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
David Morehead – Top Down Allocation at Baylor (EP.381)
- ▶ 43:27 David Morehead We would participate in US high yield and European high yield, but we would not participate in Asian high yield because it's easy to buy something.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 53:58 Blythe Masters Orchestration of a plan that helped Israel with its first air force defense capabilities, which was created by flying by hook or by crook, illegally, under the cover of darkness, behind the mountain, under the radar, to behind the Iron…
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 11:16 Jonathan Tepper That was San Blas, which I don't think they knew at the time, but it had the highest rate of crime and juvenile violence and heroin use in all of Europe.
- ▶ 24:05 Jonathan Tepper I started out with the U.S., and then I went to Europe, Asia, and Latin America.
- ▶ 34:42 Jonathan Tepper For example, 22 Russia invaded Ukraine, and interest rates were going up, oil was going up, a lot of high quality European names were on sale, and we didn't buy the exact bottom.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 42:32 Michael Leffell So for example, a few years ago, someone came to us and described how the truck manufacturers in Europe had all signed a consent decree with the European Union, admitting that they had conspired to fix the price of certain types of trucks.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 38:57 Michael Milken They had a backup contract, a Navy contract, an area they had no expertise, and they lost seven or eight hundred million as a backup plan, and then they bribed some of the royal families in Europe so that you wouldn't even want to save…
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 9:03 Magnus Grimeland But then very rapidly, friends in other schools, and also in Europe, came onto the platform. 3 times in the scene
- ▶ 11:35 Magnus Grimeland And we thought that this e-commerce revolution that you've seen in the US and Europe also would happen there, which obviously, in retrospect, is a pretty evident idea. 3 times in the scene
- ▶ 19:22 Magnus Grimeland These locations are places like Tokyo, Seoul, Singapore, Bangalore and India, in Africa, most European capitals.
- ▶ 32:33 Magnus Grimeland We worked with them in Europe.
- ▶ 50:04 unnamed speaker I think for years, they tried to raise capital, spoke to all the VCs in Europe at the time. 5 times in the scene
- ▶ 1:03:11 Magnus Grimeland Working with Dominic Barton, who was also on our board in the early days, used to run McKinsey for eight years, and our chairman, Tore Muralt, used to be the leader of the senior partner election committee, and used to run Europe.
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 1:09:52 Brad Jacobs The infrastructure in both North America and in Europe is aging, to state it kindly. 2 times in the scene
Ron Biscardi – Inside iConnections Global Alts (EP.367)
- ▶ 8:26 Ron Biscardi Several from the Middle East, some from Asia, some from Europe.
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
- ▶ 13:57 Raphael Arndt We've had the emergence of middle classes in Europe and the US post-World War II.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 9:17 George Mikulakis At least in Europe, it's still somewhat unproven.
- ▶ 26:14 George Mikulakis My background's always geographically been London, so European equities has always been an obvious investment place for us. 3 times in the scene
- ▶ 40:41 George Mikulakis We were disclosed on a short in Europe where the CEO had no experience running anything, and that CEO subsequently got let go overnight, but getting the team to focus on, how's this person ended up running this company?
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 41:46 Brian Christensen Essentially with a single API, it can allow companies to accept all sorts of different payment types, including places like Europe, parts of the emerging markets, the U.S. developed markets. 3 times in the scene
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 28:01 Thomas Haugaard It's a European thing.
- ▶ 33:29 Thomas Haugaard It has indirect influence on the asset class, for sure, because ultimately you have the US, China, and Europe.
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
- ▶ 28:06 Marcia Page One of our business partners, Jason Spath, had gone to London and in effect started to establish our capability across our illiquid strategies in London and across the European continent.
- ▶ 34:21 Marcia Page So for instance, our European exposure has been as much as 50% of the overall portfolio, but in the last handful of years our Asian exposure has increased quite dramatically.
- ▶ 1:08:01 Marcia Page If you might remember, we were looking to the abyss as to whether the euro was going to completely crash, and we had significant exposure in Europe.
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 4:40 Ted Seides The fund owns 1.5% of all public equities worldwide and 2.7% of all listed companies in Europe. 2 times in the scene
- ▶ 8:57 Nicolai Tangen I worked at a hedge fund called Edgerton Capital, was one of the first hedge funds in Europe, was ran by and started by John Armitage and Bill Bollinger, really superb people.
- ▶ 22:08 Nicolai Tangen In Europe, we own 2.7% of all companies.
