Australia, every mention
14 scenes (2019) · ← back to Australia
tap a year for its mentions
every year 2019 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
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.