North America
5 statements across 5 episodes · 4 bullish · 0 bearish · 5 people on the record · first statement Mar 11, 2019 by Tom Russo · said 99 times in 55 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (14), Ian Charles (8), Tom Russo (7), Mike Choe (4), Jon Madorsky (4), Mathieu Chabran (3), Dan Rasmussen (3), Chris Ailman (3)
tap a year for its mentions
2026 2 mentions in 1 episode
2025 23 mentions in 12 episodes 2 per episode
- Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
- Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- Ian Charles - Private Equity's New Rules (EP.431)
- John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- 4 more episodes that year, every mention in 2025 →
2024 7 mentions in 6 episodes 1 per episode
- Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- [REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
- Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- Training Grounds: Bain Capital, John Connaughton (EP.395)
- Classic Deal - Burger King by 3G Capital (EP.384)
- Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- every mention in 2024, scene by scene →
2023 11 mentions in 8 episodes 1 per episode
- Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
- Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
- Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- every mention in 2023, scene by scene →
2022 7 mentions in 4 episodes 2 per episode
- Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- every mention in 2022, scene by scene →
2021 15 mentions in 6 episodes 3 per episode
- Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- every mention in 2021, scene by scene →
2020 15 mentions in 8 episodes 2 per episode
- Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- SPECIAL EPISODE – Introducing Invisible Forces Podcast
- Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- every mention in 2020, scene by scene →
2019 13 mentions in 6 episodes 2 per episode
- Thomas Russo – All About Google (Capital Allocators, EP.90)
- Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
- David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- every mention in 2019, scene by scene →
2018 3 mentions in 2 episodes 2 per episode
2017 3 mentions in 2 episodes 2 per episode
Everything said about North America, oldest first
Mar 11, 2019 bullish
Apr 15, 2019 bullish
Nov 20, 2023 positive
Hutchinson: Arctos is the only group cleared across four major leagues
“And oh, by the way, they're the one group that can go invest in four, the five big five leagues here in North America and sit across platforms and leagues and help these teams like the Utah Jazz build their version of this platform in Utah and the Rockies.”
Feb 12, 2024 bullish
Nov 11, 2024
Mobile Mini and Adler combination created largest North American waste tank player
“So I think we closed on the mobile mini tanks October first of 22. February first of 23, we closed on the Adler add-on acquisition. That made us the largest player by assets in the industrial waste tank business in North America.”