Fidelity Investments, every mention
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every year anyone Ted Seides 39Drew Dickson 15Rob Citrone 12Alex Sacerdote 12Gavin Baker 9Tom Lydon 8Ben Forman 7Lane MacDonald 5Scott Kupor 3Mario Giannini 3
Verbatim, from the transcripts: the passages where Fidelity Investments comes up
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 17:12 Gavin Baker I didn't always go to class, so I relied on Fred's notes before an economics test, and they're like, hey man, we just heard this Fidelity pitch, and it sounds incredible for you. 3 times in the scene
- ▶ 18:13 Ted Seides What was it about fidelity that led you to believe that? 6 times in the scene
- ▶ 23:42 Gavin Baker And as a result of that, I didn't care whether the analysts at Fidelity got their stocks right or wrong.
- ▶ 28:57 Ted Seides The three people you talked about effectively had their whole career at Fidelity. 5 times in the scene
- ▶ 32:30 Ted Seides How did you think about bringing the best of what you saw, both from yourself at Fidelity to Affirm? 2 times in the scene
- ▶ 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? 2 times in the scene
- ▶ 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? 2 times in the scene
- ▶ 48:58 Gavin Baker I took the discipline I had from Fidelity in terms of long-only portfolio construction.
- ▶ 1:02:56 Gavin Baker When I was at Fidelity, X became a very important part of my investment process. 3 times in the scene
- ▶ 1:09:03 Gavin Baker The three fund managers that I referenced at Fidelity, Jennifer Urick, Steve Leimer, Will Danoff, they've had the biggest impact on me from public and then from a private market investing perspective, for sure, Antonio Gracias at Fowler.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 1:22 Ted Seides In the decades since, he spent a dozen years in private equity, and the last 18 as an allocator at institutions ranging from the Harvard Endowment to the Family Office for the Owners of Fidelity, and now SCS.
- ▶ 26:04 Lane MacDonald The phone call was from the family that owns Fidelity Investments. 2 times in the scene
- ▶ 37:27 Ted Seides You saw some of that as a rebuild at Harvard, Fidelity.
- ▶ 52:35 Lane MacDonald I spent the first 13 years where we needed investors, then HMC, and working for Fidelity where you didn't need money. 2 times in the scene
- ▶ 56:09 Lane MacDonald Fidelity is one of the greatest businesses created.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 1:34 Ted Seides Our conversation covers Alex's path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner at Goldman Sachs, and his formative years at Fidelity. 2 times in the scene
- ▶ 6:05 Alex Sacerdote And then we'd do the IPO, and I'd show up at Fidelity, and there was a guy my age or a little bit older who just knew everything about the industry, and he was talking directly to the CEO.
- ▶ 6:52 Alex Sacerdote I got a summer internship at Fidelity, and that was a great moment for me, where the seven or eight interns were each assigned a different industry, 6 times in the scene
- ▶ 9:39 Alex Sacerdote Fidelity is a very interesting culture because 3 times in the scene
- ▶ 14:09 Ted Seides So when you spent your six years at Fidelity and you were exposed to all these different styles, you knew that you were interested in the growth of tech sector.
- ▶ 36:47 Alex Sacerdote That was one of my first sectors of fidelity.
- ▶ 50:40 Alex Sacerdote I went to business school up here, and I got the dream job at Fidelity, and I always thought I would be back in New York, and then Boston just completely grew on us.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 8:57 Josh Wolfe They're going into wealth management, a whole slew of decisions that are creating this bifurcation venture between the small guys who are under reserved and likely to go to business and the big guys that are doing later stage deals,…
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
- ▶ 16:11 Eric Mogelof That's Vanguard, Fidelity, BlackRock, State Street, T.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 1:00:18 Mason Morfit We have a depth of relationship with the people that vote all the shares, whether that's BlackRock or State Street or T-Row Price or Fidelity.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 10:33 Herb Wagner You had a group of Fidelity, but it was probably 10 people that we were trading these loans with.
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 54:52 Hugh MacArthur If you're a Vanguard or a Fidelity or a BlackRock and you're selling ETFs at 10 basis points, that's what you're charging for them. 2 times in the scene
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- ▶ 7:05 Ted Seides Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 40:22 Michael Sidgmore The next three, Schwab, Fidelity, and BlackRock, which in 2022, Schwab and Fidelity were not doing private markets. 2 times in the scene
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 8:14 Ben Forman You've seen Fidelity announce that they're going to launch a stable coin.
- ▶ 12:52 Ben Forman When you have BlackRock, Fidelity, WisdomTree, Invesco, all basically saying this is an asset that's worth owning.
- ▶ 18:57 Ben Forman You've had Fidelity that announced that they're going to launch a stable coin.
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…
- ▶ 28:24 Steve Nesbitt I just execute a ticker on Schwab, Fidelity, TD, whatever.
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- ▶ 5:30 Dave Brizano In 1990, Fidelity Investments recruited me up to Boston to run their flagship high yield fund and also to co-manage their bankruptcy investment area.
