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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jul 2026 with 7.
Appearances
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Once you have the conviction you want to step in, how did you go about the sourcing of the opportunity set?
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How do you balance where you want to look for secular tailwinds and just global diversification saying you may not be right in picking those secular tailwinds?
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It is a balancing
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Those two, gold and AI, have such different duration characteristics to them, longevity, ways of getting exposure.
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On gold, with the initiation of it being this is a nice hedge for some of our exposure in Vietnam and India, how did you go about expressing it?
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It'd be pretty hard to get a simple expression of AI.
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On the other hand, love to hear how you navigated that landscape to get exposure.
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Teddy's.
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Your past experience in the endowment world before VCU was working at two of the bigger pools.
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VCU, like many, is a smaller size.
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We'd love to hear your thoughts on where you have competitive advantages and disadvantages because of size.
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How do you go about organizing your team and investment process?
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As you've gone over this journey the last ten years of starting from scratch, building out the portfolio, ETFs, managers.
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Where have you come across mistakes and places that you needed to change course?
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It feels like today there's
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Either a lot of simmering or a lot of burning across a lot of areas, private equity, private credits with the emerging markets, US.
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Where are you thinking about diving in to do research?
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When you're looking at a burning building inside your portfolio and you're thinking about re-underwriting and making that decision, we want to lean in or maybe we made a mistake and get out, how do you go through the process?
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If I told you today, hey Bruce, it's time to sell the entire portfolio again.
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Showing 3741–3760 of 4,298 · page 188 of 215
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