Europe, every mention
43 scenes (2019) · ← back to Europe
tap a year for its mentions
every year 2019 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
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 51:47 Kip McDaniel We have events here in the U S of course, but we have in Canada, Australia, Asia, Europe.
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 4:11 Ted Seides My guest on today's first meeting is Drew Dixon, the founder of Albert Bridge Capital and chief investment officer of the Alpha Europe Funds, where he manages three hundred and fifty million dollars in European equities. 2 times in the scene
- ▶ 9:32 Drew Dickson You could see things getting spat out, and so there was going to be a big chance to do some stock picking in Europe, which was exciting to me.
- ▶ 14:21 Drew Dickson The combination of having discussions with the longer-term thinkers and having this vehicle where people could get exposure to Europe
- ▶ 19:52 Ted Seides You're playing in Europe. 3 times in the scene
- ▶ 22:48 Drew Dickson So we have a European universe that's basically got 700 50 companies with market caps of a billion dollars and higher. 2 times in the scene
- ▶ 45:53 Drew Dickson It's actually quite different in Europe. 3 times in the scene
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 33:16 Steve Rattner Europe is just generally a mess, and we can talk about Europe. 2 times in the scene
- ▶ 35:47 Ted Seides And you mentioned Europe's a mess. 6 times in the scene
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 28:55 Ash Fontana And then Europe's really interesting, right? 3 times in the scene
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 8:08 Ana Marshall There's nothing quite like traveling around the world, talking to CEOs, and connecting dots all over the place of what one CEO is doing, whether it's a trading company in Japan, a Latin American company, or a European company.
- ▶ 10:50 Ana Marshall I've lived in Europe, lived in the United States, and so to me, there is no one perfect way or one perfect system.
- ▶ 13:30 Ana Marshall Other countries, there is a greater amount of limitation, and the corporate sector pretty much understands that they're playing within those rules, and so you see, like, now that the Europeans are starting to do GDPR, they're starting to… 2 times in the scene
- ▶ 19:00 Ana Marshall I need three strategists that completely disagree with each other, and I need to have a couple of guys that really see everything in Japan, a couple of guys that see everything in the U.S., a couple of guys that see everything in Europe,… 5 times in the scene
- ▶ 24:18 Ana Marshall And so they only get to see their vertical in Asia or their vertical in the United States or in Europe.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 5:46 Jonathan Tepper And they moved to Spain in the 19 eighties, and they started working with heroin addicts, because Spain had one of the highest rates of heroin use in Europe.
- ▶ 20:17 Jonathan Tepper So when we started out, the first big report that we wrote, I wrote that one, and it was called Spain, a hole in Europe's balance sheet, and it was essentially laying out the path ahead for Spain and part of the periphery.
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- ▶ 32:17 Matt Whineray Build teams in the US or in Europe or whatever and replicate what we might get from managers.
- ▶ 36:16 Matt Whineray Japan, Canada, US, Europe, UK, emerging markets. 2 times in the scene
- ▶ 41:41 Matt Whineray And so what that means is you go to a manager like Bain, and you say, I'd like a European distressed mandate.
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 31:25 David Druley A bigger deal in the UK and Europe.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 25:17 Ash Williams It's a global company, and one of the lessons there was that cultures matter, and cultures are different in the UK and Europe work-wise than they are in the US, particularly New York.
- ▶ 1:06:52 Ash Williams We've also made an effort to be more international in our private equity through actually partnering with people who have a European focus, for example, or likewise Asia.
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 35:45 Tim Recker Even how we construct our managers, where they're located, like we basically have zeroed out private equity in Europe. 3 times in the scene
- ▶ 48:03 Tim Recker We want a little bit of Europe.
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 43:43 Jon Hirtle You know, I think of Europe as sort of a proxy for Asia, because all the growth, I was talking to a fellow today, I was saying that he was just got back from Germany, and all the industrial companies over there are, 3 times in the scene
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 8:59 David Zorub And so they sent me over to Europe, and it was a time when within a few months, TPG, KKR, Carlisle, all these guys were establishing beachheads in Europe, and they turned us loose on the continent, and there were a lot of deals to be done,… 2 times in the scene
- ▶ 15:42 David Zorub Telco boom, which is distinct from dot com boom, nine 11, housing, oh eight, Europe sovereign and 11, August 11, like, there were one or two days in there, like,
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 1:00:36 Dan Ariely Mostly in the US, some in Africa, some in Europe, and tomorrow I'm off to China.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 17:15 Jordi Visser It was a cultural thing and their business was in New York and Japan and Europe.
Thomas Russo – All About Google (Capital Allocators, EP.90)
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 49:02 Matt Botein Go to Europe and see the pensions and the endowments and foundations, which tend to be smaller as a presence there, and the private banks.
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 30:06 Rahul Moodgal And Parvis wasn't that old already, and it was already European-based.
- ▶ 42:18 Rahul Moodgal Comes out of Ennismore between small and mid-cap Europe.
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:02:55 Chris Ailman There's no question in, I'd say, Australia, the UK, Canada, people understand it, and in Europe very much, and they integrate it.
- ▶ 1:10:45 Chris Ailman But it has really been one of the few global groups that has come together, where you have a European chapter, a North American chapter, CIOs from public funds, from corporates, universities, from money managers, who get together and just…
- ▶ 1:16:13 Chris Ailman But I'm pleased to say, for instance, my youngest daughter and her husband are about to take a leave of absence and go to Europe for three months.
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 35:05 Donna Snider Through the derivatives to get exposure to, usually it's a developed market, usually it's the US or Europe, and you can structure like a long-dated trade that we know we're going to have this exposure for the next 10 years, and it's…
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 23:43 Jean Hynes Our Europe colleagues.
- ▶ 48:42 Jean Hynes The business is going, and that will be more global, more in the region, more in Asia, and in parts of Europe.
Jen Prosek – Branding an Asset Management Firm (Capital Allocators, EP.81)
- ▶ 12:51 Jennifer Prosek Very well known in Europe, not so well known in the United States, looking to come here, build its institutional investor base, acquire other hedge funds, etc.