Latin America, every mention
111 scenes · ← back to Latin America
tap a year for its mentions
every year anyone Ted Seides 33Rodrigo Bitar 26Louis-Vincent Gave 14Adam Shapiro 11Nick Rohatyn 10Paula Volent 8Ellen Ellison 6Rob Citrone 5Marko Papic 4Kim Lew 4
Verbatim, from the transcripts: the passages where Latin America comes up
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 16:18 Luis Laboy I covered Latin America, I was working in emerging markets, Turkey, parts of Europe, Africa.
- ▶ 21:13 Luis Laboy I was longing for it to expand that time horizon to broaden out of emerging markets and Latin America.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 0:22 Bruce MacDonald Things like private credit, China, Latin America, Africa.
- ▶ 27:23 Bruce MacDonald Things like private credit, China, Latin America, Africa.
- ▶ 44:54 Bruce MacDonald Most of the time, China and Latin America and crypto have not done well, but there are times when they do do well.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 13:05 Nick Rohatyn JP Morgan should be very well positioned for this because we were one of the biggest syndicators of these Latin American loans. 2 times in the scene
- ▶ 43:25 Nick Rohatyn You want somebody who is a Latin American equity expert to feel good about saying I think Asia looks like a much better bet than my region.
- ▶ 58:06 Nick Rohatyn If you tie yourself to one thing, I'm an equity guy, I'm a LATAM guy, I'm a this person, I'm a that person, and you only get to the scale that that thing allows you to get to because it's a niche market after all.
- ▶ 1:00:10 Nick Rohatyn Our biggest presence is in Latin America where we have multiple offices. 4 times in the scene
- ▶ 1:02:37 Nick Rohatyn To me, the eyes open stuff is also a lot about Latin America. 2 times in the scene
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 50:48 Jeff Aronson So are we going to start a long, short equity fund that focuses on stocks in Latin America?
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 13:11 John Matthews We're the largest wealth manager now in Latin America after our Credit Suisse acquisition.
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 4:25 Ted Seides Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis Vincent Gove declared Latin America an attractive place to look. 2 times in the scene
- ▶ 6:56 Ted Seides I'd love to start by talking about the investment case for Latin America, and I guess we could break it out in a couple of different components, but let's just start with the economy. 14 times in the scene
- ▶ 9:09 Ted Seides Within Latin America, a lot of different countries, and the one you've historically focused on, Venezuela, doesn't necessarily fit, at least politically, in alignment with the U.S.
- ▶ 13:40 Rodrigo Bitar In most of the economies in Latin America where you go, these are like trophy assets that whomever the owner is, normally families, they don't want to trade it. 2 times in the scene
- ▶ 14:57 Rodrigo Bitar In all of Latin America, it's not a big community of the owners of the assets.
- ▶ 17:16 Rodrigo Bitar Most of Latin America is not like the pharmaceutical business when you think about it here in the U.S. 2 times in the scene
- ▶ 20:01 Rodrigo Bitar We look at multiples in Latin America.
- ▶ 28:15 Rodrigo Bitar We always think about the integration of Venezuela to the rest of Latin America and to the world. 2 times in the scene
- ▶ 29:49 Rodrigo Bitar When we look at the rest of Latin America, Central America has been a region that we've been intrigued by. 3 times in the scene
- ▶ 32:31 Ted Seides From a business perspective, structurally, when you start with a Venezuela-focused fund, how do you then pivot and say, okay, we started in Venezuela, but now we have this management team that can do this in Latin America? 2 times in the scene
- ▶ 34:19 Ted Seides When you go out and talk to investors today about the empty room of Venezuela or broader in Latin America, what are you hearing people's feedback? 6 times in the scene
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 5:33 Ted Seides We then turn to the markets, covering the weakening US dollar, rise of non-aligned nations, opportunities emerging in Latin America, Europe, and Asia, US treasuries and the yield curve, and private markets.
- ▶ 27:27 Louis-Vincent Gave That leaves me, actually, super bullish to Latin America. 5 times in the scene
- ▶ 43:06 Marko Papic It's time to start taking Latin America seriously.
- ▶ 1:00:08 Louis-Vincent Gave All of a sudden, being invested in the U.S., for me, the big winners, I already mentioned Latin American, whether debt, whether equity,
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 37:20 Ed Grefenstette Most of the non-U.S. in venture is in emerging Asia and Latin America.
Scott Bessent - Macro Maven (EP.415)
- ▶ 41:20 Scott Bessent And the idea would be, okay, we don't need a Latin American specialist in the office. 2 times in the scene
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 54:46 Daniel Schwartz And so now throughout Europe, Latin America, Asia, you can go to a lot of countries that at the time of the acquisition, you couldn't have and have a cup of Tim's today.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 24:05 Jonathan Tepper I started out with the U.S., and then I went to Europe, Asia, and Latin America.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 41:33 Michael Leffell Not going to go to Latin America.
