Middle East, every mention
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tap a year for its mentions
every year anyone Ted Seides 19David Rubenstein 7Marko Papic 6James Clark 6Jim Falbe 5Mario Giannini 4Josh Wolfe 4Jennifer Prosek 4Farouk Miah 4Brett McGurk 4
Verbatim, from the transcripts: the passages where Middle East comes up
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 33:25 Frank Danieli I always laugh, last week, before you knew that there was going to be war in the Middle East, you might have felt comfortable, but that was an illusion because there was huge uncertainty, you just didn't know it.
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 0:40 Eric Brooks It was Fadi saying to the head of sales, when I ran business services for IBM in the Middle East and Africa, I noticed in some countries it was important for you to show up with multiple products.
- ▶ 24:06 Eric Brooks It was Fadi saying to the head of sales, when I ran business services for IBM in the Middle East and Africa, I noticed in some countries it was important for you to show up with multiple products.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 48:51 Bruce MacDonald It's got the risk that it's facing from the Iran war, where it's so dependent on Middle Eastern oil, gas, and fertilizer.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 49:54 Brendan O'Connor Far easier door opening opportunities, particularly from an offshore perspective, when we're talking about marketing in Asia, the US, or the Middle East around demonstrating, hey, here's Regal Partners.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 44:08 Jonathan Lewinsohn Just go to Europe, go to the Middle East.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 1:15 Ted Seides Brett joined Lux last year following a twenty-year career in public service where he advised four U.S. presidents and helped shape national security strategy across the Middle East.
- ▶ 18:11 Josh Wolfe Between Trump and Biden, where he would then be the main Mideast envoy 2 times in the scene
- ▶ 24:39 Ted Seides As you were working in the Middle East, one of the things in building great relationships is understanding cultural differences.
- ▶ 26:00 Brett McGurk I've done very difficult back channel with them during the crisis in the Middle East in the past couple of years and warning various things and leading to military confrontations.
- ▶ 34:18 Brett McGurk And that intersected a lot with the Middle East because of the advancements and the ambitions of some of these Middle East partners. 3 times in the scene
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 1:00:43 Jon Harris The Middle East this past week is a major, major reshuffling that is going to have impacts globally.
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 24:13 Hugh MacArthur Investing in private equity, and somehow the call got routed through to me, and I wound up talking to someone from a large sovereign wealth fund in the Middle East. 2 times in the scene
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 10:28 Kristin Kolurgis-Roland I got a chance to run our European Middle East business, moved back in 17 to run our U.S. platform, and then in COVID, had a chance to take over our global business.
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 33:35 James Clark How we operate in Australia is very different to Europe, is very different to the Middle East, is very different to North America and Canada.
- ▶ 37:04 James Clark Where I was going out to the Middle East a lot, and I absolutely loved it. 2 times in the scene
- ▶ 44:56 James Clark The Middle East is a growth market. 2 times in the scene
- ▶ 50:18 James Clark And I dragged this thing every, it probably went around the world 50 times, and it was battered and bruised, and I remember being on a trip with Mark Lipsholtz in the Middle East.
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 15:58 John Matthews For me to pick up the phone and have a discussion with someone in Asia or the Middle East,
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)
- ▶ 24:24 Katie O'Reilly I think the other trend I would say is the Middle East. 3 times in the scene
Year in Review 2024 (EP.424)
- ▶ 9:43 Ted Seides Managers are always trying to look for the next frontier, and those new frontiers today are private wealth, the Middle East, some sovereign, and then 2 times in the scene
Scott Bessent - Macro Maven (EP.415)
- ▶ 13:15 Scott Bessent At that time, a lot of Middle Easterners had a bad reputation for movie stars and models.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 13:43 Matt Miller Okay, so they import natural gas from the Middle East to fire up in United Kingdom power plants. 2 times in the scene
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 9:38 Ted Seides Private wealth will be adopting alternatives and maybe the sovereign wealth funds are a good place to go in the Middle East. 2 times in the scene
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 29:10 Jennifer Prosek We've spent a lot of time in the Middle East because three years ago, everyone was on a plane to the Middle East navigating. 4 times in the scene
- ▶ 29:48 Ted Seides You talk about the Middle East, you say, well, everyone's going to the Middle East, so we're going to go to the Middle East. 3 times in the scene
- ▶ 30:58 Ted Seides So let's start with the Middle East. 8 times in the scene
Charles Duhigg- Secrets of Communication (EP.394)
- ▶ 26:00 Charles Duhigg And she ends up becoming a CIA asset, one of the best in the Middle East for the next 20 years.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 1:08:25 Michael Milken So when I first started going to China in the Middle East, I always would go and visit their elementary schools, sometimes middle and high schools, just to see what the kids thought, what they're learning, what they believe in, and so it…
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 24:51 Brad Jacobs I talked to the 17 or so sovereign wealth funds and pension funds that I'm traditionally close to in Singapore and Canada and Middle East, and I said, hey, look, I found an industry here that is out of favor because of ESG, but it's not…
Ron Biscardi – Inside iConnections Global Alts (EP.367)
- ▶ 8:26 Ron Biscardi Several from the Middle East, some from Asia, some from Europe.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 34:33 Thomas Haugaard You have a lot of high-rated IGE countries, some of them in the Middle East, that has benefited from a period of high commodity prices and the fact that financing is not an issue for these countries.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:04:44 Don Mullen So I'm famous for getting on a plane with three or four canvas bags of research and finishing the trip to California or the Middle East with down to one canvas bag, and then rereading it all on the way back and making notes and
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 40:32 Ashby Monk I can think of a sovereign fund in the Middle East. 2 times in the scene
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 46:45 Ted Seides So one of the things we hear about capital coming into that space on the margin who may be able to access that opportunity is really two buckets that seem to come up a lot, retail and the Middle East.
