Ted Seides, Founder Capital Allocators. What happens when two podcasters walk into a room?
Original Publish Date: August 14, 2025 What happens when two podcasters walk into a room? They talk. Today’s podcast turns the tables on one of the industry’s leading podcasters and content creators to have him share his story and experience as an allocator and content creator. We sat down with Ted Seides, the Founder of industry-leading podcast Capital Allocators and former President and Co-CIO of Protégé Partners and an asset allocator at the Yale Endowment. Ted has had a tremendous career at the intersection of asset allocation and content, so it was fascinating to hear his perspectives on the state of the industry and how it’s evolving from someone who talks with many of the industry’s leading minds through his podcast, Capital Allocators. Ted and I had a fascinating conversation. We discussed: • Stories and lessons learned from working with David Swensen at the Yale Endowment. • What the wealth channel can learn from institutional investors. • What Ted looked for in hedge funds and alternative asset managers when doing manager due diligence. • Ted’s bet with Buffett on hedge funds and why he’s now doing a bet on PE versus public equities. • How alternative asset managers evolve and the' pros and cons of evergreen structures. • Why and how Ted started Capital Allocators, and why content is critical to learning asset management and understanding firms' operations. Please Subscribe!!! YouTube Videos and Shorts: / @altgoesmainstreamagm *Subscribe to Alt Goes Mainstream: https://altgoesmainstream.substack.com/ Apple Podcast: https://podcasts.apple.com/us/podcast... Follow Michael on LinkedIn: / michaelsidgmore ------------------------ Chapters 00:00 Introduction 01:38 Ted Seides and his background in asset allocation 04:00 Institutional investing lessons for the wealth channel 17:08 Evaluating investment managers and decision-making processes 32:51 Understanding and assessing investment culture 42:20 Evolution of Capital Allocators and content creation 50:59 How managers should approach content and communication 58:49 Future opportunities in private markets and AI -------------------- Editing and post-production work for this episode was provided by The Podcast Consultant. #AltGoesMainstream #michaelsidgmore #alternativeinvestments #finance #wealthmanagement #privatemarkets #ria #marketing #podcasts #funds #portfolio #privateequity #financialmarkets #familyoffice #assetmanagement #capitalallocators #podcaster
