Europe, every mention
75 scenes (2020) · ← back to Europe
tap a year for its mentions
every year 2020 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
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
- ▶ 31:05 André Perold There are corners of the catastrophe risk markets, uh, corners within energy distress, corners within small ticket European distress, some MES lending in certain cases.
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 25:37 Chamath Palihapitiya But when you look at the middle class in America or North America or Europe, or you look at
Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
- ▶ 10:17 Karyn Williams Think engineering and design of systems for institutional investors, and the early ones were asset managers, banks, mostly in Europe.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 4:59 Ted Seides China, private equity, ESG, Europe, and emerging markets.
- ▶ 8:32 Marko Papic I was hired to be the Europe analyst, which is like being completely irrelevant. 4 times in the scene
- ▶ 29:59 Marko Papic The starting conditions of this era were Europe was beset, was completely destroyed. 2 times in the scene
- ▶ 34:52 Marko Papic I mean, with China, Europe, Japan, everyone's on this.
- ▶ 38:46 Ted Seides So we'd love to hear what you're thinking about Europe in general, and then particularly with the UK. 6 times in the scene
- ▶ 57:43 Marko Papic And I was very lucky at Stratfor, you know, 2007, when I joined the firm, nobody cared about Europe, as I said. 2 times in the scene
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 4:28 Ted Seides Our conversation tells the story of how Matteau and his friend Antoine began with four million euros in 2004 and turned it into one of Europe's alternative asset juggernauts in just
- ▶ 6:58 Mathieu Chabran Those are people doing M&As, but there are actually very little and very few entrepreneurs, you know, in the financial services business, and probably even more so in Europe.
- ▶ 14:41 Mathieu Chabran I think we were, and we're thankful to that, the support we received from, uh, some, uh, large European family offices who, uh, even more so maybe back in the day were not as structured as they can be today. 2 times in the scene
- ▶ 22:00 Mathieu Chabran And here it's a model that is developing obviously in the US, but also in Europe where we're seeing more and more of these models.
- ▶ 22:28 Mathieu Chabran Europe is our home market. 4 times in the scene
- ▶ 29:01 Mathieu Chabran And so sometimes, you know, let's say, uh, I don't know, an infrastructure debt product, at least in Europe, which is very, uh, competitive with the European banks, does not really make sense. 2 times in the scene
- ▶ 29:52 Ted Seides How have you approached investing in the European markets? 4 times in the scene
- ▶ 33:18 Mathieu Chabran Europe, like the rest of the world, tend to be divided, you know, into two categories. 6 times in the scene
- ▶ 43:40 Mathieu Chabran For example, direct lending in Europe has been lagging relative to the U S in terms of development.
- ▶ 47:02 Mathieu Chabran So, uh, let's say that you've got this, uh, European, uh, company looking at acquisition in the U S where we want to make sure that we connect them.
- ▶ 47:47 Mathieu Chabran We are only at the beginning of the private market strategies in Europe. 2 times in the scene
- ▶ 50:11 Mathieu Chabran The US that we had in Europe,
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- ▶ 12:39 Luke Ellis It started very much in Europe, and really that meant London, with a group of it was sort of sponsored in a way by the regulator in the UK, but it was really, it was a group of big managers who knew each other well enough through
- ▶ 51:37 Mario Therrien We've been quite engaged across all regions from Canada to the U S to Asia, Europe, where we've been quite active going to the regions, reuniting investors and managers and bringing forums, panels, topics around the standards and
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 4:06 Ted Seides My guest on today's show is Sir Paul Marshall, a co-founder and chairman of Marshall Waste Asset Management, which is Europe's largest hedge fund overseeing forty eight billion dollars in assets.
- ▶ 10:29 Sir Paul Marshall We were about the third hedge fund in Europe. 2 times in the scene
- ▶ 32:47 Sir Paul Marshall It's, for your US listeners, I mean, Wirecard is pretty much the European Enron, really.
- ▶ 41:20 Sir Paul Marshall And the paradox about Marshall Waste is we've grown to be the largest equity hedge fund in Europe,
Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (Capital Allocators, EP.154)
- ▶ 7:22 Joel Wittenberg I also ended up just the right guy in the right spot because we announced two acquisitions within a week, one in Europe, one in the U.S.,
- ▶ 54:02 Joel Wittenberg That was my first European trip, and boy, I wish I would have traveled when I was younger.
SPECIAL EPISODE – Introducing Invisible Forces Podcast
- ▶ 10:10 Storm Duncan And I think you're going to see global supply chains develop internally within geographies, whether that's a country or a group of countries that are cooperating, for lack of a better way of putting it, like a European coalition as an…
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 14:48 Taimur Hyat I was at Credit Suisse for about five years, and we transitioned from moving out some of our smaller, long-only businesses that we sold to Aberdeen into more of an alternative-centric boutique in the U.S., and focusing our European efforts… 2 times in the scene
- ▶ 22:01 Taimur Hyat So when a range of nationalist leaders rose across the U.S. and Europe, we did a report on the ongoing tussle between sovereignty and nationalism, and who'll win in the short term, which was nationalism, but why we think there's still lots…
- ▶ 25:57 Taimur Hyat We saw how the lack of ability for migrant workers from North Africa or Eastern Europe to come to Europe affected food supply chains there.
- ▶ 33:58 Taimur Hyat Again, it is a US and perhaps European phenomenon.
- ▶ 38:38 Taimur Hyat This is not just about the big US and European companies.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 41:13 Adam Fisher I'll give you the best trade I ever saw that expresses the view that we have, but it was also a function of how screwed up the market was at the time, so I, I just want to warn you that we'd be so lucky to find a trade that looks like this…
- ▶ 51:44 Adam Fisher I mean, we've been strongly of the view that, at least in the short term, they're going to pull everything together in Europe.
