Special Situations Group

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 5, 2023 by Adam Shapiro · said 2 times in 2 episodes since 2023 · across every show →

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brought up most by Josh Kopowitz (1), Adam Shapiro (1)

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Everything said about Special Situations Group, oldest first

Jun 5, 2023 positive
Assertion Not checkable as stated
Goldman Special Situations achieved 20% unleveraged returns post-2001 by conservative pricing
“And what this group at Goldman was doing was buying portfolios of assets, which could be real estate, aircraft, financial assets like receivables, and this was now, 2001, 2002, Nasdaq bubble had burst, and so you could buy these portfolios and not use any leve…”
Adam Shapiro Jun 5, 2023 ▶ 10:23 Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families (Capital Allocators, EP.319)
Jun 12, 2025
Assertion Not checkable as stated
Goldman's Special Situations Group Levered Its Balance Sheet 8 to 15 Times
“And our capital was using the firm's balance sheet. So firm would allocate some amount of dollars. It would get levered. Eight to 15 times, and then we put it into companies.”
Josh Kopowitz Jun 12, 2025 ▶ 7:26 Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
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