India, every mention
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tap a year for its mentions
every year anyone Dan Tannenbaum 91Ted Seides 51Ellen Ellison 21James Aitken 19Bruce MacDonald 18Muthu Muthiah 14Louis-Vincent Gave 8Jenny Heller 8Kimberly Sargent 7Ed Grefenstette 7
Verbatim, from the transcripts: the passages where India comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 1:35 Ted Seides Our conversation covers Rajiv's path from trading in India to his long tenure at Vauntable and founding of GQG.
- ▶ 8:09 Rajiv Jain And I was in India. 3 times in the scene
- ▶ 52:52 Rajiv Jain And not just China, but India, it's a almost four and a half trillion dollar GDP.
- ▶ 1:06:15 Rajiv Jain Oh boy, that is drudgery, because you have dozens of documents, and this is India, so complexity increases.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 44:18 Josh Steiner I spent a lot of time on the investing side, and then I took a sabbatical, moved with my family to India.
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 12:40 Rodney Comegys My team, for example, has worked very hard in the last couple of years to make the closing auction in India possible because we buy a lot of Indian securities on our index funds. 2 times in the scene
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 8:28 Joel Holsinger We'd set it up initially to global health, partly inspired by my mom and my grandmas, partly inspired by my dad, who was going to India in the seventies and doing trips there in South Sudan until about three or four years ago, and Ukraine… 3 times in the scene
- ▶ 16:45 Joel Holsinger We also did a project with educate girls where they're effectively through a mentor program going door to door in rural parts of India. 2 times in the scene
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 2:11 Ted Seides We discussed the principles of VCU's approach, including building a portfolio around secular tailwinds like India, Vietnam, gold, and artificial intelligence while maintaining abundant liquidity to act
- ▶ 31:32 Bruce MacDonald We spent a lot of time in India. 6 times in the scene
- ▶ 35:40 Bruce MacDonald We also got fortunate where managers that weren't necessarily India focused, but had 4 times in the scene
- ▶ 38:38 Bruce MacDonald Part of the thesis there was we have this Indian Vietnam exposure. 3 times in the scene
- ▶ 48:37 Bruce MacDonald India right now is going through a very difficult period. 4 times in the scene
- ▶ 56:10 Bruce MacDonald The current conflict in Iran is troubling from the perspective of our India and Vietnam exposure, so we're focused on that.
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 11:00 Ed Grefenstette Our focus on China and India, it's a big chunk of our 52% that's venture.
- ▶ 46:23 Ted Seides I'd love to turn back to, Ed started in talking about India and China, and get both your thoughts on non-US venture opportunities. 6 times in the scene
- ▶ 49:25 Ted Seides Sean, have you looked at China and India?
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia.
- ▶ 52:42 Bobby Jain You're setting up a business in India, not that easy, but once you do it, you could probably get access to some things.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
- ▶ 50:20 Nick Rohatyn To give you a related example, one of the lessons learned on these acquisitions, many years later, in 2017, 2018, comes JP Morgan, and they've got an infrastructure private equity business in India. 2 times in the scene
- ▶ 1:00:48 Nick Rohatyn We have a business in India as well that is managing mostly infrastructure and renewables.
- ▶ 1:07:39 Nick Rohatyn So if you say, well, I'm just going to invest in China and India because these are the largest economies,
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. 2 times in the scene
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 37:51 John Graham That from a, even a risk management perspective, if you're gonna build a reasonably sized portfolio in India, you should have feet on the ground in India.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 6:51 Mason Morfit I spent three years in New Delhi, India, then eight years in Jakarta, Indonesia. 2 times in the scene
- ▶ 12:59 Rob Hale The project I worked on took me all over Asia, not just India, but the Middle East. 2 times in the scene
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 8:20 Jack Kokko We had a team of dozens of people in India tagging very large volumes of those statements to be able to train those models and training to do that one classification task.
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- ▶ 20:49 David Breach Is help them, okay, if you want to start a development center in Guadalajara, Mexico, or in India, or Eastern Europe, we've done it, we can help you do it, and have you avoid the pitfalls that someone doing it for the first time are likely…
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:13:06 Ed Grefenstette We also have been building our portfolio in India. 6 times in the scene
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 22:35 John Connaughton We've had the same country managers in Japan, in China, in India, Korea, and Australia from the very beginning, and we've been there for 20 plus years, whereas I think our industry has just found they bring
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 0:52 Ted Seides My guest on today's Sponsored Insight is Dan Tannenbaum, Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. 4 times in the scene
- ▶ 3:36 Ted Seides So tell me how does someone get from the Midwest of the United States to a path to spending your career investing in India? 12 times in the scene
- ▶ 11:04 Dan Tannenbaum And then I show up in India, and my office is in a converted supply closet that I shared with my boss's secretary and our server and our fax. 7 times in the scene
- ▶ 15:53 Dan Tannenbaum I ended up applying to business school and was, I think, one of three people in that year accepted to Harvard directly from India. 6 times in the scene
- ▶ 19:35 Ted Seides What did you find about the culture and the types of entrepreneurs in India? 3 times in the scene
- ▶ 22:01 Dan Tannenbaum A certain affinity for the way one another thought about investing in the Indian context, so I joined him there. 7 times in the scene
- ▶ 27:21 Dan Tannenbaum In the Indian context, that's a curious thing that market performance has been pretty strong, but manager attrition is really high and duration is not so hot.
