Wall Street, every mention
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every year anyone Ted Seides 92Jake Walthour 24Gregory Zuckerman 15Chatri Sityodtong 15Doug Ostrover 9Steve Galbraith 8Jeffrey Solomon 8Tom Russo 7Paul Johnson 7John Connaughton 7
Verbatim, from the transcripts: the passages where Wall Street comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 19:17 Rajiv Jain Wall Street was in complete la la land.
- ▶ 38:11 Rajiv Jain They try to sell and position themselves as AI, and I get that just to appease Wall Street.
- ▶ 46:33 Rajiv Jain If you look at large Wall Street money center banks, they're all trading at some of the highest valuations on a price to book or price to revenue in some 25 years.
- ▶ 58:25 Rajiv Jain If you look at the negatives of larger listed pairs, it's because there's little insider ownership, so you held hostage to whatever the flavor is in Wall Street.
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 9:33 John Kim (Kimmer) Then I went into sales and trading at Merrill Lynch, then a couple other Wall Street firms.
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)
- ▶ 49:06 Sloan Payne We don't want to be on Wall Street.
Randall Stutman – Giving Feedback, Followership, and Admired Leadership (EP.497)
- ▶ 1:45 Ted Seides He's known across Wall Street, the hedge fund community, professional sports, the Olympics, and the White House entirely by word of mouth.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 12:10 Bruce MacDonald Wall Street was not hiring.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 7:10 Ted Seides And what was your experience like on the street? 3 times in the scene
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 4:57 Ryan Lovell So Central Pennsylvania didn't really have Wall Street aspirations, but back in the day, if you didn't go to quote unquote the target schools, Princeton, Harvard, Yale, it was hard to break into that type of job right at a college.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 7:45 Bobby Jain I majored in political science, government, and then I went on to Wall Street.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 1:53 Ted Seides Stephen joined CalPERS 18 months ago from a career spanning Wall Street, the IMF, and two of the most innovative sovereign wealth funds, where he was Chief Investment Strategist at Australia Future Fund and CIO at New Zealand Superfund.
- ▶ 8:48 Ted Seides In your time at Wall Street, what were some of the different roles that led you to understand how you thought about markets?
- ▶ 11:45 Ted Seides What led you to make the move from Wall Street to Australia's future?
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 10:12 Jonathan Lewinsohn It's one of the rare things on wall street that the words actually mean.
- ▶ 13:05 Jonathan Lewinsohn Direct lending has now reached the point because of a few, I think the term du jour is cockroaches and because people have invested in it and it's wall street.
- ▶ 22:16 Jonathan Lewinsohn Shale worked, talked to everyone on Wall Street who got wiped out in 15 and 16 because it wasn't linear.
- ▶ 1:00:32 Jonathan Lewinsohn It's a responsible way that Wall Street is providing solutions that work for people. 2 times in the scene
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
- ▶ 6:46 Scott Kleinman Like most Wharton grads at the time went to Wall Street.
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
- ▶ 18:47 Jeff Aronson My heart was racing, and I told them that I wanted to leave and build my own business, and John Angelo, who's a larger-than-life Wall Street personality, he stood up, he hugged me, he always called me Jeffrey, he said, Jeffrey, we've…
- ▶ 35:39 Jeff Aronson And what happened after the GFC, we know the story, banks retreated, Wall Street hates vacuums, non-bank banks came to the fore, this notion of direct lending, credit started shifting
- ▶ 41:07 Jeff Aronson I like to say one of the best things about working on Wall Street is people can't remember what they did yesterday.
- ▶ 48:22 unnamed speaker We partnered with Wells Fargo to focus on companies that have nothing to do with Wall Street, that are family owned.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 34:13 Sanjay Ayer In this market, it's been fun because we are viscerally exploiting or have been the specialist trap, where if you're an industry Wall Street specialist, you've looked at the same industry for 15 years, you're in an echo chamber talking…
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 58:49 Mason Morfit They told us we were Wall Street, so they refused to meet with us, but we found that there was a play on Broadway that was a taking on banks and private equity.
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 6:07 Jack Kokko It really built a semantic search engine that would understand what an analyst really is looking for when they are reading a financial filing, or an earnings call, or a research report from Wall Street.
- ▶ 10:02 Jack Kokko Wall Street research on a platform where you could now compare what is the company saying, what is an analyst saying about any topic, any company.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 9:00 Herb Wagner But at the time, Wall Street's firing people, blaming people off. 2 times in the scene
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 10:46 Tim Sullivan Wall Street was teaching lots of people how to do fancy things to balance sheets.
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- ▶ 7:22 Hugh MacArthur I then thought I was going to go off and do great things on Wall Street, except I found that nobody really wanted to hire me as a history major.
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 9:22 Eric Mogelof Out of college, I went to work on Wall Street.
