E1126: Capital Allocators Host Ted Seides goes deep on endowments, LP turnover, public/private market insights, ESG investing & more

about this episode

Check out Capital Allocators: https://capitalallocatorspodcast.com

FOLLOW Ted: https://twitter.com/tseides
FOLLOW Jason: https://linktr.ee/calacanis

Listen here…
Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957
Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9
Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio

Show notes:
0:00 Start
1:12 Jason talks about his favorite podcasts & intros Capital Allocators host Ted Seides
3:50 Ted’s background, starting Capital Allocators Podcast
6:19 What is a capital allocator & where did capital allocation start?
10:16 Gusto – Get three months free when you run your first payroll at https://www.gusto.com/twist
11:36 Working for David Swensen at Yale, how endowment managers think about illiquidity
16:32 Why have endowments gotten so large? How do they work & how have they changed over the years?
22:14 Masterworks – Skip the 25,000 person waitlist by going to https://www.masterworks.io and using promo code TWIST
24:00 Ted’s new book, magic of podcasting from an expert’s perspective
28:38 How do endowment managers get compensated & what motivates them? Skill differences between hedge funds & endowments
36:04 Dell – Get up to 40% off select products with an exclusive Black Friday sneak peek at https://www.launch.co/dell
37:42 Capital allocators responding to the pandemic & adjusting to remote investing
44:18 How endowments evaluate new fund managers & why they move on from funds, going deep on LP turnover
50:17 What % of endowments should be allocated to venture capital? How endowments view SPACs & companies going public earlier
1:00:43 Public markets are typically non-receptive to cashflow negative businesses regardless of growth, how endowments view the current extremes in the public markets
1:08:06 ESG investing, diversity issues in asset management, microfunds, how younger generations of investors are trying to fix these issues
1:19:49 Big Tech being greedy on the margins

Subscribe to TWiST Clips for all the best moments… https://www.youtube.com/channel/UCS7tJlcUA6PzVHEMo-X7ddg

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