Mark Yusko and Ted Seides discuss their history, similarities in background and career and investment ideas. Mr. Seides, who began his career at Yale University Investments Office and later was the founder of Protégé Partners LLC, has, in Mark’s opinion, pioneered the endowment model of allocating capital. They discuss their perspectives on how to allocate capital, how to learn from that capital allocation, and how to seek innovation in financial services. Listen in to hear, among other topics, a lively discussion about how to take advantage of the structural arbitrage in the SPAC vehicle.
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