Asia, every mention
272 scenes · ← back to Asia
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
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 4:46 Ted Seides We then turned to the investment environment, attractiveness across geographic regions, creating a competitive advantage, and opportunities in distressed lending, sports, and Asia.
- ▶ 20:32 Marc Lasry Sonia and I were able to hire the right people, people who became our partners, who ran Asia, who ran Europe, who ran the US, and the firm grew pretty large, until by 2011,
- ▶ 38:06 Marc Lasry So if I'm making you 10% in the U.S. and then I make you 10% in Europe and 10% in Asia. 5 times in the scene
- ▶ 45:44 Marc Lasry I think Asia's the same thing.
- ▶ 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. 2 times in the scene
- ▶ 53:59 Ted Seides I'd love to ask you about navigating Asia with the changes in the geopolitical landscape the last couple years. 4 times in the scene
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 20:57 Tony Yoseloff Our approach in Asia has been somewhat 5 times in the scene
- ▶ 32:14 Tony Yoseloff Same thing in Asia with China or India or whatever major geography you want to be invested in. 2 times in the scene
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 35:19 John Toomey You know, I do a lot on my own, but you know what I really need is venture or Asia or secondaries or co-investments. 2 times in the scene
- ▶ 1:07:37 John Toomey I think from an investable universe, half of the private equity in Asia had really ultimately been within China, and a lot of that was actually USD offshore.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 12:02 David Abrams Originally, it started in Asia in the late nineties when you had financial crisis in southeastern Asian countries, and then it moved up to bigger economies like Japan and Korea, and most of those markets were dominated by U.S. investment… 2 times in the scene
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 20:30 Tom Steyer They had a Japan desk, but other than that, that was their Asian team. 2 times in the scene
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 36:17 Jose Feliciano We partnered with the management team, and we bought banks in Italy and Asia, and we did really innovative banks. 2 times in the scene
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 29:05 Ana Marshall I would say Singapore is trying to position itself as sort of the Switzerland of Asia. 2 times in the scene
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
- ▶ 9:15 Jon Ballis We have 19 offices across the United States, Europe, and Asia.
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 12:45 Reade Griffith I was doing things in the US, but I was also doing things in Europe and trying to do things in Asia, which at the time was really just Australia, because that's where you had a lot of liquidity, predictable legal system, language skills…
- ▶ 26:49 Reade Griffith That being said, it was a very interesting year, the Asia crisis, and I was just joining Citadel at the time, and I saw how they navigated through that, and they were very successful in getting through that and being able to hold on to the…
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 16:53 Louis-Vincent Gave There's now a genuine local currency debt market for corporates in Latin America, and the same is true across Asia. 3 times in the scene
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 17:17 Matt Brown You are going after a different channel, just as if you made the decision that you wanted to market your funds in Asia.
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
- ▶ 2:12 Pete Stavros And then Henry and George went on a path of expanding geographically into Asia and Europe, so creating regional private equity businesses in Europe and Asia. 2 times in the scene
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 4:43 Ted Seides Howard is a partner and portfolio manager of the Japan Strategies at Indus Capital, an Asia-focused investment firm that manages three and a half billion dollars, including a billion focused on Japan.
- ▶ 17:46 Howard Smith And we had an Asia X Japan fund that was managed by David Koitz.
- ▶ 24:25 David Wong At first glance, some might find it peculiar that all the PMs are based outside of Asia, yet all the investing happens in Asia. 6 times in the scene
- ▶ 32:10 David Wong Talk about an example where sitting next to investors that invest across Asia has helped you in Japan.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 44:38 Avichal Garg You may not have nodes in Asian data centers. 2 times in the scene
- ▶ 55:27 Avichal Garg We invest in Asia.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 20:55 Josh Friedman First, the Asian crisis came in 97 or so, and we did a great job at completely avoiding that, and we did a good job on the corporate debt that we were buying and the value equities and other things, so we sailed through that very well.
- ▶ 25:10 Josh Friedman Very different picture in Asia, where those things are evolving now very actively.
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 50:09 Mario Giannini Certainly not in some areas of the world, but you know, you look at the US, parts of Europe, Asia, they're under allocated, and so I think there's demand, there's probably a tailwind to most of it.
- ▶ 51:47 Mario Giannini I think European investors still remain very, very international, and Asian investors are, and Middle Eastern investors are very international.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 37:14 Rob Citrone I see the open of Asia.
