Asia, every mention
32 scenes (2017) · ← back to Asia
tap a year for its mentions
every year 2017 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
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.