India, every mention
16 scenes (said by Ted Seides) · ← 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
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.
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
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 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?
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
- ▶ 19:35 Ted Seides What did you find about the culture and the types of entrepreneurs in India? 3 times in the scene
- ▶ 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
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.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 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
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.
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
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.
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.
Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
- ▶ 42:08 Ted Seides Now you've got Indian outsourcing. 2 times in the scene
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.