Asia, every mention
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tap a year for its mentions
every year anyone Ted Seides 51Chatri Sityodtong 32Richard Lawrence 24Sulaiman Alderbas 11Marc Lasry 9Ana Marshall 9Kipp deVeer 8John Toomey 8John Connaughton 8Bobby Jain 8
Verbatim, from the transcripts: the passages where Asia comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 15:15 Lauren Hochfelder When you have, for example, an Asia Investment Committee and a Europe Investment Committee, you're not getting the full benefit of that perspective that matters.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 8:32 Frank Danieli It's close to Asia. 2 times in the scene
- ▶ 14:16 Frank Danieli If we're going to be increasing our exposure to corporate, it makes sense to have exposure to defensive industries, which is true, such as healthcare, also defensive, aging population in Asia and so on.
- ▶ 25:26 Frank Danieli We're all for Australia, Asia.
- ▶ 40:02 Ted Seides If you turn from thinking about risks to the opportunity set, how do you look at the opportunity set in Australia, in the rest of Asia, and the rest of the world? 2 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 15:58 Rajiv Jain Almost two thirds of business in the next couple of years was Asian emerging markets, particularly Asia. 2 times in the scene
- ▶ 40:32 Rajiv Jain But the regulated utilities, we've got Brazil, US, Europe, Asia.
- ▶ 42:32 Rajiv Jain Then it spread a little more in Asia.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 10:56 Josh Steiner You're trying to write impressionistically, and in my case, I had kept a diary when I had traveled through Asia years before and begun to practice, and it was very impressionistic.
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 19:14 Joel Holsinger We've had inbounds from Asia that are reaching out and saying, hey, I run this hedge fund.
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 46:05 Sean Warrington All of these that do Asia, China, we all tend to be there at the same time because there's a conference, there's the AGMs, they're always grouped around.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 7:20 Bobby Jain He was in the first wave of immigrants from Asia after the Six to Five Immigration Act.
- ▶ 12:33 Bobby Jain Then if we're doing it in the US, why don't we do it in Europe and Asia?
- ▶ 14:54 Bobby Jain We always had a big business in Asia because at a bank, you could leverage the entire architecture of having an Asia office.
- ▶ 41:06 Bobby Jain There's a seventh business in the way we created the taxonomy, which was Asia. 4 times in the scene
- ▶ 52:40 Bobby Jain Asia has some of that in the complexity side.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 49:54 Brendan O'Connor Far easier door opening opportunities, particularly from an offshore perspective, when we're talking about marketing in Asia, the US, or the Middle East around demonstrating, hey, here's Regal Partners.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 34:40 Lane MacDonald It could be Asia.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 8:29 Nick Rohatyn I had never been to Asia.
- ▶ 10:08 Nick Rohatyn Be a bachelor at the age of 24 in Asia on an expat salary in your expat apartment.
- ▶ 22:45 Nick Rohatyn From there, within four years, we had four new funds based on clients looking at what we were doing and saying, hey, I want the Asia version of what you did.
- ▶ 43:25 Nick Rohatyn You want somebody who is a Latin American equity expert to feel good about saying I think Asia looks like a much better bet than my region.
- ▶ 1:06:33 Nick Rohatyn There was a period of time where of all the private money being invested in emerging markets around the world, 90% of that money went to Asia, of which 90% went to China.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 27:16 Mike Gitlin When I was in my early twenties, I got the opportunity to trade the Asian markets overnight from the East coast on the U S.
- ▶ 43:15 Mike Gitlin We have our North American client group and our Europe and Asia client group. 2 times in the scene
- ▶ 56:10 Mike Gitlin I had an institutional client meeting in Asia last year
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 4:05 Robert Bukai I got to travel a lot, Europe, Asia.
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
- ▶ 39:55 David Lyon We're both in the US and Europe and in Asia.
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 42:31 Jeff Aronson How's it work in Asia?
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 22:44 John Graham Private equity, infrastructure, real estate, credit, public equities, hedge funds across North America, Europe, and Asia.
- ▶ 36:52 John Graham We think European credit or Asian credit is more attractive than North American credit, so we're going to move capital around.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 6:46 Mason Morfit I grew up in Asia.
- ▶ 12:42 Rob Hale Parthon wanted to expand into Asia, and they were looking for a junior member of the team to go and help create the culture for that office. 3 times in the scene
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 14:58 Herb Wagner I was there when we had the Asian financial crisis.
