logo
episode-header-image
Oct 2024
16m 5s

WTT: Yale Backs Emerging Managers… and T...

Ted Seides – Allocator and Asset Management Expert
About this episode

The Yale Investments Office will soon select its first round of Prospect Fellowship recipients. I’ve been thinking about why Yale launched the Fellowship and what might happen as it rolls out. Yale, emerging managers, and other allocators have opportunities and risks arising from the program, including some potential unintended consequences. Read Ted’s blog here.

Up next
Jul 9
WTT: A New Twist on an Old Bet with Buffett
Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar int ... Show More
9m 35s
Jul 7
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors T ... Show More
1h 10m
Jul 7
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in th ... Show More
53m 58s
Recommended Episodes
Mar 2025
#689 - Will Dropping Out Of College Make You Richer? The Truth…
Does a college degree actually create wealth? Or is there a better path to success? In this video, Tai breaks down why the wealthiest people often drop out of college—and what they do instead to build massive fortunes. 🔹 The REAL reason Harvard grads aren’t the richest alumni 🔹 ... Show More
6m 6s
May 12
The Oracle Steps Down: Buffett's Legacy & ASX Gems
This week, Filip and Pedro dive into Buffett’s retirement and its impact on the investment world while uncovering 5 ASX stocks that reflect his timeless values. From banks to biotech, they break down how these companies align with Buffett’s philosophy and why they could be worthy ... Show More
46m 41s
May 14
Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.Topics covered include:What has led to the financial crisis at HarvardWhat ... Show More
25m 8s
Jul 2024
Yale Law School Not Sending Its Best
J.D. Vance brought Yale Law back into the spotlight.-----As soon as J.D. Vance found himself on the GOP ticket, everyone who remembered him from his Yale Law days shared their thoughts and brought out their receipts. “JD’s rise is a triumph for angry jerks everywhere,” isn't a ri ... Show More
40m 7s
Oct 2024
Vinod Khosla: Future Trends and the Power of the Improbable
Why is the improbable so important? Will robots replace human labor? And how will AI change the science of medicine? In this episode of In Good Company, Nicolai sits down with one of the most successful entrepreneurs and venture capital investors of all time, Vinod Khosla. Co-fou ... Show More
44m 36s
Dec 2024
507: Decoding M&A: Why 70% of Deals Fail and the Scorecard for Predicting Success
Welcome to Strategy Skills episode 507, an interview with the authors of The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed, Baruch Lev and Feng Gu.   In this episode, Baruch Lev and Feng Gu discuss the pitfalls of corporate acquisitions and the ... Show More
58m 16s
Feb 2025
203. What if Trump halts duty-free packages from China?
Shipments of small packages from China have skyrocketed, but the de minimis policy that excludes them from tariffs may end. Chris Casey (Congressional Research Service) joins to explore the history of the US de minimis policy and Amit Khandelwal (Yale University) shares economic ... Show More
37m 34s
Apr 16
How Today’s Entrepreneurs Create Value Through Innovation and Grit
Lori Rosenkopf, Wharton Vice Dean of Entrepreneurship, discusses her new book Unstoppable Entrepreneurs: Seven Paths for Unleashing Successful Startups and Creating Value Through Innovation, offering fresh perspectives on entrepreneurial success beyond media stereotypes. Hosted o ... Show More
8 m
Apr 18
America’s universities stand up to Trump
This week, Harvard University, the oldest and wealthiest in the US, defied Donald Trump a list of demands. The Trump administration responded by freezing $2.2bn in federal funding for the Ivy League school. This week, Jonathan Freedland speaks to the Harvard professor Ryan Enos t ... Show More
27m 57s
Apr 2
To Make Better Decisions, Think Like a Venture Capitalist
Venture capital firms notoriously embrace risk and take big swings, hoping that one startup will become a monster hit that pays for many other failed investments. This VC approach scares established companies, but it shouldn’t. Stanford Graduate School of Business professor Ilya ... Show More
24m 44s