Embed Size (px)
Citation preview
PRIVATE PODCASTTell Your Storywith scaled efficiency
Art of interviewing
Models of best practices
Investment advisory
Managing the media
Public perception of process vs. outcome
Distilling lessons learned
Ted Seides, Host
Best practices
Great people
200 hedge funds
40 seeds
2,500 manager meetings
Insider perspective
Leading CIOs across asset types
Broad allocator community
Place
Lessons Learned
1992 1997 1999 2015
Building my Network
Mom - educator
Dad - psychiatrist
Importance of teaching
Investing in people
Active listening
Skill and luck
100 best of breed managers
“Yale Cubs”
1,000 classmates
2001
Industry leading performance
Growth to $3.5B AUM
The business of investing
3 of Yale’s managers
2
Capital Allocators Flywheel
3
Marketing is Difficult and Inefficient
4
As a manager, you…● Are thinking differently about how capital raising will occur
● Cannot meet prospects face-to-face currently
● Need to move the ball forward in a credible, trusted way
Solution…● Leverage audio format as part of your marketing collateral
● Work with a trusted and independent interviewer for credibility
● Develop your brand through association with Capital Allocators
Active management wave has crested
● Index funds and ETFs have simple, powerful stories
● Decades of opacity catching up with active managers
*Jerome Bruner, Actual Minds, Possible Words
Brand Creation a Challenge in a Transitioning Industry
Broad transparency required to rebuff the trend
● Building trust and brand
● Messaging beyond soundbytes
● “Emerging market” for branding of asset managers
A story is 22x more powerful than facts alone*
Podcast is ideal format to tell a complex story
● Long-form interviews
● Insights beyond a scripted pitch
● In depth Q&A
● Long shelf life
5
Tell Your Story with Private Podcasts
For Prospects● First Meeting
For Clients● Updates
For Both● How We Built This
6
First Meeting Private Podcast
Manager Interviews ● Tell personal and professional story
● Add feed to marketing materials
● Clients and prospects hear consistent message
“Every first meeting I had after my appearance on Capital Allocators felt like a third meeting.”
“Even my longest standing clients understood me better than they did before.”
“It’s insane what’s happened.”
7
“Your interviewing style captures a first meeting better than 99.9% of allocators could pull off.”
First Meeting Recording with Ted Seides
8
● What?○ Interview resembling first meeting between a manager and allocator
● Why?○ Save time, create scale, increase efficiency in marketing process○ Deliver your message effectively without face-to-face interaction○ Leverage Ted’s trusted brand as a leading allocator
● Who?○ Ideal for managers seeking to scale their first meeting○ Resolve existing constraints from geography or bandwidth
● How?○ Ted conducts the interview and Capital Allocators produces the recording○ Distribute through your network, supplemented by the Capital
Allocators website and social media (outside of the podcast)
BACKGROUND Capital Allocators Podcast
The Capital Allocators Experiment
Weekly interviews with CIOs and investment thought leaders
● Leveraging Ted’s relationships from 25 years in the business
● Leading allocators outside of public eye
● Education about the pursuit of excellence
● Rare opportunity to share best practices
● Inside story of how decisions get made
10
Capital Allocators Podcast Experiment a Success!
● Leading podcast among institutional investors globally
● Trusted brand in asset owner community
● Widespread praise for quality of guests and content
“Capital Allocators delves deeply into the philosophy and process of leading allocators”
“Excellent insights from one of the greatest investment minds of the last 50 years”
“We owe Ted a huge debt of gratitude for the knowledge he brings us weekly”
“These interviews are inspiring, encouraging, insightful and motivating”
“Ted is a thoughtful host who does a terrific job drawing out lessons from his guests”
“A must listen for asset allocators and investors alike”
11
Premier Listener BaseUnique Platform to Reach the Entire Ecosystem in One Place
● Endowments & Foundation● Consultant● OCIO● Family Offices● Public Pension● Corporate Pension● Sovereign Wealth Fund● Hedge Funds● Long Only● Private Equity and Venture Capital
12
Subset of listeners among Endowments and Foundations
Premier Listener Base - E&F
1Each institution represented has a listener who subscribes to the Capital Allocators mailing list.
Premier Listener Base - Consultant Subset of listeners among Consultants
1Each company represented has a listener who subscribes to the Capital Allocators mailing list.
Premier Listener Base - OCIO Subset of listeners among the OCIOs
1Each company represented has a listener who subscribes to the Capital Allocators mailing list.
Subset of listeners among Family Offices
Premier Listener Base - Family Offices
1Each family office represented has a listener who subscribes to the Capital Allocators mailing list.
Subset of listeners among Public Pensions
Premier Listener Base - Public Pension
1Each pension represented has a listener who subscribes to the Capital Allocators mailing list.
Premier Listener Base - Corporate Pension Subset of listeners among Corporate Pensions
18
1Each company represented has a listener who subscribes to the Capital Allocators mailing list.
Subset of listeners among Sovereign Wealth Funds
Premier Listener Base - Sovereign Wealth Fund
1Each fund represented has a listener who subscribes to the Capital Allocators mailing list.
19
Subset of listeners among Hedge Funds
Premier Listener Base - Hedge Funds
1Each fund represented has a listener who subscribes to the Capital Allocators mailing list.
20
Subset of listeners among Long Only Managers
Premier Listener Base - Long Only Managers
1Each fund represented has a listener who subscribes to the Capital Allocators mailing list.
21
Subset of listeners among Private Equity
Premier Listener Base – Private Equity
1Each pension represented has a listener who subscribes to the Capital Allocators mailing list.
Premier Listener Base – Venture Capital Firms Subset of listeners among VC
23
1Each company represented has a listener who subscribes to the Capital Allocators mailing list.
3Libsyn hosting service. Calculated as a rolling 4-week average of weekly downloads.4Apple’s iTunes Connect, 1/1/19 - 6/30/20. The data is presented solely as a representation of the likely audience and should not be relied upon to determine actual listeners.
4,000,000Total Downloads
Weekly Downloads of Capital Allocators3 Minutes/Episode (% of Total)4
32 min (59%)
Growing Audience with High Engagement
24
Long Shelf-Life of Episodes
Representative Downloads by Quartile (2018 Episode)
5Weeks Since Release calculated as of 01/13/20The data is presented solely as a representation of the likely audience and should not be relied upon to determine actual listeners.
25
Growing Audience Over Time Representative Median Episode Downloads by Year
26
5Weeks Since Release calculated as of 01/13/20The data is presented solely as a representation of the likely audience and should not be relied upon to determine actual listeners.
