Europe, every mention
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tap a year for its mentions
every year anyone Ted Seides 93Louis-Vincent Gave 43James Aitken 36Mathieu Chabran 21Marko Papic 20Ana Marshall 10Virginie Morgon 9Magnus Grimeland 9Tony Yoseloff 8Stan Miranda 8
Verbatim, from the transcripts: the passages where Europe comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 15:15 Lauren Hochfelder When you have, for example, an Asia Investment Committee and a Europe Investment Committee, you're not getting the full benefit of that perspective that matters.
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 16:18 Luis Laboy I covered Latin America, I was working in emerging markets, Turkey, parts of Europe, Africa.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 25:05 Frank Danieli We've done some things in Europe.
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 17:23 Baroness Dambisa Moyo Certain behaviors or policies, it's extremely different in a place like Europe.
- ▶ 46:43 Baroness Dambisa Moyo The record, even just the past, since the financial crisis, United States and Europe were about the same size.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 35:29 Pat Dorsey The trouble is, and you've seen this with eBay, you see this with some of the European online listings companies, once you get that market, now what?
- ▶ 45:43 Pat Dorsey If you're a good manager in any industry, running a U.S. company, you're probably going to make five X what you would make even running a sizable European company. 2 times in the scene
- ▶ 47:06 Pat Dorsey It's important to keep an open aperture, because I do see mispricings a lot, where the US-listed analog might be trading four or five turns higher than the European analog, because there's large pools of capital in the US that don't invest…
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 16:58 Rajiv Jain Fannie Mae, Freddie Mac, AIG, in Europe, Anglo-Irish Bank, Northern Rock, large positions.
- ▶ 24:43 Rajiv Jain Steel in Europe.
- ▶ 28:33 Rajiv Jain Try to set up a new steel plant in Europe.
- ▶ 40:32 Rajiv Jain But the regulated utilities, we've got Brazil, US, Europe, Asia.
- ▶ 52:57 Rajiv Jain It's a large system, Indonesia large system, and some of the larger banks in Indonesia are larger than European banks now.
- ▶ 56:32 Rajiv Jain From Australia to Europe to other places, because the whole notion that we have great track record and people will come, that doesn't work that way.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 39:44 Josh Steiner Or I need to understand or see opportunities in Europe as well as the United States.
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 15:31 Rodney Comegys I went to Europe and helped there.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 13:19 Jeremy Grantham With Donaldson, Lufkin, and Jen Rett, they kind of had a possibility for me, but it wouldn't come through in Europe.
Will Guidara – Unreasonable Hospitality (EP.492)
- ▶ 2:23 Ted Seides Snow conditions have been challenging almost everywhere this season, but we were excited to travel to Europe for the first time to ski.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 2:21 Ted Seides Snow conditions have been challenging almost everywhere this season, but we were excited to travel to Europe for the first time to ski.
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- ▶ 2:27 Ted Seides Snow conditions have been challenging almost everywhere this season, but we were excited to travel to Europe for the first time to ski.
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 53:38 Ed Grefenstette We've tried to spend time more in Europe, New Nordics, trying to figure out if we are missing something fundamental in terms of opportunity sets.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 12:33 Bobby Jain Then if we're doing it in the US, why don't we do it in Europe and Asia?
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 10:02 Stephen Gilmore I started at AIGFP in London, which traded under the name Bonk AIG, which was the European arm.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 17:30 Brendan O'Connor It's a safe environment for them to deploy capital that's giving them a return series, probably very diversifying to the return series they get in the US, Canada, Europe. 2 times in the scene
- ▶ 28:16 Brendan O'Connor You've probably seen a diaspora of Australians around the US, Europe, certainly in London, going off in Hong Kong, Singapore, wanting to go and apply their trade and learn, and hope to succeed at some of the world's largest financial…
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 8:11 Jonathan Lewinsohn We have four deals in Europe in a warehouse.
- ▶ 32:34 Jonathan Lewinsohn One problem that Europe has as a monetary union compared to us is that if you are from Lisbon and get a great job in Stuttgart, you're not taking it.
- ▶ 42:59 Jonathan Lewinsohn If you look at the amount of ethylene and propylene that they're bringing on, and then go to 20 30 and shut all of the European and Japanese capacity, in 2030, you'd have more over capacity than you have now. 2 times in the scene
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 34:40 Lane MacDonald It could be Europe.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 4:02 Nick Rohatyn His travel from Nazi Europe took him 4 times in the scene
- ▶ 1:16:05 Nick Rohatyn It started when I was a kid, originally European, cycling in Europe, Tour de France.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 43:15 Mike Gitlin We have our North American client group and our Europe and Asia client group. 2 times in the scene
Year in Review 2025 (EP.478)
- ▶ 21:40 Ted Seides There's more interest in Europe as the value play.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 44:15 Alex Sacerdote And then Revolut, either one or two digital bank in almost every single country in Europe with a fantastic leader.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 34:36 Brett McGurk Rolled out this initiative called the IMEC, India, Middle East, through Jordan, Israel, into Europe, overseen by the dynamic American entrepreneurial ecosystem.
