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Capital Allocators – Inside the Institutional Investment Industry

Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 25 March 2021

⏱️ 40 minutes

🧾️ Download transcript

Summary

As we finish up book launch week, I thought I’d share this interview conducted by Jenny Heller, my friend, the 7th guest on the show, and the President and CIO of Brandywine Group Advisors.  We discuss the business of Capital Allocators, entrepreneurship, effectiveness, and investing – including a brief description of my most recent private equity fund investment.
 
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Transcript

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0:00.0

Hello, I'm Ted Sides, and this is Capital Allocators.

0:10.1

This show is an open exploration of the people and process behind capital allocation.

0:16.3

Through conversations with leaders in the money game, we learn how these holders of the keys to the

0:21.7

kingdom allocate their time and their capital. You can keep up to date by visiting capital

0:27.4

allocatorspodcast.com. As we finish up book launch week, I thought I'd share this interview

0:36.3

conducted by Jenny Heller, my friend,

0:39.2

the seventh guest on the show, and the president and chief investment officer of Brandywine

0:43.9

Group Advisors. We discussed the business of capital allocators, entrepreneurship, effectiveness,

0:51.0

and investing, including a brief description of my most recent private equity fund investment.

0:57.2

Please enjoy this interview of me by my friend Jenny Heller.

1:04.6

Ted, it's such a pleasure to have the opportunity to interview you today. I've listened to so many of your

1:10.6

podcast. I've had the opportunity to be on the other side've listened to so many of your podcasts. I've had the

1:11.5

opportunity to be on the other side. So I'm really looking forward to this. Jenny, it is always a

1:16.8

pleasure to get a chance to talk to you. So let's dive in because there's a lot of things I'm

1:21.1

curious about and I know our audiences too. Most people's genius lives right next to their eccentricity or whatever it is that they struggle

1:29.1

with. I think you're gifted at drawing out and engaging with people's superpowers,

1:35.2

gleaning insights from these and curating them in a way that is either investable or useful.

1:40.8

Would you define your genius this way? And the counterpoint, how has this shown up as eccentricity for you or something that you've struggled with?

1:49.4

I'll let you define genius that way. You know, I don't really know. It's hard to say, yes, that is my genius.

1:55.3

What I can say is that one of the things I found is that aspect of doing interviewing just comes naturally and

2:03.7

easily for me and more so than other people. And the commonality, whether that's the interviewing

2:09.8

process on the podcast or just throughout my life and how I might define that is I'm just really

...

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