Clearlake Capital, every mention

José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297) Feb 13, 2023 · 25 mentions

• ▶ 4:06 Ted Seides My guest on today's show is Jose Feliciano, co-founder and managing partner of Clear Lake Capital Group. 5 times in the scene
• ▶ 10:16 Jose Feliciano So to this day, one of the things that we do at Clearlake is that our associates during their time here, they actually spend anywhere between three months, sometimes as much as six months embedded within one of our portfolio.
• ▶ 13:11 Jose Feliciano And to this day, if you fast forward some of the things that we do at a player, like we're sector focused. 2 times in the scene
• ▶ 19:30 Jose Feliciano As part of the Clear Lake magic sauce, it definitely makes a Clear Lake investment professional different, I think, than most of our peers in the industry. 4 times in the scene
• ▶ 22:26 Jose Feliciano All those as sources of potential transactions, but sometimes you would lose out in terms of people don't think somebody that may not be as well versed about who clearly is, may actually not call us on a potential deal because they were…
• ▶ 23:00 Ted Seides I'd love to hear how you went about building the business with a strategy that's a little broader than what a lot of other people would be doing at the time. 2 times in the scene
• ▶ 25:48 Jose Feliciano So the many seconds on Clear Lake is very simple.
• ▶ 30:47 Jose Feliciano And the most important things that we look at is the dialogue that we need to have here at Clearlink and that investment committee has to be brutally honest. 2 times in the scene
• ▶ 34:13 Jose Feliciano Only a great investment, clearly, you're getting that consistency.
• ▶ 36:43 Jose Feliciano But at the core, I think it was the best of player league in the sense that we identified an asset that people were not quite looking at it the way we were.
• ▶ 38:30 Jose Feliciano So, I think in those second five years, if you will, of Clear Lake Texas Science, we demonstrated that. 3 times in the scene
• ▶ 43:38 Ted Seides One of the things that's interesting about, Claire, like you started, as you mentioned, with the reservoir of seed capital, you later did a recap, and then on the other side, on the LP side, you've done a lot in continuation funds.
• ▶ 52:37 Jose Feliciano I think by now, a lot of our LP base has realized, you know what, we have an existing relationship with Clearlake.