Brazil, every mention
12 scenes (2021) · ← back to Brazil
tap a year for its mentions
every year 2021 anyone Greg Dowling 48Florian Bartunek 17Ted Seides 12Louis-Vincent Gave 12Jordi Visser 12Rob Citrone 11Daniel Graña 10Nick Rohatyn 7Fabrice Grinda 7Rajiv Jain 6
Verbatim, from the transcripts: the passages where Brazil comes up
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 39:53 Jordi Visser And Brazil in particular has a lot of crypto people down there.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 43:44 Barry Sternlicht I still think Brazil is more interesting than a lot of times clients and capital races to places. 4 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 33:52 Daniel Graña Maybe they're bullish on Brazil and I'm bearish, but having that debate, friendly debate, makes us better investors.
- ▶ 36:48 Daniel Graña We would need to have plenty of capabilities to cover things as varied as China A-share, as Vietnamese stocks, South African stocks, Brazilian stocks.
- ▶ 42:20 Daniel Graña In terms of countries that I'm concerned about, I do worry very much about Brazil. 8 times in the scene
- ▶ 44:29 Ted Seides So if we look through to your portfolios, what types of exposures does that lend itself to in both Vietnam and Brazil? 6 times in the scene
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 11:30 Leda Braga I grew up in Brazil, and I did my first degree in Brazil in engineering, and then I came to the UK to do a postgraduate in engineering, to do a PhD. 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 12:53 Julia Bonafede Then we went to Brazil and China.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 38:44 Jeremy Grantham And then you have the Brazils and the Russians and so on.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 1:00:58 John Connaughton I, I really miss seeing the perspective of my on the ground partners and management teams in Asia and Europe and Brazil and