Africa, every mention
78 scenes · ← back to Africa
tap a year for its mentions
every year anyone Ted Seides 54Colin Smith 27Farouk Miah 13Josh Wolfe 9Nick Rohatyn 7Baroness Dambisa Moyo 7Scott Wilson 4Magnus Grimeland 4Larry Siegel 3Joel Greenblatt 3
Verbatim, from the transcripts: the passages where Africa comes up
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 16:18 Luis Laboy I covered Latin America, I was working in emerging markets, Turkey, parts of Europe, Africa.
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 8:57 Baroness Dambisa Moyo I was born in Africa.
- ▶ 11:10 Baroness Dambisa Moyo It's because superficially there's a lot of things that people think are wrong in a place like Africa. 6 times in the scene
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 0:40 Eric Brooks It was Fadi saying to the head of sales, when I ran business services for IBM in the Middle East and Africa, I noticed in some countries it was important for you to show up with multiple products.
- ▶ 24:06 Eric Brooks It was Fadi saying to the head of sales, when I ran business services for IBM in the Middle East and Africa, I noticed in some countries it was important for you to show up with multiple products.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 0:22 Bruce MacDonald Things like private credit, China, Latin America, Africa.
- ▶ 27:23 Bruce MacDonald Things like private credit, China, Latin America, Africa.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 47:10 Nick Rohatyn I tried it in Africa, for instance.
- ▶ 54:31 Nick Rohatyn The most recent one you would have read about was in Africa. 4 times in the scene
- ▶ 1:02:51 Nick Rohatyn One of the arguments about Africa is it's two diverse, 54 countries.
- ▶ 1:16:49 Nick Rohatyn I have ridden in emerging markets, ridden in Africa.
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 29:47 Ted Seides Two years ago, you hinted at being interested in Africa. 5 times in the scene
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
- ▶ 56:46 Anne-Marie Fink I have loved Australia, have loved Japan, China, Europe, Africa, a little bit of everything.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 19:22 Magnus Grimeland These locations are places like Tokyo, Seoul, Singapore, Bangalore and India, in Africa, most European capitals. 2 times in the scene
- ▶ 34:41 Magnus Grimeland We try that out in Australia and Africa, a few other places.
- ▶ 44:24 Magnus Grimeland I'm a health tech company in Africa that needs to raise my Series A.
- ▶ 52:01 unnamed speaker Now, obviously there are very different opportunities in Africa, for example, than you'd see in London.
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 41:40 Finny Kuruvilla So river blindness is a disease that affects particularly people in Africa and parts of Latin America.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:02:29 Seth Klarman Equities in Africa, equities in Asia, but when I find a stock trading at 25 cents on the dollar, I know that those things tend to work out.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 50:53 Marc Lasry I want to get involved in leagues outside of the US, in basketball league in Africa, in basketball leagues in Asia, in soccer teams.
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
- ▶ 4:16 Ted Seides We've shared conversations under the theme about investing in Venezuela, Africa, CLO equity, tax assets, and biotech.
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 35:51 Paul Assaiante Which is a true story, and then Africa lions hunt in packs.
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
- ▶ 43:27 Marshall Boyd We talk about clean water projects in Africa that are being funded in a very small way, but from us to our foundation investors.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 46:48 Anthony Scaramucci So they could be in Africa or parts of the world that are still underdeveloped or emerging where these digital assets may be safer for them than their inflation-based fiat currencies that they're operating with.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 4:25 Ted Seides On today's show, we'll discuss another empty room, investing in Africa. 3 times in the scene
- ▶ 6:19 Ted Seides I'm really keen to dive into what you're doing in Africa. 3 times in the scene
- ▶ 10:12 Farouk Miah Very much similar to Africa. 5 times in the scene
- ▶ 11:06 Ted Seides Would love to hear what's happened over that 25 year period with the markets in Africa. 4 times in the scene
- ▶ 13:09 Ted Seides Africa's made of lots of countries. 3 times in the scene
- ▶ 16:38 Colin Smith That, that is not the case in Africa and is not the case with equity groups. 4 times in the scene
- ▶ 19:10 Ted Seides What's your sense of, of the assessment of the public market opportunity compared to the private market opportunity in Africa? 6 times in the scene
- ▶ 22:29 Colin Smith I think, you know, when we think of taking a step back, the broader opportunity in Africa, where else do you have this combination of growing economies, outstanding companies, and really inefficient markets, right? 9 times in the scene
- ▶ 25:16 Ted Seides I'd love to get a sense of what does a liquid stock look like in one of the countries in Africa? 4 times in the scene
- ▶ 30:24 Colin Smith I think I want to say something else about sophistication, if I may, and maybe this is a bit broader than what you were asking, Ted, but I think many people who don't know Africa hugely underappreciate just how sophisticated and mainstream… 4 times in the scene
- ▶ 37:02 Ted Seides How is the rising inflation in the U.S. and, and much of the rest of the development world followed through in Africa? 2 times in the scene
- ▶ 42:16 Ted Seides What's different about the diligence process with a company in Africa than someone who's doing this in developed markets? 6 times in the scene
- ▶ 47:01 Colin Smith Transaction costs are high in many parts of Africa.
- ▶ 51:21 Colin Smith We know that inter-country correlation is much, much higher than sector correlation across Africa, for example. 2 times in the scene
- ▶ 54:14 Colin Smith When these managers got going, actually, the private markets in Africa really didn't exist at all. 4 times in the scene
- ▶ 57:36 Farouk Miah So there's some external reason, and the opportunity cost of coming into Africa is too high. 8 times in the scene
- ▶ 1:03:11 Colin Smith I have a fairly long list of this, but I think in the context of Africa, I would say for me and probably for us, it's reporting in local currency without reporting in dollars as well.
