Latin America, every mention
29 scenes (2022) · ← back to Latin America
tap a year for its mentions
every year 2022 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
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…