Texas, every mention
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tap a year for its mentions
every year anyone Jace Auby 8David Druley 6Christopher Zook 6Ted Seides 4Barry Sternlicht 4Adrian Meli 4Matt Miller 3Brent Montgomery 3Brad Briner 3Louis-Vincent Gave 2
Verbatim, from the transcripts: the passages where Texas comes up
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
- ▶ 12:16 Abigail Wattley Similarly, with oil and gas, I grew up in New England, so that meant I needed to go spend a lot of time in Texas.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 12:51 Gavin Baker It was the parent of that kid, and he's like, I'm the president of the greater Texas Dartmouth Alumni Association.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 8:22 Jay Ripley So we lived in Texas and Louisiana and Germany and California and Rhode Island.
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 6:40 Adrian Meli So from there I moved to Massachusetts, to Georgia, to Texas, and I grew up in the South. 2 times in the scene
- ▶ 57:53 Adrian Meli And then when I go back to Texas, I wonder, 2 times in the scene
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
- ▶ 47:06 Ron Cantowitz When you join EDS, the first thing they do is they send you down to Texas for this EDS training program.
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 45:08 Chris and Rob Michalik We have enough footprint in Massachusetts is the biggest South Texas
Scott Bessent - Macro Maven (EP.415)
- ▶ 16:55 Scott Bessent The Texas oil bust was in the middle of happening.
Brad Briner - Family Office to Public Service (EP.413)
- ▶ 13:29 Brad Briner I am from Texas. 2 times in the scene
- ▶ 19:53 Brad Briner And going way back to a kid from Texas, when the tide was out for these categories, I've always thought they were interesting, and I've learned a lot about them over the years.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 14:26 Matt Miller We owned about a million acres on shore, largely in the Marcella Shale, but some in the Eagleford down in South Texas as well.
- ▶ 30:32 Matt Miller These doofuses in Texas just don't understand how the world works. 2 times in the scene
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 51:01 David Salem Oh, that's an uppity Texan saying, we don't care about the climate or the environment.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
- ▶ 4:38 Ted Seides TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought leading steward of capital in the pension community.
- ▶ 10:35 Jace Auby But I was from Austin, Texas, and I always did want to move home.
- ▶ 15:09 Jace Auby So one in 20 Texans is a member of the fund. 2 times in the scene
- ▶ 19:53 Ted Seides So if we look at some of that diversification, that real return bucket, you mentioned energy, you're sitting in Texas.
- ▶ 24:49 Jace Auby Texas has the longest liability of any teacher fund in the United States, and that's because Texas is a high-growth state, so we're hiring a lot of teachers, so we have a lot of younger teachers, and so our liability is amongst the… 2 times in the scene
- ▶ 30:30 Jace Auby Number one is the mission serving the teachers of Texas. 3 times in the scene
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
- ▶ 1:07:22 Alexis Ohanian Now I'm going to go down the YouTube rabbit hole to master Austin or Texas style brisket.
Training Grounds – Carnegie Corporation of New York (EP.377)
Michael Levy – Crow Family Real Estate Empire (EP.353)
- ▶ 39:26 Michael Levy The acquisition business, the team is located almost entirely in Dallas, Texas.
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 46:13 Chad Hutchinson This is very, very valuable architecture that they're incredibly important to that ecosystem, but they also need access to California, Texas, and Florida, which are not legalized sports betting yet.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 6:42 Allison Thacker I worked at Merrill straight out of undergrad in Houston, Texas, and Merrill Lynch had a large office, like, 25 bankers at that time.
- ▶ 16:19 Allison Thacker Rice has always had real assets because of our location in Texas, and we had a very nascent real estate and private equity and venture portfolio.
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 28:40 Aaron Sack Stalking, maybe, of an Austin, Texas-based veterinary management company called Pathway Veterinary Partners that was founded by a wonderful entrepreneur and veterinary doctor himself, Dr.
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305)
- ▶ 2:43 Andy Lee Post-Binet, I went down to Lone Star Funds down in Dallas, Texas, and there I was basically told, the only way you get promoted here is for you to create something.
- ▶ 37:34 Ted Seides Andy, thanks so much for sharing this niche opportunity in Texas.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 8:40 Adam Rodman I didn't really know much about markets in general, but what he said sounded right, and it was enough to make me excited to move to Texas from New York and get a job with Vince Johnson.
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 44:25 Tom Steyer So the price of natural gas, the exact same substance in Japan could be literally 10 times the cost of natural gas in Texas.
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 31:25 Charles Van Vleet You better not bring this pitch book to Texas.
