Ted Seides is back to discuss the influence of endowments and hedge funds in today's markets and the impacts of ESG policies. Ted is the former president and Co-CIO of Protege Partners and prior to that he was a senior associate, working under investing legend David Swensen at Yale. He is the host of his popular podcast Capital Allocators and author of a great book with the same name IN THIS EPISODE, YOU'LL LEARN: 0:00:00 - Intro 0:00:11 - Hedge funds 0:03:48 - Modern portfolio theory 0:04:39 - Where does hedge fund managers lack focus on 0:06:28 - How hedge funds and endowments have changed over the last 20 years 0:08:20 - Is the S&P 500 a typical benchmark for most hedge funds 0:10:27 - The biggest misconceptions regarding endowment funds 0:15:27 - How endowments think through allocating across different asset classes, especially alternatives 0:18:11 The impact of ESG policies and how the narrative around them may be changing or evolving 0:22:11 - ESG and spike in oil 0:23:11 - Limitations of how ESG is currently defined 0:26:20 - Why Ted has abandoned his SPAC strategy 0:34:05 - Other investment vehicles that Ted is looking at 0:35:58 - What Ted learned over the years that helped him find the right balance between work and family life 0:38:25 - Most enjoyable or informative conversations that Ted had in his podcast 0:39:42 - Ted's advice for you in today's market 0:44:25 - Interest in ventures Ted is always a gracious guest and I always learn a lot. I hope you enjoy it! Here is my conversation with Ted Seides. ☕ Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup. ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/5262R4I2in23xK9tByAtq2 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/the-changing-world-of-endowments-and-esg-policies-w-ted-seides/ 📖 BOOKS MENTIONED: - Capital Allocators by Ted Seides - https://amzn.to/38pIVfN - Common Sense by Joel Greenblatt - https://amzn.to/37PZuSc Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁 ▶️ PAST EPISODES MENTIONED - TIP343: How To Invest Like The Best W/ Ted Seides - https://youtu.be/RjHVtsF2szI - TIP340: Hedge Funds, SPACs, And Chocolate W/ Jason Karp - https://youtu.be/9LB1CNmOvBo - Billionaire Philanthropy Strategies w/ John Arnold & Michael Faye (TIP435) - https://youtu.be/XJaR0LuLFuQ 💡OTHER RESOURCES - Trey's Twitter Account - https://twitter.com/TreyLockerbie - Ted's Twitter Account - https://twitter.com/tseides - Capital Allocators Podcast - https://capitalallocators.com/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ 📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU 🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn 💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast 👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast 🐦Twitter: https://twitter.com/tip_network ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.