- ▶ 6:52 Ted Seides At some point in time, a while back now, almost 30 years ago, you left Fidelity to start your own shop, which continues today. 2 times in the scene
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 22:40 Michael Milken And this led to the growth of money management, Fidelity, and all the other money managers, where people said, well, gosh, if I'm losing money with trust banks and it's not safe,
Adam Karr – Extreme Alignment at Orbis (EP.338)
- ▶ 0:52 Ted Seides My guest on today's sponsored insight is Adam Carr, president and portfolio manager at Orbis, a thirty-five billion dollar global equity manager founded in 1989 by legendary Fidelity alum, Alan Gray.
- ▶ 10:21 Adam Karr And then out of school, he joined Fidelity, was a PM there for about 10 years.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 9:30 Michael Carmen After the great financial crisis, companies like Uber and Airbnb and Peloton and many, many others were seeking capital from a variety of opportunity sets, and that included the mutual fund companies like ourselves and the Fidelities and…
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 30:53 Vincent Daniel Wellington, Fidelity, Neuberger, you name, Capri, you name them, and say, okay, let's figure out where their largest energy exposure is and what number it is in their portfolio.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 47:36 Mario Giannini And then the retail is an interesting one because over a period of time, retail will continue to be a larger, and by retail, I probably mean high net worth because when I hear retail, it's not my sister through her account at Fidelity.
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- ▶ 41:16 Chris Douvos Rowe Price investing in some of the stuff like, or Fidelity, like, okay, great.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 16:31 Anthony Scaramucci And I made the decision that Abigail Johnson and Fidelity was a very safe place to store things. 2 times in the scene
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 14:47 Gregg Lemkau And if I look at what's going on in SpaceX, I have a whole bunch of shareholders like Fidelity and T-Row and no one really bothers me. 2 times in the scene
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 39:46 Charlie Ellis MIT endowment went looking for investment managers, and they picked out the two finalists would be Fidelity and the now Wellington, and Bob Doran led a team of people with a simple mandate.
- ▶ 48:00 Ted Seides Black Rocks for the world, Fidelity's, everybody else who was providing the similar kind of service. 3 times in the scene
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 44:56 Sachin Khajuria The passive investment guys, a lot of them do a great job, BlackRock, and so on, Fidelity, Vanguard, whatever.
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 39:13 Tom Majewski Imagine you could call Fidelity and say, let me see the blotter on Magellan for last month.
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
- ▶ 22:08 Carla Harris And that actually came with experience and dealing with certain salespeople who covered Fidelity or Wellington or Capital or Janice.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 20:35 Howard Smith It was Fidelity and Capital and Putnam and T.
- ▶ 56:54 Howard Smith I mean, I was obviously familiar with the work of Benjamin Graham and how he influenced Warren Buffett, and I've read a lot about Peter Lynch at Fidelity.
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
- ▶ 46:42 Paul Enright The Fidelity analyst, they owned 14% of the company. 2 times in the scene
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 52:11 Mario Giannini I used to say, because I'm old enough to remember Fidelity when I only had the Magellan Fund, that's how you invested.
- ▶ 56:21 Mario Giannini The world today is, again, back to the fidelity example.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 5:06 Ted Seides Our conversation dives into Rob's background, lessons he learned from Fidelity, Julian Robertson, and George Soros, and the launch of Discovery.
- ▶ 6:44 Rob Citrone I was the second youngest kid in the class because I had just a year of experience, and then went to work for Fidelity Investments up in Boston to head up their emerging market fixed income and currency group to start that. 4 times in the scene
- ▶ 10:40 Rob Citrone So I was a very small part of the assets, but I did that for a lot of funds at Fidelity. 2 times in the scene
- ▶ 16:37 Rob Citrone But I think learning those two things from those two gentlemen and having that experience for those years is incredible, and the Fidelity experience was fantastic as well, so I'm very blessed with all that.
- ▶ 16:49 Rob Citrone When I was leaving Fidelity, I almost went and did my own thing, and then I thought, you know, I need some more experience. 3 times in the scene
- ▶ 38:20 Rob Citrone I got half from the Fidelity days, some I have from the Tiger days, and some we've developed a discovery. 2 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 11:37 Ben Forman It was called MakerDAO, and it was a decentralized revolving credit facility, or you could think about it as decentralized repo, where you could post coins to a contract and borrow against them, very similar to a margin loan on Schwab or…
- ▶ 28:00 Ben Forman And one of the things that is interesting in the securities lending market is if you own stocks on your Fidelity or Schwab account, you are earning 2 times in the scene
- ▶ 45:38 Ben Forman I mean, if you think about the financial system, Vanguard, Fidelity, BlackRock, State Street,
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 42:10 Matt Brown You know, we had the Fidelities, the Schwabs, and the Pershings all competing against each other.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 1:02:06 Barry Sternlicht And that was created the fidelities of Putnam's, the black rocks.
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 17:14 Bruce Martin But Putnam won't go to that lunch, and Fidelity won't go to that lunch, because the company's going to go to your office, and you're going to sit down at a table just one-on-one, and you're going to get to know the CEO, the CFO.
