London, every mention
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tap a year for its mentions
every year anyone Reade Griffith 15Jean Hynes 15Ted Seides 14James Aitken 11Scott Malpass 10Mathieu Chabran 10Rahul Moodgal 9Drew Dickson 7David Abrams 7Tony Yoseloff 6
Verbatim, from the transcripts: the passages where London comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 30:08 Baroness Dambisa Moyo You've gone from a world where you can borrow cheap capital in New York and London, invest in Brazil or Thailand and generate returns and repatriate.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 44:28 Pat Dorsey If you see a company that had a choice to invest, anytime you look at a software company, and it's listed in London, and maybe it's not a super U.K.-centric company, I gotta ask, why didn't you choose to list in the U.S.?
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 28:20 Rodney Comegys American investors, as we do, a team in London that cares about American investors as much as we do, and we're completely globally integrated.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 16:02 Jeremy Grantham For that first year, I ran quite an efficient program looking in Manhattan, Boston, and London.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 8:21 Stephen Gilmore Then went traveling, picked up a job at Chase Manhattan in London, derivative structuring, FX options. 2 times in the scene
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 28:16 Brendan O'Connor You've probably seen a diaspora of Australians around the US, Europe, certainly in London, going off in Hong Kong, Singapore, wanting to go and apply their trade and learn, and hope to succeed at some of the world's largest financial…
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 6:09 Nick Rohatyn I knew from a couple of summer internships that I had taken, one was at Unilever in London, that I had a knack for financial numbers, nothing too fancy, just a knack for it. 2 times in the scene
- ▶ 53:56 Nick Rohatyn The Citigroup London team, we built a business around, as an example.
- ▶ 1:00:26 Nick Rohatyn We have a business in Central and Eastern Europe run out of London, but it's basically a Baltics and Central and Eastern Europe business that invests in private equity solely.
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 8:16 Jeff Aronson I thought I would fly to London and I would negotiate a deal and stay in a beautiful hotel.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 26:50 Sanjay Ayer So you ask that question in the vacuum, but then we're also benchmarking every position relative to our focus list, and we start to do work on this company called Three Eye Group, which is based in London.
Morgan Housel – The Art of Spending Money (EP.466)
- ▶ 54:28 Morgan Housel I was so in love with her already that I didn't like that answer, and I was like, I'll see you in London in two weeks. 2 times in the scene
Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
- ▶ 37:18 Matt Spielman And what's really awesome in some of the best sessions that I have, when we sit around a table and we have nine people discussing, checking in on their group game plan, the executive leadership team game plan or the London game plan.
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 3:22 Jack Kokko But I was talking to US investment banks and trying to raise money for that business and also made some connections to firms in London where I got an interview at Morgan Stanley and then ended up working as an analyst as my first job out… 2 times in the scene
Ted on Alt Goes Mainstream (EP.458)
- ▶ 54:58 Ted Seides There's an AI business called Thema in London that I have a small investment in that's categorizing every private company.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 1:15:53 Tim Sullivan Now, I've gone to London a million times, both for work and pleasure, and I've seen every sort of touristy thing ever to do in London. 5 times in the scene
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- ▶ 8:08 Michael Ovitz I was in London about a month ago at a business dinner with a bunch of very prominent European businessmen, and we got around to talking generally, not just about business, but 2 times in the scene
- ▶ 54:34 Michael Ovitz And she said, you know, I come from London. 2 times in the scene
- ▶ 1:10:06 Michael Ovitz It's what I said to the guys in London.
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 7:57 Hugh MacArthur Spent a couple of years working in M&A research in New York and in London, and then I decided that I really didn't know much about what I was doing at all, and I'd better go back to business school to try and figure out if I could learn…
- ▶ 24:48 Hugh MacArthur I called in people from Singapore, from London, from New York.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 13:59 Kipp deVeer The only other thing I'd add is that we did go out and hire a pretty substantial person in each of the European market in London and in Hong Kong.
- ▶ 34:40 Kipp deVeer Growth, and it's interesting because we, for a really long time, because of the public BDC, spent a lot of time in London trying to figure out how to basically get some listed income fund in Europe, and we talked to every bank and…
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 10:15 Kristin Kolurgis-Roland And so I moved to London in 2013.
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 28:56 Eric Mogelof We have folks sitting in London, in Zurich, in Hong Kong, Singapore, Tokyo, Australia.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 9:59 Michael Sidgmore Then I ended up working at Goldman Sachs, so was in London on a team.
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 19:27 Ben Forman If you were a multinational in Moscow, you know, you wanted to hold dollars outside of the banking system, you'd put those dollars with the bank in London.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 18:36 James Aitken Returning from London to Boston, and she was the only passenger in BA business class.
Donald Miller - Building a Story Brand (EP.426)
- ▶ 14:25 Donald Miller I thought of that because we were in London, and my daughter, my three-year-old daughter, would make a stop at the aquarium in the lobby for five minutes so that we could find Nemo.
