Atreides Management, every mention
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tap a year for its mentions
every year anyone Ted Seides 10Gavin Baker 5
Verbatim, from the transcripts: the passages where Atreides Management comes up
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 1:11 Ted Seides My guest on today's show is Gavin Baker, managing partner and chief investment officer of Atreides Management, which oversees seven billion dollars across public, private, and crossover strategies focused on technology and the consumer. 2 times in the scene
- ▶ 7:07 Ted Seides As a disclaimer, I'm both an LP and an advisor to Atreides, so I'm a little biased in my suspicion that you will really enjoy this conversation with Gavin Baker.
- ▶ 32:28 Ted Seides So you go to launch Atreides.
- ▶ 36:08 Ted Seides What are some of the other things that you brought to Atreides from your experience of Fidelity and how you wanted to build the firm?
- ▶ 43:37 Ted Seides How did you think about building a portfolio at Atreides that had shorts that you weren't involved with at Fidelity, and a bunch of different levers that go into driving returns?
- ▶ 54:40 Gavin Baker For AI, having both a public and a venture investment practice, it's important, at least for me and Atreides.
- ▶ 59:35 unnamed speaker The value add that a firm like Atreides or any crossover firm can have is going public is actually pretty scary to a lot of these companies.
- ▶ 1:04:17 Gavin Baker They may not work at a firm like Atreides, where the PM loves to be told he's wrong.
- ▶ 1:10:05 Gavin Baker From a business perspective, your former colleague, Mike Barron, who now is at Goldman Sachs, he gave me very good advice starting a tradies.
- ▶ 1:11:25 Gavin Baker Atrey is going to celebrate its seventh anniversary of our launch in May of this year. 2 times in the scene
Ted on Alt Goes Mainstream (EP.458)
- ▶ 57:04 Ted Seides So one of the managers, I'm close to the guy named Gavin Baker at Atreides, and Gavin, in partnership with Valor, recently raised an AI fund.
Year in Review 2024 (EP.424)
- ▶ 15:33 Ted Seides I invested everything from a sports betting app to an AI company alongside a Gavin Baker at Atreides.
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 2:15 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends, Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge,…
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- ▶ 5:48 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge, Will…