Institutional allocation portfolios
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 22, 2025 by Ted Seides · across every show →
Everything said about Institutional allocation portfolios, oldest first
Dec 22, 2025 negative
Seides: Successful Venture Bets Create Trapped, Unexited Growth Equity Allocations
“So what's happened is a lot of the institutional allocation portfolios who never used to invest in growth equity, their most successful venture investments have created a very meaningful bucket of growth equity that they can't exit.”