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
Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
- ▶ 35:32 David Blood We basically do global equity, Asia equity,
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. 2 times in the scene
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
- ▶ 19:36 Tim McCusker I could see us out on the road a lot, and while we'll be hesitant to take on global travel very early on in this process, we're going to want to be out there finding ideas in Europe, in Asia.
Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capital Allocators, EP.129)
- ▶ 4:46 Steve Nelson Spent a couple of weeks in Asia and thought, wow, this would be an amazing opportunity. 5 times in the scene
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 42:37 Mike Mauze So one way we've done it is I went back to my roots and my experience in Asia, and we formed a partnership with Hill House Capital, where we have invested in certain brands that they've identified over in China,
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 23:55 Dan Rasmussen Now, I think in Europe or in Asia, I think there are still cheap LBO opportunities, right?
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 28:25 Gregory Zuckerman They were offshore and Asia, and it took some unlikely characters, and John Paulson was unlikely.
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 51:47 Kip McDaniel We have events here in the U S of course, but we have in Canada, Australia, Asia, Europe.
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 9:45 Drew Dickson In Asia, it's U.S. retail investors at the time, mostly.
- ▶ 20:13 Drew Dickson That's as good in Asia or Europe or the US.
- ▶ 47:31 Ted Seides You've spent time early in your career in Asia, grew up in the US, and a lot of time in Europe. 2 times in the scene
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 23:02 Ana Marshall I just spent two weeks in Asia doing these meetings. 6 times in the scene
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 41:53 David Druley If you go to Asia, the competitors kind of change a little bit as you get over there too.
- ▶ 42:20 David Druley What I think will change is that our footprint in Asia will expand for multiple points. 2 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 11:34 Ted Seides Were you still in Asia then? 5 times in the scene
- ▶ 19:10 Mike Novogratz When I was in Hong Kong, they said, well, we want you to run the fixed income markets in Asia. 4 times in the scene
- ▶ 44:51 Mike Novogratz I mean, he's providing huge leverage for Asian gamblers in a lot of ways, and having lived in Asia for seven years, they like to gamble.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 1:06:52 Ash Williams We've also made an effort to be more international in our private equity through actually partnering with people who have a European focus, for example, or likewise Asia. 2 times in the scene
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 43:43 Jon Hirtle You know, I think of Europe as sort of a proxy for Asia, because all the growth, I was talking to a fellow today, I was saying that he was just got back from Germany, and all the industrial companies over there are, 2 times in the scene
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 14:23 David Zorub So in 98, I'm in my second year as a high yield analyst, and Asia currency crisis starts happening. 2 times in the scene
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 20:35 Rahul Moodgal And then this firm decides to become everything to everyone, and we launch an Asia fund, an event-driven fund, everything you can think of, we do that.
- ▶ 28:16 Rahul Moodgal I'm going to Asia, Chris calls me, I land in Hong Kong, calls me on a Thursday night, and says, I need eight hundred million by Monday.
- ▶ 35:43 Rahul Moodgal So I worked with a long-only manager in Asia. 2 times in the scene
- ▶ 51:34 Rahul Moodgal There was one manager I was helping in Asia, who put his whole business at risk, and he had a 63% short position, which could have completely, luckily it worked for him, but it could have blown his whole business up, and his fund, and…
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 46:04 Chris Ailman It's the Canadians, the sovereign wealth funds in Asia and in the Middle East that are constantly looking at ways
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 23:32 Jean Hynes But the burden still is on our Asia colleagues, and if we want people to be in the room, it has to happen seven a.m. 2 times in the scene
- ▶ 48:42 Jean Hynes The business is going, and that will be more global, more in the region, more in Asia, and in parts of Europe. 2 times in the scene
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 54:03 Andrew Tsai It's happening in Latin America, in Europe, in Asia.
- ▶ 1:10:18 Andrew Tsai There's always a half-life when, and since I'm in Asia so much these days, it stays with me, that in the mornings, I'll just load up their, their local newspapers, and it's a different perspective. 2 times in the scene
Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
- ▶ 31:36 Roz Hewsenian I went to parts of Asia.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 1:22:58 James Aitken Whether they mean the investing opportunities in January, 2016, when you had certain Asian equities trading at Asian crisis lows.
Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
- ▶ 28:33 Ted Seides You know, people in the US tend to invest more in US securities, people in Europe, Europe, Asia, Asia.
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 30:34 Ross Israel So Asian investors, particularly, I think
- ▶ 30:55 Ross Israel So we had success in Asia with insurers, with sovereign wealth peers.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 49:18 Paul Black So if you think about a beautiful big picture tailwind, you can do what Jimmy Rogers did, which is said, hey, you know, he drove around China and Asia on his motorcycle, and he came back and said, oh yeah, you got to buy emerging…
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 8:39 Michael Cembalest So it did help stabilize the entire region, and some of the countries in emerging Asia did it as well, you know, examples being the Philippines.
It's Not About the Money (Capital Allocators, EP.45)
- ▶ 24:06 Ted Seides Certainly not if you go to Asia.
