Australia, every mention
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tap a year for its mentions
every year anyone Ted Seides 65Brendan O'Connor 55Raphael Arndt 32Frank Danieli 23Kristian Fok 17James Clark 17Ross Israel 16Sonya Sawtell-Rickson 15Sam Sicilia 14Ashby Monk 11
Verbatim, from the transcripts: the passages where Australia comes up
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 12:45 Reade Griffith I was doing things in the US, but I was also doing things in Europe and trying to do things in Asia, which at the time was really just Australia, because that's where you had a lot of liquidity, predictable legal system, language skills… 2 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 25:54 Louis-Vincent Gave It's the US, but it's also Europe and the UK and Australia and Canada, all across Western countries.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 22:56 Howard Smith They invest in China, they invest in the ASEAN region, they invest in Australia.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 32:21 Steve Drobny And you've seen the wildfires in California and Australia and all over the world that are making people push their politicians in a certain direction, which is going to be spending money on sustainability.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 8:56 Steve Papa I ended up there and got involved, not on the search side, but creating a new category of software called internet caching to drive the efficiency of the internet back when a country like Australia would have had a slower connection than…
- ▶ 11:04 Steve Papa He posts that and sells it for 75 dollars to someone in Australia, and I was like, at those prices, I want to sell everything I own, and I had a bottle of wine with Frank Sinatra's picture on it, so I went searching for that and stumbled…
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 39:53 James Aitken It could be South Africa, or it could be something like Australia, or if one trusts Trudeau, who knows, the Canadian dollar. 2 times in the scene
- ▶ 44:44 James Aitken Tactically, and unsurprisingly, people are looking to commodity exporting countries and currencies, such as Brazil, South Africa, Australia, to some extent Canada, to hide out or to benefit from this turmoil, and I think that's probably…
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 32:30 Aydin Senkut It's just that we're trying to find the best company in an area that we are convinced is very, very important.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 56:33 Chas Cocke I think my default has always been the sort of tall poppy mindset of the British and the Aussies.
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 28:36 Brian Higgins Also, not just paying lip service to the team, but saying, hey, you know, in Singapore office, they got something really interesting in Australia, this piece of risk, and it's 15% upside, and mine, it's maybe eight percent upside, but so…
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- ▶ 4:56 Ted Seides An Australia-based investment firm that manages a billion and a half dollars in growth companies ranging from early stage privates to publicly listed companies on behalf of just 20 individuals. 4 times in the scene
- ▶ 11:48 Hamish Corlett We can invest anywhere in the world, whether it's the US, Canada, Australia, Europe, doesn't really matter. 2 times in the scene
- ▶ 29:08 Hamish Corlett So to give some examples in the seedling bucket, we've got business like CultureAmp, great Australian software business, which is at the earliest stage. 2 times in the scene
- ▶ 32:57 Ethan Berman Do you feel you can continue to do this from Australia? 2 times in the scene
- ▶ 45:32 Hamish Corlett If that business was in Australia, we would have leveraged the networks and really known that person inside out.
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 43:23 Leda Braga And so I do think that the way to make a difference is that in another case that I often quote, so there's this case of this man called Mark McVeigh, an Australian, a young guy.
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- ▶ 6:20 Stephen Gilmore For around nine years, I worked with the Future Fund, which is Australia's sovereign wealth fund, and for the last two and a bit years, I've been with New Zealand Super, which is New Zealand sovereign wealth fund, and both funds invest in…
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 32:06 Jeremy Grantham It's the damage that's accumulating day by day already, as you can see around you with the fires in Australia and California, and the number of hurricanes two at a time for the first time ever, and the amount of flooding, which is the…
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 31:29 John Connaughton We did Virgin Airlines in Australia.
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
- ▶ 46:38 John Toomey The developed markets, North Asia, Australia, they are predominantly buyout, predominantly buyout markets.
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- ▶ 25:25 Ashby Monk You can change your organization like we've seen in Canada and Australia.
