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balance sheet

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Nov 14, 2022 by Geoffrey Rubin · across every show →

Everything said about balance sheet, oldest first

Nov 14, 2022 positive
Insight
Rubin: Capital One managed a portfolio of businesses, not individual positions
“The amazing thing I learned at Capital One is that it was not as much a portfolio of positions as it was a portfolio of businesses that generate positions for the balance sheet.”
Geoffrey Rubin Nov 14, 2022 ▶ 9:09 Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
Dec 9, 2024 positive
Insight
Krinsky: Asset management firms require balance sheets to fund continuous innovation
“The world is innovating really quickly around us. And why? Because they have a balance sheet. You know, in our business model, money comes in, we pay people, money goes out. That's how it works. A balance sheet really, really matters.”
Simon Krinsky Dec 9, 2024 ▶ 18:02 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
Nov 3, 2025
Insight
Credit investor alpha comes strictly from the right-hand side of the balance sheet
“The alpha of a credit investor, particularly in a special situation, credit investor, opportunistic credit, call it what you will, the alpha is on the right hand side of the balance sheet.”
Jeff Aronson Nov 3, 2025 ▶ 16:36 Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
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