India, every mention
181 scenes · ← back to India
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
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 14:39 Avichal Garg I go to these conferences, and when you're on the ground in a place like Portugal or Gurgaon in India, and you show up, and 5000 people are there, and you look around and you say, holy crap, all of these people are like 22.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 27:52 Rob Citrone We're bullish on India. 6 times in the scene
Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
- ▶ 28:41 Regan Bozman I want to say this was like early, two young guys in India.
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 5:47 Ashvin Chhabra I had a good friend whose father had a PhD in physics and worked at the National Physical Laboratory in India.
- ▶ 1:06:05 Ashvin Chhabra Indian printing has passed away.
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
- ▶ 35:19 Larry Kochard I mean, some of us that are, you know, from the ENF world share a lot of the same managers, whether it's in China or India, and those managers have generated substantial alpha.
- ▶ 50:08 Larry Kochard They have an amazing network and force them to work on some emerging market manager in India.
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 1:02:18 Sahil Bloom I mentioned my mom grew up in India. 3 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 16:19 Louis-Vincent Gave And the Western democracies are telling the emerging markets, like Brazil, like Saudi Arabia, like India, like China, telling them, come and join us on our side of the Berlin Wall.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 29:06 Tom Lenehan You have to do the India fund, or you have to do the growth fund, or you have to actually do all of them.
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 40:49 Sebastian Mallaby I was talking on a Zoom call recently to the person who runs Accel in Bangalore, India, and he told me a great story, which I think illustrates the point here. 2 times in the scene
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 30:47 Arjun Sethi The piece that I think most people do is they go out and pitch a fund, and they said, I was working at this other firm, or I might have had this other experience, or it could be India-focused, or Africa-focused, or diversity and…
- ▶ 1:08:30 Arjun Sethi He went to the medical industry and started building out ultrasound devices, and he started selling it in India and China.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 27:01 Josh Wolfe So with that, we set forth, they did 14 partnerships in the source of a year and a half, even during COVID, all over the world with people from the Maoris in New Zealand to groups in Pakistan, India, Ethiopia, the Faroe Islands, South…
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 22:43 Fabrice Grinda It really, really took off in Portugal and Pakistan, and it took off in India and Brazil now. 3 times in the scene
- ▶ 40:25 Fabrice Grinda Now, if you look at our portfolio to date on the 773 companies, we're 55% U.S. and Canada, 25% Europe, 10% Brazil and India, 10% the rest of the world. 2 times in the scene
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 38:10 Sean O'Sullivan We're also a very active investor in India now, which, 20 years ago, when I was in India, I would say I would never want to be investing in India, and I do think things have progressed a lot. 2 times in the scene
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 27:23 David Rosenthal They went to India.
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 41:18 Jamie Montgomery People had no choice but to change their behavior, so e-commerce and digitization of money, electronic payments, and we had the largest electronics payment company in India.
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 1:07:21 Tushar Jain I really love these video games that have this historical concept and one of the rulers of ancient Rome or China or India or something playing this game. 2 times in the scene
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
- ▶ 11:27 Himanshu Gulati My dad said to me, we're going to move from India to the US, and we're going to give you an opportunity from here on in, create your own opportunity. 2 times in the scene
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 5:41 Ellen Ellison About 18 months to two years ago, and we had done a deep dive for Indian managers, and in the context of that, we started talking to Rashmi.
