - Interesting PE stories?
24:30 - Incentivising performance
26:10 - Negative stories?
27:50 - Final goal of PE?
28:38 - Where is the industry going?
29:45 - Carried gains tax
30:40 - One message to takeaway from book?
Ted Seides, CFA is the founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. Ted launched the Capital Allocators podcast in 2017. The show reached 20MM downloads as of August 2024 and has been recognized as the top institutional investing podcast.
Alongside the podcast, Ted created Capital Allocators Summits with friend and industry veteran Rahul Moodgal to bring together industry leaders to connect and learn. He developed Capital Allocators University to teach senior professionals non-investment disciplines that are essential to investment success. He also advises managers on business strategy and allocators on investment strategy.
In March 2021, Ted published his second book, Capital Allocators: How the world’s elite money managers lead and invest that distills key lessons from the first 150 episodes of the podcast. In October 2022, he was honored as Citizen of the Year at With Intelligence’s inaugural Allocator Prizes.
Ted is also the author of the recently released book "Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals".
Ted Seides:
Website - https://www.capitalallocators.com/
Book - https://www.amazon.co.uk/Private-Equity-Deals-Dealmaking-Allocators-ebook/dp/B0CNW5P8N8/
LinkedIn - https://www.linkedin.com/in/tedseides
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas