Europe, every mention
44 scenes (2025) · ← back to Europe
tap a year for its mentions
every year 2025 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
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.