Arctos Partners

“And oh, by the way, they're the one group that can go invest in four, the five big five leagues here in North America and sit across platforms and leagues and help these teams like the Utah Jazz build their version of this platform in Utah and the Rockies.”

“And I tell you what, private equity, honestly, they're great investors, but it's not of the mindset oftentimes to build like everlasting organizations and to be a part of a firm that is like that from day one, that has been part of the mindset.”

“I'm confident we'll have another 20 teams in that portfolio.”

“The very first time institutions can own the IP of these teams, and there's so many adjacencies that we can go add value to and invest alongside.”

“Everybody knows how to model You learn all these rote skills, but now it's the textures, the art, it's the subjective. It's all the squishy stuff around the edges that is actually what makes great investors.”

“We have 17 operating advisors. We built an operating platform. We have a playbook that we can roll out and diagnose the business of sport for these teams to say, here's where you're lacking or here's where you're spiking.”

“We just invested in a company called geo comply. They do all the backend geo compliance for the sports betting platforms. So every time you go on and want to make a bet on FanDuel, they are the geo tracker here in every state.”

“We think the asset class today is overvalued by about 10%.”

“If you have firm level OCAs that are transferable across strategies and across markets, you can be a high conviction alpha generator across products Across industries, size strata, but it is rare. I bet only about a third of those level nine and level 10 firms…”

“We think it's because it's time to do deals, the cost of leverage is prohibitive, pricing is prohibitive, so you've got to craft a narrative about how you can do great deals while still buying at full prices with very expensive leverage.”

“First of all, have you generated enough alpha to justify taking illiquidity from the client? A lot of firms, the answer is no. Especially net a fee and carry.”

“The higher the skill level in a competitive game, the more luck determines the outcome.”

“According to Arctos Partners, the six largest private banking and wire house platforms committed a hundred and ten billion dollars to funds last year. Approximately twice the amount invested from the six largest institutional investors in North America.”

“According to Arctos Partners, the six largest private banking and wire house platforms committed a hundred and ten billion dollars to funds last year. Approximately twice the amount invested from the six largest institutional investors in North America.”