institutional allocations

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about institutional allocations, oldest first

Jun 25, 2018 negative
Insight
Micromanaging Institutional Clients Prevent Macro Managers from Taking Necessary Risk
“You need the right clients. You can't have clients who ring you up every Friday saying, what have you done this week? That is just no way to manage money. But I'm afraid that's tended to go hand in hand with a lot of the institutional allocations that macro ma…”
James Aitken Jun 25, 2018 ▶ 29:55 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Dec 22, 2025 bullish
Assertion Not checkable as stated
Seides: Institutional demand and allocations for top early-stage VC managers have not changed
“In terms of allocation to great managers on the early stage side of venture, that is still highly sought after, and allocations haven't changed at all.”
Ted Seides Dec 22, 2025 ▶ 19:44 Year in Review 2025 (EP.478)
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