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 1:07:23 Ben Forman Or focusing on backing teams, building DeFi applications out of Asia.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 34:08 unnamed speaker Of course, but we have quite a bit in Europe and we have some in Asia and especially in the earlier stages, even though crypto and blockchain are global, the startups are global and distributed most of the time in terms of teams at the…
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 6:02 Louis-Vincent Gave We manage institutional money, mostly in the Asian markets and specifically in the Chinese Sphinx to income markets, which is where the bulk of our assets are deployed.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 25:04 Tom Lenehan We have about 15% of the portfolio, public and private, in Asia. 3 times in the scene
- ▶ 47:28 Tom Lenehan So as an example, Joyce, with her language skills and with her experience in Asia, very natural for her to anything and everything that involves Asia, she's absolutely going to be on the team for that.
- ▶ 52:02 Tom Lenehan One of the beauties of reading it is if you're in the weeds, you might think it's wonderful, and someone else can give you a perspective and say, I don't know if that's as good as the opportunity we saw in Asia before, or the one in…
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 41:32 Steve Papa There's a company I'm working with that's able to use one of their new capabilities to change the supply chain from manufacturing in Asia to here in the US.
Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 57:55 Arjun Sethi It's highly regulated in Europe and Asia, et cetera.
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 16:04 Fabrice Grinda And so I noticed that in the rest of the world, in Europe and in Asia, mobile content, especially ringtones, were very, very popular and then not yet come to the U.S. for a variety of reasons.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 19:54 Sean O'Sullivan And so I started China Accelerator, which was the first accelerator program in Asia.
- ▶ 23:13 Sean O'Sullivan It's focused on cross-border internet, but it's predominantly in Asia, although it is everywhere in the world. 2 times in the scene
- ▶ 30:24 Sean O'Sullivan Half our people are in Asia and our focus for all of our people is working at the program level where they're helping the entrepreneurs one-to-one with the teams.
Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
- ▶ 52:35 Jared Tingle It was like an Asia-Egypt project, and I just wanted to give up and go to sleep.
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 22:46 Brian Higgins We have offices in Europe and in Asia and have a global team that is in all different products by traders and by industries, by analysts, and just being around for 26 plus years.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 12:24 Jordi Visser The Asia reopening is going on.
- ▶ 49:55 Jordi Visser Just since Asia reopened really in the beginning of September, all the PMI shot back up.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 4:56 Ted Seides 16th Street manages a concentrated fundamental equity portfolio with a long-term focus on Asia's fastest growing capital markets.
- ▶ 8:50 Ellen Ellison We knew that would be our last trip to Asia for a while.
- ▶ 14:15 Rashmi Kwatra We think today, and maybe growing up, you know, my age in the West, Warren Buffett was still kind of an iconic, and children had been introduced to investing, but in Asia, not as much.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 40:15 Ted Seides What are you seeing in Asia, China in particular?
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.
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 32:59 Casey Whalen So in Europe and Asia, you now have enough of a bench of talent with still, we would argue inefficient markets. 3 times in the scene
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 39:33 Mario Therrien We're seeing the emergence of many new markets, asset classes around the world, so from between Asia, China, new types of commodities, Bitcoin.
Rick Rieder – BlackRock (Manager Meetings, EP.08)
- ▶ 26:20 Rick Rieder If you're trading agency mortgages and you're trading, you know, certain coupons and agency mortgages, you should really look at, we spend two hours a week, what's happening in the credit market, what's happening at real rates, what's…
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
- ▶ 57:13 Orlando Bravo It could be regional products, whether in Europe or in Asia, as Asia is maturing in tech, and now there will be opportunities to buy companies that have enough of an operating history that fits our, our framework. 2 times in the scene
- ▶ 58:01 Orlando Bravo The catalyst for starting the Bravo Family Foundation was Hurricane Maria in Puerto Rico, and I had just come back with Jennifer James, our COO, from a fundraising trip in Asia, and the hurricane hit when I was in Tokyo.
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- ▶ 18:28 Doug Ostrover Don't plan that business trip to Asia when all of this is going on.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 6:01 Virginie Morgon I've been working also in Asia, discovered, you know, Taiwan, Korea, Hong Kong, I wasn't even 20, so that has had influence as well, for sure. 3 times in the scene
- ▶ 22:15 Virginie Morgon Now, you know, we've got many clients in Asia, many in Europe.
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. 2 times in the scene
- ▶ 28:07 David Rubenstein I wanted to have people who were living in the native country that we're dealing with, though we did from time to time, we did send people over to Europe or Asia.
- ▶ 31:55 David Rubenstein The major in countries in Asia, including Japan, North America, and Western Europe, that's where the profits are really being made.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 40:55 John Connaughton And we've gotten so much advantage that it really has allowed us, particularly internationally in Asia, to leverage a single go to market, at least from a sourcing standpoint.
- ▶ 43:35 John Connaughton We've had a head of Asia that moved on, and we had somebody come up and become head of Asia.