- ▶ 57:23 Herb Wagner So we actually have recently found a derivative in an Asian market 2 times in the scene
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 53:44 Adrian Meli So what I think is going to be interesting over the next three, five, seven years is parts of Asia, Japan, Korea could be interesting.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 7:40 Ted Seides We discussed the challenges of building brand recognition in the channel and opportunities ahead in wealth for real assets and infrastructure investments and in Europe and Asia.
- ▶ 9:27 Kipp deVeer So we feel like we've really crossed over from being a US-centric firm into being really active in the US, in Europe, and in Asia.
- ▶ 14:13 Kipp deVeer The capital raising that we did in Europe was tremendous and a little bit of a surprise for us, and I think this year may be that year for Asia, but being global is important because I think it's a global opportunity.
- ▶ 30:40 Kipp deVeer I mean, we have folks in California and the Northeast and the Southeast in Asia and Europe.
- ▶ 34:31 Ted Seides So you mentioned a surprising interest last year from Europe, and maybe this year is going to be the year of Asia. 3 times in the scene
- ▶ 43:29 Kipp deVeer Asset classes on the alternative side that we need to be to be of the most value to clients, whether it's institutional or retail, we're focused on making some of them a little bit bigger and better, particularly probably in real assets…
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 17:55 Kristin Kolurgis-Roland The last couple years we were investing in places like Asia,
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 10:16 Eric Mogelof I came back from Asia in 2017 and was there for about three or four years leading wealth for PIMCO.
- ▶ 29:22 Eric Mogelof If you look across KKR, roughly a third of all of the folks that are in distribution are focused on our wealth business, and that includes a home office coverage team, that includes a wire sales team, an independent broker-dealer sales…
- ▶ 48:30 Eric Mogelof I never left the eastern seaboard until I was, I think, a junior in college, and if you had told me, hey, Eric, you're gonna travel around the world, you're gonna live in Asia for a number of years, I would say no way.
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 24:21 James Clark I've been to Asia.
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 13:09 John Matthews We're the largest wealth manager in Asia. 3 times in the scene
- ▶ 15:58 John Matthews For me to pick up the phone and have a discussion with someone in Asia or the Middle East,
- ▶ 35:25 John Matthews But there could be something that comes from our colleagues in Asia that no one in the U.S. is ever going to have access to, or it could come from our colleagues in the EMEA region.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 5:33 Ted Seides We then turn to the markets, covering the weakening US dollar, rise of non-aligned nations, opportunities emerging in Latin America, Europe, and Asia, US treasuries and the yield curve, and private markets.
- ▶ 27:13 Louis-Vincent Gave China, you get out of the Americas, and we'll get out of Asia. 2 times in the scene
- ▶ 1:04:10 Louis-Vincent Gave My fear is that over the past 10 years, private banks all around the world, private banks in Europe, in Asia, in America,
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 37:20 Ed Grefenstette Most of the non-U.S. in venture is in emerging Asia and Latin America. 2 times in the scene
- ▶ 42:10 Ted Seides When you put together innovation, emerging markets, take out Europe and Asia, it leads to China. 2 times in the scene
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 13:12 Mitchell Green Before that had run Mark Kington's Asian fund and had made a ton of money and been very successful. 2 times in the scene
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)
- ▶ 22:25 Ron Biscardi We just had our Asia event in November, and what we noticed that was interesting in Asia is they definitely lean towards more liquid strategies. 3 times in the scene
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 38:17 Eric Peters We've spent a lot of time in Asia because those are the folks that are most open to total portfolio.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Scott Bessent - Macro Maven (EP.415)
- ▶ 30:59 Scott Bessent It could be someone in Asia.
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 16:17 Rahul Moodgal Hey, I'm looking at Asia.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 1:00:22 Anil Seetharam And my dad has, I think, been to every country in Asia except for East Timor, and so we've tried to carry on that tradition.
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 22:28 John Connaughton The number of people that got turned over in the international expansions of a lot of the multi-strats in Europe and Asia has been amazing.
- ▶ 23:29 John Connaughton Yuji understood that he could partner with all of our industry verticals in the U.S. to have that much more expertise to talk with management teams in Japan to do scale deals by not only having an Asia fund, but having a U.S. fund that… 2 times in the scene
- ▶ 45:06 John Connaughton I think you're right in saying it really started with the mid succession, but I think we've had it in a lot of places, whether it be in Asia when Paul Edgerly left and we had to create succession in Asia, or whether it be Dwight Poehler in…
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 54:46 Daniel Schwartz And so now throughout Europe, Latin America, Asia, you can go to a lot of countries that at the time of the acquisition, you couldn't have and have a cup of Tim's today.
