Capital Allocators Monthly Newsletter - June 2025
- Priya Park, The Art of Gathering
Ted’s Musings for Premium Members
We added a section to our Premium Weekly where Ted shares investment thoughts with a high signal-to-noise ratio. Recent Musings include what’s really going on with endowment secondary sales and how institutions will use interval funds in the future. Sign up for Premium to receive access to Ted’s Musings, podcast transcripts, ChatGP(Ted), and more.
1. Magical Questions. Our friend Jen Prosek describes the power of asking a creative ice breaker question in an otherwise ordinary situation. We experienced the magic at our Senior Decision Makers Summit this week.
2. Stay in Your Three-Foot World. A great story from a Navy SEAL about the importance of staying present.
3. What ‘Good Will Hunting’ Teaches Us About Authentic Hiring. Michael Lombardi’s The Daily Coach newsletter offers great lessons on interviewing and hiring.
4. Elements of Great Investment Firms. Gary Sernovitz, author of The Counting House, is transitioning out of Lime Rock Capital after two decades. His last letter to investors, reprinted with permission, describes why he stayed for so long.
5. Summer Listening. Take a few moments on the beach to listen to several fantastic podcasts: Bill Gurley on Invest Like the Best, Andre Agassi on Served with Andy Roddick, and Jesse Cole of the Savannah Bananas on ACQ2.
EP. 449 Kipp deVeer – Co-President of Ares Management, Kipp deVeer, discusses the firm’s approach to the private wealth channel.
EP. 450 David Breach – President and Chief Operating Officer of Vista Equity Partners, David Breach, discusses the software specialist’s entry into private wealth.
EP. 451 Josh Koplewicz – Managing Partner of Thayer Street Partners, Josh Koplewicz, offers insights on the firm’s flexible capital and creative structures.
EP. 452 Bob Oros – Outgoing Chairman and CEO of Hightower Advisors, Bob Oros, discusses the large RIA’s perspective on investing in alternatives.
EP. 453 Hugh MacArthur – Chairman of Bain & Company’s Global Private Equity Practice, Hugh MacArthur, discusses private equity’s challenges and opportunities.
EP. 454 Jon Harris, Meredith Jenkins, Casey Whalen & Brett Barth – Four of Ted’s oldest friends in the allocator business come together for the third time for an unscripted conversation on markets, portfolios, and life.
EP. 53 Reena Jashnani-Slusarz – Chief Operating Officer and General Counsel at Juniper Hill, Reena Jashnani-Slusarz, shares insight on the legal and operational complexities of investing in crypto from a VC perspective, and getting up to speed on new asset classes.
EP. 54 Kent Collier – CEO of Octus, Kent Collier, shares insight on the firm’s journey from a single product to developing a full product roadmap.
Take a glimpse into WCM’s unique perspective on culture.
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