- ▶ 34:18 Ashby Monk So in a world of like monopolies, Australia is this like beacon where you actually see organizations living with the fear of exit. 2 times in the scene
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 12:12 Dominic Garcia The European pensions and even the Australians and, and New Zealand pensions in comparative analysis of best in class pension building.
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 10:30 Ted Seides And so I just got curious about different models for managing capital, and it started when Ashby Monk introduced me to a bunch of the big sovereign wealth funds really in Australia, did some of the pension funds in the US, and increasingly…
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 1:00:41 Paul Salem I don't know if you ever read Shantara, but it is an amazing book about this convict from Australia that escapes to the slums of India.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 40:38 Marko Papic But even if UK concludes a Canada-style FTA instead of an Australia-style, that's still a very hard Brexit.
- ▶ 45:38 Marko Papic So just as a silly example, I mean, if China basically says on its own to Australia, look, we're not going to take your coking call.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 39:38 Matthew Granade But more concretely, we have investments in Australia and the Middle East and South America, all these places where financial products are embedded in HR systems. 2 times in the scene
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 36:55 Wendy Cromwell Forty million acres burned in Australia.
- ▶ 44:38 Wendy Cromwell Thinking about the response to the California wildfires, also thinking about what happened in Australia in December.
- ▶ 55:12 Wendy Cromwell And I want to spend a little bit of time on that because one of the things that I see picking up across the globe, not so much in the US, but definitely in Australia and Canada and Europe is this concept of carbon footprinting.
- ▶ 1:02:40 Wendy Cromwell Europe is very active and hard to came up with, I will say, and some of it is by country, and some of it is at the EU level, and we see similar activity in Australia, for example, and in Canada, less so in the US.
- ▶ 1:05:14 Wendy Cromwell So in that innovator category, you really do see the Nordics and the Dutch, and then the early adopters, you see Europe and UK, and then early majority, you see Canada and Australia, which is really interesting, given, given their…
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 22:45 Larry Siegel Is 1.2 trillion, which would cause it to rank just below Australia, but above the Netherlands, and put it well into the top 20, almost the top 10.
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 21:31 Eric Peters Chinese urbanization created this huge demand for natural resources, not just in one country, but globally, whether it's Australia or Brazil or South Africa.
- ▶ 27:09 Eric Peters And something that was really exciting for us is one of our largest Australian superannuation clients last year came to us and said, we'd like your approach to trend.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 18:19 James Aitken Take an Australian example.
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 11:11 Kip McDaniel Australia, a lot of these countries with large institutional money management markets, we're seeing that rise.
- ▶ 51:47 Kip McDaniel We have events here in the U S of course, but we have in Canada, Australia, Asia, Europe.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 7:14 Jonathan Tepper There was a young Australian missionary, Lindsay McKenzie, who now lives in Australia, but one addict said that he needed to get clean before his court date.
- ▶ 18:06 Jonathan Tepper And there, when it starts turning down and you see, let's say the China related plays, whether it's the Aussie dollar or copper or other things still levitating, that's a great risk reward trade where we know that the indicators are…
Gary Klein with Paul Sonkin and Paul Johnson – Conducting Pre-Mortem Analysis (Capital Allocators, EP.109)
- ▶ 50:33 Paul Johnson One of the students, very experienced hedge fund manager in Australia, was taking the class, just heard it was a good class, and he thought, you know, I might as well read a little bit of the book on my flight to New York.
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- ▶ 36:26 Matt Whineray Australia, Japan, US, Europe.
