Asia, every mention
30 scenes (2020) · ← back to Asia
tap a year for its mentions
every year 2020 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
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.
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.