- ▶ 27:42 Ted Seides Before we dive into how you do that, I'd love to talk about today the case for India, say for public market investing. 4 times in the scene
- ▶ 30:04 Dan Tannenbaum And I think coming from India, China demands and deserves a degree of admiration for what they've achieved. 14 times in the scene
- ▶ 33:31 Dan Tannenbaum I have a journalist friend who's fond of saying that India is a vast orchard of low hanging fruit. 6 times in the scene
- ▶ 37:50 Dan Tannenbaum In India, they're not mature at all. 3 times in the scene
- ▶ 39:58 Dan Tannenbaum Database that you would never do in a more mature market, but in India where data disclosure is really good, but data aggregation isn't so good, that's allowed us to do some pretty classic filters for earnings, consistency, quality, things… 3 times in the scene
- ▶ 44:05 Dan Tannenbaum It's absolutely critical, but not always the way in the way people looking at India from the outside might think. 3 times in the scene
- ▶ 46:43 Dan Tannenbaum It is important in the Indian context as it is anywhere. 3 times in the scene
- ▶ 49:02 Dan Tannenbaum One that gets less attention than it deserves is compliance and back office risk, which in India is not immaterial, that just executing an investment business takes a lot of care and attention. 3 times in the scene
- ▶ 55:33 Dan Tannenbaum That same company we already owned during the global financial crisis, and they'd been entirely India up until then, and then this entrepreneur said, hey, I've got great news. 2 times in the scene
- ▶ 57:18 Dan Tannenbaum So share price volatility absolutely is a feature of India and an enduring one. 2 times in the scene
- ▶ 1:00:47 Dan Tannenbaum In terms of what leads people to invest, I think, I think it's changed a little over time that India for so long was a really boutique specialized market where it was one or two percent of all country world index. 3 times in the scene
- ▶ 1:02:45 Dan Tannenbaum There are a bunch of articles now in mainstream publications about India. 10 times in the scene
- ▶ 1:07:42 Dan Tannenbaum But in India, sometimes it's the larger companies that are growing faster. 2 times in the scene
- ▶ 1:14:29 Dan Tannenbaum In the past, one of the hard things about India is you could be absolutely right about the operating performance trajectory, and the transmission to share prices could be incredibly slow. 4 times in the scene
- ▶ 1:17:08 Dan Tannenbaum In India, it's almost entirely the domestic economy, and that's where most of our positions are focused. 8 times in the scene
- ▶ 1:21:26 Dan Tannenbaum I'm a longtime runner in an India because that's exploded in popularity. 4 times in the scene
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 53:33 Daniel Schwartz I'll never forget, I was traveling in India, touring restaurants, that Bloomberg Businessweek had been trying to write a story about us, about our management team at Burger King.
- ▶ 1:01:11 Daniel Schwartz In the case of India, for instance, we didn't rush in.
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- ▶ 6:30 Letitia Johnson I was born in Singapore, lived in London, Tokyo, and my parents moved to India when I went off to school.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 4:20 Magnus Grimeland In India and in China, there was tens of thousands of people applying for the same scholarship, so people were incredibly academically rigorous, and it took me about half a year to catch up.
- ▶ 19:22 Magnus Grimeland These locations are places like Tokyo, Seoul, Singapore, Bangalore and India, in Africa, most European capitals.
- ▶ 32:32 Magnus Grimeland We worked with them in India.
- ▶ 43:11 Magnus Grimeland If you run, for example, India, or if you run the Nordics, if you run the US now, 75% of the carry goes to the partners who run it.
- ▶ 52:44 unnamed speaker So in India, there's this tremendous opportunity that has risen over the last few years where first they introduced digital ID. 5 times in the scene
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 59:58 Sanjay Ayer There's another executive at a company called Bajaj Finance in India.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 51:32 Brian Christensen Across a whole number of different companies, one of which we own, which is Titan, the leading gold drawer franchise in India, or Asian Paints, which is a lot like the Sherwin-Williams in decorative paints in India. 4 times in the scene
Ted Martell – Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate (EP.349)
- ▶ 12:36 Ted Martell We sent them to an outsourcing firm in India who put them all into a spreadsheet for us, and we had our first data-driven sourcing spreadsheet.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 40:18 Alan Forman It was all new builds in India and China and Brazil, so we literally didn't do anything.