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
- ▶ 4:06 Ted Seides My guest on today's show is Sam Cecilia, the chief investment officer of Host Plus, Australia's thirty seven billion dollar superannuation fund. 3 times in the scene
- ▶ 14:17 Sam Sicilia So Host Plus is the national superannuation fund in Australia serving the hospitality, leisure, 3 times in the scene
- ▶ 29:28 Sam Sicilia There's a limit to how much we can do in a small country like Australia, and over time, that proportion will be increasingly forced offshore. 2 times in the scene
- ▶ 39:11 Sam Sicilia In diapers being the, the US phrase, in nappies being the Australian phrase, where we were relatively unsophisticated as investors, and we were taking fund to fund private equity investments on their terms, and some of those legacy…
- ▶ 47:32 Sam Sicilia Us to re-examine that private equity portfolio through a different lens, and today it's in a much, much better shape than it has ever been, including Hostplus putting 1.2 billion dollars into venture capital, which makes Hostplus the… 3 times in the scene
- ▶ 48:53 Sam Sicilia Vehicle and advanced manufacturing, and in Australia, it's mainly biotech and tech. 4 times in the scene
- ▶ 1:13:45 Sam Sicilia We're Australia's top performing balanced fund.
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:02:55 Chris Ailman There's no question in, I'd say, Australia, the UK, Canada, people understand it, and in Europe very much, and they integrate it.
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- ▶ 4:06 Ted Seides My guest on today's show is Raphael Arndt, the chief investment officer of Australia's one hundred and forty five billion dollars sovereign wealth fund, the Futures Fund. 3 times in the scene
- ▶ 6:50 Raphael Arndt And then came back to Australia and decided that the future career in engineering while it was there for me was probably not stimulating enough compared to what I was interested in. 2 times in the scene
- ▶ 9:21 Raphael Arndt So, in the early 2000, Australia had benefited from some degree of the resource boom.
- ▶ 17:39 Raphael Arndt And so we try to bring those things together by, by having a small team of 60 investors all in one office here in Melbourne, Australia.
- ▶ 27:32 Raphael Arndt It needs some discussion, because we don't really think of asset classes, but the equity exposure overall is about 30% of the fund, and that's roughly about half developed market equities and a quarter h of emerging market in Australian 3 times in the scene
- ▶ 31:51 Raphael Arndt So there's not much point having a small cap strategy in Australia, for example.
- ▶ 56:35 Raphael Arndt Many Australians from a very volatile currency, and so it also tends to be correlated with risk, or more particularly risk-off scenarios, so that as someone with a large global portfolio, we have to worry about liquidity in those type of… 2 times in the scene
- ▶ 1:10:57 Ted Seides What do you think are the core differences between a US-based, kind of US-focused investor and an Aussie-based investor? 4 times in the scene
- ▶ 1:19:53 Raphael Arndt That is true, but there was an opportunity in Australia to buy some domestic airports. 3 times in the scene
Kristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66)
- ▶ 4:06 Ted Seides My guest on today's show is Christian Falk, the chief investment officer of Australia's forty six billion dollar construction and building industry superannuation fund, or CBUS. 2 times in the scene
- ▶ 8:28 Kristian Fok And I think that's really an interesting thing to understand is that our superannuation industry in Australia in its current form was formulated in the early stages through the industrial system.
- ▶ 12:02 Kristian Fok And in Australia,
- ▶ 19:32 Kristian Fok So we, I think, fairly unique, certainly in Australia, and probably globally, where we have a dedicated property development company that purchases land, gets the design of a building, gets all the pre-lease tenants, builds a building, and… 2 times in the scene
- ▶ 26:13 Kristian Fok So in Australia, there are a small number of funds that have decided, actually, they do need to think about taking more control on the investment side.
- ▶ 31:39 Kristian Fok Or in Australia, it might be a housing market, for instance.
- ▶ 34:21 Kristian Fok This is in Aussie equities. 2 times in the scene
- ▶ 37:32 Kristian Fok In Australia, it's a small market for high quality private equity managers, so you sort of know who's around there, but also the advisor sources transactions.