David Morehead – Top Down Allocation at Baylor (EP.381)
- ▶ 15:24 David Morehead We're going to go find the best managers in US and Western Europe and Asia and all of these different countries and whatever, and we'll be very diversified and we'll have the best managers and we'll win.
- ▶ 43:27 David Morehead We would participate in US high yield and European high yield, but we would not participate in Asian high yield because it's easy to buy something.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 36:23 Chris Dixon There's a lot of data, much of it is peer to peer, and there's a lot of anecdotes and data that people are using Tether on Tron and other blockchains that has become a Venmo in certain parts of Asia, and that's growing.
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 16:52 Shiloh Bates So the best financing for CLOs comes out of Asia. 3 times in the scene
- ▶ 24:59 unnamed speaker I have good debt execution out of Asia.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 24:05 Jonathan Tepper I started out with the U.S., and then I went to Europe, Asia, and Latin America.
Mike Freno – Confident Humility at Barings (EP.374)
- ▶ 5:45 Mike Freno But we purchased the asset management piece from ING, who had purchased it when there was the crisis out in Asia as it related to the Bearings Bank.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 1:18 Ted Seides Magnus founded Antler in 2017 after serving as the co-founder of Zalora, a tech-enabled fashion brand in Asia.
- ▶ 10:27 Magnus Grimeland So I worked in Europe, I worked in the US, I worked a lot in Asia with everything from deep tech companies to the consumer side of things. 2 times in the scene
- ▶ 11:08 Magnus Grimeland However, I did get exposed to Asia during that period of time. 2 times in the scene
- ▶ 17:41 Magnus Grimeland Now, obviously, that's also why we first launched in Asia, because that's where I built my last business.
- ▶ 51:46 unnamed speaker We have founders who came in, and in Asia, I want to build a specific thing. 2 times in the scene
Ron Biscardi – Inside iConnections Global Alts (EP.367)
- ▶ 8:26 Ron Biscardi Several from the Middle East, some from Asia, some from Europe.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 45:58 Chad Summe If you look at Asia as an example, we think they're out four to five years in front of the U S on how to use video from a concept of engaging the consumer.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 31:05 Brian Christensen So if you looked at a Nike or a Starbucks, which were businesses that we owned in that 2006 portfolio, for example, two of the biggest incremental areas for growth included Asia with China and then Latin with Brazil.
Ana Marshall – The Climb to Investment Excellence (EP.360)
- ▶ 25:36 Ana Marshall I'm saying when something comes, whether it's a way, whether it's the 97 Asia crisis, the Russian crisis, all of these different crisis, when they hit half the people just stare at screens with their mouths open and are frozen in place.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 2:56 Thomas Haugaard You saw the Asian financial crisis. 2 times in the scene
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
- ▶ 34:21 Marcia Page So for instance, our European exposure has been as much as 50% of the overall portfolio, but in the last handful of years our Asian exposure has increased quite dramatically.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 38:30 Allison Thacker Asia is in transition right now. 2 times in the scene
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
- ▶ 18:23 John Jackson There's 35 members on the hedge fund team across the globe, US, Europe, Asia.
- ▶ 35:09 Eric Seabush And that allows us to have our Asia team try to reach out to interesting managers in Asia. 2 times in the scene
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
- ▶ 27:30 Dmitry Balyasny Or we have consumer in Asia, but you don't have this tech area covered in Asia, and there's a lot of market cap and alpha that can be had by filling that seat.
- ▶ 1:16:45 Dmitry Balyasny We have a lot of people in Asia.
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 32:58 Marlene Puffer So, for example, in Singapore, we've got a new head of Singapore starting in a couple of weeks who's coming to us from GIC, and leveraging that experience that he's bringing to the table will be highly valuable as we build our…
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 46:50 Stan Miranda Then European and Asian property markets. 2 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 24:25 Kipp deVeer The last one's probably Asia. 2 times in the scene
- ▶ 27:04 unnamed speaker That includes investment people and includes folks, US, Europe, Asia, includes at a compliance, general counsel, CFO, et cetera.
- ▶ 58:26 unnamed speaker You have to be excited about Asia because of the growth prospect there.
- ▶ 1:05:39 Kipp deVeer And especially with Asia, we were thrilled with SSG, but part of the plan was 2 times in the scene
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.
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
- ▶ 8:54 Adam Shapiro It's an emerging market, but unlike the Asian emerging markets that were growing very fast, Latin America wasn't growing that fast.
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