Florida, every mention
72 scenes · ← back to Florida
tap a year for its mentions
every year anyone Ted Seides 33Ash Williams 15Chuck Davis 5Jonathan Wang 4Carla Harris 4Brian Philpot 4Barry Sternlicht 4Muthu Muthiah 3Herb Wagner 3Dan Schorr 3
Verbatim, from the transcripts: the passages where Florida comes up
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 0:14 Jonathan Wang Once Florida lifted the ban on travel and they capped occupancy at 50%, what we saw at our other assets in the market was that we could fill up to max occupancy at rates that were higher than they were
- ▶ 29:32 Jonathan Wang When COVID hit, which was a crazy time for hotels, we were running 95% occupancy, and then the state mandated us to shut, send everyone home, and no one knew when they were ever going to reopen or if we were ever going to leave our homes… 2 times in the scene
- ▶ 38:44 Jonathan Wang For a long time, we thought that that segment of the market really was just Florida and California.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 2:54 Ted Seides A full Florida beach afternoon. 3 times in the scene
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
- ▶ 3:00 Ted Seides In Florida along A-I-A, if you go much over 35 miles per hour, there's a good chance you'll get a ticket. 2 times in the scene
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
- ▶ 2:40 Ted Seides In Florida along A-I-A, if you go much over 35 miles per hour, there's a good chance you'll get a ticket. 2 times in the scene
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 51:22 Jeremy Grantham The American housing market had famously bubbled in Chicago and bust in California, bubbled in Florida, etc.
Will Guidara – Unreasonable Hospitality (EP.492)
- ▶ 36:40 Will Guidara He told me a story, one of the families they work with, parents of the person they worked with, lived in Florida during one of the really bad hurricanes, and everyone was nervous.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 1:01:31 Brett McGurk I was in Jacksonville, Florida, program for the World Affairs Council.
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 41:31 James Breuer It is something we're aware of, and it does give us a pause when we think about certain areas, whether it's close to a flood zone or has cat exposure or Florida, Houston, areas like that specifically.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 50:10 Herb Wagner When that hit in the fall, I think of 2022, that was a very devastating hurricane to hit Western Florida. 3 times in the scene
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 1:07:16 Hugh MacArthur I relocated years ago from Massachusetts where it's very easy to be incredibly frustrated as a gardener to Florida.
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
- ▶ 3:12 Jon Madorsky I grew up in Miami, Florida, which is a very different animal.
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 9:16 John Matthews I'm from a small town in the state of Florida.
- ▶ 56:09 John Matthews I grew up in a small town called Ocala, Florida, and my first paid job was my neighbor asked me to paint his house from top to bottom on the outside.
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- ▶ 5:36 Ted Seides If you hear the gentle sounds of waves in the background, it's because I hightailed it to Florida this week to catch some professional tennis at the Delray Open. 2 times in the scene
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
- ▶ 57:02 Simon Krinsky In Florida in May, that coincides with when we would have done what we call our spring fling. 2 times in the scene
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 39:15 Chris and Rob Michalik So they had both a hospital system, Florida, Arizona,
- ▶ 45:13 Chris and Rob Michalik Arizona and Florida, the four largest markets that Stewart had, will stay in those markets and grow density in those markets.
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 30:44 Todd Simkin CalShift's this binary payout on an exchange, and the events can be everything from financial events to things like Ariana Grande's album be a top seller, and that sounds very different than what I'm doing on the insurance side where we're…
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 1:09:05 Ted Seides A couple of years ago, you moved down to Florida, and there's been a lot of movement of 4 times in the scene
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 52:45 Blythe Masters I love my horses and I live here in Florida.
Mike Freno – Confident Humility at Barings (EP.374)
- ▶ 33:59 Mike Freno We catch fish here in North Carolina in the streams that we would have used for bait in Florida, but smaller fish.
Ron Biscardi – Inside iConnections Global Alts (EP.367)
- ▶ 16:42 Ted Seides How are you thinking about the iConnections business beyond just this big event in Florida?
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 14:11 Mike Vieth My background after playing basketball at a small division two school in Florida was I always wanted to be an investor.
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 46:13 Chad Hutchinson This is very, very valuable architecture that they're incredibly important to that ecosystem, but they also need access to California, Texas, and Florida, which are not legalized sports betting yet.
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 5:23 Ted Seides It's the story of Avance's purchase of Univista, a South Florida insurance agency founded by Cuban immigrants who grew it independently, sold it to a kindred spirit at Avance, and professionalized the business from there. 2 times in the scene
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- ▶ 7:57 Muthu Muthiah And getting a scholarship was important to me, and they were good with financial aid, so I found myself in Florida. 2 times in the scene
- ▶ 54:06 Muthu Muthiah So people that stand out for me, like Jim Traynor, who hired me at the state of Florida, it was my first allocated investment job.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 51:03 Michael Carmen He now splits his time between Florida and Maine, and we'll basically seek him out and see him in all those places just to continue to get his pearls of wisdom.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 36:12 Don Mullen One of the big events that took place, there was a Chinese sheetrock problem in Florida, so we quickly put that into our inspection report because that was, you had to rebuild the house because those houses, the timber was fine, but the…
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 31:11 Eric Resnick I think it was in Florida.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 44:02 Adam Rodman I recently relocated to Florida, which is where I grew up, and I grew up surfing, and I think the job can be pretty stressful.
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
- ▶ 1:59 Brian Philpot So Florida was a lot different than what most people think it's like today. 2 times in the scene
- ▶ 12:22 Brian Philpot Former Cypress Gardens here in Florida. 2 times in the scene
Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
- ▶ 20:34 Marshall Boyd If you said you were going to invest from New York to Florida, you wouldn't say that's a small market.
