Ted Seides
speaker
4,298 appearances
32 recordings
1 series
first heard Mar 2026
last heard 17 Aug
Ted Seides’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jul 2026 with 7.
Appearances
So you name the firm GQG, Global Quality Growth.
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What does quality mean to you as an investor?
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How do you marry the notion of quality as barriers to entry in something like energy, which is also notoriously cyclical?
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How does management factor into your assessment if you go back the energy industry?
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Even if you have an irreplaceable asset, there's a big price fluctuation.
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And in the boom times, you have to trust management to reinvest capital the right way, which has created all these booms and busts over time.
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What are some of the areas where you've gravitated to as quality growth that other people might not put names in the same bucket?
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There are a few people with the moniker of quality growth that aren't invested in some way in some subset of the Mag Seven today.
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Would love to hear your rationale from moving away from that in the last couple of years and what has been the golden age for AI.
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How do you think about the potential for return on those CapEx investments?
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take a quick break in the action to tell you about ridgeline.
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Ridgeline makes your day unrecognizable.
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That's how refreshingly different it is from legacy investment management technology.
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With Ridgeline's front-to-back AI-native platform, your typical tech pains disappear.
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No integration headaches, no data discrepancies, and no upgrade cycles.
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Instead, you get real-time data flowing through everything from portfolio accounting to reporting to reconciliation, trading, compliance, and more.
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In the AI era, asset and wealth management firms moving to Ridgeline gain a decided advantage.
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That's why customers call it miraculous, game changing, and an awakening.
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If that's not how you would describe your investment management tech, request a demo at ridgeline.ai.
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And now back to the show.
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Showing 2381–2400 of 4,298 · page 120 of 215
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