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Capital Allocators – Inside the Institutional Investment Industry

2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 28 December 2023

⏱️ 87 minutes

🧾️ Download transcript

Summary

We’re counting down the top 5 episodes of 2023.


Number three covered private credit and number two covers the other most topical strategy of the year – multi-manager platform hedge funds. Weighing in at number two is Dmitry Balyasny and his discussion of multi-strategy platforms at BAM.


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Transcript

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0:00.0

Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets.

0:10.5

Ten East brings benefits of having your own family office without the cost and headaches of doing so.

0:16.8

It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner.

0:24.2

Michael and his investment team offer members the opportunity to co-invest by offering at their

0:29.1

discretion. Michael and his team source, diligence, and commit material personal capital to each

0:35.3

investment. The opportunities shared on the Ten East platform

0:38.9

offer exposure to private credit, real estate, niche venture and private equity, and other

0:44.5

idiosyncratic investments that typically aren't available through traditional channels.

0:49.2

The principles have over a decade track record of investing in these types of exposures

0:53.5

across more than 350

0:55.7

transactions. Post-investment, the Tennis team conducts ongoing monitoring and reporting,

1:01.8

just as you'd expect from an institutional investment organization. I've known Michael for about a

1:07.0

decade, and after becoming impressed by the quality of 10 East offerings, its research

1:11.6

process, and high-quality investment team, I became an advisor to the organization, an investor

1:17.1

in multiple offerings. You can learn more and join me as a member at 10-east.com. That's the number

1:24.6

10, east.co.

1:32.1

We're counting down the top five episodes of 2023.

1:39.0

Number three covered private credit, and number two, covers the other most topical strategy of the year, multi-manager platform hedge funds.

1:43.1

Weighing in at number two is Dimitri Balyazni, multi-stager platform hedge funds. Weighing in at number two is Dmitri Ballyasn,

1:46.6

multi-strategy platform at BAM, episode 341. Before we get going, there are three action items I

1:55.8

mention in this year's annual letter. First, we're looking to hire a college senior or recent graduate to

2:02.5

join our team. Second, our next cohort of Capital Allocators University is coming in February,

...

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