Ted Seides and Brent Beshore – The Future of Asset Management - [Invest Like the Best, EP.30]

Ted Seides and Brent Beshore – The Future of Asset Management - [Invest Like the Best, EP.30]

This week, my good friends Ted Seides and Brent Beshore join me to discuss the future of asset management and a ton of fun side topics. While we are all passionate about investing, we’ve had very different careers: Ted in alternatives, hedge funds and fund of funds, Brent in lower middle market private equity, and my own in quantitative equities. What we share is a passion for investing in general, and a deep interest in where the asset management business and profession is going. This conversation starts like most episodes—a somewhat structured exploration of the investing business –but morphs to be a bit more fun and informal as we work our way through a bottle or two of wine. In the later half, we talk about how to dissect an industry, common features of good businesses within a given industry, books we’d like to write, books we wish existed, and things we’ve learned in our careers. For comprehensive show notes on this episode go to http://investorfieldguide.com/brentandted For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

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Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

My guest today is Ben Horowitz, the co-founder of Andreessen Horowitz. Since its founding in 2009, a16z has grown into one of the most influential firms in venture capital, reshaping how technology co...

3 Helmi 55min

Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

My guest today is ⁠Gokul Rajaram⁠, Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and prod...

29 Tammi 1h 16min

Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

This week is a special episode. Only David Senra could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoy...

20 Tammi 2h 6min

Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

My guests today are Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO. Ladder was my first angel investment. What followed over the next seven years is one of the most ...

13 Tammi 1h 14min

Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first i...

6 Tammi 1h 2min

Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]

Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]

Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as...

30 Joulu 20251h 17min

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of...

23 Joulu 20251h 25min

Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of ...

16 Joulu 20251h 47min

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