California, every mention
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tap a year for its mentions
every year anyone Ted Seides 11Colin Campbell 10Eric Peters 5Chris Douvos 5Chris Ailman 5Wendy Cromwell 4Richard Lawrence 4Paul Black 4Joel Holsinger 4Jeremy Grantham 4
Verbatim, from the transcripts: the passages where California comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 18:52 Lauren Hochfelder By way of example, I take the state of California.
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
- ▶ 12:02 Abigail Wattley They used to run this amazing boot camp, spent a week out in California.
- ▶ 19:10 Abigail Wattley We went out to California.
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 38:44 Jonathan Wang For a long time, we thought that that segment of the market really was just Florida and California.
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 5:06 Joel Holsinger My sister is CEO of a division of Adventist Health, which is a healthcare company out in California. 4 times in the scene
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 32:06 Jeremy Grantham On the annual gathering of the financial analysts in California, there are 1200.
- ▶ 51:22 Jeremy Grantham The American housing market had famously bubbled in Chicago and bust in California, bubbled in Florida, etc.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 1:06:16 Gavin Baker I have a doctor in California and a writer in Vermont.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 19:37 unnamed speaker Being home in New Zealand to being quite far abroad in California.
- ▶ 57:03 Ted Seides I'm curious what that is for you in a seat in California, not your homeland.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 0:05 Jonathan Lewinsohn Go back during just my career and Scott's career, when the muni market got blown up because of some choice words said by a famous analyst after the financial crisis, even the European kind of double dip recession in the peripheral…
- ▶ 28:54 Jonathan Lewinsohn The California power microcycle, which most of California was impacted by in many counterparties.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 14:39 Lane MacDonald I'm flying out to California.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 1:01:14 Ashby Monk I was born in Edmonton, and my dad came down here to California in 1980, so I was four.
Matthew Dicks – Storytelling Mastery (EP.477)
- ▶ 1:15:13 Matthew Dicks She flies out from California to new England to meet with me.
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 3:18 Robert Bukai I had done two summers of investment banking in California.
- ▶ 13:15 Robert Bukai California New York taxpayer assets at the 12 by 13% bond.
- ▶ 28:00 James Breuer We do not touch California.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 8:22 Jay Ripley So we lived in Texas and Louisiana and Germany and California and Rhode Island.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 51:23 Herb Wagner The other thing that has really been significant that's repriced risk is a California wildfires from last year. 2 times in the scene
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- ▶ 16:36 Michael Ovitz And there's a law in the state of California in those days, don't know if it exists, that if a bottle breaks in a case, it's called a broken case, and you can't sell it.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 30:40 Kipp deVeer I mean, we have folks in California and the Northeast and the Southeast in Asia and Europe.
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 36:08 James Clark You go to the big conference out in California, or the one in Berlin in a few weeks, everybody's running into each other.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 29:28 Michael Sidgmore Are probably best placed to cover the wires because they have the resources to actually cover all the different advisors, serve them, whether it's doing large events with them, whether it's going and meeting that advisor in the office in…
Meghan Reynolds – Art of Capital Formation (EP.438)
- ▶ 16:20 Megan Reynolds I recall a very specific meeting with a California state pension plan, one of the big ones.
- ▶ 1:04:25 Megan Reynolds California is a glorious place to live to be able to do that.
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 43:28 Chris and Rob Michalik Gavin Newsom recently vetoed legislation in the state of California to put 2 times in the scene
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 28:51 Matt Miller That happens at high noon in California as well.
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 1:01:53 David Salem I happened to be in California and Nina Chirago and Mike Costa, co-heads of the absolute return program where the bulk of this activity was occurring.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 8:57 Mike Maples, Jr. I was at a wedding in California and somebody at the wedding, Scott Sandell was at NEA.
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
- ▶ 45:04 Jeff Assaf They were coming to California.
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 6:51 Ted Seides Time for April showers to turn to May flowers, for the NBA and NHL playoffs to kick into high gear, for colleges to head for summer vacation, and for gatherings of investment professionals at the Berkshire Hathaway Annual Meeting in Omaha,…
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- ▶ 8:21 Letitia Johnson I moved out to California.
Training Grounds – Carnegie Corporation of New York (EP.377)
- ▶ 16:41 Elisa Maul He said, I'm moving to California to take a job at the Gordon and Betty Moore Foundation.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 47:42 Michael Leffell I went on the board and it was a rude introduction to doing business in California. 3 times in the scene
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 37:52 Mike Vieth They live out in California.
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 36:58 Chad Hutchinson So in 2013, when I joined your middle of big drought in California, and I was sitting there going, this is a dislocation.
