Bear Stearns, every mention
50 scenes, the whole family · ← back to Bear Stearns
tap a year for its mentions
every year anyone David Abrams 12Jeff Assaf 10Don Mullen 10Melanie Pickett 4Doug Ostrover 4Brian Higgins 4Ted Seides 3James Aitken 3Frank Brosens 3Adam Fisher 3
Verbatim, from the transcripts: the passages where Bear Stearns comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 3:42 Lauren Hochfelder I had been an investment banking summer analyst at Bear Stearns, but with that small exception, I joined straight out of college and have been here since.
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 15:22 Luis Laboy She was traveling with Bear Stearns. 2 times in the scene
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 15:32 Jeff Aronson There were a handful of buy side investors in the space, and the banks were sizable players for their own balance sheets, so Bear Stearns in particular.
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
- ▶ 4:56 Ted Seides Our conversation covers Jeff's path to investment allocation through Oppenheimer, Bear Stearns, and eventually ICG.
- ▶ 11:38 Jeff Assaf So fast forward, 10 years at Oppenheimer, and it was time to leave, and the guy who had hired me at Oppenheimer had three or four years earlier moved to bear, and he knew me, and I 7 times in the scene
- ▶ 15:15 Ted Seides So when you started to go through this process all the way back to Oppenheimer and through Bear of looking for external managers, what did you learn along the way about what worked other than the premise, hey, if they're smart, that's…
- ▶ 22:11 Jeff Assaf On the day they hired us, but that was maybe a month before we left Oppenheimer, so then they went all through Bear with us, and now they've been with us at ICG.
- ▶ 50:19 Jeff Assaf And the other one's probably, remember at the beginning of this, I told you I got to Bear Stearns, and this broker came downstairs on the very first day. 2 times in the scene
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 13:23 Michael Leffell I think Goldman Sachs, Oppenheimer & Company, Lehman Brothers, Bear Stearns.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 13:45 Rick Heitzman And Lehman Brothers and Bear Stearns took them public.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:20 Ted Seides Including long stints at First Boston, Bear Stearns, and Goldman Sachs, and shorter ones at Salman Brothers and Drexel Burnham Lambert.
- ▶ 6:49 Don Mullen And Bear Stearns comes over the transom, which is one of the scrappiest places in its entire history. 5 times in the scene
- ▶ 11:25 Don Mullen But generally speaking, that's what all of them try to do, whether it's Goldman Sachs or Bear Stearns. 3 times in the scene
- ▶ 16:39 Don Mullen I had a model to study at Bear Stearns.
- ▶ 1:05:56 Don Mullen So there was a fellow who worked at Bear Stearns named Richie Metrick, a brilliant man.
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 1:08:10 Marc Lasry Forget Bear Stearns, which was levered 38 to one.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 14:24 unnamed speaker He was the managing partner of Bear Stearns in the 19 seventies. 3 times in the scene
- ▶ 48:14 Tony Yoseloff Tom Kepner came from Goldman Sachs, and Marvin Davidson came from Bear Stearns, and those were both partnerships in the period of time that they were
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 3:28 David Abrams I was at Bear Stearns. 2 times in the scene
- ▶ 5:42 David Abrams I actually had accepted a job to go back to Bear Stearns to lead their distressed efforts. 4 times in the scene
- ▶ 14:48 David Abrams Bayer went out of business. 2 times in the scene
- ▶ 52:56 David Abrams So I had a friend who had been working at Bear Stearns in investment banking, and I went through the process on campus, and I was invited for the final round at Bear Stearns in New York, and it was a Friday morning, and I'm a senior in… 4 times in the scene
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 8:32 Dan Ivascyn Spent some time over at Bear Stearns.
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 12:28 Tom Majewski After a brief stop at Bear Stearns, I ended at Merrill Lynch, and that was a great spot, and we did many of the same things and repeated that same playbook and built out a fairly big CLO business for Merrill.
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- ▶ 8:42 Frank Brosens There were other smaller firms, Bear Stearns, et cetera.
- ▶ 40:19 Frank Brosens And you've seen that time and time again, whether it's the Bear Stearns mortgage hedge funds that broke down in 2007 or long-term capital or date back to a number of situations, people will frequently talk about eight or 10 standard…
- ▶ 52:40 Frank Brosens So we saw some dislocation, obviously Bear Stearns failed or close to failed in March of oh eight.
Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
- ▶ 2:33 Melanie Pickett And having had a political science degree, I knew nothing about finance and applied for a job at Bear Stearns and got it. 4 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 7:03 Ben Forman I started my career a few months after Bear Stearns went under and a few months before Lehman Brothers went under.
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 13:03 Andrew Milgram Several years later, sort of the beginning of 2008, my good friend and now business partner, Paul Arroway called me up and he said, I don't know if you've been watching the news, but Bear Stearns where he worked is not going to be around…
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 15:37 Brian Higgins We got a million dollars from Jimmy Cain, who was the CEO of Bear Stearns, a friend and mentor, and was amazing because he gave us the first million. 3 times in the scene
- ▶ 36:01 Brian Higgins So I remember our first, we had four million dollars, and we had a, uh, we had, of course, Bear Stearns, the prime broker, and then we had accounting firm, and then we had a bookkeeper.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 19:57 Jonathan Lewinsohn Even between, frankly, when Bear Stearns went in March of oh eight and Lehman went in September of oh eight,
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- ▶ 11:06 Doug Ostrover One was Bear Stearns, and the other was a firm called DLJ, Donaldson, Lufkin, Genred. 4 times in the scene
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 23:21 Colette Chilton We had just moved the files from Williamstown to Boston, and I don't know if it was the weekend of Lehman or Bear Stearns.
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 8:45 Joel Greenblatt And so when everyone else was looking for summer jobs, I went looking for a summer job on Wall Street instead of at a law firm and found one at Bear Stearns Trading Options. 2 times in the scene
Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)
- ▶ 12:27 Jake Walthour I mean, you had like Bear Stearns, which was primarily domestic.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 7:39 Adam Fisher But that was sort of my arc, my arc to investing, and I'd sort of say the bookend for that whole experience was I had had some summer jobs at Bear Stearns, and I was on the trading desk, and 3 times in the scene
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- ▶ 18:31 Brett Jefferson Bear Stearns and, you know, talk to him about different positions they may have, and call me back a few weeks later, and I thought, well, I'm gonna get a job, and then all of a sudden he said, no, there's this guy named Bruce Richards, he…
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 15:35 Greg Fleming You know, at first it was Bear Stearns that was in trouble, and then Lehman, and all the dialogue around, well, Merrill's the next firm, and how much exposure do they have?
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
- ▶ 9:45 Jon Harris So I did investment banking before my senior year while in college and had a great experience at Bear Stearns, but I remember one morning standing there at about
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 8:24 Patrick O'Shaughnessy It just so happened that right at that exact time, literally that month, my dad and his team were leaving Bear Stearns Asset Management to form what's now O'Shaughnessy Asset Management.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 20:45 Mark Baumgartner And Lehman had happened, Bear had happened.
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 16:14 Manny Friedman I was in the CDO market when it was completely shut down by June, and Bear Stearns going under, Fannie and Freddie going under. 2 times in the scene
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 14:40 Anthony Scaramucci And then March of 2007 hit with the Bear Stearns fiasco.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 13:53 James Aitken Merrill Lynch tries to make a margin call on Bear Stearns asset management. 2 times in the scene
- ▶ 14:48 James Aitken And then we get to Bear Stearns in May, 2008.
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 15:06 Josh Brown In the fall of 2008, all my friends work at Bear and Lehman, and they're done too.