CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
This week’s Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg’s family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
The movies from my teenage years foreshadowed the topsy-turvy world of today’s private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted’s Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the industry and the convergence of public and private assets might feel like dogs and cats living together. I’ve been thinking about how this will play out over time and in particular, where future commitments from LPs will land. Read Ted’s blog here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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CIO Greatest Hits: Endowments – Scott Wilson (WashU)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Scott comes from a direct investing background and has adopted a position-focused approach to diligence and co-investing, leading to a very different portfolio construction. It’s perhaps the leading example of a new approach in the endowment world. Original air date: October 4, 2020 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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CIO Greatest Hits: Endowments – Andy Golden (Princo)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We packaged these two leading endowments to compare their investment styles. Andy started his career at Yale with me and became one of the leaders of the endowment model for decades. His discussion of Princo’s decision-making process is among the most referenced descriptions of any podcast with a CIO. Original air date: June 26, 2017 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)
Su Capital Allocators – Inside the Institutional Investment Industry
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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