Lansdowne Partners, every mention
3 scenes (2024) · ← back to Lansdowne Partners
tap a year for its mentions
every year 2024 anyone Ted Seides 1Jonathan Tepper 1George Mikulakis 1
Verbatim, from the transcripts: the passages where Lansdowne Partners comes up
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 43:04 Jonathan Tepper That's one, and Stuart Roden of Lansdowne said that good analysts don't tend to make good portfolio managers because of
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 10:39 George Mikulakis I'd say the best training I got at Lansdowne was risk management, portfolio construction, which is totally not what you experience or see in private equity.
- ▶ 19:28 Ted Seides So I'd love to circle back in time to your founding of Gladstone as you come out of Lansdowne.