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- ▶ 39:43 Doug Ostrover But the truth is, Fidelity and PIMCO and BlackRock and all the big buyers, they want the bigger, more liquid deal.
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 8:33 Eli Casdin Fidelity wanted in. 2 times in the scene
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 17:21 David Rubenstein I had come up with the idea of doing a different type of business model, and if Carlisle was innovative in anything, it was probably the idea that we would try to create a fidelity or a T. 2 times in the scene
- ▶ 30:00 Ted Seides So in the path to creating this Fidelity, somewhere along the way, I imagine you created products that didn't work as well.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 54:04 Jeff Hausenbold It doesn't matter if you're in a service industry and you're Goldman Sachs or McKinsey, if you're an investment industry and you're Fidelity or Blackstone or SoftBank, or you're creating a company, what you want to do is have a set of true…
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- ▶ 5:49 Ted Seides Falcon X currently services over 250 institutions globally, and its backers include Accel, American Express, Coinbase Ventures, and Fidelity.
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 5:47 Ted Seides Coinbase Ventures and Fidelity.
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 5:34 Ted Seides Falcon X currently services over 250 institutions globally, and its backers include Accel, American Express, Coinbase Ventures, and Fidelity.
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- ▶ 6:14 Ted Seides Falcon X currently services over 250 institutions globally, and its backers include Accel, American Express, Coinbase Ventures, and Fidelity.
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 44:59 Reuben Munger There's some nonprofits that have moved to where it's no longer just an asset owner signatory where CalPERS has signed something, but that doesn't translate to the on the ground portfolio manager at Fidelity or wherever, you know, I'm not…
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 45:04 Manny Citron We're supportive of them for sure, but tough to compete with the distribution capabilities of a BlackRock or a Fidelity.
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- ▶ 5:06 Christy Hamilton So I started off at Fidelity as an options trader of all things. 3 times in the scene
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 4:25 Ted Seides Our conversation covers Drew's early career across the Chicago School, Fidelity and Oxif, and his perch in Europe.
- ▶ 8:22 Drew Dickson So from grad school, I started off as an analyst with Fidelity Investments. 7 times in the scene
- ▶ 11:09 Drew Dickson I had kind of been doing it in something similar in smaller versions previously with DocSif and with the guys from Fidelity.
- ▶ 16:14 Drew Dickson I probably still do it without realizing it, but it's certainly as an analyst at fidelity or, or at Oxif or earlier in my career, if you tell your boss that, Hey, this is the greatest idea ever.
- ▶ 28:26 Drew Dickson And that's a fidelity thing. 2 times in the scene
- ▶ 29:42 Drew Dickson So when we do the modeling, again, this is a big change from how I started at Fidelity, but you know, I would just do the deep dive DCF, get everything from every angle, build a model my own way.
- ▶ 35:53 Drew Dickson And I did it as an analyst at fidelity and I catch myself doing it now.
- ▶ 42:43 Drew Dickson We try to be pretty into kind of a fidelity thing, try to be pretty independent broadly.
- ▶ 44:30 Drew Dickson When I started off at Fidelity, I was
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 46:54 Scott Kupor To your point, though, about what does it mean in terms of too much capital, I think still, and time will tell whether we're right, is I think you have to think about this in the context of essentially the fact that companies are staying… 3 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 40:23 Mike Novogratz You've got Fidelity.
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 29:52 Rahul Moodgal And then there was a ex-Fidelity guy called KDA Capital.
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- ▶ 1:05:52 Stephen McKeon Right, so we've certainly seen more adoption, things like Coinbase, right, like have a nice interface that feels like logging on to Fidelity, or whatever, and that stuff is gonna help a lot, but I think we just need, you know, you've got…
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 1:00:53 Josh Wolfe You know, there are people that say, oh, you know, the decline of the number of publicly listed companies, and the, the shift to institutional investors from, you know, large-scale retail over, I'm talking over a century, to institutional…
Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
- ▶ 31:46 Roz Hewsenian It was Matt Appelstein, who had worked at Fidelity and now is working for Old Mutual, and he called me up and he said, now that you're not working for anybody, we'd really love if you could come to Old Mutual's annual meeting
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
- ▶ 5:31 Tom Lydon I started fidelity on the institutional side. 3 times in the scene
- ▶ 10:33 Tom Lydon So then the Schwabs, the TDs, the Fidelities of the world said, look, we can make this a lot better for you. 2 times in the scene
- ▶ 56:20 Tom Lydon The platforms, the Schwab's, the Fidelity's, the TD's of the world, where they made a ton of money in the past in their mutual fund platforms, they now have no transaction fee ETF platform.
- ▶ 1:01:23 Tom Lydon They're available to some degree, but just to give you an example, out of every dollar that goes into fidelity mutual funds, 75% go in via for one K plan. 2 times in the scene
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 4:20 Ted Seides He graduated from Tufts University, worked at Fidelity Investments and Bain Consulting, attended Harvard Business School, took a run at a technology startup, and then spent a decade working at hedge funds, culminating in launching his own…
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