China, every mention
43 scenes (2019) · ← back to China
tap a year for its mentions
every year 2019 anyone Ted Seides 346Louis-Vincent Gave 79James Aitken 79Marko Papic 33Richard Lawrence 32Raphael Arndt 31Seth Masters 28Kathy Xu 23Rob Citrone 17Steve Rattner 15
Verbatim, from the transcripts: the passages where China comes up
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
- ▶ 35:47 Dr. Charles (Sarel) Vorster This is Sally, she's the scrub dick, and this is John, the rep from some company, and this is Doctor, whatever, from China, who's visiting us today, and this is, so when we do that, everybody seems to have ownership, and that ultimately, I…
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 27:30 Anne Martin We've been going to China for years and years. 2 times in the scene
- ▶ 29:07 Ted Seides So when you're looking at, say, underwriting a new manager to your portfolio, say in China or something else, how much comfort do you take in the company of the select crowd of people that you've worked with and that you know that are…
- ▶ 35:35 Anne Martin I also looked for somebody in emerging markets because I had no, someone with China connections.
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 5:08 Ted Seides We close with Steve's perspectives on China and his ongoing engagement in politics.
- ▶ 34:53 Steve Rattner Putting aside China, India, we don't invest in Russia, I can't imagine we ever would, and maybe Brazil, they're relatively small markets, and so accessing them in a way that's consistent with our philosophy of finding people who really… 2 times in the scene
- ▶ 42:34 Steve Rattner The thing that we're probably, I'm probably anyway, colleagues may differ, most excited about is still probably China, which is highly controversial. 13 times in the scene
- ▶ 47:16 Ted Seides You know, I know you're on TV every now and then and have political views, particularly when you start talking about China and the trade war. 2 times in the scene
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 29:00 Ash Fontana More than the US, more than China.
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 14:12 Ana Marshall I think you see it most clearly with just the difficulty that Americans have and American investors have looking at China. 3 times in the scene
- ▶ 19:31 Ana Marshall And now the same thing, I've done the same thing to develop it in China and in Singapore.
- ▶ 24:10 Ana Marshall I come back and I have spent for the last 10 years a ton of time in China and in Asia because we've had an Asian tilt in the portfolio.
- ▶ 27:25 Ted Seides As you roll up what you own, do you take these views that you'll develop about how payments are working in China and see, you know, there's a directional arrow of progress we want to be exposed to.
Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
- ▶ 36:44 Jay Girotto The biggest concern certainly is that in some way through this whole thing with China, that China would truly go away as an agricultural trading partner somehow.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 18:01 Jonathan Tepper So for example, our China leading indicator does a phenomenal job of leading Chinese growth. 4 times in the scene
- ▶ 53:42 Jonathan Tepper Like, these things have been around for a very long time, and often they're created independently, whether it's in China or ancient Greece.
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 27:17 David Druley We're still finding a tremendous amount of interesting things to do on the venture capital side of the thing, small and middle market buyout, higher returning infrastructure and real estate, and specifically in China.
- ▶ 42:35 David Druley Specifically in China, venture and growth equity, but also I think our business will expand in Asia. 2 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 21:24 Mike Novogratz The Chinese had started buying. 2 times in the scene
- ▶ 35:57 Mike Novogratz You know, you look at China right now, where 95% of financial transactions go through a government clearinghouse, which they now just add a little bit of machine-based learning to, and they know everything about you.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 1:07:12 Ash Williams China, India, Southeast Asia, differences in law, differences in culture, a whole lot of things make that infinitely more complicated.
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
- ▶ 48:38 Sam Sicilia There is some in the US, and there is a couple of portfolios in China. 2 times in the scene
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 6:16 Tim Recker Also worked in China, India, Philippines, Thailand, et cetera. 4 times in the scene
- ▶ 36:04 Tim Recker Best in class managers that we have in the US or China for our privates, I'm pretty comfortable with.
- ▶ 47:07 Tim Recker We've got a major overweight to emerging markets and particularly China, and we're actually debating what's the right allocation for China, et cetera. 4 times in the scene
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 43:22 Jon Hirtle And if you look at emerging markets as about 10% of world market cap, and then this is a portion of that, a third to a half, you're really not getting a lot of China exposure when you just have an at-weight emerging markets portfolio. 4 times in the scene
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 31:55 Matt Levine There are pools of money in like the Middle East and China that are accessible to American companies that didn't used to be, and technologically it's easier to raise private money.
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 43:40 unnamed speaker Some of the different parts of the world, China, India, Africa, what's happening in those different regions of the globe? 4 times in the scene
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 1:00:36 Dan Ariely Mostly in the US, some in Africa, some in Europe, and tomorrow I'm off to China.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 44:14 Jordi Visser Number one, China devalued their currency in August of 15, which was a big deal. 3 times in the scene
- ▶ 1:06:21 Jordi Visser And I think when China moved their currency in 2015, when quantitative tightening began, 3 times in the scene
- ▶ 1:19:56 Jordi Visser Six years ago, I met a general who was a brigadier general in the Air Force younger than me, and we developed a relationship over our kind of knowledge of China.
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 48:52 Matt Botein Was I would go to China and see, you know, SAFE and CIC.
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- ▶ 11:04 Steve Kuhn And here was a rising China, which I was just incredibly fascinated by. 6 times in the scene
- ▶ 14:23 Steve Kuhn So in some ways, there's things to be admired in the Chinese educational system. 4 times in the scene
- ▶ 41:35 Steve Kuhn I think there's a huge win-win policy that makes America stronger, makes our economy stronger, makes us safer, helps us compete against China when it comes to technology, and then
- ▶ 50:34 Steve Kuhn Let's imagine China could do this. 3 times in the scene
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 17:12 Donna Snider The benefit of still being generalist is, for example, I just got back from two weeks in China, and I met with venture capitalists and credit hedge funds and public equity and the gamut, but I could come back and say, this is what I saw… 3 times in the scene
- ▶ 22:23 Donna Snider Another member of our team is phenomenally good in healthcare, and he grew up in China, and so he, he helps us a lot with our Chinese portfolio, right? 2 times in the scene
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 21:05 Jean Hynes So it was really an observation that a lot of the company creation was happening outside of the U.S. and that are we attracting the best people to follow a company in China or in Germany based in Boston?
- ▶ 35:24 Jean Hynes How we do Japan and how we do China is very dependent on the talent we have and, and how they want to form teams and what the opportunity set is.
- ▶ 46:59 Jean Hynes How do you not Americanize someone in China or Japan and you let their local culture come out?