- ▶ 1:05:30 Colin Smith Responsible investing in Africa. 2 times in the scene
- ▶ 1:09:40 Ted Seides Farouk, Colin, thanks so much for sharing information about this empty room in Africa.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 4:43 Ted Seides Our dinner crew, Meredith Jenkins from Trinity Wall Street, Casey Whelan from Truvo Partners, Brett Barth from BBR Partners, John Harris from Alternative Investment Management, and I gathered and riffed on long short hedge funds, private…
- ▶ 29:30 Ted Seides I want to go back to something, Meredith, that you touched on when we just, you just mentioned you were interested in Africa. 4 times in the scene
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
- ▶ 42:42 Pete Stavros Making commitments to help fund the drilling of freshwater wells in Africa and giving to their church, very special group of people in this company.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 29:22 Ted Seides How about Africa? 3 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 1:07:14 Ben Forman But then even a step further, there are now funds that are solely focused on investing in blockchain projects in Africa.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 40:09 unnamed speaker There's more natural gas that gets flared in the US every year than the amount of energy consumed in Africa and Japan.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 30:47 Arjun Sethi The piece that I think most people do is they go out and pitch a fund, and they said, I was working at this other firm, or I might have had this other experience, or it could be India-focused, or Africa-focused, or diversity and…
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 18:49 Marko Papic In Langley, there's somebody out there thinking how to maybe push back on China's sphere of influence in Africa.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 5:49 Ted Seides We then turn to updates on companies we last discussed and a handful of directional arrows of progress, including smell, deception and detection, the tech of science, infrastructure for the metaverse, crypto, elemental power, space, and…
- ▶ 33:02 Josh Wolfe Globally, on the effect of US culture, on the effect of US culture within itself, on the African continent, on the technology, the geopolitics, the resource extraction, the commodities, all the rippling implications, particularly on the… 2 times in the scene
- ▶ 55:45 Josh Wolfe I'm very rarely commenting about the thing that everybody is talking about, trending or whatever, and so it's what led me probably six years ago or seven years ago to get very interested in the African continent on both geopolitical, rise…
- ▶ 1:01:26 Josh Wolfe The thing that has me obsessed at the moment, and I touched on this a little bit about Africa, and I don't know if I've talked about this widely publicly, but there is 6 times in the scene
Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
- ▶ 47:17 Henri-Pierre Jacques And so we just signed a term sheet this week for our first Africa deal, which is a diverse founder based in Kenya, which is essentially trying to become the angel list for Africa. 2 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 39:39 Daniel Graña Clearly Asia generates a fair amount of innovative companies relative to Latin America and Eastern Europe, Middle East Africa.
- ▶ 46:24 Daniel Graña So I have a mask collection from Indonesia, Thailand, the Pacific Northwest and Africa.
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 30:16 Ted Seides I don't know about Venezuela, but it is this kind of like the old Africa miles Moreland Blakey days of like, they're buying staples at two to four times.
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
- ▶ 59:59 Orlando Bravo Puerto Rico is one of the most unequal places in the world, actually, along with five other African continent countries.
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 20:25 David Rubenstein And then after Europe, I would go to Asia, then Japan, and then we did the rest of the world, Latin America, Middle East, and Africa as well.
- ▶ 31:33 David Rubenstein Very few of them have made money of any consequence in Africa, the Middle East, Latin America,
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 10:36 Jeremy Grantham Some countries in Africa will be completely destabilized by the situation. 2 times in the scene
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 38:43 Alex Rodriguez Africa just opened up.
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
- ▶ 23:13 Daryn Dodson I think that more than it being about Calvert, part of what I found is that when I was talking at a conference in Africa or in Asia, the UK, whether I was in Mexico, Brazil, I was seeing largely white audiences in the investment rooms that…
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 59:44 Joel Greenblatt and I go through what happens in Africa, where you have Clay Christensen, if you talk about how disruption happens in the business world, and you talk about how people have made a lot of money in Africa and dysfunctional economies, it all… 2 times in the scene
- ▶ 1:05:09 Joel Greenblatt I show in Africa, how the cell phone company where no one has money, there are no roads, there's no electricity, but yet the cell phone company turned into a three billion dollar a year business cause they figured out how people could pay…
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 46:00 Ted Seides There are two parts of emerging markets that we haven't really touched on, Africa and India. 6 times in the scene
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 35:00 Scott Wilson We spent quite a bit of time in Africa, Bangladesh, Russia has been really good for us. 4 times in the scene
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 5:58 Manny Citron A year in Africa, in the Middle East, and that was a formative experience for me, and I think relates to some of my orientation toward what we're doing at Wolverine. 2 times in the scene
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 23:24 Larry Siegel The fastest growing economies in the world are India, Vietnam, Bangladesh, some in Africa,
- ▶ 47:40 Larry Siegel There are women and children in Kenya, Kenya is not a particularly poor African country, but it has a lot of poor people in it, who spend hours every day searching for wood to burn inside their homes without a chimney.
- ▶ 53:26 Larry Siegel We're seeing some in Africa.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 44:03 Daniel Adamson We've looked at opportunities in Asia and Africa and Latin America.
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 43:40 unnamed speaker Some of the different parts of the world, China, India, Africa, what's happening in those different regions of the globe?
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 1:00:36 Dan Ariely Mostly in the US, some in Africa, some in Europe, and tomorrow I'm off to China.
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 37:13 Ellen Ellison And then in, in Africa, you're talking about dairy, uh, 2 times in the scene