Boston, every mention
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tap a year for its mentions
every year anyone Ted Seides 23Dan Schorr 10Jean Hynes 9Colette Chilton 8Clark Futch 6Sarah Samuels 5Jeremy Grantham 5Finny Kuruvilla 5David Salem 5Dan Tannenbaum 5
Verbatim, from the transcripts: the passages where Boston comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 26:12 Lauren Hochfelder I happened to be in Boston last week. 2 times in the scene
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
- ▶ 13:08 Michelle Knudsen I moved to Boston, started a role where I spent half of my time managing client portfolios, half of my time doing manager research.
- ▶ 18:54 Michelle Knudsen The threshold can't be, is this worth me getting on a plane and flying down from Boston?
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 27:33 Jonathan Wang Is in seven large urban markets, so Boston, New York, DC, Miami, Chicago, San Francisco, LA, and resorts, which the vast majority of the resorts that we invest in are up and down the East and West Coast.
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 15:09 Eric Brooks In the middle of that conversation, he looked at me and said, would you be interested in coming back to Boston and joining me at Abri?
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 1:17 Ted Seides My guest on today's show is Jeremy Grantham, the co-founder of GMO, a hundred billion dollar Boston-based asset management firm he co-founded in 1977.
- ▶ 16:02 Jeremy Grantham For that first year, I ran quite an efficient program looking in Manhattan, Boston, and London. 2 times in the scene
- ▶ 53:40 Jeremy Grantham We sat on the back row, and I watched them trying to decide whether they'd invest in the new growth guys, Morgan Guarantee Trust, JP Morgan, or this little new value small cap guys in Boston.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 14:17 Gavin Baker The only internship I could get was in finance here in Boston, working for Donaldson, Lufkin, and Ginrette. 2 times in the scene
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 26:22 Lane MacDonald It was a unique opportunity to be the chief investment officer of a platform like that in Boston with a family that has done so much for the city of Boston philanthropically and otherwise. 2 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:00:55 Nick Rohatyn The last piece, which was an acquisition from GMO in Boston eight years ago, is a forestry and agriculture business.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 50:36 Alex Sacerdote I grew up in New York City and did not expect to be living in Boston. 2 times in the scene
Matthew Dicks – Storytelling Mastery (EP.477)
- ▶ 1:08:34 Matthew Dicks We drove to Boston.
- ▶ 1:12:41 Matthew Dicks I'm working with a biotech in Boston.
- ▶ 1:26:08 Matthew Dicks I once saw a guy in Boston get on stage and tell a story about being on the Princeton campus.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 57:31 Josh Wolfe 91,000 people laid off in Boston alone in August from pharma and biotech companies.
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 2:39 Robert Bukai I grew up in Boston.
- ▶ 44:14 Robert Bukai I mean, most of us in our business on the hedge fund side travel to San Francisco and Miami and Los Angeles and Boston.
- ▶ 46:54 Robert Bukai Growing up in Boston, the last 25 years have been a great experience in winning, but also winning and investing in stocks and real estate.
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 5:31 Jeff Aronson I was raised in suburban Boston, town called Needham, Mass. 2 times in the scene
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 14:09 Herb Wagner When I graduated with my MBA, I moved to Boston.
- ▶ 40:23 Ted Seides When you go to dive deep on Japanese companies sitting in Boston, if cultural differences, language differences, how do you get up the curve to the level of depth that you would want to take significant positions?
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 8:26 Tim Sullivan Yale was already an investor with some of the preeminent firms in Silicon Valley and Boston.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 18:25 James Aitken You're already seeing covers at restaurants and everywhere fall, travels falling, and there are three flights a day from Heathrow to Boston with British Airways, and a client sent me a photo last night 2 times in the scene
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 42:08 David Zorub This company, which is an American company, it's based in Boston, but for most of the last decade has been owned by a Chinese corporate parent.
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- ▶ 12:13 Mike Choe In many ways, it's complicated as scientific questions, but they apply them to business problems, and so I was attracted to that, and so I ended up getting a job at McKinsey out of college, and then after my analyst stint at McKinsey, I… 2 times in the scene
- ▶ 12:55 Ted Seides You're moving over to Boston to Charles Bank.
- ▶ 54:45 Mike Choe There is a intersection of two highways outside of Boston that I drive through regularly, where I pretty much a hundred percent of the time lose my cell connection.
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
- ▶ 48:06 Roberto Ish I think a few folks who know me, they know that both my wife and I are transplants to the Boston area.
Training Grounds: Wellington Management – Jean Hynes (EP.423)
- ▶ 30:15 Jean Hynes In the mid-two thousands also was going from our Boston-based footprint to going to a global footprint. 2 times in the scene
- ▶ 32:35 Ted Seides When you've delivered a message to your clients at that point for decades that our strength is we're together in Boston, how do you change the story so that people are comfortable with this dramatic change in what you had historically told…
- ▶ 46:11 Jean Hynes Then I have a series of dinners I have with some Boston-based CEOs where we talk about being a CEO.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
- ▶ 8:35 Matt Bank I hadn't been exposed to the allocator world prior, but David had just left TIFF, and he was setting up a small private partnership in Boston at the time, and I decided to join there between my first and second years of business school and… 2 times in the scene
- ▶ 15:11 Matt Bank So I had spent, as I said, six years alongside David in Boston.