Training Grounds: Wellington Management – Jean Hynes (EP.423)
- ▶ 30:41 Jean Hynes In 2006, when our head of research said we're going to have investors be in our London office, our London office was a smallish business office, and literally we almost fell off our chairs. 4 times in the scene
- ▶ 32:52 Jean Hynes We had told the story, but we had to shift what the advantage was, and so when we moved to have investors in London, we did it in our way. 5 times in the scene
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 4:12 Kristof Gleich So I began that journey at Goldman Sachs in London within GSAM. 3 times in the scene
- ▶ 36:37 Kristof Gleich And so if you're based in Copenhagen or in London or wherever really,
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 21:40 David Salem I got my hands on a decent stack of those as we were doing our initial manager search at TIFF, and I read through them on and said, we got to at least get them to fly over from London.
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 36:43 Rahul Moodgal And so, Ted, you kindly came to London last year, and we had an incredible day with 26 charities around the table 5 times in the scene
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
- ▶ 8:37 Jeff Assaf So when he was away on a trip in London, I quit.
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 12:28 Yann Robard So at the beginning, I started with building a funds business, and I was involved in opening the London office, and then in 2007, they 3 times in the scene
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- ▶ 6:30 Letitia Johnson I was born in Singapore, lived in London, Tokyo, and my parents moved to India when I went off to school.
Nigel Dawn - Secondaries in Private Markets (EP.378)
- ▶ 14:39 Nigel Dawn We're about a hundred people right now, and spread between Chicago, New York, London, and Singapore.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 46:53 Jonathan Tepper There are many great investors who are essentially unknown to the wider audience and want to stay that way, and they know who they are, and I'm extremely grateful to them for having lunch with me whenever I go through New York or London.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 37:08 Michael Leffell The enterprise called Canoe Intelligence now has a 140 employees, offices in New York and London.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 52:01 unnamed speaker Now, obviously there are very different opportunities in Africa, for example, than you'd see in London. 2 times in the scene
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 13:22 Brad Jacobs I moved to London, and I started a crude oil trading company as a principal.
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
- ▶ 8:41 Tilly Franklin So I then got a role at BBC Worldwide, which was the commercial arm of the BBC here in London.
- ▶ 16:50 Tilly Franklin Alta is a large single-family investment office based in London that really pursues an investment strategy that's very analogous to the large endowments and foundations, so diversified asset allocation, primarily investing through external…
- ▶ 28:16 Tilly Franklin There's 18 of us, 10 on the investment side, and eight operations colleagues, and our investment team's primarily based here in London, our operations team primarily in Cambridge.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 4:25 Ted Seides My guest on today's show is George Mikulakis, the chief investment officer of Gladstone Management, a two billion dollar long short equity hedge fund based in London.
- ▶ 8:23 George Mikulakis He went on his path, and I went the London private equity, long short equity path.
- ▶ 26:14 George Mikulakis My background's always geographically been London, so European equities has always been an obvious investment place for us.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 7:36 Brian Christensen And we've actually opened up business development offices in London and Singapore over the last few years to help support that global client base in the local time zones.
Gary Sernovitz - Inside the CIO Seat (EP.357)
- ▶ 6:34 Gary Sernovitz Summer before the senior year of college, I was in London doing research on undergraduate thesis.
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
- ▶ 28:06 Marcia Page One of our business partners, Jason Spath, had gone to London and in effect started to establish our capability across our illiquid strategies in London and across the European continent. 3 times in the scene
- ▶ 33:30 Marcia Page So we had on the ground partners in Minneapolis, New York, London, Singapore, more recently Mumbai, that all had this capability of being able to look across the globe for relative value.
- ▶ 38:17 Marcia Page The two that I had talked about was the personal move to London, I think, two point oh.
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- ▶ 28:05 Nicolai Tangen We have big offices in London, New York, Singapore, some smaller offices in Paris and Tokyo.
Adam Karr – Extreme Alignment at Orbis (EP.338)
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 30:28 Marlene Puffer We have offices in Edmonton, Calgary, Toronto, and London, and we're opening offices in New York and Singapore.
- ▶ 32:25 Marlene Puffer We've learned from having the multiple offices already in Canada and then in London.
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 10:23 Stan Miranda We started with three employees, with one in Boston and two in London.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 48:18 Michael Carmen I just went on a trip that took me to Paris, Berlin, London, Singapore, Hong Kong, and as much as it sounds like a grind, I actually had a good time.
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 17:12 Kipp deVeer The rough breakdown today is about 700 in New York, 700 in L.A. and about 400 in London.
- ▶ 22:35 Kipp deVeer So we built out a very significant business in European direct lending with no acquisitions, just by going over to London and hiring Brits to do what we did. 2 times in the scene
- ▶ 1:05:44 Kipp deVeer You guys are going to come to New York and London a lot, and we're going to go to Asia a lot, and that didn't happen for two years.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 6:36 Kiyan Zandiyeh So it was a London listed gold mine in Egypt.
