IN THIS EPISODE, YOU'LL LEARN:
- 07:16 - How hedge funds and endowments have changed over the last 20 years.
- 10:58 - The biggest misconceptions regarding endowment funds.
- 20:30 - The impact of ESG policies and how the narrative around them may be changing or evolving.
- 28:45 - Why Ted has abandoned his SPAC strategy.
- 44:54 - How endowments think through allocating across different asset classes, especially alternatives.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES:
- Capital Allocators Podcast.
- Capital Allocators' Book.
- Ted Seides' Twitter.
- Trey Lockerbie's Twitter.
- Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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- Browse through all our episodes (complete with transcripts) here.
- Support our free podcast by supporting our sponsors.
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