Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Inves...
WTT: Will Blackstone Become Private Equity's Millennium?
What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry mostly struggled. What will this mean for private markets going forward? Have a listen to find out. Read Ted’s blog here.
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Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity, credit, and technology opportunities that spun out of the Harvard Management Company in 1998. Our conversation covers Mike’s path from science to finance, including an immigrant story and a draw to decision-making at a young age. We discuss Charlesbank’s history and aspiration to manufacture sound decision-making as a path to investment success, applying its “fan of outcomes” thinking to talent, research, diligence, sourcing, and company operations. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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Ian Charles - Private Equity's New Rules (EP.431)
Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just five years, Arctos has become the leading institutional investor across the five major North American sports leagues. It also serves as a strategic partner to leading private market sponsors with bespoke capital and liquidity solutions. As part of its effort to support both ecosystems, Arctos publishes data-driven research and content under the Arctos Insights umbrella. Ian is a repeat guest on the show. Our first conversation with co-founding partner Doc O’Connor describing the sports strategy is replayed in the feed. This time around we walk through the changing competitive landscape of private equity, covering the most important narratives for GPs and LPs and how both sides are navigating the environment. We discuss Arctos’ taxonomy of private equity firms and the implications of its different levels to a GP’s strategic positioning and right to win. Ian has a long history serving the private equity market and is unusually insightful and blunt in describing the complex and evolving marketplace. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
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[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Ian Charles and Doc O’Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in professional sports franchises. From its founding just two years ago, Arctos quickly has become the market leader in the space, raising a $2.1 billion first-time fund and a SPAC alongside Executive-in-Residence Theo Epstein, and buying stakes in MLB teams including the Boston Red Sox, the Golden State Warriors and Sacramento Kings in the NBA, and a compliment of other sports assets. Our conversation covers their backgrounds and the formation of Arctos, the investment opportunity in sports franchises, and the underlying business and ownership structure. We then turn to the unique characteristics look of the asset, investment process, and growth strategy. Full disclosure, I am a personal investor in Arctos’ fund and am a fan of their strategy and team, pun intended. I hope you’ll enjoy this conversation with Doc O’Connor and Ian Charles as much as I did. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership[
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Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses 1.6 million people on X, 560,000 on YouTube, and 260,000 on his daily The Pomp Letter. Anthony created Professional Capital Management, an investment company that builds and invests in early-stage companies by leveraging his audience. He’s not alone in his family in creating a following. Pomp’s wife Polina writes the popular blog, The Profile, and his brother Joe writes the sports business blog, Huddle Up. Pomp also recently published How to Live an Extraordinary Life, which shares life lessons through letters to his children. Our conversation covers Pomp’s passion for competing, leading, and problem-solving, formative business experience at Facebook, translating lessons to build a social media audience, and monetizing that audience through investing. We close touching on his wonderful book with a few anecdotes and lessons to share. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
About Capital Allocators – Inside the Institutional Investment Industry
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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