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Capital Allocators – Inside the Institutional Investment Industry

Michael Mervosh - Invest in Yourself (EP.402)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 26 August 2024

⏱️ 33 minutes

🧾️ Download transcript

Summary

Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey.

A few weeks ago, I received a FaceTime call from Michael at the tail end of the annual HJF Men’s Journey in the mountains of West Virginia. He called alongside someone I didn’t know, who had listened to the podcast years ago and planted a seed that led to his participation this year. He recently retired after two decades as a partner at a very well-regarded, multi-billion-dollar equity manager. Seeing his ear-to-ear grin and expression of thanks from leading him on the journey had me wanting to share this again, in case you also find the call to the mountain at a future moment in your life.

My conversation with Michael took place in the mountains of West Virginia towards the end of a hero’s journey six years ago and discusses the program, how Michael came to creating it, and life lessons across perfectionism, uncertainty, and fear. You can learn more by visiting herosjourneyfoundation.org.

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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 TENI's 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 10,

1:25.4

east.co.O.

1:33.4

Capital Allocators is also brought to you by SRS Aquium.

1:37.2

Want to make sure your M&A processes aren't stuck in the past?

1:43.6

How about partnering with a company that's been defining the future of dealmaking for nearly two decades instead?

1:46.0

When it comes to M&A innovation,

1:52.7

SRS Aquium has reshaped the way deals get done more than anyone else, streamlining processes for maximum efficiency and minimum headaches. Professional shareholder representation, online

1:59.2

M&A payments, digital stockholder solicitation,

...

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