Australia, every mention
30 scenes (said by Ted Seides) · ← back to Australia
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
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 1:58 Ted Seides Our conversation discusses what global investors can learn from the model of private credit in Australia. 3 times in the scene
- ▶ 40:02 Ted Seides If you turn from thinking about risks to the opportunity set, how do you look at the opportunity set in Australia, in the rest of Asia, and the rest of the world? 3 times in the scene
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 2:07 Ted Seides Our conversation dives into the theory and implementation of the total portfolio approach, drawing on Stephen's experience at Australia and New Zealand and his plans for CalPERS.
- ▶ 11:45 Ted Seides What led you to make the move from Wall Street to Australia's future? 2 times in the scene
- ▶ 28:23 Ted Seides As you're getting ready to figure out how you're going to make these comparisons, love to hear in your time at New Zealand or in your time in Australia, what was an example of comparing that common illiquidity premium that you would want… 3 times in the scene
- ▶ 42:01 Ted Seides The governance boards, guardians, New Zealand, Australia, are thought of as very sophisticated investment pools of capital. 2 times in the scene
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 2:27 Ted Seides My guest on today's show is Brendan O'Connor, the CEO of Regal Partners, a premier alternatives manager in Australia with twenty-one billion Aussie dollars of funds under management across hedge funds, credit and royalties, real and… 3 times in the scene
- ▶ 15:17 Ted Seides The history is very heavily focused on the Australian market and would love to hear the basic case for why invest in Australia. 2 times in the scene
- ▶ 41:04 Ted Seides As you've developed this range of strategies and capabilities across alternative assets, all focused in Australia, as an investor comes to you and they're interested in getting exposure to the benefits of the Australian economy, the wave… 3 times in the scene
- ▶ 46:36 Ted Seides As you've grown the firm thus far, why have you selected the particular strategies you did to implement on that opportunity in Australia? 2 times in the scene
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
- ▶ 1:10:23 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
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
- ▶ 4:25 Ted Seides My guest on today's show is Raf Arndt, the CEO of The Future Fund, Australia's two hundred billion Aussie dollar sovereign wealth fund that his team manages alongside fifty five billion Aussie dollars of other sovereign pools of capital.
Sonya Sawtell-Rickson – Total Portfolio Approach at Australian Superannuation HESTA (EP.342)
- ▶ 4:25 Ted Seides My guest on today's show is Sonia Sotel-Rixon, the chief investment officer of Australian superannuation fund HESTA, a seventy-five billion Aussie dollar pool dedicated to health and community service workers. 2 times in the scene
- ▶ 9:22 Ted Seides What was the early setup in your pension experience in Australia? 2 times in the scene
- ▶ 10:33 Ted Seides What were the aspects of change in the structure of portfolios from that sort of early nascent days to where we are today in Australia? 2 times in the scene
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 5:18 Ted Seides We close with James's thoughts on his home country of Australia, and for the first time,
- ▶ 53:20 Ted Seides James, we could easily land the plane there, but I'm curious if we should bring it home by bringing you back home, because among the non-consensus things we've discussed, you've been thinking and talking more about Australia of late, and…
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
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…
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
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
- ▶ 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
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
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.
- ▶ 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
- ▶ 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
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.
- ▶ 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?
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 54:01 Ted Seides Yeah, and how about Australia? 3 times in the scene