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 4:05 Robert Bukai I got to travel a lot, Europe, Asia.
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 20:14 Mike Kelly I was helping them do that, and I bought Robico for them in Europe, which is a several hundred billion dollar asset manager out of the Netherlands.
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
- ▶ 39:55 David Lyon We're both in the US and Europe and in Asia.
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 10:28 John Graham Because in science, there's an answer where we can do an experiment and someone in Japan and the US and Europe can do the same experiment and get the same answer.
- ▶ 22:44 John Graham Private equity, infrastructure, real estate, credit, public equities, hedge funds across North America, Europe, and Asia.
- ▶ 36:52 John Graham We think European credit or Asian credit is more attractive than North American credit, so we're going to move capital around.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 3:51 Jack Kokko I spent the first weekend working on a billion dollar deal, and things were moving so much faster than in Europe.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 29:39 Herb Wagner Often people will say, oh, what do you think about European stock market?
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 40:07 Adrian Meli Look at parts of Europe, emerging markets.
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
- ▶ 6:31 Ron Cantowitz Perhaps more importantly, they were the dominant provider of acquisition capital in Europe. 2 times in the scene
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 39:26 Tim Sullivan And they had opened several offices, including at least one in Europe.
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- ▶ 8:51 Michael Ovitz And in Europe, if they fail, they're embarrassed, and they go hide. 3 times in the scene
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 31:53 Hugh MacArthur The best context I can set, Ted, is that we went through this period of about a decade where we had a zero central bank interest rate structure in the US and Europe for most of that time.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 7:40 Ted Seides We discussed the challenges of building brand recognition in the channel and opportunities ahead in wealth for real assets and infrastructure investments and in Europe and Asia.
- ▶ 9:27 Kipp deVeer So we feel like we've really crossed over from being a US-centric firm into being really active in the US, in Europe, and in Asia.
- ▶ 13:59 Kipp deVeer The only other thing I'd add is that we did go out and hire a pretty substantial person in each of the European market in London and in Hong Kong. 2 times in the scene
- ▶ 30:40 Kipp deVeer I mean, we have folks in California and the Northeast and the Southeast in Asia and Europe.
- ▶ 34:31 Ted Seides So you mentioned a surprising interest last year from Europe, and maybe this year is going to be the year of Asia. 3 times in the scene
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 10:28 Kristin Kolurgis-Roland I got a chance to run our European Middle East business, moved back in 17 to run our U.S. platform, and then in COVID, had a chance to take over our global business.
- ▶ 25:07 Kristin Kolurgis-Roland We'd always done some opportunistic micro-cycle trades, like coming out of the crisis we did commercial mortgage-backed securities, residential mortgage-backed securities, non-performing loans in Europe.
- ▶ 50:34 Kristin Kolurgis-Roland We've spent a lot of time lately on themes outside the U.S., so whether it's places like Japan or developed Europe, sports media entertainment is an ecosystem that we as a bank have a lot of intelligence in, both from our clients and our…
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 29:22 Eric Mogelof If you look across KKR, roughly a third of all of the folks that are in distribution are focused on our wealth business, and that includes a home office coverage team, that includes a wire sales team, an independent broker-dealer sales…
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 33:35 James Clark How we operate in Australia is very different to Europe, is very different to the Middle East, is very different to North America and Canada.
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 7:45 Rodrigo Bitar The Americas begin to become a block and Russia and China and Europe separately.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 5:33 Ted Seides We then turn to the markets, covering the weakening US dollar, rise of non-aligned nations, opportunities emerging in Latin America, Europe, and Asia, US treasuries and the yield curve, and private markets.
- ▶ 9:57 Marko Papic Why did we spend Forex, what Europe did in fiscal policy?
- ▶ 11:56 Louis-Vincent Gave At the same time, we have to acknowledge that we're seeing very important policy shifts in both Europe and China. 4 times in the scene
- ▶ 21:07 Louis-Vincent Gave Europe and China are countering this with greater fiscal policy and fiscal spending, so it'll be interesting to see whether they can withstand the shock that's going to be coming out of the U.S.
