Southeast Asia, every mention
32 scenes · ← back to Southeast Asia
tap a year for its mentions
every year anyone Rashmi Kwatra 7Magnus Grimeland 5Ted Seides 4Kiyan Zandiyeh 3Ellen Ellison 3Bill Ford 3Todd Simkin 1Tilly Franklin 1Rob Hale 1Nick Rohatyn 1
Verbatim, from the transcripts: the passages where Southeast Asia comes up
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:01:56 Nick Rohatyn I would love to do more in Southeast Asia.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 15:38 Todd Simkin Another operation that we started at about the same time in Sydney, Australia for trading Australian markets and Southeast Asia.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 11:15 Magnus Grimeland And Southeast Asia in particular, I 3 times in the scene
- ▶ 14:14 Magnus Grimeland We saw in Southeast Asia, this tremendous growth of the tech ecosystems where we had built this business, which was pretty successful.
- ▶ 32:31 Magnus Grimeland We worked with them in Southeast Asia.
- ▶ 51:24 unnamed speaker So there used to be a time where you'd see something happening in China, let's say, and then a few years later, you'd see it in Southeast Asia, or you'd see something happen in the US, and then a couple of years later, you see it in Europe.
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
- ▶ 58:24 Tilly Franklin Managers in Southeast Asian equities.
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 58:38 unnamed speaker We have a very nice business there that's actually distributed pretty broadly across, you know, China, Southeast Asia, India, et cetera.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 10:38 Kiyan Zandiyeh It was also intersected at a time where you started seeing successful technology companies being built out of countries like China, India, Southeast Asia, that had validated the concept.
- ▶ 15:12 Kiyan Zandiyeh Whereas in more developed emerging markets, China, India, Southeast Asia and Latin America, you had already seen that play out.
- ▶ 40:29 Kiyan Zandiyeh If you take a step back and look at the more developed emerging markets, be it LATAM or Southeast Asia, and we did a study, and my colleague Alex actually wrote a report on it recently, looking at the early vintages of the venture firms…
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 19:23 Arjun Sethi And so I just got a lot of exposure to what was happening in Korea, what was happening in Japan and Southeast Asia.
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 24:34 Fabrice Grinda We're the leading classified site in Brazil and all of Latin America and Russia and all of Eastern Europe in India, Pakistan, and all Southeast Asia and in the UAE and all the Middle East.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 4:42 Ted Seides Rashmi is the founder and chief investment officer of 16th Street Capital, a Singapore-based manager focused on emerging and frontier markets in South and Southeast Asia with two hundred and forty million dollars under management.
- ▶ 5:18 Ted Seides So I want to chat a little bit about Rashmi and 16th Street, and why don't we start by framing out, when you looked at your old portfolio at University of Illinois, how did you think about a concentrated manager focused in Southeast Asia?
- ▶ 25:16 Rashmi Kwatra And I had also fortunately become a partner at Prince street, had some of my own capital that I wanted to reinvest in what I was doing, unfortunately, or fortunately, but at Prince street, I was looking after the South and Southeast Asia…
- ▶ 28:30 Rashmi Kwatra So Prince Street had kind of tested the water with just a handful of potential LPs saying, Rashmi is going to start her own fund focused on South and Southeast Asia, much more aligned to what she does, which is concentrated investing in,…
- ▶ 45:18 Rashmi Kwatra So I'm invested in, you know, the South and Southeast Asia region. 2 times in the scene
- ▶ 51:35 Ellen Ellison Back in the day, we used to say when the U.S. sneezes, Mexico catches a cold, and I feel like that's, to paraphrase, I feel like in your markets when China sneezes, the rest of Southeast Asia gets the flu, so I don't know if you have any 3 times in the scene
- ▶ 57:48 Rashmi Kwatra And I think we are getting that opportunity today in South and Southeast Asia.
- ▶ 1:00:51 Rashmi Kwatra South and Southeast Asia, it's a third of the world's population. 2 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 17:23 Daniel Graña So Mercado Libre, which is Latin America's Amazon C, which is Southeast Asia's Tencent and Amazon.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 31:40 David Rubenstein To some extent, Southeast Asia.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 20:21 Jeff Hausenbold I could get excited about Southeast Asia, as well as Latin America.
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 39:03 Doug Phillips But also Southeast Asia, there's other,
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 1:07:12 Ash Williams China, India, Southeast Asia, differences in law, differences in culture, a whole lot of things make that infinitely more complicated.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 27:29 Andrew Tsai You know, if you're going to do this strategy in Southeast Asia, we've got these kinds of connections, you know, really, really thoughtful adding value.
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 27:44 Ted Seides So that first stock, so you had avoided China, selling into China, periphery around China, Southeast Asia, but then there was that moment where you said, okay, now we're going to do it. 2 times in the scene