Jeff Glass - Home Equity Investment at Hometap (EP.418)
- ▶ 17:10 Jeff Glass He starts talking about the fact that neither he nor any of his friends really have a great vision of how they're ever going to be able to afford buying a place in Boston.
- ▶ 51:00 Jeff Glass Now I live in Boston, also not known for the friendliness of our drivers.
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 17:26 Chris and Rob Michalik Capital Resource Partners was a growth mezzanine shop in Boston, spent two years there, and then was fortunate to be able to join the Soros organization.
Brad Briner - Family Office to Public Service (EP.413)
- ▶ 14:13 Brad Briner And that was in Boston where I was going to business school.
- ▶ 19:26 Brad Briner So I've been in Chapel Hill since 1995, other than two years in Boston, and I traveled a lot.
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 2:15 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends, Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge,…
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- ▶ 5:48 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge, Will… 2 times in the scene
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 7:00 David Salem I was born and raised in Boston, as close to Fenway Park as you can be birthed, and became very enamored of what we had up north with the White Mountains and the Green Mountains. 2 times in the scene
- ▶ 12:29 David Salem Almost all the major endowments had money with GMO because Hunter or Jim or others in the early cast at Cambridge had recommended, oh, this team at Boston really has it figured out.
- ▶ 15:03 David Salem And around about the same time, because I was a GMO managing a lot of money for the MacArthur Foundation, interacting with Larry and his staff regularly, and I had voiced the same sentiment over dinner one night in Boston.
- ▶ 55:31 David Salem You also need to actually use ETH to transact on the Ethereum network, which makes it commodity, like moving a train from Boston to New York.
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 23:20 Toby Rodes And I didn't know it at the time, but at GMO, I did probably 450 meetings in Boston a year in Japanese.
- ▶ 41:38 Toby Rodes This company flies and spends seven hours with us in Boston and whiteboards around what new service offerings, how to reposition themselves, how to rearticulate their equity story to the market.
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- ▶ 5:30 Dave Brizano In 1990, Fidelity Investments recruited me up to Boston to run their flagship high yield fund and also to co-manage their bankruptcy investment area.
Succession - Sarah Samuels on Generational Transitions (EP.400)
- ▶ 35:29 Sarah Samuels So there's a story of one manager here in Boston, fifty-fifty ownership of the co-founders who founded it when they were in their forties and they were in their early fifties.
Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
- ▶ 34:20 Mo Haghbin So Nick Savalides, based out of Boston, leads a team that really isn't
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
- ▶ 12:36 Alexis Ohanian I also couldn't imagine any other thing we could do on senior year spring break, then go to Boston and hear this guy give a talk about startups. 3 times in the scene
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 4:37 Dan Tannenbaum And afterwards, I ended up in Boston at Bain & Company. 4 times in the scene
- ▶ 10:54 Dan Tannenbaum And at that stage, my office in Boston, I think we had Class A space above Copley Place Mall, and our fellow tenants were Gucci and Louis Vuitton.
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- ▶ 59:39 Letitia Johnson But two of my committee members that have been extremely influential and just a huge piece of what we've been able to build in Amherst so far are Simon Krinsky, my investment committee chair, who is the best investment committee chair of…
David Morehead – Top Down Allocation at Baylor (EP.381)
- ▶ 39:51 David Morehead We're in a different geographic part of the country, and so this example doesn't pertain necessarily to Connecticut or Boston, but
Training Grounds – Carnegie Corporation of New York (EP.377)
- ▶ 25:21 Ellen Schumann Traveled more than 25 miles from home, who lived in a tiny rural town, and we called them North Country Nuggets, because they were these really talented kids who just hadn't had that opportunity to flourish the way a kid from New York City…
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 30:34 Michael Milken Philadelphia had maybe more talent, and Lakers had more talent, but Boston always won, and they worked as a team.
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 22:23 Brad Jacobs I would talk to MFN up in Boston, Michael DeMichel, and then I get a family office background too, because I just want to get different opinions.
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 4:34 Ted Seides Sarah Samuels, the head of manager research at Powerhouse Consultant NEPC, and a past guest on the show, is also the board chair of the CFA Society in Boston.
- ▶ 34:41 Sarah Samuels Are there any common traits that you have observed, or pieces of advice that you would impart to our listeners, who are the 6000 CFHR holders in the Boston area, as well as anyone else who chooses to download this?
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 24:41 Rick Heitzman Do I have to go back to Boston?
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 1:03 Ted Seides Eventide is a Boston-based firm that oversees six and a half billion dollars and brings a distinct values-based approach to investing across generalist and healthcare strategies.
