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
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 12:45 Reade Griffith I was doing things in the US, but I was also doing things in Europe and trying to do things in Asia, which at the time was really just Australia, because that's where you had a lot of liquidity, predictable legal system, language skills… 4 times in the scene
- ▶ 22:58 Ted Seides On the strategy side, you focused in Europe in this event strategy for a long time. 12 times in the scene
- ▶ 25:13 Ted Seides So looking at companies, what you've described in Europe comes from that macro side. 5 times in the scene
- ▶ 28:03 Reade Griffith But what I've often seen is that there has been mispricing in Europe 2 times in the scene
- ▶ 28:58 Reade Griffith We're involved in lots of different strategies across the firm, but if I just look at that European event strategy for a moment, that strategy has elements to it that are very hard to hedge because it's not like a long, short portfolio…
- ▶ 54:29 Reade Griffith If you're an institutional investor and you want an allocation to European events, or you have an allocation to infrastructure or real estate or whatever it is, then you need a pure play investment into one of the funds.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 15:49 Ted Seides Historically, when you think about emerging market bonds relative to, say, US or maybe European bonds, the first thing you think about is sovereign credit risk.
- ▶ 18:34 Louis-Vincent Gave So for example, trying to sell China to US institution or even a European institution today, forget it.
- ▶ 21:17 Louis-Vincent Gave Europe is uninvestable because they might not have electricity this winter, so who wants to take that risk? 5 times in the scene
- ▶ 25:54 Louis-Vincent Gave It's the US, but it's also Europe and the UK and Australia and Canada, all across Western countries.
- ▶ 30:42 Louis-Vincent Gave It turns out really against Europe.
- ▶ 31:59 Louis-Vincent Gave We're going to get more jobs back in Europe, et cetera. 2 times in the scene
- ▶ 37:01 Louis-Vincent Gave And Europe is about to hit the wall big time because it's going to run out of energy and political crisis and Italian election and Euro imploding. 8 times in the scene
Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
- ▶ 9:25 Andy Acker Actually, just recently in Europe, we had the first gene therapy approved for the treatment of hemophilia.
- ▶ 41:26 Andy Acker So we have a gene therapy for hemophilia approved in Europe.
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 22:38 Matt Brown We've had the corresponding energy crisis in Europe.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 37:56 Casey Whalen One is Europe. 2 times in the scene
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
- ▶ 2:12 Pete Stavros And then Henry and George went on a path of expanding geographically into Asia and Europe, so creating regional private equity businesses in Europe and Asia. 2 times in the scene
- ▶ 35:32 unnamed speaker Extended that across our entire industrials portfolio over a period of time, so we've done it maybe 12 times with manufacturing businesses, and then in total today have 25 live cases of this across all of our different verticals in the…
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 14:31 Rodrigo Bitar In the Russia-Ukraine war, although it's a terrible thing, has been positive for Venezuela because you need countries who can produce extra oil to get Europe and the US out of Russian oil. 2 times in the scene
- ▶ 33:34 Rodrigo Bitar Many of the Venezuelans had traditions of studying here in the U.S. and in Europe, and it's a very pleasant place to go and work and build business.
- ▶ 37:11 Rodrigo Bitar He's a banker, and he has operations across Latin America, and the US, and Europe.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 8:09 Howard Smith There were a lot of overseas students there too from Europe,
- ▶ 25:51 Howard Smith So understanding their clients or their competitors who are domiciled in Europe or the States is an extremely important part of the business.
- ▶ 55:39 Howard Smith I love learning about the history of Europe and migration patterns through the Middle East and the Caucasus area of Russia, how Europe was populated. 2 times in the scene
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 55:26 Avichal Garg We invest in Europe.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 24:28 Josh Friedman That's very important because we do a lot of stressed and distressed trading out of Europe in general, and London is the gateway for that.
- ▶ 47:57 Josh Friedman Europe has been a very interesting place for making direct loans as well, because it's probably a little slower and looks a little weaker than the US. 2 times in the scene
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 24:57 Mario Giannini I think Europeans do it very differently from how the U S firms do it.
- ▶ 49:42 Mario Giannini The Russian invasion of Ukraine is certainly going to make Europe far more aware of moving away from fossil fuels. 2 times in the scene
- ▶ 51:47 Mario Giannini I think European investors still remain very, very international, and Asian investors are, and Middle Eastern investors are very international.
- ▶ 56:09 Mario Giannini Do you want more Europe?
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 32:43 Ted Seides I'd love to hear your views on developed Europe. 7 times in the scene
- ▶ 37:13 Rob Citrone I see the close of Europe.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 34:08 unnamed speaker Of course, but we have quite a bit in Europe and we have some in Asia and especially in the earlier stages, even though crypto and blockchain are global, the startups are global and distributed most of the time in terms of teams at the… 3 times in the scene
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
- ▶ 39:33 Larry Kochard So to me, that's one other impediment versus what we could just do in terms of sourcing managers in the US, you know, developed Europe.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 31:52 Steve Drobny I don't want to see life caught in fishing nets to government level concerns like China, US, Europe have to focus on being self-sustaining from an energy standpoint. 3 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 16:02 Louis-Vincent Gave So all of a sudden, I think it's pretty clear that with this Russian invasion, a new sort of iron curtain has fallen on Europe.
