Lists / People
Ted Seides
allocator perspective / Capital Allocators
Ted Seides is the founder and host of Capital Allocators, a podcast centred on the craft of institutional investing. He previously co-founded Protégé Partners, a fund-of-hedge-funds, and trained under David Swensen at the Yale endowment. He is also known for a high-profile decade-long wager with Warren Buffett on hedge funds versus index funds, which he publicly conceded.
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Authority scoreEstablished
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Frameworks
Attributed to Ted Seides
Mental models, principles, and operating frameworks extracted from sources where Ted is the credited author or speaker.
5frameworks
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Custom Factor Portfolio Sensitivity Analysis
Identify and hedge portfolio risks standard Barra models miss by building bespoke thematic factors
Finance·from Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides
Multi-PM Sharpe Stacking via Low Correlation
Combine 0.9-Sharpe idiosyncratic PMs at low correlation to engineer a 2.5+ portfolio Sharpe
Finance·from Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides
Pre-Negotiated Manager Exit Playbook
Script PM exits before they happen so every drawdown conversation is civil and pre-agreed
Finance·from Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides
Risk Box PM Partnership Model
Predefined PM guardrails that protect downside while enabling decade-long investment relationships.
Finance·from Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides
Trade-Transparency Manager Due Diligence
Uncover serial good decision-makers by watching how PMs trade—not just monthly snapshots.
Finance·from Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides
Domains
Framework distribution
5frameworks
Finance5 frameworks · 0%
Bibliography
Sources by Ted Seides
1source
Appears alongside
Top neighbors of Ted Seides
8people
01
Aaron Francis
devtools founder + Laravel / Mostly Technical
1shared list
02Aarthi Ramamurthy & Sriram Krishnan
founders + ops / The Aarthi and Sriram Show
1shared list
03Acquired (Ben Gilbert)
company history deep-dives / Acquired
1shared list
04Acquired (David Rosenthal)
company history deep-dives co-host / Acquired
1shared list
05Adam Davidson
entrepreneurship + economy / The Bottom Line / Surprisingly Awesome
1shared list
06Aimee Pearcy / Hala Taha
Hala Taha: networking & personal brand / Young and Profiting
1shared list
07Alex Hormozi
offers, value equation / The Game w/ Alex Hormozi
1shared list
08Amy Porterfield
online course business / Online Marketing Made Easy
1shared list
Last updated
10 May 2026