Asia, every mention
26 scenes (2024) · ← back to Asia
tap a year for its mentions
every year 2024 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
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 38:17 Eric Peters We've spent a lot of time in Asia because those are the folks that are most open to total portfolio.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Scott Bessent - Macro Maven (EP.415)
- ▶ 30:59 Scott Bessent It could be someone in Asia.
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 16:17 Rahul Moodgal Hey, I'm looking at Asia.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 1:00:22 Anil Seetharam And my dad has, I think, been to every country in Asia except for East Timor, and so we've tried to carry on that tradition.
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 22:28 John Connaughton The number of people that got turned over in the international expansions of a lot of the multi-strats in Europe and Asia has been amazing.
- ▶ 23:29 John Connaughton Yuji understood that he could partner with all of our industry verticals in the U.S. to have that much more expertise to talk with management teams in Japan to do scale deals by not only having an Asia fund, but having a U.S. fund that… 2 times in the scene
- ▶ 45:06 John Connaughton I think you're right in saying it really started with the mid succession, but I think we've had it in a lot of places, whether it be in Asia when Paul Edgerly left and we had to create succession in Asia, or whether it be Dwight Poehler in…
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 54:46 Daniel Schwartz And so now throughout Europe, Latin America, Asia, you can go to a lot of countries that at the time of the acquisition, you couldn't have and have a cup of Tim's today.
David Morehead – Top Down Allocation at Baylor (EP.381)
- ▶ 15:24 David Morehead We're going to go find the best managers in US and Western Europe and Asia and all of these different countries and whatever, and we'll be very diversified and we'll have the best managers and we'll win.
- ▶ 43:27 David Morehead We would participate in US high yield and European high yield, but we would not participate in Asian high yield because it's easy to buy something.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 36:23 Chris Dixon There's a lot of data, much of it is peer to peer, and there's a lot of anecdotes and data that people are using Tether on Tron and other blockchains that has become a Venmo in certain parts of Asia, and that's growing.
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 16:52 Shiloh Bates So the best financing for CLOs comes out of Asia. 3 times in the scene
- ▶ 24:59 unnamed speaker I have good debt execution out of Asia.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 24:05 Jonathan Tepper I started out with the U.S., and then I went to Europe, Asia, and Latin America.
Mike Freno – Confident Humility at Barings (EP.374)
- ▶ 5:45 Mike Freno But we purchased the asset management piece from ING, who had purchased it when there was the crisis out in Asia as it related to the Bearings Bank.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 1:18 Ted Seides Magnus founded Antler in 2017 after serving as the co-founder of Zalora, a tech-enabled fashion brand in Asia.
- ▶ 10:27 Magnus Grimeland So I worked in Europe, I worked in the US, I worked a lot in Asia with everything from deep tech companies to the consumer side of things. 2 times in the scene
- ▶ 11:08 Magnus Grimeland However, I did get exposed to Asia during that period of time. 2 times in the scene
- ▶ 17:41 Magnus Grimeland Now, obviously, that's also why we first launched in Asia, because that's where I built my last business.
- ▶ 51:46 unnamed speaker We have founders who came in, and in Asia, I want to build a specific thing. 2 times in the scene
Ron Biscardi – Inside iConnections Global Alts (EP.367)
- ▶ 8:26 Ron Biscardi Several from the Middle East, some from Asia, some from Europe.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 45:58 Chad Summe If you look at Asia as an example, we think they're out four to five years in front of the U S on how to use video from a concept of engaging the consumer.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 31:05 Brian Christensen So if you looked at a Nike or a Starbucks, which were businesses that we owned in that 2006 portfolio, for example, two of the biggest incremental areas for growth included Asia with China and then Latin with Brazil.
Ana Marshall – The Climb to Investment Excellence (EP.360)
- ▶ 25:36 Ana Marshall I'm saying when something comes, whether it's a way, whether it's the 97 Asia crisis, the Russian crisis, all of these different crisis, when they hit half the people just stare at screens with their mouths open and are frozen in place.