Casey Whelan

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2025 by Casey Whalen · said 12 times in 1 episodes since 2025 · across every show →

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brought up most by Ted Seides (8), Brett Barth (3), Meredith Jenkins (1)

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2025 12 mentions in 1 episode

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Everything said about Casey Whelan, oldest first

Jun 30, 2025 bullish
Opinion
Whelan: Non-US container ship leasing offers huge upside with scrap-metal downside
“For example, we're doing a thing on container ships. A lot of them are not coming to the US. It's within non-US ports. Your downside is scrap metal, which is actually pretty compelling. Your upside is huge. So there's a lot of niche opportunities we're finding…”
Casey Whalen Jun 30, 2025 ▶ 38:34 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Jun 30, 2025 bullish
Opinion
Whelan: Operationally-focused private equity is inherently less risky than public markets
“I tell my clients at a certain size of wealth, I view what we're doing in the private space as inherently less risky than the public markets. Because if we can back smaller back groups that have depth on the operational side and the financial side, you're actu…”
Casey Whalen Jun 30, 2025 ▶ 17:59 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
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