United Kingdom, every mention
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every year anyone James Aitken 31Sandra Robertson 19Ted Seides 16Tilly Franklin 11Louis-Vincent Gave 8Farouk Miah 7Sir Paul Marshall 6Drew Dickson 6David Abrams 6Colin Smith 6
Verbatim, from the transcripts: the passages where United Kingdom comes up
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 33:17 Frank Danieli You always hear this idea that Trump did this, something happened in the UK, there's a lot more uncertainty now.
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 17:04 Baroness Dambisa Moyo It's as true as the difference between the U.S. and China or the U.S. and Bhutan as it is the U.S. and Britain. 2 times in the scene
- ▶ 21:16 Baroness Dambisa Moyo It's having the leaders on the board, lead director, for example, or even chair, in the case of Britain, where there's a separated role, not leading with their opinion.
- ▶ 28:13 Baroness Dambisa Moyo The important thing that most people who've been involved in any sort of organization, public policy with government, the United Kingdom has had seven prime ministers in 10 years, anything to do with human management.
- ▶ 52:02 Baroness Dambisa Moyo Now that I'm a woman of a certain age, it's much more obvious to me that it's extremely hard, even for developed countries in other places where I always point to the UK, it's 40 cents a kilowatt hour is the energy price versus China where…
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 44:28 Pat Dorsey If you see a company that had a choice to invest, anytime you look at a software company, and it's listed in London, and maybe it's not a super U.K.-centric company, I gotta ask, why didn't you choose to list in the U.S.?
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 30:10 Rodney Comegys We're running Australian and UK.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 19:55 unnamed speaker I went from New Zealand, I ended up working in the UK, then working in the US, 3 times in the scene
Year in Review 2025 (EP.478)
- ▶ 34:04 Ted Seides There's one called Thema, which is a UK-based business that started using AI several years ago to classify private companies and map out a universe.
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 42:21 Jeff Aronson We're looking at some businesses in the UK, which are regulated now. 2 times in the scene
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 56:23 Mason Morfit Then the one we took on at Rolls Royce, which was how do we engineer your engines to have a lower cost of goods than what they currently have and try to get them to GE's standard of excellence with a workforce in the UK.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 1:08:12 Herb Wagner And over time, they bought a football team in the UK called Liverpool.
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
- ▶ 6:52 Raphael Arndt I actually started by studying civil engineering and economics and started life as a civil structural engineer, spent some time in the UK with a consulting firm and ended up designing oil platforms of all things.
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- ▶ 10:18 Kristin Kolurgis-Roland Tons of change going on in the alternative industry there because of AIFMD and the UK tax status change.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 9:35 Michael Sidgmore I was a soccer player, so tried to go over to the UK to play soccer.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 7:27 James Aitken James Aitken, Wimbledon, United Kingdom, Australian.
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 35:09 unnamed speaker If they say, I need help thinking about how to expand into the UK, let's email our LPs asking if they know people that know how to expand in the UK. 2 times in the scene
Scott Bessent - Macro Maven (EP.415)
- ▶ 26:49 Scott Bessent My contribution was just an observation that the British housing market, that mortgages there, floated with the base rate, which is their overnight rate.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 13:30 Matt Miller In the North Sea, so by the United Kingdom, they've built out a lot of wind power. 2 times in the scene
Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
- ▶ 3:21 Kristof Gleich So I'm originally from the UK as born and raised there and studied there.
- ▶ 46:12 Kristof Gleich Palace are a premiership soccer team, and I grew up watching them with my dad, and for 20 years I had a season ticket with my dad where I'd traipse across to Selhurst Park every other week to watch all their home games, and I don't live in… 2 times in the scene
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 30:47 Rahul Moodgal Now what results in that is a group of 30 female CIOs from the UK, the USA, and Canada who meet on a quarterly basis and put the world to rights.
- ▶ 39:34 Rahul Moodgal I tend to be biased and focused on things in the UK because even though we're a rich country, there's a lot of issues here that I try and help and people think about.
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 29:43 Toby Rodes And they looked to the UK, a kinder and gentler market than the US, and they saw the UK stewardship code. 2 times in the scene
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 46:46 Cliff Asness If you're a behavioral finance person, people are over optimistic about Germany and under optimistic about the UK and not super high sharp, but clearly positive.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 53:04 Blythe Masters My dad, who's passed away many years ago now, joined the Royal Air Force in Britain before the Second World War and involved an instructor of fighter pilots and trained countless young pilots who fought in the air war against Germany and… 3 times in the scene
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 3:50 Magnus Grimeland So I applied for a scholarship, luckily got in, so I ended up doing high school in the UK with people from A to Two Nations.
- ▶ 1:05:32 Magnus Grimeland He worked for special air services in the UK for many years.
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
- ▶ 6:41 Tilly Franklin In the UK system, you only study one subject at university, as you may know. 2 times in the scene
- ▶ 26:46 Tilly Franklin We were lucky here in the UK that it was permitted to go for walks with one other person, so we went on a lot of walks.