- ▶ 53:40 John Connaughton And so the secret sauce that they don't get is that the reason why they want to work with each other, the reason why we have the longest tenured Asia head, Japanese head and India head.
- ▶ 1:00:58 John Connaughton I, I really miss seeing the perspective of my on the ground partners and management teams in Asia and Europe and Brazil and
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
- ▶ 10:09 John Toomey The Asian markets were predominantly just buyout and developed market buyout at the time.
- ▶ 45:05 John Toomey And our first office in Asia in 1996. 3 times in the scene
- ▶ 46:30 John Toomey Yeah, so from our vantage point, again, I would take Asia, for example, split it between developed markets and developing, very different.
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 38:45 Alex Rodriguez Asia is very big, and China, and it has wonderful leadership, a great commissioner, and there's a lot of things to like in the NBA, and what can we do with that franchise
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- ▶ 28:48 Sulaiman Alderbas Asia, we said we're going to go only with the market neutrals. 6 times in the scene
- ▶ 43:51 Sulaiman Alderbas So remember that Asia market neutral, it didn't work because Japan was kind of boring for a long time, and then it really ripped off. 5 times in the scene
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
- ▶ 4:06 Ted Seides My guests on today's show are David Barron and Kazuhiko Shibata, co-founders of Symphony Financial Partners, a twenty-year-old Asia-based manager of 1.3 billion dollars in assets.
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…
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 25:43 Chamath Palihapitiya Every other form of giving in every other part of the world, Asia, it's anonymous, and people don't need the branding or the social validation or, in many ways, the greenwashing that comes with money.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 38:26 Marko Papic I think there's geopolitical potential risk in the Middle East, which is again interesting because everyone's focused on Asia and China, U.S., but
- ▶ 41:07 Ted Seides And we haven't heard that much of late about emerging markets other than their continued underperformance, maybe outside of some select tech sector in Asia.
- ▶ 50:04 Marko Papic And so I think that this great power competition between China and the U.S. and potentially other countries mixed in creates a really interesting environment for frontier markets like Africa, maybe some of the less developed countries in…
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 18:26 Mathieu Chabran As a matter of fact, you know, I must say that, uh, not only new markets in Asia, in North America,
- ▶ 22:31 Mathieu Chabran We've been in Asia for five years.
- ▶ 31:52 Mathieu Chabran And it's not that dissimilar to what we started doing in Asia, but, uh, it's certainly one thing 2 times in the scene
- ▶ 47:24 Mathieu Chabran I can think of, um, you know, I was mentioning Asia.
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- ▶ 51:37 Mario Therrien We've been quite engaged across all regions from Canada to the U S to Asia, Europe, where we've been quite active going to the regions, reuniting investors and managers and bringing forums, panels, topics around the standards and
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 13:58 Sir Paul Marshall We then globalized it, so we took it to US and to Asia and did the same thing, and then there was a whole other
SPECIAL EPISODE – Introducing Invisible Forces Podcast
- ▶ 10:27 Storm Duncan Supply chains that are inconsistent with that, you know, so you could see the geopolitics, as well as the fear of not having a domestic supply impacting the supply chains between Asia and the United States, as an example.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 36:40 Taimur Hyat So Gucci actually saw a 21% increase in online sales in Asia on the luxury end of the spectrum, even as their store sales went down.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 4:38 Ted Seides Attended law school, and started real estate investment companies in the US and Asia.
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 3:42 Ted Seides My guest on today's show in the sixth episode of Sustainable Investing The Next Frontier is Richard Lawrence, the executive chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. 2 times in the scene
- ▶ 6:12 Richard Lawrence That governance, when I went to Asia in 1985, corporate governance was an enormous issue. 4 times in the scene
- ▶ 10:50 Ted Seides And so those were the early years of governance in Asia, and I know you've come a long way since then, so why don't you talk about some of your current practices in that area? 2 times in the scene
- ▶ 18:50 Richard Lawrence And, and over a couple of years, he began to realize that I was a money manager also in Asia.
- ▶ 21:17 Richard Lawrence We outlawed fossil fuel refineries, which in Asia basically wiped out fossil fuels.
- ▶ 24:07 Richard Lawrence And this is the largest renewable energy company in Asia.
- ▶ 25:19 Richard Lawrence Well, first of all, in Asia, we have a terrible problem that of our universe of companies, 44% did not even release their carbon emissions. 2 times in the scene
- ▶ 28:07 Richard Lawrence It's been very successful in Europe and the U.S., been very unsuccessful in Asia.
- ▶ 35:00 Richard Lawrence But in Asia, we were kind of in this vacuum.