At the Money: Lessons in Allocating to Alternative Asset Classes. (January, 15, 2025)

Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes:  How much capital do you need? What percentage of your portfolio should be allocated?

Full transcript below.

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About this week’s guest:

Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations.”

For more info, see:

Personal Bio

Professional/Personal website

Masters in Business interview

LinkedIn

Twitter

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Find all of the previous At the Money episodes here, and in the MiB feed on Apple Podcasts, YouTube, Spotify, and Bloomberg. And find the entire musical playlist of At the Money on Spotify

Musical intro:

Keep reading this article on Barry Ritholtz - The Big Picture.

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