- ▶ 30:53 Tilly Franklin It is a bit of a mystery why the UK endowment pools are so much smaller, but I think actually 3 times in the scene
- ▶ 43:40 Tilly Franklin So we obviously, we're a British university, all of our liabilities are denominated in sterling, but our investment opportunity set is global.
- ▶ 1:01:00 Tilly Franklin I think in the UK, less than 25% of investment professionals are women, and then as you get to a more senior level, it shrinks to a smaller percentage. 3 times in the scene
- ▶ 1:09:30 Tilly Franklin Very sadly, Peter actually passed away earlier this year, but I'd really just like to honor him as a legend within UK private equity investing.
Morgan Housel – Same as Ever (EP.359)
- ▶ 6:38 Morgan Housel It did not make the New York Times bestseller list because since the publisher is a UK publisher, it was blacklisted from it.
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 38:17 Isaac Corre We've seen this with the CMA in the UK.
- ▶ 38:52 Ted Seides I'd love to walk me through an example, and the one that's coming into my head is the Activision Microsoft deal where you have US regulatory of the UK and EU. 2 times in the scene
Adam Karr – Extreme Alignment at Orbis (EP.338)
Classic Deal: HCA – Chris Gordon, Bain Capital (EP.335)
- ▶ 5:40 Ted Seides HCA is one of the nation's leading healthcare services providers, with over a 182 hospitals and 2300 sites of care in 20 states and the United Kingdom.
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 20:02 Michael Carmen We have an incredibly large industry of Las Vegas casinos and Macau casinos, the betting companies in the UK.
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 58:05 unnamed speaker There's a big difference between doing deals in the UK versus doing deals in Italy.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:31:31 Seth Klarman Democracy has been the most important thing in my life that I can't imagine what my life would have been like if I didn't grow up in the United States or Britain or Canada or somewhere.
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 5:02 Ted Seides We turn to attractive opportunities arising from it in the US industrial complex, Japan, and the UK, and risks on the horizon from volatility targeting, unprofitable businesses, illiquid exposures, and the absence of governments willing to…
- ▶ 27:18 James Aitken Here in the UK right now, despite everything people read about inflation problem, the haplessness of the Bank of England, all of which is true, UK private banks and high net worth individuals are falling over themselves to buy gilts. 3 times in the scene
- ▶ 31:40 James Aitken And all these very good industrial companies in the United States, and some here in the UK who have US businesses, they're going to have a full order book as far as the eye can see as the ripple effects of the Inflation Reduction Act and… 2 times in the scene
- ▶ 37:02 James Aitken I'm also watching the UK. 9 times in the scene
- ▶ 40:33 James Aitken So look, I'm still looking around, keeping an open mind, focused on the UK, because frankly, some of my largest clients are 2 times in the scene
- ▶ 52:18 James Aitken John Major, as he then was, became Chancellor of the Exchequer in the UK and then 2 times in the scene
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 40:28 Porter Collins Look at inflation in the UK or Australia. 2 times in the scene
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 2:21 Kiyan Zandiyeh Born in the UK, but originally Iranian. 2 times in the scene
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 39:07 Marc Lasry I would say to you, that's true, unless you're investing in the U.K. 3 times in the scene
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 27:20 Ashby Monk Again, it's a pension fund in the UK,
Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)
Tom Joy – Divine Diversification and Responsibility at Church Commissioners (Capital Allocators, EP.306)
- ▶ 6:41 Tom Joy So I applied and was lucky enough to get a graduate training program, and I did that for about 18 months, and I got a good break to go to Schroeder's, which is one of the best well-known UK-based asset managers, and that was really…
- ▶ 13:56 Tom Joy Our distribution since 2005 by about seven percent per annum, a little under, which is about three times the rate of inflation in the, in the UK.
- ▶ 50:25 Tom Joy We have a big allocation to land more generally in the UK, which is land where we're promoting it for change of use.
- ▶ 58:30 Tom Joy Thankfully, I'm not subject to it, but I think it, you know, destroyed the UK defined benefit pension scheme.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 15:26 David Abrams Apollo had bought a company called Countrywide, which in the UK was the biggest, effectively, broker for residential housing transactions. 4 times in the scene
- ▶ 23:08 David Abrams When I was part of a group that bought Crystal Palace Football Club in the UK, I had this experience because my son went through the UK Academy football system. 2 times in the scene
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 50:14 Colin Campbell There have been a number of press articles, everything from a big piece in the Guardian newspaper in the UK a couple of weeks ago to John Oliver had a great segment on it in late, 20, 22, talking about the dubiousness of some voluntary…
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 58:09 Jose Feliciano The economic sanctions that the UK and the European India put off certain individuals directly led to one of those individuals, former owner Chelsea, having to put the team up for sale.