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 45:35 Sanjay Ayer Whereas we own a company called Mercado Libre, which you probably know is like the Amazon slash PayPal in Latin America.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 31:05 Brian Christensen So if you looked at a Nike or a Starbucks, which were businesses that we owned in that 2006 portfolio, for example, two of the biggest incremental areas for growth included Asia with China and then Latin with Brazil.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 2:59 Thomas Haugaard You had the backdrop of the Mexican crisis in the eighties, and you had other crisis in Latin America in the nineties.
- ▶ 4:55 Thomas Haugaard So I covered mainly China, Latin America, or Swedish commercial bank.
- ▶ 38:37 Thomas Haugaard Between you and me, I am a coffee geek, so you can imagine I cover a lot of Latin American countries.
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 41:40 Finny Kuruvilla So river blindness is a disease that affects particularly people in Africa and parts of Latin America.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 27:28 Michael Carmen The number of deals that we're seeing in Europe, Asia Pacific, Latin America, that there's been a little bit of a pickup on a relative basis, because what's happened is
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 5:27 Ted Seides Before we get going, we wanted to help you come down from what might have been an intoxicating July fourth celebration here in the US, a part of a six week summer break in Europe, a food coma induced siesta in Latin America, or a drunken…
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 16:09 Chris Sacca It was a Latin American telco.
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
- ▶ 7:41 Adam Shapiro I went to work for an investment firm focused on private equity investing in Latin America, so essentially buying stakes in mostly family-owned companies in Mexico, Argentina, Brazil, Chile, and Latin America was a tough place to invest… 8 times in the scene
- ▶ 9:34 Adam Shapiro I went to Columbia Business School, and that was a great moment to transition from three years of investing in Latin America to thinking about, I knew I wanted to work in investing, but I didn't quite know what that would look like. 3 times in the scene
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 15:12 Kiyan Zandiyeh Whereas in more developed emerging markets, China, India, Southeast Asia and Latin America, you had already seen that play out.
- ▶ 40:29 Kiyan Zandiyeh If you take a step back and look at the more developed emerging markets, be it LATAM or Southeast Asia, and we did a study, and my colleague Alex actually wrote a report on it recently, looking at the early vintages of the venture firms…
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 20:47 Tom Steyer So as we moved into different markets and we ended up having a pretty big London team and teams in Asia and Latin America, it got to be
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 8:14 Jose Feliciano I worked with Latin American companies, and this coincided with Mexico currency prices, which really included most of the great different prices.
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 30:25 Ana Marshall So I'm a little bit more skeptical than most on Asia, Latin America, Brazil has a new president.
Melanie Pickett – Modern Technology in the Investment Office at Northern Trust (Capital Allocators, EP.281)
- ▶ 4:04 Melanie Pickett Client reporting, performance measurement, building new trading systems, building new businesses when we went into Latin America, when we went into Switzerland, really helping the business translate their strategic objectives every year…
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 16:53 Louis-Vincent Gave There's now a genuine local currency debt market for corporates in Latin America, and the same is true across Asia. 2 times in the scene
- ▶ 18:42 Louis-Vincent Gave But Latin America, then you could say, well, Latin America, everybody's electing leftists left and right. 4 times in the scene
- ▶ 33:01 Louis-Vincent Gave We're going to do it in other places in Latin America.
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 5:23 Ted Seides I'd love you to take me back to your upbringing in Latin America. 5 times in the scene
- ▶ 8:20 Rodrigo Bitar My M&A activity was mostly, mainly with the large family groups in Latin America. 6 times in the scene
- ▶ 16:29 Rodrigo Bitar You look at what a similar company in the rest of Latin America looks like, and obviously you're looking something that's a 10th of the value of what it was or what it should be.
- ▶ 21:58 Rodrigo Bitar And the second big criteria is generally in Latin America, the exits are via M&A.
- ▶ 25:52 Rodrigo Bitar Even in Venezuela at that moment, so the peak of Venezuela was in 2012 of consumption of these medicines, but if you look at where the rest of Latin America is now, it's even higher. 2 times in the scene
- ▶ 32:44 Rodrigo Bitar We do believe nevertheless that things are moving in the right direction, where, as we spoke earlier, a better democratic process is going to be stimulated by lowering the sanctions, and hopefully it'll move towards where the rest of Latin…
- ▶ 33:04 Rodrigo Bitar Venezuela was traditionally one of the most profitable markets in Latin America in every industry. 2 times in the scene
- ▶ 36:56 Rodrigo Bitar I would say the second person is a good friend, Fidel Legas, a big business person in Latin America who has an entrepreneurial spirit. 2 times in the scene
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 6:35 Rob Citrone We had the Latin American debt crisis. 3 times in the scene
- ▶ 23:04 Rob Citrone Like for instance, Latin America to us have been interesting for the last decade to a large degree.
- ▶ 28:11 Rob Citrone As I mentioned before, I think Latin America is going to recover dramatically.
