Silicon Valley Bank, every mention
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tap a year for its mentions
every year anyone Ted Seides 5James Aitken 3Seth Klarman 2Josh Kopowitz 2Herb Wagner 2George Mikulakis 2Ashby Monk 2Vincent Daniel 1Porter Collins 1Michael Leffell 1
Verbatim, from the transcripts: the passages where Silicon Valley Bank comes up
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 41:17 Frank Danieli My CEO, Chris Weich, and I, we were on a plane over to the US literally that weekend of Silicon Valley Bank
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 54:40 Bobby Jain SVB was a real event.
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
- ▶ 12:31 Dave Thornton It was comprised of Silicon Valley Bank and First Republic Bank.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 27:41 Herb Wagner At some point, you'll have an SBB happen, which happened in 2023 when you had the run of the bank.
- ▶ 1:00:41 Herb Wagner The one that comes to mind, the recent one is Silicon Valley bank.
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
- ▶ 10:16 Josh Kopowitz So a small gust of wind, a small hiccup, and we saw this with SVB and FRB, et cetera, can just render your business completely insolvent.
- ▶ 24:46 Josh Kopowitz Happened materially starting the GFC, and it's accelerated more dramatically, typified after SVB and FRB, etc.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 53:03 Brett Barakett And I think Silicon Valley Bank had a beta of 1.2.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 17:04 Michael Leffell We saw a similar situation recently when Silicon Valley Bank and Signature Bank went bust, and the FDIC took over their books.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 33:54 George Mikulakis The regulators obviously tightening up, following SVB, 2 times in the scene
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:04:28 Seth Klarman And so we've seen some financial institutions do what like Silicon Valley Bank did and end up with significant mismatches of assets to deposits, but I'm not convinced we know where all the bodies are buried. 2 times in the scene
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 15:39 James Aitken Now, of course, we're already seeing plenty of evidence of people who completely misjudged the cycle, such as Silicon Valley Bank and others.
- ▶ 18:54 Ted Seides We saw that in SVB and the others. 4 times in the scene
- ▶ 27:00 James Aitken In brackets, don't ask us how we miss Silicon Valley Bank.
- ▶ 51:20 James Aitken It's all working surprisingly well, even after Silicon Valley Bank.
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 38:06 Porter Collins We saw pretty clearly what was happening at First Republic and Silicon Valley and Signature and Silvergate, and we were short all those essentially to zero.
- ▶ 56:18 Vincent Daniel The Silicon Valley bank thing had very mixed emotions about how it all went down.
Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
- ▶ 20:56 Adam Blitz They had to get out of that position when the Silicon Valley Bank news hit.
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 22:05 Ashby Monk It's shocking to say it, but like when the SVB crisis was happening around us, I promise you, everybody had people pulling up spreadsheets to try to figure out what's our exposure.
- ▶ 55:39 Ashby Monk It can require huge investments in data and technology to really do it well, to avoid when the SVB crisis hits, you had all your hedges and derivatives in place.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 11:50 Ted Seides As legacy debt at cheaper rates looks to roll over, both in just availability because of what's happened in the aftermath of SVB and the risk from interest costs as that debt gets rolled over.
- ▶ 53:54 Mario Giannini Banks are getting out of that business, and what's happened in the U.S. with Silicon Valley and Signature, I mean, there's just going to be more need for private credit.
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- ▶ 30:09 Doug Ostrover So, I mean, clearly Silicon Valley Bank is the single biggest player, but we're, we're definitely, I think, you know, top two or three.