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
- ▶ 4:57 Ted Seides Before we get going, it's hedge fund week in the sunshine state of Florida.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 56:45 Jon Harris He loved all you guys and loved the dinners down in Florida.
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 13:34 Greg Lippmann So what we found was for the 2000 vintage, the top 25% of American home prices generally corresponded to California, Florida, places like that, where the loan balances were higher than other parts than say the Midwest.
Carla Harris – Pearls of Career Wisdom (Capital Allocators, EP.267)
- ▶ 6:07 Carla Harris In fact, by the time I was a senior in high school, I was competing around the state of Florida for scholarship money for college. 4 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 8:34 Sahil Bloom I threw pretty hard, but I wasn't polished or really refined, and I wasn't as good as the kids who were really slinging it down in Texas, Florida, those places,
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 52:10 Christopher Zook That led to a meeting with Tony in Florida at his house.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 25:28 Barry Sternlicht We just approved a deal in Paris this morning, and then we're bidding on an apartment portfolio in Florida, and they're going into different vehicles, but they're similar things, and then looking at a take private of a public hotel company. 4 times in the scene
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 10:36 Bruce Martin When we would drive down to Florida, stay at our grandparents, early bird specials, so I always knew money was a thing that everybody wanted, nobody had enough of, at least in my family.
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 37:11 Chuck Davis So as an example, Florida was a mess. 4 times in the scene
- ▶ 52:19 Chuck Davis Studying bank fraud in Florida with the FBI, so he knew the banking system and the regulatory process very well.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 41:50 Tom Lenehan I mean, certainly with the move to Florida and a lot of New York firms, it's not an experiment.
Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
- ▶ 31:32 Ashby Monk If you own huge amounts of real estate in Florida or in New Orleans, you should be reporting that.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 28:24 Adam Fisher He was very famous for how much money he made in the CDS mortgage trade, and then subsequently ran for office in Florida.
Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
- ▶ 34:31 Reuben Munger It also is regulated utility in Florida.
Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
- ▶ 1:15:34 Brett Jefferson She went off to Florida and she looked at what was going on and it was sort of like, nah, I'm going to be busy for a while.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 4:06 Ted Seides My guest on today's show is Ash Williams, the Executive Director and Chief Investment Officer of the Florida State Board of Administration, where he oversees two hundred billion dollars in assets for the state of Florida, including one of… 3 times in the scene
- ▶ 5:42 Ted Seides There aren't that many people who come through that are truly Florida royalty. 9 times in the scene
- ▶ 11:41 Ash Williams Not Florida. 3 times in the scene
- ▶ 19:21 Ted Seides So this isn't just Florida real estate.
- ▶ 20:25 Ash Williams I think I had one change in my comp, and at the end of six years, and doubling one of the, what was then one of the biggest pension funds in the country, and still is, I think I was making a 140,000 dollars, and the direction that our… 2 times in the scene
- ▶ 28:37 Ash Williams I'd worked for state government in Florida, I'd worked for the SBA,
- ▶ 32:49 Ash Williams When I left the state board in 96, it was in very good shape, and in the ensuing dozen or so years, there were a couple of changes in leadership, and there were some changes in attitudes, and what happened that led to my coming back to… 2 times in the scene
- ▶ 41:00 Ash Williams If you're a portfolio manager in Tallahassee, Florida, there aren't a lot of other options than the SBA. 2 times in the scene
- ▶ 1:03:01 Ash Williams In fact, back in the 19 eighties, Florida was one of the founding members of the Council of Institutional Investors. 3 times in the scene
- ▶ 1:09:14 Ash Williams I don't have an exact answer for that, but I think the majority of them we would have some superiority in terms, and the reason I think that's a pretty safe statement is there's some things that are required under Florida law that are… 2 times in the scene
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 13:52 Jordi Visser I think my travel as a child involved New Jersey and Florida, and I don't think there was anything in between.
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 12:31 Ted Seides So what was it like going from this open landscape, go down to Florida, panhandle, do whatever you want, to regimented, structured, highly disciplined environment like Blackstone?
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- ▶ 4:06 Ted Seides Next week, a caravan of investors and managers will descend on Florida for two annual hedge fund events, the Morgan Stanley Breakers Conference and the Context Summit.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 5:21 Mark Baumgartner I grew up in Florida and watched a lot of rocket launches and always felt close to, uh, Cape Canaveral and the space shuttle. 2 times in the scene
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 37:15 Charlie Ellis Well, my wife and I are going to go out in Florida and meet up with those young people and play some golf and some tennis, have some fun.
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 1:00:38 Michael Cembalest And last year I caught a six foot sailfish on a kayak three miles off of Delray beach in Florida.
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 8:57 Ellen Ellison I worked for Fiduciary Trust International to build an investment team in Miami, and they had just bought a trust company in Miami, and they wanted to build a significant subsidiary there, both for New York retirees in Florida, but also to…
- ▶ 11:39 Ted Seides So when you shifted away from the family offices, that's when you went to Florida?
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
- ▶ 5:44 Dan Schorr Star Market, Big Y, Roach Brothers, down in New York, New Jersey area, ShopRite, Key Foods, Food Emporium, King Cullen, down in the Carolinas at Harris Teeter, great retail partner, and Publix now, throughout Florida and the Southeast.
- ▶ 22:07 Dan Schorr You can find it from Maryland all the way down to Florida at Harris Teeter locations. 2 times in the scene
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 25:18 Josh Brown He put himself on the board of, uh, a Florida land bank that owns, you know. 2 times in the scene