Seth Klarman, every mention

6 scenes (2025) · ← back to Seth Klarman

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every year 2025 anyone Ted Seides 13Ryan Batchelor 10Herb Wagner 10Paul Sonkin 3Kip McDaniel 3David Salem 3Reuben Munger 2Michael Mauboussin 2John Brolin 2Scott Bessent 1

Verbatim, from the transcripts: the passages where Seth Klarman comes up

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Jay Ripley – Emerging Manager Selection at GEM (EP.470) Nov 10, 2025 · 1 mention

  • ▶ 49:15 Jay Ripley When I was doing my original LP study, I was reading all the seminal texts from Swenson and Klarman and all these folks, and was learning a ton about investing and what's worked for institutions and endowments over time.

Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460) Sep 22, 2025 · 11 mentions

  • ▶ 0:28 Ted Seides My guest on today's show is Herb Wagner, the managing partner of FinePoint Capital, a four billion dollar opportunistic value hedge fund he founded 11 years ago after spending 14 years at Baupost and two at Appaloosa under legendary…
  • ▶ 14:19 Herb Wagner Another incredibly fortunate thing, Ted, for me is I've worked for two of the best investors of my generation, Dave Tepper and Seth Klarman.
  • ▶ 16:36 Herb Wagner I got a call from somebody who knew Seth, who said Seth was looking to add to the team. 7 times in the scene
  • ▶ 1:02:52 Herb Wagner When I look back at Seth and Baupost and what a phenomenal culture and firm that he built, I took it for granted a little bit that was going to be easy. 2 times in the scene

Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) Feb 17, 2025 · 1 mention

  • ▶ 41:48 Mike Choe Seth Klarman talked about this on your podcast, Andy Duke talks about it, is that you could make the right decision and tail events can happen, and so one of the important things for us is when something happens that's unexpected, think…
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