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 49:49 Brent Montgomery I would say being on the water as somebody who grew up landlocked in San Antonio, Texas, and who now lives in a coastal town in Connecticut. 3 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 8:34 Sahil Bloom I threw pretty hard, but I wasn't polished or really refined, and I wasn't as good as the kids who were really slinging it down in Texas, Florida, those places,
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 17:33 Steve Drobny You could ignore Russia because their economy is smaller than the size of Texas.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 34:06 Louis-Vincent Gave This time around for the U.S., energy prices going up means money leaving New York to go to Texas. 2 times in the scene
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 25:09 Andrew Milgram Meanwhile, having grown up in Texas with a family that's deeply rooted in the oil and gas industry,
- ▶ 54:22 Andrew Milgram And where I grew up in Beaumont, Texas, we were all Boy Scouts.
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 20:49 Christopher Zook The Alamo of Texas is a famous landmark about the history of the state of Texas becoming independent from Mexico and becoming its own country. 2 times in the scene
- ▶ 23:43 Christopher Zook And one of the things that I'm involved in outside of the workplace is that I was nominated and approved by the Texas Senate to be on the state of Texas Pension Review Board. 2 times in the scene
- ▶ 27:13 Christopher Zook We're in Houston, Texas, so that's where we're based, and we have operations around the country, but we are based here, so we are in, quote unquote, the energy capital of the United States.
- ▶ 35:04 Christopher Zook Another really fun story that people like to tell is that I literally don't have a car and for people in New York and San Fran, that's not that unusual, but in Houston, Texas, I'm kind of the anomaly to put it mildly.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 14:19 Jordi Visser So when you're a kid, and you see these in a lot of the depression movies, you have to move away, and she moved and ended up in New York, and a girl from Texas moved up to New York, and she eventually got the nickname Tex from working in a…
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 58:06 Stefan Kaluzny Not that I haven't forgotten it on occasion, but my mother's originally from Houston, Texas, and Southerners have a way with things, but catching more hot flies with honey than you do with vinegar is one that serves us well.
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- ▶ 6:14 Ethan Berman So we spent 45 minutes on the phone in between one drive from one meeting to an airport in Texas.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 28:18 Barry Sternlicht It's two countries for investors because the blue states and the red states, and maybe you have some purple states like Florida and mostly Texas, but let's call those red states for now. 3 times in the scene
- ▶ 36:10 Barry Sternlicht And it just requires business to get back into business, and so the courtyards and small towns in Iowa, Illinois, Mississippi, Texas, they've come back.
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 38:36 Chuck Davis We merged some businesses, built the company, and we did the same thing in Texas, and that bank ended up buying banks in Colorado.
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 55:32 Robert F. Smith One was a services construction business in Texas and with efficacy.
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 10:14 Alex Rodriguez Tom Hicks is a private equity guy, leveraged buyout out of Texas, and because the contract
Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193)
- ▶ 4:41 Mark Johnson I participated in a program called the lead program in business down in Texas as a sophomore in high school.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 7:28 Marko Papic Then Texas, and then Quebec, Canada for eight years, and now I'm in California.
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- ▶ 4:06 Ted Seides My guest on today's show is Christy Hamilton, the head of investments at the two billion dollar Children's Health Medical Center of Dallas, Texas.
- ▶ 30:16 Christy Hamilton I grew up in Texas, and I understand the kind of thought process for divesting.
- ▶ 46:10 Christy Hamilton My daughter and I, we planted hydrangeas, so I'm very excited about this, although Texas hydrangea is probably not the wisest idea, but very excited.
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 13:39 Anne Martin If you think Silicon Valley entrepreneurs are entrepreneurial, go meet the people in Texas that are drilling for oil.
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 6:13 David Druley It was a recession in Texas.
- ▶ 10:13 David Druley Fort Worth in Texas. 4 times in the scene
- ▶ 15:11 David Druley So, from the day I started, it gave me a really global perspective, but from the day I started, I worked from clients from Geneva, Switzerland, to New York, to Texas.
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
- ▶ 38:09 Jon Harris And we always say is that if an energy deal ends up on our desk, we want to know why did it get out of Texas? 2 times in the scene
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 14:42 Ash Williams Florida, Texas, Arizona, and California, that is the sand states, were the epicenter of the S&L crisis.
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 37:52 Manny Friedman The reason Austin is the capital of Texas is people were crossing the plains, and a wagon broke down, and many of the people in the wagon train said, we're not going any further.
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
- ▶ 58:39 Brent Beshore So we partnered with a wonderful organization called TEPCO in Dallas, Texas,
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 35:26 Michael Cembalest There's a billion dollar portfolio for sale of Texas munis that are usually priced at four.
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 23:01 Kip McDaniel Um, there is a fund in Texas where we had identified one person, uh, who we thought could be 40 under 40 material because a few asset managers had emailed us and said, this person is, is, should be right there, and we went to the CIO and…
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 28:33 Tom Lenehan Jump on a plane and go down to Texas because you thought there was a great idea down there.
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 21:18 Steve Galbraith We had a lot of back real estate loans in Texas, so on and so forth.