Davidson Kempner Capital Management, every mention
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tap a year for its mentions
every year anyone Ted Seides 38Tony Yoseloff 15Michael Leffell 11Rod Wong 3
Verbatim, from the transcripts: the passages where Davidson Kempner Capital Management comes up
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 4:43 Ted Seides Michael was former deputy executive managing member of Davidson Kempner, where he spent 21 years before retiring in twenty-ten.
- ▶ 11:03 Michael Leffell By matter of serendipity, I was introduced to Marvin Davidson, who was running MH Davidson and Company at the time. 4 times in the scene
- ▶ 17:19 Ted Seides What was MH Davidson became Davidson Kempner and has been one of the longest standing funds through a few iterations of succession. 2 times in the scene
- ▶ 17:39 Michael Leffell DK just celebrated its 40th year. 6 times in the scene
- ▶ 23:04 Michael Leffell At a firm like Davidson, I don't know how many people we had there at the time, probably a hundred or so, and each one of them was incredibly smart and talented.
- ▶ 34:08 Ted Seides In your own organization, you mentioned that there were some lessons you had learned from how to structure an organization at DK and create incentives to keep people around. 2 times in the scene
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 4:06 Ted Seides My guest on today's show is Tony Yoselloff, the managing partner of Davidson Kempner Capital Management, a forty-year-old, forty-billion-dollar multi-strategy hedge fund that specializes in opportunistic credit and event-driven investing. 4 times in the scene
- ▶ 7:12 Tony Yoseloff I went straight to work for Davidson Kempner, which is an anomaly. 5 times in the scene
- ▶ 7:37 Ted Seides What was Davidson Kempner like in 1998? 10 times in the scene
- ▶ 14:02 unnamed speaker I would take it a step back even before the time I started at Davidson Kempner. 6 times in the scene
- ▶ 19:15 Tony Yoseloff When I got to Davidson Campner in the late 19 nineties, we had a number of European positions.
- ▶ 30:52 Tony Yoseloff When I started at Davidson Kempner, there were a couple of analysts and a couple of portfolio managers doing what we did. 2 times in the scene
- ▶ 36:37 Tony Yoseloff Where you've got teams of people who are working at DK who are collectively telling you something about the markets, and that could be, it's time to buy, or it's time to step back and really be more cautious.
- ▶ 38:32 Tony Yoseloff There's different types of investments that we see at DK, and again, it's after 40 years of pattern recognition.
- ▶ 40:46 Ted Seides I'm curious in that investment process as ideas are working their way through, what are some of the other Davidson Kempner aphorisms and lingo that comes up?
- ▶ 47:51 Ted Seides And DK's been a private partnership for a long time, and love to hear your perspective on the importance of that ownership to you. 4 times in the scene
- ▶ 54:01 Tony Yoseloff I think we've learned a lot at DK over a long period of time, at least I have, in how to run a money management business.
- ▶ 57:53 Ted Seides What do you think DK looks like 40 years from now? 10 times in the scene
- ▶ 1:05:31 Tony Yoseloff The other answer I would give to that question actually goes back well before starting at Davidson Kempner. 4 times in the scene
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
- ▶ 9:10 Rod Wong So I got opportunities, and then the next job was portfolio manager at DK.
- ▶ 9:38 Ted Seides DK, very well-known, event-driven, you think of it as a risk-controlled type place. 3 times in the scene
- ▶ 16:24 Rod Wong I had confidence at the time because of the experience that I had for a few years at DK.
- ▶ 57:39 Rod Wong At DK, Scott and Tom, business builders pulled me out of my minutia and made me think about bigger picture, risk and macro.
Year in Review 2022 (Capital Allocators, EP. 289)
- ▶ 12:30 Ted Seides Michael was a partner at Davidson Kempner for many years who retired a while back.