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- ▶ 5:51 Seth Masters At the time, if you were interested in Asia, Japan was a thing to study.
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
- ▶ 31:40 Margaret Chen But the reality is when you go, you know, if anyone has spent any time abroad, you know, let's say you go to Asia, you go to Latin America, you go to Europe, the world actually is different.
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
- ▶ 4:45 Ted Seides Our conversation starts with Meredith's early career lessons and discusses important investment issues she learned along the way, including alignment of interest, standing by managers in difficult times, markers of success, manager…
- ▶ 20:26 Ted Seides You spent a couple years in Asia. 4 times in the scene
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
- ▶ 50:52 Ted Seides You're going to have to have the kids listen to the podcast episode with Chahri, who runs the, the, basically the UFC of Asia is pretty good.
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 36:54 Ellen Ellison and then we've done a co-investment with fresh fruits in, in, uh, the Southern cone, uh, exporting mostly to Asia.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 35:10 Ted Seides You could do it in Asia or Singapore or something.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 4:06 Ted Seides My guest on today's show is Chatri Sityotong, the founder and chairman of One Championship, Asia's largest sports media property. 2 times in the scene
- ▶ 9:23 Chatri Sityodtong My twenties, my early twenties, so I was still, you know, by Asian standards, you know, in Asia, it's a little bit different than America, and America is when you're 18, you leave the house. 5 times in the scene
- ▶ 24:00 Chatri Sityodtong Um, and I started thinking about opportunities in Asia. 7 times in the scene
- ▶ 27:55 Chatri Sityodtong I didn't know anybody in Asia. 4 times in the scene
- ▶ 30:33 Chatri Sityodtong I knew that I had fertile ground, and I knew, you know, Asia's, the whole martial arts, so I knew there was cultural relevance. 4 times in the scene
- ▶ 35:08 Chatri Sityodtong But at the same time, I started to see a picture forming in that the catalyst was going to be when the internet fully arrived into Asia, the way it has in the U S and 4 times in the scene
- ▶ 40:20 Chatri Sityodtong I mean, today we're on TV across Asia, literally at the low end, a hundred hours a year at the high end, 2800 hours a year, 2800 hours.
- ▶ 41:41 Chatri Sityodtong Evolve is Asia's largest chain of mixed martial arts academies and has the most number of world champions of any martial arts organization in the entire world. 3 times in the scene
- ▶ 1:03:43 Chatri Sityodtong I'm doing it to unleash superheroes, uh, across Asia.
- ▶ 1:07:43 Chatri Sityodtong And yes, right now I may be quote unquote, you know, leading a really game changing company in Asia with a potential multibundal outcome, but my mom has always stressed that my humility has always been one of my strengths because I'm… 3 times in the scene
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 4:06 Ted Seides My guest on today's show is Richard Lawrence, the chairman and executive director of the Overlook Group, a five billion dollar investment organization focused on Asian equities that Richard founded in 1991. 2 times in the scene
- ▶ 10:27 Ted Seides And that was, that was the impetus for moving to Asia?
- ▶ 12:16 Richard Lawrence But we were really one of the first people to go around to all parts of Asia and invest.
- ▶ 17:36 Richard Lawrence The skepticism about Asia was higher. 2 times in the scene
- ▶ 26:23 Richard Lawrence And in many ways, China today is just like Asia, 20, 25 years ago.
- ▶ 31:12 Richard Lawrence And no one in my entire history in Asia had ever offered to introduce me to an independent director. 2 times in the scene
- ▶ 31:40 Ted Seides Talk a little bit about how you do your homework in Asia.
- ▶ 36:07 Richard Lawrence And so I was, in, 2006, I was increasingly worried about rising inflation globally, particularly in Asia. 2 times in the scene
- ▶ 51:54 Richard Lawrence You know, they just, people ran different balance sheets on businesses, where it was, up until recently, Asia, everybody had, you know, good guys had good balance sheets, bad guys had balance sheets, and bad balance sheets, and whatnot.
- ▶ 53:26 Ted Seides And you were in Asia for a long time, and you moved back to the States, and now you're back and forth.
- ▶ 57:23 Richard Lawrence And no one in my time in Asia had ever guaranteed me dividends except for one Filipino guy, Fred Yuteng Su, years ago. 2 times in the scene
- ▶ 59:36 Richard Lawrence You know, if I could have one thing to do over, I would have realized that I should have hedged the currencies in Asia when current accounts went above five percent. 2 times in the scene
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 30:13 Ted Seides Where I've seen long, short equity funds continue to generate the types of returns their investors expect are outside the U.S., particularly in Asia, and then in certain sectors that aren't, you know, we talked about this, I think, when we…
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 5:08 Ted Seides Along the way, we touch on inefficiencies in Asia in the early days and in music royalties today.
- ▶ 14:20 Ted Seides You now travel a fair amount to Asia.
- ▶ 18:03 Brett Barth You didn't have to have a commercial relationship, and we could source, you know, the smartest managers in the US and Asia doing all kinds of different strategies.
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