Lazard

company on 11 shows · 5 statements across 4 episodes · said 63 times in 25 episodes since 2017

Capital Allocators 31 Founders 12 Catalyst 5 How I Built This 5 Innovators & Investors 3 TBPN 2 the Neon Show 1 the Green Blueprint 1 Top Founders 1 the a16z Podcast 1 20VC 1

Mentions by year, every show

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Capital Allocators 31Founders 12How I Built This 5Catalyst 5Innovators & Investors 3TBPN 2Top Founders 1the Neon Show 13 more shows

2026 3 mentions in 3 episodes 1 per episode
2025 15 mentions in 6 episodes 3 per episode
2024 14 mentions in 5 episodes 3 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2021 17 mentions in 3 episodes 6 per episode
2020 3 mentions in 1 episode
2019 7 mentions in 3 episodes 2 per episode
2018 1 mention in 1 episode
2017 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

5 statements about Lazard, every show

CATALYST Assertion Supported
Moskowitz: US-made solar remains cost-competitive with other energy sources on LCOE
“Even when a product is made in the United States, and in solar, solar specifically, It is still cost competitive with other forms of technology. You look at Lazard's LCOE models and those cost charts, solar is always going to be right on the bottom, and that i…”
Scott Moskowitz Mar 19, 2026 ▶ 13:08 Scaling America's domestic solar supply chain
a16z What-if
Solomon: Goldman Sachs would resemble Lazard without 1999 IPO
“If the firm hadn't gone public in 1999, it would have missed kind of the global expansion of capital markets and probably would look more like, not to pick on anybody, but just to pick any more like Wazard. Today than like Goldman Sachs.”
David Solomon Feb 2, 2026 ▶ 3:47 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
CAPITAL ALLOCATORS Assertion Supported
Khoury: In 1999 REITs Traded at 20–25% Discounts to Private Value
“REITs were the antithesis of what anybody wanted to own. So the most impactful thing that I learned at Lazard, having been the grunt guy, running all the models in advance of the CEOs coming in to complain to my managing director why their stocks all traded at…”
John Khoury Dec 1, 2025 ▶ 6:34 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
CAPITAL ALLOCATORS Assertion Supported
Morgon: Pre-merger Lazard operated as three competing, mutually hostile houses
“There were three different banks just with the, you know, Lazar Frere, Lazar Brothers, Lazar Frere, and they hated each other. They were competing with each other, and I mean, the Brits were, they were the Brits, and the French were looking down on the Brits, …”
Virginie Morgon Jul 19, 2021 ▶ 8:11 Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
Morgon: 2004–2007 PE Boom Made Investment Banking More Transactional
“Because remember, 2004, five, six, seven, like a craziness of private equity, and it was less about client relationships as bankers, and more about securing a mandate with, you know, whoever was trying to buy whatever asset.”
Virginie Morgon Jul 19, 2021 ▶ 13:50 Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)

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