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Capital Allocators – Inside the Institutional Investment Industry

Ted on Alt Goes Mainstream (EP.458)

08 Sep 2025

Description

Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the past.   I recently appeared on Michael Sidgmore's Alt Goes Mainstream podcast, which focuses on the intersection of private markets and wealth management. Michael was the first guest on our Private Wealth mini-series and asked me to share my lessons from that mini-series on AGM when it concluded.    Our conversation covers David Swensen's lasting legacy, perspectives on private market interest from the wealth channel, parallels of private equity and the hedge fund industry, behavioral biases in manager selection, and the power of content in asset management.    Please enjoy my turn on the other side of the microphone, with Michael Sidgmore on the AGM podcast.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠)

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