Fannie Mae, every mention

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every year anyone Manny Friedman 4Don Mullen 2Ted Seides 1Robert Bukai 1Rajiv Jain 1Larry Kochard 1Kieran Goodwin 1Andy Redleaf 1Alex Rodriguez 1

Verbatim, from the transcripts: the passages where Fannie Mae comes up

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Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention

  • ▶ 16:58 Rajiv Jain Fannie Mae, Freddie Mac, AIG, in Europe, Anglo-Irish Bank, Northern Rock, large positions.

Kieran Goodwin – Private Credit Concerns (EP.494) Mar 30, 2026 · 1 mention

Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475) Dec 4, 2025 · 1 mention

  • ▶ 17:58 Robert Bukai Fannie and Freddie financing, we always have access to borrow from the bond market effectively, whereas the other asset classes have more risk in accessing the debt capital market.

Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324) Jun 29, 2023 · 2 mentions

  • ▶ 25:54 Don Mullen And whether you look at Stanford, Harvard, Fannie Mae, almost any economic analyst will tell you we're short somewhere between three and seven million houses.
  • ▶ 35:07 Don Mullen Then we start to look at portfolios that were for sale of houses from Fannie Mae and Bank of America.

Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198) Jun 7, 2021 · 1 mention

Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61) Jul 23, 2018 · 4 mentions

  • ▶ 16:14 Manny Friedman I was in the CDO market when it was completely shut down by June, and Bear Stearns going under, Fannie and Freddie going under. 4 times in the scene

Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46) Apr 2, 2018 · 1 mention

  • ▶ 56:17 Andy Redleaf Fannie and Freddie explicitly from this sort of weird kind of private entity, you know, sort of making micro decisions to being a pure public entity.

Larry Kochard – Endowment Professor (Capital Allocators, EP.11) Jun 12, 2017 · 2 mentions

  • ▶ 5:17 Ted Seides He spent his formative professional years in debt capital markets at Goldman Sachs and in corporate finance at Fannie Mae and DuPont.
  • ▶ 7:20 Larry Kochard For a large multinational corporation like DuPont to be exposed to how their capital allocation decisions were being made, then worked at Fannie Mae and the corporate finance at Fannie Mae, but, you know, exposed a large part of the fixed…
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