Capital Allocators – Inside the Institutional Investment Industry

Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it's the most widely used benchmark in the capital markets.

But today, it doesn't represent the broad-based, diversified exposure to the U.S. economy that most participants take for granted when investing passively or measuring manager skill.

This WTT, When the Benchmark Becomes a Bet, considers the evidence, implications, and challenges posed by the current composition of the S&P 500.


Read Ted's blog here.
 
Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitality has become a New York Times bestseller and a business bible for elevating customer experiences. Will was co-owner of Eleven Madison Park alongside Danny Meyer when the restaurant ascended to #1 in the world, the co-producer of Emmy Award-winning streaming series The Bear, host of the Welcome Conference, and advisor to business leaders ranging from professional sports to financial services on the delivery of hospitality as a primary business strategy.

Our conversation explores the operating principles of "unreasonable hospitality" across the identification and enhancement of customer experiences. Will describes operationalizing exceptional service, finding magic in repeated touchpoints, building teams that embrace hospitality, and leading others through vulnerability.

Once in a while, I share a conversation outside of managers or allocators designed to help you level-up your performance and business. From the day I met Will several years ago, I knew he could do just that from his valuable insights and colorful stories.
 
Learn more about our Strategic Investments: Ascension.
 
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance across banking and capital markets. Chainlink has powered more than $28 trillion in transaction value and powers the majority of decentralized finance.

Our conversation explores the hidden plumbing of modern finance and the upgrade blockchains provide. We discuss Chainlink's critical role in connecting traditional finance with blockchain technology, the rise of tokenization and stablecoins, institutional adoption, and the intersection of AI and blockchains around a single source of truth for financial transactions.
 
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early-stage entrepreneurs that she started with Alexis Ohanian in 2020. Alexis was a past guest on the show, and that conversation is replayed in the feed.

Katelin and I explore the intersection of human capital and venture capital. We cover her upbringing, work alongside Steve Jobs at Pixar, and turnaround of Reddit with Alexis. We then turn to the application of her operational experience to venture investing. We discuss 776's sourcing and underwriting of founders, interviewing approach, investment selection, and scaling the highly personal approach it takes to add value to portfolio companies.

Learn more about our Strategic Investments: Old Well Labs.
 
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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for $10 million and returned as Executive Chair in 2014 to help lead the turnaround of the business. In between and since, he has invested in early-stage ventures as a partner at Y Combinator, a co-founder of Initialized Capital, and most recently founder of 776. Despite his success in entrepreneurship and investing, Alexis is most well known in the world at large as the husband of tennis star Serena Williams.


Our conversation covers Alexis' initial ride at Reddit, taste of early-stage venture capital, and return to Reddit to scale the business alongside the challenges of managing a modern social media platform. We then turn to his investing as a technology company, including Cerebro – 776's transparent operating system, thematic ideas, traits of successful founders, social media engagement, investments in women's sports, and lessons learned from his wife Serena.
 
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Follow Ted on Twitter at @tseides or LinkedIn
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Access Transcript with Premium Membership
 
Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)