- ▶ 38:02 Nicolai Tangen And gas is still a very important part of the energy solution in Europe for the next many years.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 37:13 Rick Heitzman So I think two thirds of all unicorns in the world have a member of the guild and most companies in New York, but there's companies in China and there's companies in Europe.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 38:25 Allison Thacker So in Europe, I really believe in value, partly because I don't see a lot of growth in Europe. 2 times in the scene
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
- ▶ 11:59 Bruce Ou So we work with very sophisticated family offices, large insurers, pensions, southern wealth funds, and they span the globe from the US and Canada to Europe, the Gulf, Asia. 2 times in the scene
- ▶ 27:58 Bruce Ou So a recent example that come to mind is a European lower mid-market buyout team. 2 times in the scene
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
- ▶ 18:23 John Jackson There's 35 members on the hedge fund team across the globe, US, Europe, Asia.
Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)
- ▶ 27:20 Dmitry Balyasny Or you might have a coverage gap where you have, for example, power trading in commodities in Europe, but you don't have power trading in the U.S., and so we need to fill that.
- ▶ 1:16:44 Dmitry Balyasny We have a lot of people in Europe.
- ▶ 1:20:02 Dmitry Balyasny We're looking to build out more, but we trade converts, we trade high yield, we trade investment grade, we trade in the US, we trade in Europe, but still relatively small.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 40:33 Alan Forman A modest amount of investing in Europe, and I'd say the outcome was mixed. 2 times in the scene
Adam Karr – Extreme Alignment at Orbis (EP.338)
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 36:06 Marlene Puffer Diversified into more of the developed markets, primarily the US and Europe.
- ▶ 53:21 Marlene Puffer When you think about New Zealand Super and GIC, some of the European pension plans, much of the thinking that has been put in place in those pension plans has been developed at the Maple Eight and enhanced in those funds tailored to their…
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 6:36 Stan Miranda Paul started Investcorp in Europe, and I was working for Evolution Global Partners, which was a Kleiner Perkins spin out. 2 times in the scene
- ▶ 13:48 Stan Miranda We hired John Collis, who's just retired after 20 years, who ran Europe, and we started adding clients in the institutional market, mostly in Europe at that point. 2 times in the scene
- ▶ 46:42 Stan Miranda So our Europeans don't invest in U.S. property. 4 times in the scene
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 27:28 Michael Carmen The number of deals that we're seeing in Europe, Asia Pacific, Latin America, that there's been a little bit of a pickup on a relative basis, because what's happened is
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
- ▶ 24:29 Sachin Khajuria So when I've done deals outside the United States, there are plenty of jurisdictions in different industries in Europe, for example, where whether you look at nursing homes or whether you look at insurance banks, whether you look at other…
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 27:04 unnamed speaker That includes investment people and includes folks, US, Europe, Asia, includes at a compliance, general counsel, CFO, et cetera. 2 times in the scene
- ▶ 55:40 unnamed speaker We have the two direct lending businesses, one in the U S and one in Europe, but all credit really is everything. 3 times in the scene
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 32:33 Seth Klarman Or when there's a war in Europe, here's what happens.
- ▶ 1:01:10 Seth Klarman We have stocks in Europe. 2 times in the scene
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 5:27 Ted Seides Before we get going, we wanted to help you come down from what might have been an intoxicating July fourth celebration here in the US, a part of a six week summer break in Europe, a food coma induced siesta in Latin America, or a drunken…
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 44:19 Porter Collins Super cold winter across Europe and the United States, and energy prices, again, skyrocket.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 5:25 Don Mullen 81, I'm a summer person, but then I take off in September because I don't have enough money to be the European travel that so many people do when they graduate, so I did my European travel from September through January, which was a little… 2 times in the scene
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 41:53 Eric Resnick Some are doing hiking tours, some are doing bike tours, but biking in particular, they've done bike tours through Europe for a long time.
- ▶ 52:23 Eric Resnick They didn't decide they wanted to have experience in Europe or Australia or Thailand or Chile, wherever it might be.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 46:06 Chris Sacca So we've tried to raise them in Europe, different parts of the United States.
- ▶ 1:06:53 Chris Sacca And it was from a year I was studying abroad in Europe.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 15:40 Kiyan Zandiyeh The first region was Central Asia and the Caucasus, and to put that maybe on a map, it's basically all the countries between China and Europe.
- ▶ 26:04 Kiyan Zandiyeh The dynamic that I think is different also in these markets relative to, let's say, the US or Europe is generally because these countries have not had a deep pool of funding available to them.
- ▶ 31:12 Kiyan Zandiyeh Well, clearly, if you were a follower of during emerging markets over the past 2030 years, which is the life cycle of it, you've seen a lot of people get their fingers burned, and so you just develop a pretty firm heuristic to say, no, I'm…
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 20:32 Marc Lasry Sonia and I were able to hire the right people, people who became our partners, who ran Asia, who ran Europe, who ran the US, and the firm grew pretty large, until by 2011,
- ▶ 38:06 Marc Lasry So if I'm making you 10% in the U.S. and then I make you 10% in Europe and 10% in Asia. 4 times in the scene
- ▶ 43:34 Marc Lasry When we started Europe, we hired the head of Europe at one of the largest firms to come over to Avenue, and he built out the team.