- ▶ 42:54 Ellen Ellison Can combine, I think of it as a barbell, these issues of tremendous growth, but perhaps more limited liquidity characteristics and small to mid cap stocks with the larger cap companies that are more liquid in India. 4 times in the scene
- ▶ 49:36 Rashmi Kwatra You know, we had a liquidity crisis in India. 3 times in the scene
- ▶ 54:21 Ellen Ellison So I've spoken with a number of managers who have been very constructive on how business in India has reacted during this awful pandemic period, and it's interesting to see, well, first of all, the Indian markets are doing well, but I'd… 6 times in the scene
- ▶ 1:02:55 Ellen Ellison So you're talking about the unofficial, the informal economy versus the official economy, which obviously under Prime Minister Modi forced the black, we call it the black market in India, they call it the informal economy, forced all of… 10 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 41:38 Barry Sternlicht Like a 20 in India is not the same thing as a 20 in the United States. 4 times in the scene
- ▶ 43:51 Barry Sternlicht When we went to India, our clients were, you need to be in India.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 38:23 Daniel Graña So HDFC in India and Walmex in Mexico are good examples of those. 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 9:23 Tom Lenehan And so one of the things I wanted to touch on during my discussion with Bill was how do you put everything on one common bar to say that looking at an early stage software investment in India, how does that compete with a Rust Belt… 2 times in the scene
- ▶ 18:16 Bill Ford India, we've been in India since 2001, and we've done lots of things there. 4 times in the scene
- ▶ 23:23 Bill Ford I mean, our, our nine-person management committee, I think we have five non-US passport holders of all different countries, and we have French, Bolivian, Indian, and Chinese, so that's pretty fun.
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 31:29 David Rubenstein I'm counting China and India, I suppose, is developed for this purpose.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 11:35 Jeremy Grantham Bangladesh, Pakistan, India by, uh, 2170 and Africa, which will be the other, the zone that feels the great stress will be about three billion or more.
- ▶ 34:32 Jeremy Grantham We have been carried on the broad back of China and India and so on, but the developed world has been slowly but steadily losing its growth rate, and one of the reasons is that after the financial crash, we became too jittery about deficit…
- ▶ 38:31 Jeremy Grantham They're China, who is going to represent, according to the World Bank, over 30% of the entire world's growth over the next 20 years, and India, which is going to be an increasingly important player,
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 56:02 Robert F. Smith It is India and the Asian Peninsula.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 53:40 John Connaughton And so the secret sauce that they don't get is that the reason why they want to work with each other, the reason why we have the longest tenured Asia head, Japanese head and India head.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 1:00:41 Paul Salem I don't know if you ever read Shantara, but it is an amazing book about this convict from Australia that escapes to the slums of India. 2 times in the scene
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 51:36 Colette Chilton You know, I get to go to China and India and meet all these people and support an amazing college, and I'm very proud of all of that and feel extremely humble about the whole thing, and you meet a lot of people in our business who are not…
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 30:15 Marko Papic And then on top of that, you had India, which was completely irrelevant at the time, and a colony of another country.
- ▶ 46:00 Ted Seides There are two parts of emerging markets that we haven't really touched on, Africa and India. 10 times in the scene
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 28:08 Scott Wilson So if you look at the largest contributors to the portfolio over the last three years, you'd see like a Brazilian utility company, a Swedish supplier of medical products and Indian biosimilars companies, a U S based aerospace and telecom…
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 26:09 Taimur Hyat And then even in the services sector, as Ireland and India went into a lockdown,
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 43:06 Ted Seides And one of the common critiques in the U.S. about addressing climate change is, well, the problem's bigger in China or China and India, and they're not doing anything about it.
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 43:25 Bob Litterman It's the CO two that's emitted in India in terms of its impact on climate change than CO two emitted in the U S.
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 1:07:21 Wendy Cromwell For The God of Small Things, in the case of India, also pretty informative. 2 times in the scene
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 22:24 Larry Siegel If you add up the next 20 countries, Japan, Hong Kong, France, India, Canada, the UK, and so forth, you get to 30 trillion dollars, almost exactly the same as the United States. 2 times in the scene
- ▶ 52:17 Larry Siegel Hundreds of millions of people in China, a couple hundred million people in India, and so forth. 2 times in the scene
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 39:00 Ted Seides Is that China and India predominantly? 2 times in the scene
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
- ▶ 37:57 Dr. Charles (Sarel) Vorster So when I speak to colleagues from Brazil or India or South Africa,
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 27:32 Anne Martin We've been going to India.
