4.5 • 775 Ratings
🗓️ 24 March 2021
⏱️ 55 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.7 | Hi, and welcome to the Longview. I'm Jeff Battak Chief Ratings Officer at Morningstar Research Services. |
0:38.4 | And I'm Christine Ben's Director of Personal Finance for Morningstar. Our guest this week is Ted Cydies. |
0:44.7 | Ted hosts the popular capital allocators podcast where each week he interviews leaders in the |
0:50.0 | investing in finance fields, including hedge fund managers, endowment chiefs, and prominent academics. |
0:57.0 | Prior to launching capital allocators, Ted was a founding partner at Protege Partners, |
1:01.8 | a firm that invested in in seeded hedge funds. Ted began his career at the Yale University |
1:07.2 | Investment Office before doing stints at Stonebridge Partners and J.H. Whitney and |
1:12.4 | company. Ted recently published a book reflecting on his conversations with investment leaders and |
1:17.8 | experts entitled Capital Allocators, How the World's Elite Money Managers Lead and Invest. Ted |
1:24.6 | earned his bachelor's degree from Yale University and his MBA from Harvard Business |
1:29.1 | School. He's also a CFA charter holder. Ted, welcome to the Longview. Thanks, Jeff. Thanks for |
1:35.3 | seen. A lot of our listeners will be familiar with you, but not all of them will be. Can you talk |
1:41.2 | about your background and how it's led up to this conversation in which |
1:45.1 | we'll talk about the book you recently authored capital allocators? Sure. Well, I've spent, |
1:52.9 | I guess, the early part of my career, earlier part of my career, 20 years as an institutional |
1:57.8 | investor, primarily investing in funds. The first five were right out of college. |
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