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 37:31 Billy Libby We've done more deals recently in Latin America.
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 57:17 Sahil Bloom Now there's all of those companies within Latin America, and there's all of those companies within the Middle East or wherever.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 5:07 Ted Seides Their conversation covers the changing global landscape, geopolitics, China, fintech, Latin America, and ESG.
- ▶ 22:32 Paula Volent Your firm has launched small venture funds, primarily in the fintech area, both in the U.S. and Latin America, and you're an early investor.
- ▶ 26:17 Paula Volent I have been very interested in Latin America. 6 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 42:19 Louis-Vincent Gave Whether you're energy, whether you're materials, whether you're Latin America, whether you're commodity currencies, whether you're a lot of the emerging market currencies, this is what's going up.
Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
- ▶ 45:43 Annie Lamont I just think you're always, it's such a competitive world that you're just always like, we had brought in two LATAM advisors. 2 times in the scene
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 1:02:48 Josh Wolfe As LatAm five, six, seven years ago, US investors coming down to South America, and there's a lot of differences.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 24:34 Fabrice Grinda We're the leading classified site in Brazil and all of Latin America and Russia and all of Eastern Europe in India, Pakistan, and all Southeast Asia and in the UAE and all the Middle East.
- ▶ 33:51 Fabrice Grinda In 2009, I met a team that was building eBay of Latin America, and so I gave them the business plan technology for my company. 3 times in the scene
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 6:29 Florian Bartunek And through the years, we had foreign investors starting to invest in Brazil and in Latin America, and this changed the game.
- ▶ 38:41 Florian Bartunek So eight, nine, 10 times earnings for low growers, and then you have the compounders trading at 25, 30, some trading at 32, and you also have some highly innovative companies like Mercado Livre, which is the leader in e-commerce in Latin…
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 9:41 Ellen Ellison I've done this in Japan, I've done it in Latin America, so that I feel like I have a fairly good international or emerging market baseline for her, given that she was a relatively small fund,
- ▶ 59:10 Ellen Ellison How could a U S or European or Latin American investor allocator get comfort in knowing whom they're partnering with and how do you mitigate some of the obvious risks of investing in these high growth markets?
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 27:15 Paula Volent I think usually I would go to China twice a year, London, probably four times a year, Latin America, probably two or three times a year.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 2:34 Daniel Graña So I worked in investment banking, which is working for the dark side, bringing a lot of these Latin American companies public, helping governments to raise sovereign debt.
- ▶ 17:23 Daniel Graña So Mercado Libre, which is Latin America's Amazon C, which is Southeast Asia's Tencent and Amazon.
- ▶ 39:39 Daniel Graña Clearly Asia generates a fair amount of innovative companies relative to Latin America and Eastern Europe, Middle East Africa.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 51:19 Jonathan Lewinsohn And so what that has really meant is during COVID, rental car companies like Hertz in the United States and Europe car in Europe, LatAm, which is an airline in Latin America that filed for bankruptcy in the United States, cruise lines that…
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 16:06 Bill Ford We were doing just software in the U.S., and what we really did was follow the industry and follow entrepreneurs as the industry globalized, and first Europe, then Asia, then Latin America, and built our businesses there, but it was really… 3 times in the scene
- ▶ 22:39 Bill Ford And in fact, some of our best investments have been when a sector team, like our tech team and our Latin American team are working together on a tech deal in Sao Paulo.
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 20:25 David Rubenstein And then after Europe, I would go to Asia, then Japan, and then we did the rest of the world, Latin America, Middle East, and Africa as well.
- ▶ 31:33 David Rubenstein Very few of them have made money of any consequence in Africa, the Middle East, Latin America,
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 20:21 Jeff Hausenbold I could get excited about Southeast Asia, as well as Latin America.
- ▶ 46:06 Jeff Hausenbold Didi in China, Rappi in Latin America, which I led, GoPuff, Uber is now doing really well.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 44:45 Marko Papic I think Latin America is a good place.
- ▶ 48:46 Marko Papic And by the way, Latin America too, my own country that I grew up in that doesn't exist anymore, we all used to suck at the teat of the Cold War geopolitical competition. 2 times in the scene
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 38:50 Taimur Hyat Mercado Libre in Latin America, for example, is one.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 44:03 Daniel Adamson We've looked at opportunities in Asia and Africa and Latin America.
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 8:08 Ana Marshall There's nothing quite like traveling around the world, talking to CEOs, and connecting dots all over the place of what one CEO is doing, whether it's a trading company in Japan, a Latin American company, or a European company.
- ▶ 10:46 Ana Marshall I am a global citizen, and so I've lived in Latin America.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 54:03 Andrew Tsai It's happening in Latin America, in Europe, in Asia.
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 4:59 unnamed speaker Before that, he advised on turnarounds while with McKinsey in Europe and Latin America.
Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
page 1 of 2 · 100 scenes per page · newest episode first next →