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 34:53 Steve Rattner Putting aside China, India, we don't invest in Russia, I can't imagine we ever would, and maybe Brazil, they're relatively small markets, and so accessing them in a way that's consistent with our philosophy of finding people who really…
- ▶ 45:07 Steve Rattner I wrote a piece for the Times a few years ago after I'd been to India and China, basically saying that my view was in the great debate over whether India or China would do better, my money was on China, and I got a huge amount of blowback… 3 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 30:28 Mike Novogratz Where Taiwan and Korea and Japan and India and Russia and everyone was buying into this decentralized story, this new...
- ▶ 38:19 Mike Novogratz And so you're going to transfer money from Bangladesh to Abu Dhabi because you're, you're a laborer in Abu Dhabi because they all come from Pakistan, Bangladesh, Indiana, and poorer countries.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 1:07:12 Ash Williams China, India, Southeast Asia, differences in law, differences in culture, a whole lot of things make that infinitely more complicated.
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 6:16 Tim Recker Also worked in China, India, Philippines, Thailand, et cetera. 2 times in the scene
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 43:40 unnamed speaker Some of the different parts of the world, China, India, Africa, what's happening in those different regions of the globe? 2 times in the scene
Thomas Russo – All About Google (Capital Allocators, EP.90)
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 4:41 Ted Seides Within TCI's affiliate model, Raul also was responsible for the largest India fundraise in history, and the largest sector fund launch in history.
- ▶ 29:46 Rahul Moodgal There was an India fund, TCI New Horizon. 2 times in the scene
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
- ▶ 29:15 Karl Scheer We don't make private equity investments because we think India is exciting. 2 times in the scene
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 20:37 Charlie Ellis Well, still the biggest crowd is the US, the second biggest crowd is China, the third biggest crowd is India.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 5:05 Ted Seides Subsequent process-driven opportunities in Greece, views on central banks in the US, China, and Europe, some brief observations on India, positioning for the current environment, and what makes a great macro manager.
- ▶ 34:17 James Aitken I'm sure you and I, if we, you know, challenged each other in the next five minutes, we could go onto the Bloomberg and prove that mobile subscriptions in India drive dollar funding markets in Hong Kong, but if we lag it long enough,…
- ▶ 1:13:35 James Aitken India. 18 times in the scene
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 49:04 Paul Black And if you think about the emerging middle class throughout the globe, this is just one aspect of it, but as people get wealthier in Brazil and Indonesia and India,
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
- ▶ 40:16 Steve Galbraith We were actually currently working with a group of Indian analysts where it's an outsource effort where we have very, we give them very specific marching orders.
- ▶ 42:08 Ted Seides Now you've got Indian outsourcing. 2 times in the scene
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 24:45 Chatri Sityodtong There, it was IPL, which is a cricket league in India, but cricket won't cross geographies in Asia because no one really plays cricket in Asia except for India, and that was a billion dollar business, and there was, you know, baseball…
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 5:58 Ted Seides Our conversation starts with Jenny's frustrating experiences with nonprofit microfinance in South Africa and India, and turns to her career allocating money on behalf of nonprofits and families.
- ▶ 9:28 Jenny Heller That period of time in South Africa, and I also spent six months living in India prior to business school, working for an NGO, trying to scratch my microfinance itch, and I think some learnings have coming, have come out of both of those… 2 times in the scene
- ▶ 12:48 Jenny Heller I ended up sort of compromising with my boss at the time to stay two and a half years and then spend six months in India before business school so I could make sure that I understood what path I wanted to go down post business school… 2 times in the scene
- ▶ 15:12 Jenny Heller I also think, frankly, in India at the time,
- ▶ 16:22 Jenny Heller I found some remarkable nonprofits when I was in India, and I thought a couple of times about switching over to a smaller organization that I thought was doing, just had better metrics for measuring themselves. 2 times in the scene
- ▶ 55:48 Jenny Heller Beyond that, there's this book called Beyond the Beautiful Forevers that was written by an incredible journalist from the Washington Post who spent seven years living in a slum in India.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 12:42 Brett Barth You know, there were a handful of us covering, uh, we didn't cover Japan, but from Hong Kong, you know, from Korea to India to New Zealand and Australia. 2 times in the scene
← previous page 2 of 2 · 100 scenes per page · newest episode first