California, every mention
22 scenes (2023) · ← back to California
tap a year for its mentions
every year 2023 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
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.