Best Ted Seides – Allocator Podcasts (2024)

1
458. Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides) 47:13

10d ago47:13

47:13

Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting. In this episode we cover: Evolution of Private Equity and Its Role in the Economy Challenges and Opportunities in the Private Equity Industry …

1
Jeff Glass - Home Equity Investment at Hometap (EP.418) 55:25

3h ago55:25

55:25

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners, a novel platform with $1 billion of investments alongside a mission to allow homeowners to access their home equity without having to sell, stress, or borrow. Jeff started the business eight years ago after a series of successes as an entrepreneur followed by seven years investing at B…

1
Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky) 6:23

32m ago6:23

6:23

On this special segment of The Full Ratchet, the following Investors are featured: Rick Heitzmann Alexa Von Tobel Adam Felesky Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing …

1
Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky) 6:23

2h ago6:23

6:23

On this special segment of The Full Ratchet, the following Investors are featured: Rick Heitzmann Alexa Von Tobel Adam Felesky Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing …

1
Troy Pospisil, CEO – Ontra (EP.42) 43:49

39m ago43:49

43:49

This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry. It was great sitting down with Troy to talk about the evolution of how legal and compliance workflows are going digital. We cover his career from management consulting to the investment team at H.I.G. Capital where he saw a glarin…

1
460. Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling) 45:58

3d ago45:58

45:58

Mathias Schilling of Headline joins Nick to discuss Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm. In this episode we cover: Evolution of the Venture Capital Industry Headline's Winning Strategy Global Presence and Investm…

1
460. Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling) 45:58

23h ago45:58

45:58

Mathias Schilling of Headline joins Nick to discuss Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm. In this episode we cover: Evolution of the Venture Capital Industry Headline's Winning Strategy Global Presence and Investm…

1
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417) 56:32

28m ago56:32

56:32

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that threatened the solvency of the …

1
Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham) 9:44

4h ago9:44

9:44

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a vent…

1
Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham) 9:44

1h ago9:44

9:44

On this special segment of The Full Ratchet, the following Investors are featured: Sami Inkinen Heidi Roizen Phin Upham We asked guests to discuss the factor that could cause the most disruption to the industry going forward and how that will change the next decade of venture. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a vent…

1
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416) 52:11

3d ago52:11

52:11

Chris and Rob Michalik are twin brothers and co-founders of Kinderhook Industries, a middle-market private equity firm overseeing $8 billion focused on healthcare services, environmental services, and the automotive aftermarket. Chris and Rob joined me on Private Equity Deals to discuss one of their portfolio companies, Ironclad Environmental Servi…

1
459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil) 37:42

3d ago37:42

37:42

Rusty Ralston and Jay Patil of Swell VC joins Nick to discuss Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator. In this episode we cover: Assessing Category Creation and Founder Caliber Sector Potential and Investment Strategy Syndicate Structur…

1
459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil) 37:42

3d ago37:42

37:42

Rusty Ralston and Jay Patil of Swell VC joins Nick to discuss Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator. In this episode we cover: Assessing Category Creation and Founder Caliber Sector Potential and Investment Strategy Syndicate Structur…

1
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8) 38:12

8d ago38:12

38:12

On episode eight of season three of Private Equity Deals, Chris and Rob Michalik discuss Kinderhook Industries’ investment in Ironclad Environmental Services. Chris and Rob are twin brothers and co-founders of Kinderhook, a twenty-year-old private equity firm that manages $5 billion specializing in middle-market businesses across healthcare service…

1
Investor Stories 373: Key Advice (Holloway, Felesky, Droesch) 6:59

7d ago6:59

6:59

On this special segment of The Full Ratchet, the following Investors are featured: Katelin Holloway Adam Felesky Mike Droesch We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investi…

1
Investor Stories 373: Key Advice (Holloway, Felesky, Droesch) 6:59

7d ago6:59

6:59

On this special segment of The Full Ratchet, the following Investors are featured: Katelin Holloway Adam Felesky Mike Droesch We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investi…

