India, every mention
27 scenes (2023) · ← back to India
tap a year for its mentions
every year 2023 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
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