North America, every mention
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tap a year for its mentions
every year anyone Ted Seides 14Ian Charles 8Tom Russo 7Mike Choe 4Jon Madorsky 4Mathieu Chabran 3Dan Rasmussen 3Chris Ailman 3Stefan Kaluzny 2Stan Miranda 2
Verbatim, from the transcripts: the passages where North America comes up
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 43:15 Mike Gitlin We have our North American client group and our Europe and Asia client group. 2 times in the scene
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 22:44 John Graham Private equity, infrastructure, real estate, credit, public equities, hedge funds across North America, Europe, and Asia.
- ▶ 36:52 John Graham We think European credit or Asian credit is more attractive than North American credit, so we're going to move capital around.
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
- ▶ 0:52 Ted Seides My guest on today's Sponsored Insight is John Madorski, managing partner and co-portfolio manager of the Secondary Strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts.
- ▶ 6:36 Jon Madorsky Today, I have to take a step back and be really grateful with the fact that we built one of the largest managers focused on North American lower middle market buyouts.
- ▶ 18:52 Jon Madorsky We focus solely on North American lower middle market buyout.
- ▶ 21:05 Jon Madorsky The first would be a focus on North American lower middle market buyout. 2 times in the scene
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
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.
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 5:33 Ted Seides Approximately twice the amount invested from the six largest institutional investors in North America.
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- ▶ 21:52 Mike Choe Let's just say we could look at that today for all North American buyouts, and let's say we could compare
- ▶ 44:29 Mike Choe I think we've generated a very consistent track record in North American private equity, and so if we look at our portfolio construction, one of the things we're seeing is that over the last, I'd say,
- ▶ 49:04 Mike Choe Certainly North American middle market companies in this category, focused private equity ownership is just a really advantaged form of ownership. 2 times in the scene
Ian Charles - Private Equity's New Rules (EP.431)
- ▶ 4:38 Ted Seides In just five years, Arctos has become the leading institutional investor across the five major North American sports leagues.
- ▶ 22:55 Ian Charles Last year, the six biggest LPs in North America committed about fifty-five billion dollars to funds.
- ▶ 28:10 Ian Charles But over the last 10 years, dollar distributions have been pretty consistent out of North American buyout of about forty billion a quarter.
- ▶ 49:42 Ian Charles If you look at the people who have purchased control of North American sports teams over the last decade, 80% of them come from tech or private markets.
[REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
- ▶ 25:39 Rob Michalik That made us the largest player by assets in the industrial waste tank business in North America.
Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
- ▶ 31:07 Steve Nesbitt We're North America centric.
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 45:06 John Connaughton I think you're right in saying it really started with the mid succession, but I think we've had it in a lot of places, whether it be in Asia when Paul Edgerly left and we had to create succession in Asia, or whether it be Dwight Poehler in…
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 54:02 Daniel Schwartz Our head of North America was 39.
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 1:08:54 Brad Jacobs It's eight hundred billion dollars in size between the geographies I'm going to focus in on, which are North America and Western Europe. 2 times in the scene
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 21:43 Chad Summe With the Amazon mega hub for all their air operations, putting their home there over four years ago, and then us being the North American hub for DHL, their second largest operation in the world.
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 42:56 Chad Hutchinson 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.
- ▶ 46:47 Chad Hutchinson My mind today is we have a right to win in these core North American sports teams, and we're going to continue to build on that.
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
- ▶ 5:18 Ted Seides My guest on today's show is Chris Gordon, a partner and co-head of private equity in North America for Bain Capital.
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 12:58 Stan Miranda Then in year two, we'd hired people like Will Fox, who's still running North America with us today, and we said, we're not paying ourselves anything.
- ▶ 46:52 Stan Miranda So our US clients, a lot of them being taxpayers, benefit hugely from a diversified North American property portfolio.
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 49:51 Eric Resnick Managing our international exposure versus our domestic U.S. or North American exposure.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 32:18 Ashby Monk And start to say, okay, biotech in North America, series B and C fund.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 36:23 John Toomey You probably should have more diversification in venture in Asia than you do in the North American buyout market because the dispersion of returns that our QIS team has shown over the 40 years of data that we have says you do want to grab…
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- ▶ 5:32 Ted Seides We'll discuss One Rock Capital's carve-out of Nestle's North American water business, which includes brands Poland Spring, Deer Park, Arrowhead, and a host of others that together comprise the number one market share in North American… 2 times in the scene
Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
- ▶ 36:29 Frank Brosens He runs our North American credit business.
- ▶ 51:14 Frank Brosens But I think both in North American credit and in European credit, there's going to be a tremendous opportunity to own illiquid distressed assets, illiquid distressed credit for quite some time.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 19:52 Howard Smith And then when Sheldon stepped away and retired from the firm, I took over from him as the fund manager for both of those products, managing a team of people in North America and in Tokyo.
- ▶ 22:21 Howard Smith I really wanted to see Japan from a different perspective and get closer to the other portfolio managers at Indus, all of whom were based in North America, either in New York or in San Francisco.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 21:57 Tom Lenehan And what I mean by that, like in North America, we are so blessed for the United States to have a rich pot of natural resources, but also Canada and Mexico and have friendly neighbors where we can get a lot of access to energy for, you…
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 20:13 James Aitken I'll just say large institutional patient capital in North America. 2 times in the scene
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 17:12 Ian Charles In the big five North American sports leagues.