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 47:12 Tom Majewski Maybe there was some articles in the press about some UK pensions that they're all their guilt moved around and they had to sell other things to free up to meet margin calls, wanted to sell, but probably didn't want to blast to the whole…
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 8:49 Charles Van Vleet You know, here even today is when you lift rates from a negative one and a half real to a positive one and a half real stuff just breaks because you would spend so many years with no volatility in rates that almost has broken the country…
- ▶ 17:06 Charles Van Vleet The other common way, as we've experienced in the UK, where the UK, of course, has gone through a meltdown because they were using derivatives.
- ▶ 38:33 unnamed speaker Some of this has to do with like what happened in the UK.
- ▶ 47:36 Charles Van Vleet I'm the chair and trustee of three UK plans. 4 times in the scene
Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
- ▶ 1:06:47 Geoffrey Rubin And since I am American and my wife is British on average, we're Canadian.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 6:30 Colin Smith I came really to the UK as a teenager because I was good at going backwards down, uh, rivers. 5 times in the scene
- ▶ 24:29 Farouk Miah Because the US is doing phenomenally well, UK, Europe.
- ▶ 37:11 Farouk Miah Some of our countries have inflation levels lower than the U.S. and the U.K., which I can't remember the last time that was the case.
- ▶ 44:58 Colin Smith So it's good to be in a place where we can have easy access by air to both our companies as well as to our investors who, you know, are not just based here in the U S but also in the UK and mainland Europe.
- ▶ 48:59 Farouk Miah So South Africa would be a more typical US or UK style shareholder list.
- ▶ 1:06:59 Farouk Miah Um, so my parents were subsistence farmers in Bangladesh before they moved to the UK as economic migrants. 4 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 25:54 Louis-Vincent Gave It's the US, but it's also Europe and the UK and Australia and Canada, all across Western countries.
- ▶ 27:11 Louis-Vincent Gave The obvious one is the UK, of course, where the pound used to be the world's reserve currency, but it was, of course, different. 2 times in the scene
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 5:06 Ted Seides David and Howard's conversation covers Howard's upbringing in the rural United Kingdom, experience in Japan, and investment philosophy.
- ▶ 6:09 Howard Smith I think I probably went to London once in my first 10 years of my life, and that was about the extent of my travel within the UK. 2 times in the scene
- ▶ 9:11 Howard Smith I was going to be a property analyst, analyzing rents and yields on commercial property in the UK. 2 times in the scene
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 16:00 Brent Montgomery His name's Adam Crozier, and he'd done four big turnarounds in the UK.
- ▶ 53:19 Brent Montgomery He came over from the UK and had seen what had happened in media over there.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 47:41 Josh Friedman We looked at it just as a UK property loan on a partially constructed building. 3 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 1:01:12 Ashvin Chhabra There's a reason why after the Second World War, when Britain lost the Second World War, really, although they technically won it, but they lost the empire, the US won it, the US informed the British that the pound would no longer be the… 2 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 46:46 Ben Forman It's regulated in the UK.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 7:03 Marcos Veremis Although I wasn't in Greece, I was in the UK and the US.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 7:30 Louis-Vincent Gave And so he and I started a small research firm, and we're joined pretty quickly by Anatole Kaletsky, who was a friend of ours and a famous financial journalist in the UK.
- ▶ 14:02 Louis-Vincent Gave Germany, you look at France, you look at Britain, you look at Canada, you look at the US, all of these bonds now offer real yields of anywhere between minus three and minus five. 2 times in the scene
- ▶ 23:50 Louis-Vincent Gave You know, it's in countries like China, and the big current account deficits are in places like France, like Britain, like the US, and those work. 2 times in the scene
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 28:11 Tom Lenehan There is one exception with a group that is an exceptional manager in the UK that is Pan-European Early Stage Venture, and that is a group that we got to know last year.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 16:22 James Aitken So what's that got to do with Gazprom PLC here in the UK?
- ▶ 40:52 James Aitken In fact, it's happening here in the UK, where Chancellor Sunak has said, oh, we will assist households with their energy bills.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 9:43 Marko Papic The most important constraint, first and foremost, is that Ukraine is a very large country, larger than UK and Germany put together.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 49:26 Josh Wolfe Which was Hanford, Savannah River, Idaho National Lab, Sellafield in the UK, La Hague in France.
- ▶ 1:04:10 Josh Wolfe Belgium being pulled in, you will have the UK and other EU countries adjacently being pulled in, the US being pulled in, and combination of fight over resources, fight over Islamic terrorism and violent extremists, that it's just going to…
Will Cook - Sunriver Management (Manager Meetings, EP.22)
- ▶ 4:34 Ted Seides Ben is the head of manager research at Cardano Group, a market-leading investment advisor for pension schemes in the UK and Netherlands that oversees fifteen billion pounds of discretionary assets and advises on fifty billion pounds of…
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 56:33 Chas Cocke I think my default has always been the sort of tall poppy mindset of the British and the Aussies.
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 49:13 Todd Boehly So you could go to Germany and you could get a million dollars for Germany and you can get two million for the UK.
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
- ▶ 7:13 Erik Serrano Berntsen And then university ends, and it ends really quickly, because in the UK, you and me studied for three years, so that, that felt a bit short.
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