- ▶ 45:36 Marc Lasry I think opportunities in Europe today are pretty large, just simply because you're getting overpaid for the risk.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 19:11 Tony Yoseloff We've been doing investing in Europe at least since the early 19 nineties. 6 times in the scene
- ▶ 32:05 Tony Yoseloff You've got a European operation. 2 times in the scene
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 31:48 Ashby Monk The traditional tools we use for predicting how a mid-market buyout fund in Europe draws capital and returns capital.
- ▶ 1:03:16 Ashby Monk I think I said this on the first time I was on after the, like the nine 11 events, my wife and I, we just picked up and we moved to Europe.
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 5:29 Aaron Sack To conquer the European tech scene, and I got tapped early, and I went.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 1:02:27 Mario Giannini In Europe, E's the big deal.
- ▶ 1:06:04 Mario Giannini Europe, probably the same way. 2 times in the scene
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
- ▶ 4:52 Orlando Bravo And I took a vacation in Europe for a week.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 9:53 Adam Rodman I actually ended up joining the firm as they were winding down some of their subprime trades, but it was also very pressing and the team in predicting that credit bubble that had come started in the U.S. would make its way to Europe and it…
- ▶ 35:46 Adam Rodman They've got a lot of orders in Europe mostly, but it's building back up.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 8:12 David Abrams I saw this opportunity emerging in Europe as the European banks were forced to deliver as part of the formation of the European Union, and it was a market that didn't have transparency. 4 times in the scene
- ▶ 10:47 Ted Seides There have been a lot of iterations at times of the thought that banks in Europe would be selling assets. 4 times in the scene
- ▶ 18:06 David Abrams So when you live abroad, at least my kids well went to the American school in London, and they play in various sports tournaments with other schools across Europe, and my oldest son was playing in a basketball tournament in Brussels in… 2 times in the scene
- ▶ 52:14 David Abrams And I do recall when Bennett Goodman and Doug Ostrover and Trip Smith set up GSO, I did have the chance to go work there when I was in Europe and decided not to, ultimately went up at Apollo.
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 23:13 Colin Campbell Over in Europe, there is a compliance market that's been created by the EU
- ▶ 38:35 Colin Campbell Some of them are, are state markets in Canada, they're provincial markets and in Europe, it's an almost an entire continent, but there's still a lot of white space right now.
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 44:37 Tom Steyer And in fact, in this case, when Putin basically was trying to blackmail the Europeans, the price was a lot more than 10 X difference. 2 times in the scene
- ▶ 1:05:38 Tom Steyer In Europe, in Germany, the same number is 90%.
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 17:27 Dan Ivascyn When I joined the firm, we were basically running core money here in the US, core, core plus, core plus money over in Europe, and then we had a few targeted specialty businesses.
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 8:08 Jose Feliciano Actually spent three years of banking, and my time there was actually also interesting because I was working out in Europe.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 39:27 Anthony Scaramucci You have ETPs in Europe, but you're not going to have a cash ETF in the U.S.,
- ▶ 58:04 Anthony Scaramucci He wanted to live in Europe, and so I ended up buying his shares back early on, and he's a great guy.
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 28:47 Charlie Ellis My son and his wife were living in Munich, and I was in Europe, and so I went to spend the weekend with them, and they had a friend who was going to run the Munich Marathon.
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 23:57 Tom Majewski So banks buy it in the United States, some Japanese banks, some European banks buy it,
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 23:52 Charles Van Vleet So Europe tends to be very, very heavy into banks, insurance companies, there's a couple of great pharmas. 3 times in the scene
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- ▶ 51:06 Frank Brosens That's particularly true in Europe, but Europe is more of a bank credit market, not a security credit market. 3 times in the scene
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 7:34 Farouk Miah So initially based out of London, covering European equities, and then an opportunity arose to move to the Middle East,
- ▶ 24:29 Farouk Miah Because the US is doing phenomenally well, UK, Europe. 2 times in the scene
- ▶ 30:38 Colin Smith I think most people would be surprised that eight out of the 10 CEOs of the companies in which we invest in today were educated in either Europe or the US.
- ▶ 44:58 Colin Smith So it's good to be in a place where we can have easy access by air to both our companies as well as to our investors who, you know, are not just based here in the U S but also in the UK and mainland Europe.
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
- ▶ 9:15 Jon Ballis We have 19 offices across the United States, Europe, and Asia.
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 2:18 Ted Seides Tetragon is a European listed public holding company with thirty eight billion dollars in assets comprised of three billion dollars in direct investments on its balance sheet and thirty five billion at TFG Asset Management, a subsidiary… 2 times in the scene