- ▶ 46:13 Chad Hutchinson This is very, very valuable architecture that they're incredibly important to that ecosystem, but they also need access to California, Texas, and Florida, which are not legalized sports betting yet.
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 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.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 47:09 Alan Forman One example that always resonates with me, when we were underwriting some of their early deals and trying to understand how they look for opportunity, things were so bad in California back then that we underwrote no residual
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 11:39 Kimberly Sargent Well, I'm a California girl, born and raised in San Francisco, and I'd spent eight years on the East Coast, seven of them in New Haven. 2 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 8:36 Kipp deVeer I got into business school at Stanford, went out there, spent two years in California.
- ▶ 18:56 Kipp deVeer We went out on an early trip pre the BDC, even getting formed to a couple of our large California LPs that the LA crew had known a long time.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:04:44 Don Mullen So I'm famous for getting on a plane with three or four canvas bags of research and finishing the trip to California or the Middle East with down to one canvas bag, and then rereading it all on the way back and making notes and
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 17:35 Kiyan Zandiyeh You could be completely based in New York or California and never travel to these countries, in which case you have no idea what's going on.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 1:02:15 Tony Yoseloff A very early example of this would have been the California utilities in the early 2000.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 19:49 Ashby Monk I'm in California.
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 42:32 Paul Assaiante He says, coach, Evan's in California.
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 27:18 Colin Campbell This is starting to get into the micro, and it's going to vary market by market, but in one example, let's take California, because that's the biggest one here in the US. 5 times in the scene
- ▶ 30:08 Colin Campbell So one can buy exchange-traded futures, for instance, that reference the CCAs, the California Carbon Allowances, and those futures settle physically, which means at the expiration of the futures contract, the person who is long the futures… 3 times in the scene
- ▶ 34:51 Colin Campbell The California market had very low volatility because for most of the last decade, the price was at the regulatory price floor where it basically the auction prices couldn't go down. 2 times in the scene
- ▶ 36:55 Ted Seides So how do the regulatory regimes think about, so you have a California market, but you may not have a Washington or an Oregon market. 2 times in the scene
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 37:44 Tom Steyer One was running the economic recovery task force for California for Governor Newsom.
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
- ▶ 4:06 Ted Seides My guest on today's show is Marshall Boyd, the co-president and chief investment officer at Interstate Equities Corporation, a real estate investment firm that manages a billion dollars focusing exclusively on multifamily apartments on the…
- ▶ 6:14 Marshall Boyd We buy and operate apartment buildings on the West Coast of California and in the state of Washington.
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
- ▶ 15:19 John-Austin Saviano You know, I'm a native California in California and the transformative nature of what Berkeley brings to its students.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 1:06:10 Anthony Scaramucci I can remember August of 2017, I was walking on that esplanade in Santa Monica in California, third or fourth street, wherever it is,
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 6:58 Gregg Lemkau Was doing that for, gosh, about nine months, 10 months, and someone came into my office and said, uh, hey, saw on your resume you'd spend some time in California.
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 24:16 Charles Van Vleet I got a hundred million for you, but you have to move the company and the team to California.
- ▶ 37:26 unnamed speaker You know, who, who would have thought, you know, wildfires from California,
- ▶ 49:47 Charles Van Vleet You know, I grew up in California, Ted, where, you know, California has, you know, uh, hundreds of earthquakes every year, a dozen of which, you know, maybe you could feel in different parts. 2 times in the scene
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 48:17 Annie Duke So for those not familiar, the California bullet train is a very audacious project in California, 3 times in the scene
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 13:34 Greg Lippmann So what we found was for the 2000 vintage, the top 25% of American home prices generally corresponded to California, Florida, places like that, where the loan balances were higher than other parts than say the Midwest. 2 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 21:18 Sahil Bloom And to be totally honest, I was living in California. 2 times in the scene
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 28:55 Steve Drobny But you've also seen a lot of people leaving California, going to Austin and Miami because of taxes and cost of living.
- ▶ 32:21 Steve Drobny And you've seen the wildfires in California and Australia and all over the world that are making people push their politicians in a certain direction, which is going to be spending money on sustainability.
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 11:39 Sebastian Mallaby And Arthur Rock flew out to California to meet with them and said, listen, you don't have to find another company to work for.
Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
- ▶ 23:31 Chris Heller You know, interesting things, you know, I'll give you some past ones, maybe not some that we're working on right now to devote too much, but you know, water in California has been a theme of ours for quite some time.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 7:25 Arjun Sethi So I was born and raised in California, Santa Clara, and people used to joke that I was just a product of Silicon Valley.