- ▶ 22:50 Ian Charles I think something like 60, 65% of the new control owners in North American pro sports have either come from the technology sector or finance.
- ▶ 25:56 Ian Charles So when you buy a stake in a pro sports team in North America, you're actually buying a piece of three different things. 2 times in the scene
- ▶ 39:28 Ian Charles And the leagues regulate maximum leverage at the franchise level to the point at which across the big four North American leagues, the average loan to value is about 13, 14%, which is nothing when you look at the private equity landscape…
- ▶ 41:18 Ted Seides Doc, you had mentioned that there are only say in the big five in North America, a 150 or so franchises.
- ▶ 53:10 Doc O'Connor The garden was at capacity, or certainly near capacity, and we sat atop the revenue food chain for the entire time until the Golden State Warriors came along and beat us in many revenue categories with their new arena, but that speaks to…
- ▶ 56:46 Doc O'Connor It's been the most publicized, the most talked about, and sports betting is a huge tailwind for all of sports, particularly in North America, given sports betting has been allowed in globally elsewhere for quite some time now.
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 49:01 Stefan Kaluzny So, 20 year old firm success is Sycamore Partners is known as the dominant consumer and retail investor, certainly in North America, and I don't feel the need in a 20 trillion dollar North American economy to go overseas. 2 times in the scene
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 29:16 Jonathan Lewinsohn I was spending a lot of time on our stress and distress positions in North America, and Scott was going to build a performing credit business. 2 times in the scene
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 31:55 David Rubenstein The major in countries in Asia, including Japan, North America, and Western Europe, that's where the profits are really being made.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 43:39 John Connaughton Same thing, North America, Europe, and our public equity business.
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 9:47 Damien Bisserier I was there for about nine years and started in the research group and then ended up covering clients, worked with a lot of the largest institutional investors across North America.
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
- ▶ 25:37 Chamath Palihapitiya But when you look at the middle class in America or North America or Europe, or you look at
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 18:26 Mathieu Chabran As a matter of fact, you know, I must say that, uh, not only new markets in Asia, in North America,
- ▶ 22:39 Mathieu Chabran That was our first step into the North American market.
- ▶ 47:52 Mathieu Chabran You know how much money, uh, has been allocated by, uh, North American LPs to these strategies.
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- ▶ 9:28 Mario Therrien We've also added over the years the regional committees for APAC, EMEA, and North America.
SPECIAL EPISODE – Introducing Invisible Forces Podcast
- ▶ 6:04 Erin Shea Some manufacturing companies across North America pivoted their production to make PPE and ventilators to fill the need.
- ▶ 12:29 Erin Shea Nagendra Reina is the CEO of Buffalo Games, the largest puzzle manufacturer in North America, and the unexpected demand for puzzles created by the pandemic has been massive.
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 32:08 Lauren Taylor Wolfe Now, they're sold into commercial markets, infrastructure, resi, and agriculture end markets, but importantly, they are the fifth largest recycler in North America that you've never heard of, and they do their own recycling. 2 times in the scene
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 55:13 Larry Siegel And then spreading to the rest of Europe and the Americas, mostly North America and Japan in the 19th century, and then spreading to much larger parts of the world in the later part of the 20th century.
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…
- ▶ 37:43 Daniel Adamson A North American sovereign, a UK pension, a Scandinavian pension, two large Kuwaiti institutions, and then you've got three continents.
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
- ▶ 27:52 Dan Rasmussen So we divide it regionally, North America, Europe, and Japan.
- ▶ 32:23 Dan Rasmussen We divide it, Europe, Japan, North America. 2 times in the scene
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 44:45 David Zorub So for us, our global is North America, South America, Western Europe, aspects of China, Japan is probably where we apply our trade.
Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
- ▶ 30:08 Paul Rabil Growing east to west, it's the fastest growing team sport in North America at the youth level over the last 15 years. 2 times in the scene
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 23:28 Manny Friedman Savannah's the fastest growing port in North America.
Thomas Russo – All About Google (Capital Allocators, EP.90)
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 49:11 Matt Botein Travel around North America and see insurance companies, and life is different than PNC, and pensions, and state pensions are different from
Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- ▶ 1:10:45 Chris Ailman But it has really been one of the few global groups that has come together, where you have a European chapter, a North American chapter, CIOs from public funds, from corporates, universities, from money managers, who get together and just… 3 times in the scene
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 19:28 Ross Israel So we've got, um, two or three assets here in North America.
- ▶ 31:02 Ross Israel Investors outside of Australia as well in Europe and also in North America.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 43:18 Paul Black They operate a little differently than a lot of European and North American countries.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 24:22 Chatri Sityodtong So you go to North America, it's NFL, NBA, Major League Baseball, NASCAR, UFC, et cetera.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- ▶ 23:07 Tom Russo They were making 25% of their profits in the North American market.
- ▶ 48:33 Tom Russo Had already been fairly limited by virtue of the fact that they now exceed 11% of the deposit base in North America, and they can't buy new assets in the banking industry, new banks or new assets, because the 10% threshold, above which you…