Casey Whelan, every mention

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every year anyone Ted Seides 8Brett Barth 3Meredith Jenkins 1

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Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) Jun 30, 2025 · 12 mentions

  • ▶ 4:36 Ted Seides My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, John Harris of AIM, and Casey Whelan of Lazard Family Office.
  • ▶ 6:16 Ted Seides Please enjoy my always entertaining conversation with Brett Barth, Meredith Jenkins, John Harris, and Casey Whale. 3 times in the scene
  • ▶ 10:44 Brett Barth Not dissimilar modeling to what Casey mentioned, but given that we have been leaning in and being able to be pretty aggressive with making commitments, so we have not looked at any secondary sales. 2 times in the scene
  • ▶ 19:52 Brett Barth It has been much more private equity investors who have been focused on, as Casey highlighted, operational improvement, who have been thoughtful about investing in growth industries and or growth companies, and they might pay a modest…
  • ▶ 29:11 Meredith Jenkins So we have a bit more of Casey's sort of large cap U.S. exposure.
  • ▶ 40:29 Ted Seides Casey mentioned the two letters that everyone talks about these days, AI.
  • ▶ 52:53 Ted Seides Casey, that gets back to this question about sales, because as much as all the seats are buying investments, everyone's in the sales business.
  • ▶ 56:33 Ted Seides Dollar thoughts, Casey, John?
  • ▶ 1:01:52 Ted Seides All right, Brett, Meredith, John, Casey, thanks.
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