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 40:53 Reuben Munger This is actually hearkening back to my comments earlier about going to a small town in Europe to meet a CEO from a five hundred million market cap company who doesn't talk to
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 37:45 Lauren Taylor Wolfe In the US, at least in Europe, they're much farther ahead.
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 14:03 Tony Davis I was in London cause I'd moved over to build out a European business and I had a chance to spend time with some of the early pioneers in this space.
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 15:02 Richard Lawrence Now, when you get up at the top of the pyramid, it's not perfect, but they've made a lot more progress, and it's not perfect here in the United States or in Europe either.
- ▶ 28:07 Richard Lawrence It's been very successful in Europe and the U.S., been very unsuccessful in Asia.
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 24:33 Bob Litterman Europe and China
- ▶ 28:37 Bob Litterman And in Europe now, they're focusing on a green taxonomy. 2 times in the scene
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 36:18 Wendy Cromwell And so we saw that unfolding through regulation and continuing to unfold through regulation throughout Europe, country by country, and also in the EU overall.
- ▶ 55:12 Wendy Cromwell And I want to spend a little bit of time on that because one of the things that I see picking up across the globe, not so much in the US, but definitely in Australia and Canada and Europe is this concept of carbon footprinting.
- ▶ 1:02:40 Wendy Cromwell Europe is very active and hard to came up with, I will say, and some of it is by country, and some of it is at the EU level, and we see similar activity in Australia, for example, and in Canada, less so in the US.
- ▶ 1:05:14 Wendy Cromwell So in that innovator category, you really do see the Nordics and the Dutch, and then the early adopters, you see Europe and UK, and then early majority, you see Canada and Australia, which is really interesting, given, given their…
Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
- ▶ 30:45 Clark Futch The phase three data has read out or been announced, but even after that, it takes about a year plus or minus to get approval by either the FDA or the EMEA in Europe or the corresponding regulatory authority in Japan.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 26:18 Larry Siegel Europe is much richer.
- ▶ 54:54 Larry Siegel What made people start to be able to accumulate assets and the ability to generate income, which is human capital, starting about 250 years ago in the northwestern corner of Europe, England, Scotland, the Netherlands, 3 times in the scene
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 4:06 Ted Seides My guest on today's show is Daniel Adamson, a senior managing director at Wafra and the president of Capital Constellation, a joint venture between mega asset owners in Europe, North America, and the Middle East that invests in the next…
- ▶ 43:59 Daniel Adamson To date, all of our deals have been in the US and Europe.
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
- ▶ 18:29 Tim McCusker So a first step for us was to restrict in-person meetings in the office, and especially folks coming from Europe, the UK, China, et cetera.
- ▶ 19:36 Tim McCusker I could see us out on the road a lot, and while we'll be hesitant to take on global travel very early on in this process, we're going to want to be out there finding ideas in Europe, in Asia.
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 22:10 Eric Peters We had a European recovery theme, kind of a balance of bullish and bearish themes, but those would be examples.
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 7:30 Greg Fleming The world really was opening up at that time, too, so I worked in Japan, I worked across Europe, I worked in South America.
- ▶ 31:56 Greg Fleming In Europe, there's tremendous momentum, but we're seeing it start to come here.
- ▶ 37:54 Ted Seides What are some of the things that you've learned and heard from your clients in Europe who have clearly been kind of ahead of this wave in ESG that's just increasing in the U.S.? 2 times in the scene
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- ▶ 24:21 Christy Hamilton But if you look at Europe, actually, I would argue that there's more alpha there because there's more regulation. 3 times in the scene
- ▶ 41:30 Christy Hamilton We did quite a bit in China, and now everyone's really looking at China, so I'm like, I'm gonna be contrarian and look at Europe, and then I found out that there are quite a few of us that are contrarian and looking at Europe right now, 2 times in the scene
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 47:42 Mike Mauze Over the years, I've dragged my poor wife to biking in Europe, and we've biked up all the Alps, and we decided to do something new, and so we've gotten into long distance open water swimming.
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 39:06 Doug Phillips Not so much in the European area.
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 10:32 Dan Rasmussen Test it in Europe.
- ▶ 23:55 Dan Rasmussen Now, I think in Europe or in Asia, I think there are still cheap LBO opportunities, right?
- ▶ 27:52 Dan Rasmussen So we divide it regionally, North America, Europe, and Japan.
- ▶ 32:23 Dan Rasmussen We divide it, Europe, Japan, North America. 2 times in the scene
- ▶ 36:31 Dan Rasmussen So you want to be the cheapest, highest free cash flow yield, and you also in Europe and the US want highest quality.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 20:25 James Aitken Whether it be British Petroleum, now known as Beyond Petroleum, they tried that change a decade ago, it didn't quite work out for them, but Total, gigantic European energy company, well run, good shape, now one of the world's largest…
- ▶ 52:43 James Aitken And in this litigious compliance regulation driven age, the last thing any regulated financial institution can afford to do is to fail any part of a stress test, whether it be in Europe or the UK.
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- ▶ 8:48 Peter Kraus Better, it started in June, and I could go to Europe for six months. 5 times in the scene
- ▶ 56:48 Peter Kraus He was at JP Morgan for 12, I think, 17 years.
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- ▶ 17:29 Beezer Clarkson We invest as an LP in funds in the US, Europe, and Israel, and you can see trends that pop up in different areas, and when you work with many managers and see even more that you don't work with just from interactions in life, you can bring…
- ▶ 21:57 Beezer Clarkson And so one of the early decisions we made was, loosely speaking, we're about 70% U.S., and then about 20 to 25% Europe, and the remainder in Israel.