Published May 31, 2024

WTT: The Investment Manager Playbook - What Allocators Don't See

Ted Seides delves into the challenges of balancing growth and boutique status in the asset management industry, examining the impact of organizational structure on talent retention, client relations, and strategic management choices that influence performance and resilience.

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

WTT: The Investment Manager Playbook - What Allocators Don't See

Topics covered

Popular Clips

Growth Strategies Explored

Talent and Flexibility

Investing vs. Business

Growth and Challenges

Growing vs. Boutique Managers

Episode Highlights

Client and Talent Management

Growth Strategies

Boutique vs. Growing Managers

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WTT: The Real Yale Model

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)

Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)

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WTT: Active Management Today is a Single Decision

WTT: The Investment Manager Playbook - What Allocators Don't See

Topics covered

Popular Clips

Episode Highlights

Client and Talent ManagementThe discussion shifts to the impact of organizational structure on talent retention and development within investment firms. Ted Seides explores how these dynamics influence client relations and the strategic choice between growth and remaining a boutique.

Client and Talent Management

Growth Strategies

Boutique vs. Growing ManagersTed Seides explores the challenges boutique managers face, such as talent retention and market share, and contrasts them with the benefits of choosing growth. He highlights how growth can attract more opportunities and create a more resilient business structure.

Boutique vs. Growing Managers

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