Asia, every mention
31 scenes (2023) · ← back to Asia
tap a year for its mentions
every year 2023 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
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 2:56 Thomas Haugaard You saw the Asian financial crisis. 2 times in the scene
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
- ▶ 34:21 Marcia Page So for instance, our European exposure has been as much as 50% of the overall portfolio, but in the last handful of years our Asian exposure has increased quite dramatically.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 38:30 Allison Thacker Asia is in transition right now. 2 times in the scene
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
- ▶ 18:23 John Jackson There's 35 members on the hedge fund team across the globe, US, Europe, Asia.
- ▶ 35:09 Eric Seabush And that allows us to have our Asia team try to reach out to interesting managers in Asia. 2 times in the scene
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
- ▶ 27:30 Dmitry Balyasny Or we have consumer in Asia, but you don't have this tech area covered in Asia, and there's a lot of market cap and alpha that can be had by filling that seat.
- ▶ 1:16:45 Dmitry Balyasny We have a lot of people in Asia.
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 32:58 Marlene Puffer So, for example, in Singapore, we've got a new head of Singapore starting in a couple of weeks who's coming to us from GIC, and leveraging that experience that he's bringing to the table will be highly valuable as we build our…
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 46:50 Stan Miranda Then European and Asian property markets. 2 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 24:25 Kipp deVeer The last one's probably Asia. 2 times in the scene
- ▶ 27:04 unnamed speaker That includes investment people and includes folks, US, Europe, Asia, includes at a compliance, general counsel, CFO, et cetera.
- ▶ 58:26 unnamed speaker You have to be excited about Asia because of the growth prospect there.
- ▶ 1:05:39 Kipp deVeer And especially with Asia, we were thrilled with SSG, but part of the plan was 2 times in the scene
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:02:29 Seth Klarman Equities in Africa, equities in Asia, but when I find a stock trading at 25 cents on the dollar, I know that those things tend to work out.
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
- ▶ 8:54 Adam Shapiro It's an emerging market, but unlike the Asian emerging markets that were growing very fast, Latin America wasn't growing that fast.
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