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- ▶ 6:26 Muthu Muthiah I was born in India, and then when I was about three, we moved as a family to Australia, and then to Papua New Guinea, and then I moved back to India in grade level in 12 and went to college there. 3 times in the scene
- ▶ 22:12 Muthu Muthiah So not just looking for innovation that looks like tech, innovation that looks like business model innovation in China or India or the markets or even
- ▶ 30:26 Muthu Muthiah The concentration took us to places thematically where we thought there was an efficiency and innovation, so we went more concentrated into China, more into India, more into technology disruption, per se, and then more into life sciences. 6 times in the scene
- ▶ 38:19 Muthu Muthiah And then on India, I think we're about five percent now in Indian exposure. 2 times in the scene
- ▶ 52:17 Muthu Muthiah And so spending my college days in India, motorbikes are a part of what you do, but I was riding a 150 CC small bikes. 2 times in the scene
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 24:36 Kimberly Sargent I mean, it's been mostly India and China. 7 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 47:12 Kipp deVeer We have access to what's going on in the ground in India, right?
- ▶ 58:38 unnamed speaker We have a very nice business there that's actually distributed pretty broadly across, you know, China, Southeast Asia, India, et cetera.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 1:15:03 Chris Sacca She grew up all over the world negotiating in the bazaars in India.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 10:38 Kiyan Zandiyeh It was also intersected at a time where you started seeing successful technology companies being built out of countries like China, India, Southeast Asia, that had validated the concept.
- ▶ 15:12 Kiyan Zandiyeh Whereas in more developed emerging markets, China, India, Southeast Asia and Latin America, you had already seen that play out.
- ▶ 16:35 Kiyan Zandiyeh And then once we started doing that, the other region that became obvious was South Asia ex India. 2 times in the scene
- ▶ 32:27 Kiyan Zandiyeh As I said, GDP per capita higher than India.
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
- ▶ 17:08 Amy Falls I mean, there's some markets you can't really short, but I think it really helps if you're only going to do India, let's just say, and for some reason, India becomes expensive, either the currency or the market.
- ▶ 53:34 Amy Falls I think actually regional players may be even the sweet spot between trying to do everything and only doing China or India or Brazil.
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 39:43 Marc Lasry If you're investing in, in India, it's a UK system of law.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 21:44 Tony Yoseloff We do invest elsewhere in Asia, but a great majority of our investments are in India or in China.
- ▶ 32:14 Tony Yoseloff Same thing in Asia with China or India or whatever major geography you want to be invested in.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 45:48 Ashby Monk Kind of liken a little bit to like what you see in development funds like NIIF in India. 3 times in the scene
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 25:04 Paul Assaiante I have a boy from Mumbai, India, next to a young man from Lahore, Pakistan.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 17:32 Adam Rodman The market was very skeptical of China's built plan, very skeptical of India's built plan, and Russia, which were the sources of growth globally.
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
- ▶ 29:56 Ted Seides What happens in China and India affects what we might be able to do here.
- ▶ 33:53 Bill Orem It is obviously the core of the issue, I think, for many that look at this challenge, which is, if you look at global emissions, 40% plus is now coming from China, India, and that will only grow over time.
- ▶ 55:02 Bill Orem I think the emerging markets, specifically China and India are obviously a challenge.
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 54:50 Tom Steyer There's so many different places here, and I haven't even talked about infrastructure in India and the DRC. 2 times in the scene
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 31:02 Ana Marshall India, you know, oil continues to be the, you know, sort of their Achilles heel as far as their current account, and we're seeing the reserves come out, and it still is a market with a ton of corruption, and so it's from an ease of doing…
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 57:41 Farouk Miah Because India looks more attractive, or Russia comes back into the norm, and China is fine again, and therefore why should I go to Africa when I can get better risk-adjusted reward elsewhere?
- ▶ 1:06:22 Farouk Miah If you want to have global domination, you need to build a factory in Australia, a factory in India, and, but with these kind of asset-like tech businesses, you could be in a small office in New York and have complete domination throughout… 2 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 9:57 Louis-Vincent Gave If you look at India, all these markets are actually up for the year. 2 times in the scene
- ▶ 19:31 Louis-Vincent Gave By the time you get the cover of the economists, it's to how China is going to take over the world or how India is going to take over the world or how Brazil is taking off.
- ▶ 21:35 Louis-Vincent Gave You're left with us, you're left with India, Indonesia, et cetera. 3 times in the scene
- ▶ 33:26 Louis-Vincent Gave Maybe we go to India.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 5:56 Avichal Garg The biggest things for me were I was born in India and moved to the U.S. when I was a kid.
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