1
Richey Reneberg, Co-Head of Investor Relations – Taconic Capital (EP.41) 30:10

9d ago30:10

30:10

Richey Reneberg is the Global Co-Head of Investor Relations and Marketing at Taconic Capital, a global event driven alternatives manager founded in 1999 by former Goldman Sachs Partners, Frank Brosens and Ken Brody. Richey’s career path into the industry is atypical so I was excited to share his story. Prior to joining Taconic in 2000, Richey spent…

1
458. Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides) 47:13

10d ago47:13

47:13

Ted Seides of Capital Allocators joins Nick to discuss Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting. In this episode we cover: Evolution of Private Equity and Its Role in the Economy Challenges and Opportunities in the Private Equity Industry …

1
Scott Bessent - Macro Maven (EP.415) 1:01:33

10d ago1:01:33

1:01:33

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned…

1
Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel) 6:19

14d ago6:19

6:19

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to in…

1
Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel) 6:19

14d ago6:19

6:19

On this special segment of The Full Ratchet, the following Investors are featured: Ambar Bhattacharyya Rick Heitzmann Alexa von Tobel We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The hosts of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to in…

1
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) 1:05:35

18d ago1:05:35

1:05:35

Ricky Sandler is one of the OGs of fundamental long-short equity investing. Ricky started managing a hedge fund thirty years ago and founded Eminence Capital a few years later. Today, he is the CEO and CIO at Eminence, where he oversees $7 billion across long-short, long-only, and long-extension strategies. Our conversation covers Ricky’s path to l…

1
457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo) 42:17

17d ago42:17

42:17

Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics. In this episode we cover: Key Metrics in Pitch Deck Activity Macro Economic Metrics and Their Impact on Pitch Deck Activity Trends in Investor Deck Interactions and Time Spent Advice for…

1
457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo) 42:17

17d ago42:17

42:17

Justin Izzo of Dropbox DocSend joins Nick to discuss Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics. In this episode we cover: Key Metrics in Pitch Deck Activity Macro Economic Metrics and Their Impact on Pitch Deck Activity Trends in Investor Deck Interactions and Time Spent Advice for…

1
WTT: Yale Backs Emerging Managers… and Then What? 16:05

20d ago16:05

16:05

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read T…

1
Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway) 7:59

21d ago7:59

7:59

On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Jake Yormak Katelin Holloway We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of th…

1
Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway) 7:59

21d ago7:59

7:59

On this special segment of The Full Ratchet, the following Investors are featured: Ilya Strebulaev Jake Yormak Katelin Holloway We asked guests to share the best question they've ever been asked by an allocator. The hosts of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of th…

1
Neal Pawar, COO – Enfusion (EP.40) 54:01

23d ago54:01

54:01

This Sponsored Insight features Neal Pawar, the COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading system. We cover Neal’s time at some of the world’s top hedge funds and how it informed his decision to build technology for the industry. We talk about the tradeoffs of working for both big and small fir…

1
Brad Briner - Family Office to Public Service (EP.413) 58:34

28d ago58:34

58:34

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors, Michael Bloomberg’s family o…

1
456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark) 45:37

30d ago45:37

45:37

Jon Terbell and Ted Clark of FourBridge Partners joins Nick to discuss LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead. In this episode we cover: Challenges and Best Practices in Venture Capital Performance Metrics and Leading Indicators Risk Management and…

1
456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark) 45:37

28d ago45:37

45:37

Jon Terbell and Ted Clark of FourBridge Partners joins Nick to discuss LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead. In this episode we cover: Challenges and Best Practices in Venture Capital Performance Metrics and Leading Indicators Risk Management and…

1
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113) 52:49

25d ago52:49

52:49

Steve Rattner is the Chairman and CEO of Willett Advisors, which invests former New York Mayor Michael Bloomberg’s personal and philanthropic assets. Steve’s career has ranged from a journalist for the New York Times to investment banking at Lehman Brothers, Morgan Stanley and Lazard Freres, to founding private equity firm Quadrangle Group, and las…

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Ted Seides – Allocator Podcasts

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