- ▶ 1:06:05 Mario Giannini If you're a Middle Eastern investor, it doesn't matter to you because you're probably not going to be affected by that. 3 times in the scene
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 38:20 Adam Rodman We were early in buying Middle East financials when they were trading at huge discounts.
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- ▶ 43:55 Joelle Kayden Mathematically, that not all of those funds is going to be an outperformer, and that's part of the problem is you've historically had to do this pay-to-play thing, and that's not going to work going forward because people don't have as…
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 43:45 Dan Ivascyn Tensions with China, North Korea, Middle East.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 30:23 Anthony Scaramucci We had successful trips, successful meetings. 2 times in the scene
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, 3 times in the scene
- ▶ 55:58 Farouk Miah Blakeney, in the grand scheme of things, was a phenomenally successful business, three decades running these funds, three decades of a very niche product in Africa, Middle East.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 6:23 Howard Smith We were fortunate enough to be able to travel to places like France and Spain on summer trips during school holidays, so I was very immersed in foreign cultures from a young age, and I think I picked that up from my parents, and when I was… 2 times in the scene
- ▶ 55:39 Howard Smith I love learning about the history of Europe and migration patterns through the Middle East and the Caucasus area of Russia, how Europe was populated.
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 51:47 Mario Giannini I think European investors still remain very, very international, and Asian investors are, and Middle Eastern investors are very international.
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)
- ▶ 34:15 Steve Drobny We saw it with in the Middle East and food inflation is what causes revolutions and politicians want
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 32:30 Louis-Vincent Gave While you had the U.S. shale patch, you saw no increase in energy capital spending in the Middle East.
- ▶ 37:38 Louis-Vincent Gave From North Africa and the Middle East, if only because of soaring food prices and soaring energy prices, and the extremely likely political instability that high food prices and high energy prices tend to unleash.
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.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 8:57 Arjun Sethi In the Middle East and a couple of other places at a pretty young age while just contracting and freelancing to build webpages.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 34:53 Josh Wolfe A shift from large aircraft carriers to fleets of autonomous boats, and we have a company called Sail Drone that is now up everywhere from the Bering Straits to Middle East and South China Sea, and they're gonna be in some tricky waters,…
- ▶ 40:38 Josh Wolfe So if you're playing Fortnite here and you're playing somebody in the Middle East, those servers are going to be very different.
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.
Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- ▶ 35:22 Jamie Montgomery But now, now I'm focused on the undergraduates to bring them out of really these refugee camps around Western Europe and Middle East and the United States and get them out and get them in an undergraduate program to study STEM.
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- ▶ 13:43 Justin Fishner-Wolfson I believe the technical term is a ton of money, and he was in the Middle East raising money because there was money to be raised in the Middle East, and he had come to a conference that was organized by USAID that I had been vaguely… 2 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 23:49 Daniel Graña There's a yawning gap between domestic consumption of oil and domestic production of oil, and the vast majority of the imports must then come from volatile parts of the world, mostly the Middle East, and most of that comes through the…
- ▶ 39:39 Daniel Graña Clearly Asia generates a fair amount of innovative companies relative to Latin America and Eastern Europe, Middle East Africa.
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.
- ▶ 30:56 David Rubenstein We had a Middle East fund, and finding deals in the Middle East was difficult. 6 times in the scene
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 7:05 Marko Papic And so I think I'm the one of only human beings ever to escape war by going to the Middle East.
- ▶ 8:41 Marko Papic Let's focus on Middle East and China and all these other things.
- ▶ 27:36 Marko Papic When I started at BCA Research in 2011, one of the first things I put my foot down was to say that all this focus on the Middle East was a mistake. 2 times in the scene
- ▶ 38:26 Marko Papic I think there's geopolitical potential risk in the Middle East, which is again interesting because everyone's focused on Asia and China, U.S., but
- ▶ 57:53 Marko Papic I know everyone's focused on the Middle East, Iraq, things going on in East Asia, but I'm going to own Europe and I'm going to crush it.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 39:38 Matthew Granade But more concretely, we have investments in Australia and the Middle East and South America, all these places where financial products are embedded in HR systems.
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 5:58 Manny Citron A year in Africa, in the Middle East, and that was a formative experience for me, and I think relates to some of my orientation toward what we're doing at Wolverine.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 4:06 Ted Seides My guest on today's show is Daniel Adamson, a senior managing director at Wafra and the president of Capital Constellation, a joint venture between mega asset owners in Europe, North America, and the Middle East that invests in the next…
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 40:29 Ash Williams People have been trying that for a long time, and it's hard, which is why it doesn't exist.
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 31:55 Matt Levine There are pools of money in like the Middle East and China that are accessible to American companies that didn't used to be, and technologically it's easier to raise private money.
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 48:56 Matt Botein I would go to the Middle East and see ADIA, KIA, all the acronyms.
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 46:04 Chris Ailman It's the Canadians, the sovereign wealth funds in Asia and in the Middle East that are constantly looking at ways
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 59:52 Anthony Scaramucci That's the treaty that was put in place in May of 2016 that originated the boundaries in the Middle East. 2 times in the scene
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 25:36 Ashby Monk And so I started working in the Middle East.
David Barrett – Searching for Leaders (Capital Allocators, EP.26)
- ▶ 30:56 David Barrett Clients in the Middle East, whether it's the growing family office businesses, whether it's the ENF world, whether it's planned sponsor community, that's a great stable base of business, which a lot of search firms don't have.