- ▶ 40:41 Kristian Fok And I think certainly we've got, I think we've got over a hundred Aussie equities managers, for instance. 4 times in the scene
- ▶ 41:45 Kristian Fok So we've got about a quarter of the portfolio, which is Aussie equities. 3 times in the scene
- ▶ 56:19 Kristian Fok So one of our strategies that we're likely to introduce this year is to actually take more concentrated individual positions in some Australian listed companies with a view to not only just have those positions as an equity holder, but to…
Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
- ▶ 1:10:00 Roz Hewsenian So we've been going around the world, Melbourne, Australia, Budapest, Hungary, the east end of London, and we're finding other pockets of venture capital excellence that
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 4:20 Ted Seides Ross Israel is the head of global infrastructure investments for QIC, Queensland, Australia's eighty two billion Aussie dollar, that's sixty two billion US dollar investment fund.
- ▶ 6:13 Ross Israel Investment banking was based in Sydney, so I went to school in Brisbane and left to, as many people in Australia do, they sort of move out of the smaller cities into Sydney, Melbourne, and investment banking sort of fell into doing a lot… 2 times in the scene
- ▶ 8:45 Ross Israel So QIC was created after compulsory superannuation came in in Australia by the Queensland government, because they realized that there was a lot of capital that was going to accumulate in their defined benefit, defined contribution schemes. 4 times in the scene
- ▶ 19:16 Ted Seides And within the, so the 12 assets that you own, how many of them are in, say, Australia versus outside? 2 times in the scene
- ▶ 24:20 Ross Israel And then in real estate, they're more like a direct player where their, their feed from retail malls is quite interesting and sort of potentially driving where economic activities emerging in Australia in different corridors.
- ▶ 29:34 Ted Seides And the government side of that, do you end up having a competitive advantage in, call it Australia or Queensland assets, 2 times in the scene
- ▶ 31:02 Ross Israel Investors outside of Australia as well in Europe and also in North America. 2 times in the scene
- ▶ 38:26 Ross Israel Creating optionality and careers and pathways in our business, both in Australia, we've got offices in London and New York, so we're trying to get that mobility in our team in order to experience bigger markets and be able to take the…
- ▶ 39:44 Ross Israel They originate, they execute, they asset manage in the sector, so that means you're looking at a port in Australia, you're looking at a port in the US, you're looking at a port in Canada, you're comparing operating models, so that's very… 3 times in the scene
- ▶ 44:00 Ross Israel For regulators in Australia, there's a very strong centering on customer bills and, and the value equation that's delivered to, to the user.
- ▶ 51:58 Ross Israel The other aspect is whether, in fact, that will be a catalyst for what we've seen in Australia, which is this recycling of government assets, and whether, in fact, large public debt elsewhere around the world will actually invigorate…
- ▶ 53:18 Ross Israel They played for Australia in the Wallabies.
Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
- ▶ 4:06 Ted Seides My guest on today's show is Andy Redleaf, the founding partner of White Box Advisors, a five and a half billion dollar multi-strategy hedge fund launched in 1999 with offices in the metropolitan hubs of Minneapolis, Minnesota, Austin,…
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 5:03 Ted Seides Using examples from the Canadian and Australian Pensions, New Zealand Superfund, and University of California Endowment.
- ▶ 13:45 Ashby Monk We gotta get more money going into these programs, and what I learned at Boston College is that here in the US, we don't have a political will to create a mandate like we have in Australia. 3 times in the scene
- ▶ 22:23 Ted Seides So, when you're working with, you know, it doesn't matter, California, Australia, how do you think about fees these days?
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 53:53 Kip McDaniel But that's a hard slog for those guys because of the political involvement that you see here, but not in Australia, not in Canada, not in Europe.
- ▶ 54:01 Ted Seides Yeah, and how about Australia? 3 times in the scene
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 36:41 Charlie Ellis And I've, you know, I've had the privilege of working with major funds in Singapore, in Australia, New Zealand, Canada, the UK, Germany.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 12:42 Brett Barth You know, there were a handful of us covering, uh, we didn't cover Japan, but from Hong Kong, you know, from Korea to India to New Zealand and Australia.
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