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7 statements across 5 episodes · 5 bullish · 1 bearish · 4 people on the record · first statement Apr 25, 2022 by Louis-Vincent Gave · said 78 times in 52 episodes since 2017 · across every show →
Mentions by year
brought up most by Chatri Sityodtong (7), Ted Seides (6), Marlene Puffer (4), Louis-Vincent Gave (4), Tom Majewski (3), Magnus Grimeland (3), Steve Nelson (2), Rashmi Kwatra (2)
2026 5 mentions in 4 episodes 1 per episode
- Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- every mention in 2026, scene by scene →
2025 3 mentions in 3 episodes 1 per episode
2024 8 mentions in 6 episodes 1 per episode
- Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
- Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- Nigel Dawn - Secondaries in Private Markets (EP.378)
- Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- every mention in 2024, scene by scene →
2023 15 mentions in 9 episodes 2 per episode
- Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
- Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
- Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund (EP.354)
- Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- 1 more episode that year, every mention in 2023 →
2022 9 mentions in 5 episodes 2 per episode
- Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- every mention in 2022, scene by scene →
2021 13 mentions in 10 episodes 1 per episode
- Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- Brian Higgins - King Street Capital (Manager Meeting, EP. 21)
- Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- 2 more episodes that year, every mention in 2021 →
2020 4 mentions in 3 episodes 1 per episode
- Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capital Allocators, EP.129)
- Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- every mention in 2020, scene by scene →
2019 3 mentions in 3 episodes 1 per episode
2018 2 mentions in 2 episodes 1 per episode
2017 16 mentions in 7 episodes 2 per episode
- Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- David Barrett – Searching for Leaders (Capital Allocators, EP.26)
- Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- every mention in 2017, scene by scene →