- ▶ 32:35 Louis-Vincent Gave And finally, Europe followed a complete boneheaded energy policies that were basically reliant on two things. 10 times in the scene
- ▶ 37:26 Louis-Vincent Gave Millions of Ukrainians are showing up in Europe, and it's our duty, of course, to, to help all these refugees, and you know that most likely 5 times in the scene
- ▶ 42:42 Louis-Vincent Gave I just came back from Europe, and I saw a number of our clients, and I was telling them, look, you got to own energy, and you got to own metals, and you got, most of the clients I talked to say, we can't.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 26:34 Tom Lenehan They've probably seen our examples or examples in Europe where this is not a good thing at the end of the day.
- ▶ 28:11 Tom Lenehan There is one exception with a group that is an exceptional manager in the UK that is Pan-European Early Stage Venture, and that is a group that we got to know last year. 2 times in the scene
- ▶ 52:02 Tom Lenehan One of the beauties of reading it is if you're in the weeds, you might think it's wonderful, and someone else can give you a perspective and say, I don't know if that's as good as the opportunity we saw in Asia before, or the one in…
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 42:18 Sebastian Mallaby And I think that's true of Europe too. 4 times in the scene
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 27:37 Steve Papa And sure enough, I spun a silicon company out of a university in Europe in 2012.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 57:55 Arjun Sethi It's highly regulated in Europe and Asia, et cetera.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 8:27 James Aitken Everything is trading off estimated or real damage to European financials combined with a bit of energy volatility. 8 times in the scene
- ▶ 12:10 James Aitken Because look at the fines that all these big global institutions, or one particular European institution, had to pay over the past decade when it became apparent they had breached sanctions on Iran or Venezuela and elsewhere. 4 times in the scene
- ▶ 19:55 James Aitken Ok, there's perhaps some hints of that in Europe, particularly Europe, contributing to this energy shortage.
- ▶ 27:53 James Aitken And look, it's even a worse problem in Europe, because up until three weeks ago, the ECB in their idiosyncratic way were moving towards withdrawing monetary stimulus. 3 times in the scene
- ▶ 31:10 James Aitken Unsurprisingly, Ted, as soon as Washington, and let us not forget, Europe, impounded Russia's foreign reserves. 5 times in the scene
- ▶ 38:28 James Aitken I mean, yes, even European financials. 4 times in the scene
- ▶ 44:25 James Aitken I think the Fed has an opportunity to tighten here maybe a few times because US growth is a bit more solid than certainly Europe.
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 46:07 Annie Lamont And it's part of the reasons like using bigger funds and expanding because you need the resources to do that, to bring great operators on, to have venture partners, to have relationship, to have advisors in Latin America, to have a…
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 28:59 Marko Papic Europe doesn't have social media companies.
- ▶ 33:09 Marko Papic And the reason for that is that basically since about 2008, the U.S. and Europe have taken two different tracks on Ukraine. 6 times in the scene
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 1:04:02 Josh Wolfe I believe that that will be the next Afghanistan, particularly for Europe.
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 8:35 Aydin Senkut My mom was in HR, so she was an HR executive and then started recruiting firm, and that was very active across all of Europe and Israel.
- ▶ 16:02 Aydin Senkut And at that time, I also lived in Brazil and Europe.
- ▶ 20:38 Aydin Senkut And I think what I realized is at that point, I was very happy to serve Google, to have great contributions, but I wasn't motivated to go manage thousand people or let me be the CEO of Google Turkey or Google Europe or something like that.
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 10:57 Fabrice Grinda And so I actually built my first reasonably small company there, exporting high-end computer from the U.S. to Europe to pay for it.
- ▶ 11:47 Fabrice Grinda So my first startup was in eBay for Europe. 3 times in the scene
- ▶ 16:04 Fabrice Grinda And so I noticed that in the rest of the world, in Europe and in Asia, mobile content, especially ringtones, were very, very popular and then not yet come to the U.S. for a variety of reasons.
- ▶ 23:14 Fabrice Grinda And then there was this publicly traded competitor from Europe, a company called Shifted at the time, now called Adivinta, decided to go and attack us in our core markets.
- ▶ 40:25 Fabrice Grinda Now, if you look at our portfolio to date on the 773 companies, we're 55% U.S. and Canada, 25% Europe, 10% Brazil and India, 10% the rest of the world.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 22:33 Sean O'Sullivan And then we also did IndieBio, which is our life sciences accelerator, where we had a similar deep tech theme that was started in 2014, originally in Europe, and then in San Francisco in 2015.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 27:24 David Rosenthal They're going to Europe now.
Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- ▶ 22:46 Brian Higgins We have offices in Europe and in Asia and have a global team that is in all different products by traders and by industries, by analysts, and just being around for 26 plus years.
- ▶ 42:57 Brian Higgins Europe coming back, albeit a bit more slowly, lower valuation hasn't run up as much relative to, say, the U.S.
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 46:07 Todd Boehly We've done some stuff in Europe, but I want to keep growing in Europe. 2 times in the scene
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
- ▶ 39:37 Himanshu Gulati I believe he ran special situations at Goldman in Europe, and then he started a fund called the Doma Partners. 2 times in the scene
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 21:30 Jordi Visser Then I have a European call the following morning from eight o'clock to nine o'clock.
- ▶ 35:23 Jordi Visser The progressives versus the moderates, whether it's in Europe, every single part of the world is on this redistribution of wealth or protecting it, and you can't have rates go up to a major degree.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 59:10 Ellen Ellison How could a U S or European or Latin American investor allocator get comfort in knowing whom they're partnering with and how do you mitigate some of the obvious risks of investing in these high growth markets?
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 34:13 Paula Volent I think Europe is interesting and overlooked, and so European equities I think are interesting. 2 times in the scene
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
- ▶ 6:39 Erik Serrano Berntsen You know, in Europe, you have to decide when you're 16 if you want to be a lawyer or a doctor or something.
- ▶ 10:35 Erik Serrano Berntsen And looking back, that was especially true in Europe.
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- ▶ 11:48 Hamish Corlett We can invest anywhere in the world, whether it's the US, Canada, Australia, Europe, doesn't really matter. 2 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 20:10 Barry Sternlicht We've been all over the world, whether it's Thailand or Japan or Europe.
- ▶ 34:43 Barry Sternlicht And also, residential yields in Europe were always lower than the US.
- ▶ 35:05 Barry Sternlicht Europe is more returned to the office. 4 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 37:54 Daniel Graña Bang in line with European markets.
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 32:59 Casey Whalen So in Europe and Asia, you now have enough of a bench of talent with still, we would argue inefficient markets. 6 times in the scene
Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
- ▶ 12:50 Luke Ellis Was it going to be an event year where there's going to be more alpha in stock picking in Europe than the U.S., in the way that you would with an asset allocation in beta space.
Rick Rieder – BlackRock (Manager Meetings, EP.08)
- ▶ 26:20 Rick Rieder If you're trading agency mortgages and you're trading, you know, certain coupons and agency mortgages, you should really look at, we spend two hours a week, what's happening in the credit market, what's happening at real rates, what's… 2 times in the scene
- ▶ 39:34 Rick Rieder The next evolution, Europe is behind us in terms of vaccine, and Europe's starting to grow. 2 times in the scene
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- ▶ 24:39 Greg Jensen There were places in the world that had not yet benefited from that liquidity in the emerging markets in Europe.
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 48:41 Chuck Davis Graham Goldsmith, and you're really good at stressed and distressed debt, and you're Nick Webber, and you're really good at European
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 16:48 Jonathan Lewinsohn And I need to know what the regulation around oil is going to be, or I need to have a view on European GDP or how many sneakers a company is going to sell.
- ▶ 51:19 Jonathan Lewinsohn And so what that has really meant is during COVID, rental car companies like Hertz in the United States and Europe car in Europe, LatAm, which is an airline in Latin America that filed for bankruptcy in the United States, cruise lines that…
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
- ▶ 57:13 Orlando Bravo It could be regional products, whether in Europe or in Asia, as Asia is maturing in tech, and now there will be opportunities to buy companies that have enough of an operating history that fits our, our framework.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 16:06 Bill Ford We were doing just software in the U.S., and what we really did was follow the industry and follow entrepreneurs as the industry globalized, and first Europe, then Asia, then Latin America, and built our businesses there, but it was really… 2 times in the scene
- ▶ 38:48 Bill Ford One of the board of, you know, Hospital for Special Surgery, one of the board of Mount Sinai, I mean, we just, Lincoln Center, Martin's on the board, and one of our partners in Europe getting involved in the Tate, which she cares about.
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 4:30 Ted Seides My guest on the fifth episode of Private Equity Masters is Virginie Morgan, the CEO of Eurasio, a publicly listed asset manager that's one of Europe's leading private equity investors with more than twenty six billion dollars in assets,… 2 times in the scene
- ▶ 22:15 Virginie Morgon Now, you know, we've got many clients in Asia, many in Europe.
- ▶ 26:01 Virginie Morgon I mean, worldwide, but also in Europe was going to emerge and accelerate very fast. 2 times in the scene
- ▶ 29:56 Virginie Morgon When you think of the structure of the US market, or even in Europe, you have, you know, strong VC players, strong growth player.
- ▶ 31:31 Ted Seides From this long roots in Europe, there is this sort of Europe from the inside out with this globalization. 7 times in the scene
- ▶ 36:44 Virginie Morgon We came in a consumer because of some of the big success that we had in consumer and brands in Europe. 4 times in the scene