Tikehau Capital, every mention

Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23) Oct 12, 2020 · 29 mentions

• ▶ 4:11 Ted Seides My guest on today's first meeting is Matteau Chebron, a co-founder and co-CIO of TKO Capital, a publicly listed alternative asset manager that oversees twenty five billion euros across private credit, real estate, private equity, and… 3 times in the scene
• ▶ 5:26 Mathieu Chabran It goes back, I think, in 1998 when I met my partner, Antoine Flammarion, who's my co-founding partner of TKO. 3 times in the scene
• ▶ 12:29 Mathieu Chabran And that's how, you know, we build this capital base with something very important is along the way, we tried as much as we can to actually increase our own stake into the company. 4 times in the scene
• ▶ 16:14 Mathieu Chabran And ironically, it's funny because, you know, today the group is obviously a little bit more advanced, you know, in terms of our institutional strategies, private credit, private equity, private real estate, capital market strategies. 2 times in the scene
• ▶ 18:55 Mathieu Chabran So today TKO Capital is listed asset manager on Euronext. 3 times in the scene
• ▶ 22:22 Mathieu Chabran So today TKO is 550 people across 12 offices. 3 times in the scene
• ▶ 25:12 Mathieu Chabran And, uh, many of, uh, our partners and team and colleagues and staff, they've been living the TKO journey where year on year we try to, uh, take the business a step further.
• ▶ 30:25 Mathieu Chabran We have a saying at TKO, we like to say, good deals have no wheels. 2 times in the scene
• ▶ 36:55 Mathieu Chabran We're trying not to make our business becomes a commodity, meaning that if it's only about being the most expensive when it comes to selling or the higher leverage when it comes to financing, then probably TKO is not the right partner. 2 times in the scene
• ▶ 44:57 Ted Seides So what does like the TKO type deal, whether that's in terms of debt or equity relative to the market?
• ▶ 46:55 Mathieu Chabran Preempt some situation or address some situation and trying to use the TKO platform.
• ▶ 48:18 Mathieu Chabran That's why you saw TKO evolving from our very first deal that we were debating was a real estate deal, but then as a third party money manager, you know, we were probably fairly early in the direct lending and the private debt, and today…
• ▶ 53:43 Ted Seides By the way, where does the TKO name come from?
• ▶ 55:56 Mathieu Chabran We have another, uh, saying here at TKO, I leave you with that is, uh, we like to say, uh, create, not compete. 2 times in the scene