- ▶ 1:05:53 Arjun Sethi And I'd say lastly, and I've only recently gotten into it, and that might be a California thing, is just my veggie patch.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 28:52 Josh Wolfe That when you are on the beach in Brazil, or you are in a citrus farm in California, or you walk into the bedroom from your nostalgic childhood, or you smell the shampoo of the first girl or boy you kissed, or whatever it is, there's these…
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 35:16 Jamie Montgomery That come from Afghanistan who'd gone back there as civil rights activists to come back to California and get back on their feet.
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- ▶ 6:30 Paul Black Now, mind you, the gentleman who came up to us was in operations, had zero investment experience, spent time in the industry selling garlic boxes in Gilroy, California, but he had this idea that we thought, hey, you know, we've got nothing…
- ▶ 24:15 Paul Black I came out to California, and I sat down in my office, and I thought, I don't know how we're going to get out of this.
Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24)
- ▶ 8:12 Jason Klein It used to be geographically centered, as you noted, and particularly with venture and particularly in California, particularly within the Valley.
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 36:24 Doc O'Connor My son, even though he grew up in Los Angeles, California, is a New York Giants fan.
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 31:30 Richard Tedlow The center of gravity of American innovation has moved from the Middle West to California, and these are companies now that are innovating as much as they can as quickly as possible.
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 8:41 Paula Volent After that, I stayed in California and lived in Los Angeles. 2 times in the scene
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 13:37 Stefan Kaluzny My career, and so after six or seven years, left that in the hands of a management team and stepped away and moved to California and joined a brand new nascent leverage buyout firm in San Francisco and began my investing career eight years…
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 55:55 Brett Barth We've also made a lot of money on California carbon credits.
Mike Smith and Nikhil Basu Trivedi – Footwork Ventures (Manager Meetings, EP.12)
- ▶ 11:32 Mike Smith I went to the University of Virginia for undergrad and then moved out to California after a few years of consulting to go to business school at Berkeley.
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- ▶ 7:08 Katie Hall One, there was a big earthquake in California, so that was sort of epic.
- ▶ 44:52 Ted Seides So I know through your career, you've sat on the investment committees of a number of organizations, Princeton, your alma mater, Mellon, a bunch in California.
Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)
- ▶ 18:05 Jan Garfinkel Because I ended up identifying this little company out in California that made angioplasty equipment and angioplasty is equipment. 2 times in the scene
- ▶ 54:33 Jan Garfinkel It was a California based company.
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar's Restructuring (Capital Allocators, EP.209)
- ▶ 8:23 Max Frumes And rode that to a career of niche and specialized journalism, eventually going back to school at the Medill School of Journalism to get my master's in Chicago and Northwestern, and then continuing to head east from California, but wound…
- ▶ 23:01 Max Frumes Another fund that is known for distressed debt investing is also California, Los Angeles based fund.
- ▶ 34:20 Sujit Indap In the case of PG&E, it's wildfire victims in California.
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 38:44 Chuck Davis We did the same thing in California, and they ended up going to Arizona.
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
- ▶ 1:03:37 Orlando Bravo I remember we were in this tennis tournament, my first tennis tournament in California that he took me to.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 39:08 Tom Lenehan And this is kind of a random question, but is there a secular risk having a physical office and personnel located in New York and California, given what we're looking at down the tunnel as it relates to taxes going up?
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 29:32 Jeremy Grantham The land under the Empress Palace in 1989 90 was indeed worth the state of California, to give you some idea. 2 times in the scene
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- ▶ 55:30 Ashby Monk I've been stuck here in Los Gatos, California with my family, and we have a little bit of space because we live up the hill, and I've been planting trees.
Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
- ▶ 7:23 Steve Moseley So I ended up going to work in California, in La Jolla at a place called Pacific Corporate Group, which sadly doesn't exist anymore, but was at that time a peer
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 13:06 Damien Bisserier And so ultimately when my personal life brought me back to California, I ended up coming back to LA to get married, be closer to my family and raise my own family.
- ▶ 1:00:31 Damien Bisserier He was trying to get home, so he walked into the nearest travel agency, and there was one woman on the floor that spoke French, and it was my mom, and they connected, and then after a four-year love affair back and forth between…
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 21:07 Colette Chilton So the chair of that committee was Bill Simon, is famous for almost being the Republican governor of California.
- ▶ 51:57 Colette Chilton I was with my family recently in California, and we were coincidentally talking about stuff that we learned from our parents that's really been impactful on us, and one of the things that I think was most important is to be positive, and…
Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
- ▶ 54:44 Daryn Dodson I'm usually up in Redding in California on the Sac or Lower Sacramento River this time of year as the salmon are coming in from the ocean.
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