- ▶ 16:06 Kiyan Zandiyeh Two, you had just had the IPO of a company called Caspi, which is a fifteen billion dollar business listed in London, a technology business out of Kazakhstan of all places, which had validated that you could build a sizable business there. 2 times in the scene
- ▶ 37:40 Kiyan Zandiyeh Now that business is fascinating because Kazakhstan is a population of nineteen million, and these guys have managed to build a business that is a fifteen billion dollar market cap business doing two billion dollars net income a year.
- ▶ 49:26 Kiyan Zandiyeh When it was going through significant reforms and took a thirty million dollar bank and built the largest bank in the country in the space of a handful of years and took it to an IPO of a plus billion dollars in London, was then prime…
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 3:57 Richard Craib I was in London, I was traveling, and I remember going to a bookstore and buying two books on mathematics.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 19:19 Tony Yoseloff And in that era, we used to manage them by sending people from New York over to London periodically to manage the positions. 6 times in the scene
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 5:24 Aaron Sack I was also fluent in French, and we had this great aspiration of opening an office in London 2 times in the scene
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 10:28 David Abrams It was an unbelievable learning experience, but I also realized that if I can do this, there's not a lot of things I can't do, and it takes a lot of work, but we put a really good business together, and ultimately, I moved to London in…
- ▶ 14:10 David Abrams It just opened an office in London.
- ▶ 18:06 David Abrams So when you live abroad, at least my kids well went to the American school in London, and they play in various sports tournaments with other schools across Europe, and my oldest son was playing in a basketball tournament in Brussels in… 3 times in the scene
- ▶ 25:44 David Abrams Well, it was the spring of 2018, and my youngest was graduating from high school in London, and after almost 15 years there, it was just time to go back to the US with all my kids here, and I wasn't exactly sure what the next path would… 2 times in the scene
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
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 10:30 Gregg Lemkau And so at the end of a year of doing that, he said, if we really want to live by this global strategy, why don't you move to London and help run our tech media telecom group out of London?
- ▶ 10:39 Gregg Lemkau So I went to London. 4 times in the scene
Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
- ▶ 35:52 Geoffrey Rubin We now have, I believe, nine or 10 offices around the world, including large hubs in Hong Kong and Sao Paulo in London.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 7:34 Farouk Miah So initially based out of London, covering European equities, and then an opportunity arose to move to the Middle East,
- ▶ 44:26 Ted Seides How do you find doing this work from London compared to sitting in Africa when so much of that qualitative diligence you've talked about is being on the ground, you know, with the companies? 2 times in the scene
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 13:37 Reade Griffith A disruption, a catalyst, and potentially a reason to go to London, and there weren't that many hedge funds in London at the time. 4 times in the scene
- ▶ 16:02 Reade Griffith So I had now been in London for about four years. 5 times in the scene
- ▶ 17:46 Reade Griffith I'd helped build a very exciting new business in London for Citadel and open up their approvals, hire all the people, run the office, build the businesses, 4 times in the scene
- ▶ 50:55 Reade Griffith People then moved their listings to London. 2 times in the scene
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 38:09 Matt Brown But again, we have offices now in New York, LA, Austin, London.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 6:09 Howard Smith I think I probably went to London once in my first 10 years of my life, and that was about the extent of my travel within the UK.
- ▶ 9:07 Howard Smith So I was going to work in London. 4 times in the scene
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 46:17 Sarah Samuels I have two little girls, Holland and London.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 24:21 Josh Friedman We opened an office in London, early 2000, maybe 2004, five, six, something like that. 2 times in the scene
- ▶ 47:30 Josh Friedman So for example, we made a loan that was a first lien real estate loan on a project in London where the developer was a Chinese developer who was having refinancing problems for exactly that reason.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 26:56 Rob Citrone And I saw some stocks trading right before they froze them in London and the US, some of these ADRs and GDRs trading at valuations that you don't want to support that regime, but these things were trading at one 99th of where they traded…
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 7:29 Marcos Veremis I remember flying from London and giving my mom some extra cash because she couldn't get too much cash out of an ATM every week.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 6:29 Steve Drobny We're not in London.
- ▶ 28:16 Steve Drobny I mean, I worked in finance and banking in New York and London and Singapore and other places, and LA just has an incredible quality of life, incredible weather, incredible climate, mountains, ocean, et cetera. 3 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 7:41 Louis-Vincent Gave And pretty quickly, everything, so this was all done out of London, but everything we're looking at was telling us that China was going to be a massive shift into the global financial and economic infrastructure.
- ▶ 20:56 Louis-Vincent Gave You can go in front of a court of law in New York, in London, in Paris, and you're going to get the same fair shake. 3 times in the scene
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 8:25 Andrew Milgram And so they moved me into the emerging markets group and very quickly on to London, where I joined the emerging markets team in London, focused on Eastern Europe, Russia, and the Middle East. 2 times in the scene
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