Howard Marks – Navigating Private Credit (EP.439)
- ▶ 38:51 Howard Marks I think that there are so many bright people on Wall Street. 3 times in the scene
- ▶ 43:13 Howard Marks We don't boom in compensation when Wall Street booms, and we don't zero it out when Wall Street busts, so people were happy to stay at Oak Tree and be paid on a steady basis. 2 times in the scene
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 10:21 David Zorub I would also add to that the rise of style factors, which are big business on Wall Street right now, have all conspired to, I think, create more non-fundamental short-term volatility, which has made the monetization mechanism of active…
- ▶ 42:59 David Zorub There was no Wall Street coverage.
- ▶ 58:40 David Zorub I never thought I was going to work in finance or Wall Street. 2 times in the scene
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
- ▶ 12:34 Evan Roth Financial professional, successful on Wall Street.
- ▶ 55:52 Ted Seides In the stable value portion of what you do, private credit has replaced Wall Street lending and become this big area for investing, particularly for a lot of families.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Chris and Rob Michalik - Twin Tackle of Private Equity at Kinderhook (EP.416)
- ▶ 13:45 Chris and Rob Michalik It became obvious that making money by being an owner was really interesting and having the good fortune to have one out to Yale and be exposed to Wall Street and be exposed to the capital markets.
Scott Bessent - Macro Maven (EP.415)
- ▶ 7:21 Scott Bessent Well, you know, in Little River, South Carolina, the only thing you knew about Wall Street was something bad happened in 1929.
Brad Briner - Family Office to Public Service (EP.413)
- ▶ 7:46 AI Co-host 2 (NotebookLM) Yeah, kind of like Wall Street and not much else. 2 times in the scene
- ▶ 11:28 Brad Briner So I had worked at Goldman Sachs one summer in college and had planned to go back there, just do the Wall Street investment banking thing.
- ▶ 56:07 Brad Briner Hopefully with governance reform, we'll get compensation reform to allow, not to pay Wall Street salaries, but to pay median pension salaries.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 6:52 AI Co-host 2 (NotebookLM) Yeah, kind of like Wall Street and not much else. 2 times in the scene
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 36:12 Toby Rodes By our analysis, still roughly 60, 70% of listed Japan, roughly 3000 companies remain totally uncovered by the street.
David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
- ▶ 37:41 Dave Brizano Some PE firms are a little more aggressive with their creditors and don't care about what some would say long-term relationships, and there's a saying in Wall Street, if you want a friend, get a dog.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
- ▶ 4:56 Ted Seides Our conversation covers Jace's background and path to TRS, including his early working with computers on Wall Street and entrepreneurship.
- ▶ 10:40 Jace Auby In total, I spent 12 years on Wall Street, and I wanted to move back to Austin, my hometown, and had two children in Manhattan, and my wife and I decided it was time.
- ▶ 11:32 Jace Auby The internet had happened without me while I was on Wall Street. 2 times in the scene
- ▶ 54:11 Ted Seides You mentioned at the onset when you first got started in Wall Street that you had these computer skills, and sometimes you could just see the trends by where people are hiring.
David Eichhorn - Serving Clients and Reducing Risk at NISA (EP.403)
- ▶ 28:12 David Eichhorn There's a lot of things pitched often by the dealer side, Wall Street side, that we don't really believe in, and we will go in and talk to clients, and we've frequently done this.
- ▶ 32:03 David Eichhorn So if individuals have that owner's mindset and they're thinking of approaching our clients that way and the Wall Street community that way, what have you, that's going to go a long way to certainly maintain it.
Michael Mervosh - Invest in Yourself (EP.402)
- ▶ 12:17 Michael Mervosh They either look like the guys I grew up with, the guys I worked in the mill with, the guys you would have walked down Wall Street with, who are humming a different tune, like an anthem, a legion to it, and shaped by it, and it shapes…
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 8:12 John Connaughton We didn't know anybody on Wall Street. 3 times in the scene
- ▶ 14:04 John Connaughton Bain & Company and the consulting culture was a training and development culture, which is very different than a lot of the Wall Street orientated firms.
- ▶ 33:26 John Connaughton And so I think that so far as persistent, I look at the analog of a lot of the private partnerships that used to be on Wall Street that didn't require a lot of
Ben Hunt - The Stories that Drive Markets (EP.393)
Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
- ▶ 12:33 Ted Seides And what was your experience like on the street in those early years? 2 times in the scene
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 12:32 Brett Barakett In my travels on Wall Street and in finance and sell side and buy side, people's assumptions about, oh, well, you just do this.
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 11:33 Cliff Asness And then I was going to go to Wall Street, but I ended up being a research assistant for a few professors.
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 46:21 Shiloh Bates And if you compare that to a lot of guys who might have a corner office on Wall Street,
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 10:55 Ted Seides You famously got to Wall Street very early in life.
- ▶ 57:02 Blythe Masters I think also acknowledging that fear exists, which most of the time is completely unacceptable on Wall Street, has been
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 19:57 Michael Leffell So I think the original structure at Davidson was created by Marvin and Tommy, and it was basically an old Wall Street partnership structure.
Richard Sandler – The Prosecution of Michael Milken (EP.372)
- ▶ 4:39 Ted Seides He was, at the time, the most successful and powerful man on Wall Street, and remains one of the smartest and most successful backers of talent in finance, cancer research, and education.
