Middle East, every mention
11 scenes (2023) · ← back to Middle East
tap a year for its mentions
every year 2023 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
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