Asia, every mention
32 scenes (2021) · ← back to Asia
tap a year for its mentions
every year 2021 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
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.