Michael Dell, every mention

Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) Jan 9, 2023 · 68 mentions

• ▶ 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