- ▶ 5:18 Finny Kuruvilla I did my undergrad in California and graduated in 1995 and came to Boston to do an MD-PhD program, so it's a combined program where you do two doctorates. 2 times in the scene
- ▶ 13:29 Finny Kuruvilla Eventide today is a Boston-based investment company that offers mutual funds primarily across a variety of asset classes to investors who want to be in alignment in terms of their values and their investment portfolios.
- ▶ 16:28 Finny Kuruvilla If you're a business in Boston, is it just local Bostonians?
- ▶ 34:46 Finny Kuruvilla One of my major annoyances is when an analyst will meet with a management team, they'll come here to our office in downtown Boston, and you'll say, how was management?
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 10:23 Stan Miranda We started with three employees, with one in Boston and two in London.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 7:47 Michael Carmen And so within eight months, I was in Boston. 2 times in the scene
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 19:22 Seth Klarman At some point, he called me in to talk about a test I'd done, my exam, but what really had happened was he and some friends had a stake in Channel Five in Boston.
- ▶ 1:30:56 Seth Klarman We do a lot in the local Boston community.
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 25:40 Vincent Daniel I was up in Boston.
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 16:48 Paul Assaiante You know, you go up to Boston at that time, and everybody had a bumper sticker on that said, question authority.
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 46:16 Dan Ivascyn And then I think people are well aware of my focus on Boston sports.
Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
- ▶ 2:12 Carol Geremia Was working with MFS and places like Bain and, and other financial organizations in Boston.
Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
- ▶ 6:38 Michael Rees Born and raised there, went to school there at the University of Pittsburgh, and then hopped up to Boston where I studied engineering at MIT. 2 times in the scene
- ▶ 19:30 Michael Rees And so the response from Boston up at Bain was, well,
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)
- ▶ 4:06 Jack Somers I grew up as a small fish in a very big pond on Long Island and was fortunate enough to have my family move up to Boston and stuck with a small theme and went to a small liberal arts college, was lucky enough to have a dad in the… 2 times in the scene
- ▶ 6:08 Jack Somers My dad strangely invited me to come meet him at this old Boston watering hole.
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
- ▶ 4:16 Alan Jean-Baptiste I'm originally from Boston, and I'm the child of immigrants from Haiti.
- ▶ 41:40 Alan Jean-Baptiste I also hate being cold, but it's something that I taught myself growing up in Boston.
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 5:48 Sarah Samuels One was as a fund accountant with a very well-known custodian bank here in Boston, and one was as an administrative assistant at Wellington Management Company.
- ▶ 9:33 Sarah Samuels We owned actual trees and we'd owned them forever in our timber portfolio across the country.
- ▶ 20:53 Sarah Samuels Founded the Boston chapter of PE Win.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 5:23 Josh Friedman I was a lot better at adding and subtracting than I was at writing essays, so I majored in physics, and I thought I would become an executive at some kind of a startup or one of the tech firms outside of Boston on Route one 28.
- ▶ 9:16 Josh Friedman I was brought up in Boston.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 6:44 Rob Citrone I was the second youngest kid in the class because I had just a year of experience, and then went to work for Fidelity Investments up in Boston to head up their emerging market fixed income and currency group to start that.
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 5:25 Sahil Bloom So I, um, grew up in the Boston area. 2 times in the scene
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 17:35 Tom Lenehan And so we have since moved that allocation to a group up in Boston that we used at Rockefeller, done a terrific job.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 16:56 Steve Papa And so that partner rented a car, drove to Boston, and we got the deal done the middle of the following week.
- ▶ 35:52 Steve Papa They had their call, pitched what they were doing, and the response was largely, ah, I don't feel like getting on a plane to Boston.
- ▶ 36:54 Ted Seides You mentioned West Coast firm not wanting to jump on the plane to Boston. 7 times in the scene
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 10:38 Annie Lamont So traveled a lot, but there was Boston was an active community.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 19:27 Sean O'Sullivan But when he started up Techstars in Boulder, and then went to expand it to another city in Boston, one of the guys that I had previously backed, and that Brad had previously backed, was picked to run Techstars in Boston. 2 times in the scene
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 22:56 Bill Trenchard Started by David Frankel and Eric Paley out of Boston.
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 15:08 Doc O'Connor I just happened to be up in Boston, and seeing my old friend Sam, and Sam said,
Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)
- ▶ 15:54 John Brolin I went to Penn undergrad, started working in banking right out of college, did that for two years, worked for a private equity firm for three years up in Boston, came back to New York, went to business school at Columbia, switched to the…
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
- ▶ 54:48 Jan Garfinkel Health Catalyst is, I think it's her name of her fund out in Boston.
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 16:56 Bruce Martin And then I had a friend who was a sales guy at Lehman Brothers in Boston. 3 times in the scene
Bill Ford – General Atlantic (Manager Meetings, EP.03)
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