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Capital Allocators – Inside the Institutional Investment Industry

2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8806 Ratings

🗓️ 29 December 2023

⏱️ 95 minutes

🧾️ Download transcript

Summary

We’re counting down the top 5 episodes of 2023.


The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless Value Investing. Seth’s uncommon wisdom and sole podcast appearance combined to make this year’s chart topper one for the ages.


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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 Tennis 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

1:24.6

10, east.co. We're counting down the top five episodes of

1:31.3

2023, and we've reached number one. The number one episode of the year and the number one

1:38.7

capital allocators episode of all time is Seth Klarman, Timeless Value Investing, episode 328.

1:47.3

Seth's uncommon wisdom and sole podcast appearance combined to make this year's

1:52.9

chart topper one for the ages. Wishing you a very happy and healthy holiday and new year.

2:00.0

See you on the other side. Before we get going,

2:03.7

there are three action items I mention in this year's annual letter. First, we're looking to

...

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