Michael Dell, every mention
18 scenes · ← back to Michael Dell
tap a year for its mentions
every year anyone Gregg Lemkau 36Ted Seides 33Elisa Maul 6Basil Qunibi 1
Verbatim, from the transcripts: the passages where Michael Dell comes up
Training Grounds – Carnegie Corporation of New York (EP.377)
- ▶ 5:20 Ted Seides At Carnegie and Columbia, John Michael Consalvo at Carnegie, Elisa Maul at Michael Dell's family office, Niles Bryant at Bowdoin College, Brooke Jones at Bryn Mawr College, Ken Lee at Children's Healthcare, and Lee Tan at Radiant X.
- ▶ 1:04:02 Elisa Maul In this role, I'm the chief investment officer for Michael Dell's family office, as well as his foundation. 6 times in the scene
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 2:11 Ted Seides My guest on today's show is Greg Lemkow, the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office. 2 times in the scene
- ▶ 13:35 Gregg Lemkau I'd say one of the great benefits, especially in the last handful of years, and having spent a career of 28 years around the technology industry as it really evolved, it's had the privilege of working with Michael Dell, for example, Mark…
- ▶ 22:46 Gregg Lemkau In May of twenty-twenty, I got a call from Michael Dell, and Michael had gotten to know and respect as a client. 17 times in the scene
- ▶ 26:25 Gregg Lemkau You had a whole bunch of friends of Michael along the way who were saying, hey, you've built this thing.
- ▶ 27:36 Gregg Lemkau So when I got here, what Michael and I talked about was continue the evolution of this family office to institutional firm. 6 times in the scene
- ▶ 30:50 Gregg Lemkau You see all sorts of things, but Michael was always prepared to pay fees and carry to the team in a competitive way, and then created this opportunity for people to borrow money against their equity to invest.
- ▶ 32:28 Gregg Lemkau And so Michael calls our credit business his stay-rich business. 6 times in the scene
- ▶ 34:29 Ted Seides You think of Michael Dell as a tech entrepreneur. 8 times in the scene
- ▶ 37:23 Ted Seides When you think about Michael's balance sheet as a whole, how do you think about allocation across these different strategies? 3 times in the scene
- ▶ 38:40 Ted Seides Michael's assets are being managed, and then there's an announcement that you're merging with BDT. 4 times in the scene
- ▶ 42:05 Ted Seides I'd love to learn more about how you think about balancing this idea of kind of a business versus investing in that there's already a large amount of money with Michael's money. 4 times in the scene
- ▶ 44:22 Ted Seides You'd mentioned earlier that one of the great aspects of having the seat is having Michael as this great business builder. 8 times in the scene
- ▶ 47:50 Gregg Lemkau And Michael's an amazing bridge both generationally and geographically around those two worlds.
- ▶ 49:23 Ted Seides Michael's capital historically, you've had these internal teams. 3 times in the scene
- ▶ 55:19 Gregg Lemkau I'd say David Solomon did teach me a ton as a manager, but Michael Dell taught me a ton as a business builder. 3 times in the scene
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 17:37 Basil Qunibi Back then, I was reading Direct from Dell by Michael Dell, Made in America by Sam Walton.