- ▶ 25:13 Ted Seides I want to turn to taking those views, the end of US exceptionalism, what might happen, China and Europe, and how do we think about applying them to different markets, not what's going to happen tomorrow? 3 times in the scene
- ▶ 39:27 James Aitken And it's even more of a capacity problem when you look at the expected borrowing coming from Europe now, based on the pivot that Marco and Louis have described.
- ▶ 41:56 Marko Papic There just really hasn't been much of a private equity play in Europe or anywhere else. 3 times in the scene
- ▶ 55:20 Louis-Vincent Gave Or the other is that either China or Europe self-employed economically. 2 times in the scene
- ▶ 56:14 James Aitken I think Europe generally is a winner. 4 times in the scene
- ▶ 1:04:10 Louis-Vincent Gave My fear is that over the past 10 years, private banks all around the world, private banks in Europe, in Asia, in America,
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 37:27 Ed Grefenstette Little bit in Europe. 3 times in the scene
- ▶ 42:10 Ted Seides When you put together innovation, emerging markets, take out Europe and Asia, it leads to China. 4 times in the scene
Ian Charles - Private Equity's New Rules (EP.431)
- ▶ 13:44 Ian Charles We track 6000 private equity firms, predominantly in the US and Europe, who have raised institutional capital in the last seven years.
- ▶ 45:31 Ian Charles We just helped Hayfin, one of the largest private credit managers in Europe, buy 60% of their firm back from a big pension fund. 2 times in the scene
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 31:57 Anthony Pompliano They had crypto ETPs in Europe.
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
- ▶ 45:36 Roberto Ish Europe would be another example, but for me, I think one of the pieces that is a little counter to maybe some of the narrative that's out there right now, folks talk about market concentration and the mag seven.
Training Grounds: Wellington Management – Jean Hynes (EP.423)
- ▶ 43:32 Jean Hynes It could be because you've met five companies over the last few days, or you've been on a research trip to Europe.
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 16:56 Eric Peters It trades in VIX futures, options on VIX futures, V stocks futures, which is the VIX equivalent in Europe, and a whole host of different straddles on global equity indices.
- ▶ 43:07 Eric Peters In the real bullish scenario, what happens is Europe goes, holy cow, these guys have buried us, and we got to really stimulate.
Chris Heller - Ten Years of Weird Alternatives (EP.420)
- ▶ 39:36 Chris Heller We got to think through nuclear and how we think about nuclear here in the U S other places in Europe, particularly France use a lot more nuclear than we do.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Scott Bessent - Macro Maven (EP.415)
- ▶ 26:41 Scott Bessent I started out as a stock picker in Europe, and then was helpful on the British pound devaluation.
- ▶ 35:59 Scott Bessent European bond market, especially the Italian bonds were still in melt mode.
- ▶ 57:32 Scott Bessent And then I think Europe is a big question mark in terms of policy and deindustrialization, and especially politics. 3 times in the scene
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 49:32 Matt Miller They are 80% lower than Europe.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 15:17 Todd Simkin And then I was asked to help open up a new trading operation in Europe. 3 times in the scene
- ▶ 25:21 Todd Simkin There were very esoteric products that traded in Europe that did not have a lot of liquidity, which meant that if I was trading, I was probably trading against other professionals who were doing a good job of figuring out the appropriate…
- ▶ 29:52 Todd Simkin We've moved into creating a sports trading unit that is trading on sports books in Europe, and that group is in Ireland.
- ▶ 58:37 Todd Simkin We're doing that on European sports books. 2 times in the scene
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 17:37 John Connaughton A lot of my peers went on to start our venture business, start our Europe business, start our credit business, start our public equity business, and so the notion of creating room for the size of the pie
- ▶ 22:28 John Connaughton The number of people that got turned over in the international expansions of a lot of the multi-strats in Europe and Asia has been amazing.
- ▶ 45:06 John Connaughton I think you're right in saying it really started with the mid succession, but I think we've had it in a lot of places, whether it be in Asia when Paul Edgerly left and we had to create succession in Asia, or whether it be Dwight Poehler in…
Ben Hunt - The Stories that Drive Markets (EP.393)
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
- ▶ 56:46 Anne-Marie Fink I have loved Australia, have loved Japan, China, Europe, Africa, a little bit of everything.
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 35:51 Dan Tannenbaum There are companies in industries where penetration is eight decades behind the US, but capacity is due to come in the next five years that will all strip US, Europe, Japan, Russia combined.
- ▶ 55:44 Dan Tannenbaum I've bought this company in Europe.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 52:14 Brett Barakett They're a ticketing company, so think Ticketmaster, but better run in Europe.
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 54:46 Daniel Schwartz And so now throughout Europe, Latin America, Asia, you can go to a lot of countries that at the time of the acquisition, you couldn't have and have a cup of Tim's today.
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