- ▶ 19:05 Richard Sandler Ivan Boski was probably the most revered and respected risk arbitrageur on Wall Street. 3 times in the scene
- ▶ 48:27 Richard Sandler So Drexel now was operating for the first time ever since it had become a major player on Wall Street without Michael Milton.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 4:51 Ted Seides Upstart Drexel became the most successful securities firm on Wall Street, enabled capital to become available for the 99% of companies that could not previously access the public markets, and turned into the greatest breeding ground for…
- ▶ 16:39 Michael Milken But I decided to go to Wall Street because this is where you allocated capital, and so I had set out five goals.
- ▶ 1:05:23 Michael Milken So I think if you're a good investor, the very first speech I gave on Wall Street in the late sixties was the best investor was a social scientist.
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 13:33 Brad Jacobs The margins started to contract because you had new competitors coming in, Wall Street, Japanese, etc.
Morgan Housel – Same as Ever (EP.359)
- ▶ 9:19 Morgan Housel And when I was reading it, there was a post from 1932 where he's talking about how Americans viewed the greedy Wall Street bankers.
- ▶ 42:05 Morgan Housel After the financial crisis in 2008, it was very common for a lot of people to say those greedy bastard Wall Street bankers
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
- ▶ 11:25 Marcia Page Wall Street definitely took notice of what was happening.
- ▶ 1:04:30 Marcia Page And whether it was Wall Street or other peers at that period of time, I learned the business.
Michael Levy – Crow Family Real Estate Empire (EP.353)
- ▶ 7:48 Michael Levy Because in 1994, Wall Street was bailing out Main Street after the S&L crisis, and so I got a lot of chops very early on. 2 times in the scene
- ▶ 24:40 Michael Levy So the first thing was do not bring your New York, Wall Street, 2 times in the scene
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 7:57 Ted Seides So my senior year, I applied, and it was Wall Street stuff, and it was, I graduated in 1992, so you're coming out of the recession.
- ▶ 10:19 Ted Seides There was no capital introduction on Wall Street.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 6:33 Rick Heitzman It seemed like the good place to go was to go to Wall Street, and that would be the fastest way to pay back my student loans, and as a kid growing up in suburban Philadelphia, New York seemed a million miles away. 2 times in the scene
- ▶ 20:56 Rick Heitzman Wall Street dominates that. 2 times in the scene
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 31:46 Allison Thacker And if you're a doctor, you want to be doing the level of deep research that you're going to get if you're at a specialist manager or on Wall Street.
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 4:41 Ted Seides Isaac describes himself as the least likely person to end up on Wall Street, coming to the business from an academic family and a legal background before finding a passion for the business.
- ▶ 6:18 Isaac Corre I wasn't someone who grew up with the stock market around Wall Street or anything like that.
Finny Kuruvilla – The Fourth Source of Alpha at Eventide (EP.343)
- ▶ 6:43 Finny Kuruvilla There's a few disciplines you need to learn in terms of accounting and some basic knowledge about investing, but the real edge that you can have to beat Wall Street is if you have deep domain expertise in a field.
Adam Karr – Extreme Alignment at Orbis (EP.338)
Jenn Birmingham – Organizational Alpha at PRINCO (EP. 336)
- ▶ 9:25 Scott McDonald What was it like coming from a Wall Street mentality to an Ivy League endowment? 2 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 9:08 Ted Seides What did it feel like when you were out in the valley with all that tech stuff happening and you had kind of your early Wall Street background?
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:33:16 Seth Klarman When you read Wall Street reports, they see, you know, our price target is 50 to 50.
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 54:12 Vincent Daniel Believe it or not, growing up in Queens, working on Wall Street was what I wanted to do.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:16 Ted Seides Prior to founding Pretium, Don spent 30 years on Wall Street. 2 times in the scene
- ▶ 2:54 Ted Seides Why don't you take me back to how someone got to Wall Street back when you did? 3 times in the scene
- ▶ 4:40 Ted Seides So take me on a tour of your Wall Street experience. 4 times in the scene
- ▶ 11:30 Don Mullen Arguably considered to be the two polar opposites of Wall Street.
- ▶ 17:32 Don Mullen Now, some of that is you benefit from pattern recognition if you're 40 years on Wall Street.
- ▶ 1:04:08 Don Mullen He got me on the payroll at First Boston as the assistant to the secretary named Louise, and I actually whited out things on spreadsheets and typed them in because we didn't have Excel back then, and then would take him to the photocopier,… 3 times in the scene
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 47:58 Tony Yoseloff When we started as a business, which predates me, but certainly one of the things that enticed me about Davidson Kepner when we started was that we have a partnership that's structured very similar to how some of the old school Wall Street…
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 35:27 Ashby Monk Less waste flowing into Wall Street, which is a tax on all those things.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 1:09 Ted Seides Our conversation covers David's background, long experience in distressed investing on Wall Street and at Apollo, and personal investments in
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