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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Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

Sam Hinkie - Find Your People - [Invest Like the Best, REPLAY]

Today, we are replaying one of my favorite conversations with Sam Hinkie. Sam worked for more than a decade in the NBA with the Houston Rockets and then as the President and GM of the Philadelphia 76e...

9 Syys 20251h 18min

Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, CLASSICS]

Sean Feeney - Reinventing the Restaurant Business - [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 1 conversations with N of 1 people. Sean Feeney makes you want to be a...

5 Syys 20251h 47min

Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

Justin Ishbia - Lessons from Acquiring 586 Companies [Invest Like the Best, REPLAY]

Today we are replaying my conversation with Justin Ishbia. Justin is the Founding Partner of Shore Capital. Shore is a private equity firm that invests in microcap businesses within industry niches. W...

2 Syys 20251h 14min

Joe Liemandt  - Building Alpha School, and The Future of Education - [Invest Like the Best, EP.439]

Joe Liemandt  - Building Alpha School, and The Future of Education - [Invest Like the Best, EP.439]

My guest today is Joe Liemandt. Joe is the Principal at Alpha School and the founder of Triliogy Software and ESW Capital. He became the youngest member of the Forbes 400 in the 1990s before vanishing...

26 Elo 20252h 27min

Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

Mark Bertolini - Performance During Pain - [Invest Like the Best, EP.438]

My guest today is Mark Bertolini. Mark is the former CEO of Aetna and the current CEO of Oscar Health. He shares one of the most extraordinary leadership stories I've encountered—surviving a catastrop...

19 Elo 20251h 38min

Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]

My guest today is Peter Lacaillade. Peter is the Chief Investment Officer for Private Investments at SCS Financial and has built a notable private equity allocation platform within the wealth manageme...

12 Elo 20251h 31min

Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]

My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discu...

5 Elo 20251h 34min

Ramtin Naimi - Building Abstract - [Invest Like the Best, EP.435]

Ramtin Naimi - Building Abstract - [Invest Like the Best, EP.435]

My guest today is Ramtin Naimi. Ramtin is the founder of Abstract Ventures, one of the most talked-about seed funds in Silicon Valley. What makes Ramtin's story so compelling isn't just his firm's rem...

29 Heinä 20251h 53min

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