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12 results for “co investing”
It's a much different skill set than it looks like. If you from the outside, you say, well, if you can buy an apartment REIT, you should be able to buy an apartment asset and generate a great IRR. I don't think I can look investors in the eye and say
48:37 / 49:46
from transcript48:37 – 49:46
What we did was we said, look. We're gonna create a product before seeing if it's a good business. I wanna create what I would deem to be the most shareholder friendly or investor friendly way to gain access to long exposure. Let's do that, and then
51:45 / 52:46
from transcript51:45 – 52:46
...investing, super fragmented, lots of small managers, very little ability for your typical sovereign wealth fund, large state pension fund, Canadian pension fund to deploy hundreds of millions, let alone billions of dollars into these countries, which
1:12:38 / 1:13:46
from transcript1:12:38 – 1:13:46
...investing around. There's lots of ways to win. I rely on one or two factors. One of the things I'm personally really focused on is thinking about the different kinds of opportunity costs for capital today as rates have gone up as the S and P has a ce
14:51 / 16:05
from transcript14:51 – 16:05
At the moment, it's something we have optionality of doing. Every deal is set up as an SPV, so we maintain the ability to do that down the road. It's an important consideration in the current construct. Each investor will have the option at their dis
38:14 / 39:25
from transcript38:14 – 39:25
looked like a good idea. I started in 2010 dipping my toe a little bit. 2011, same thing, taking, in one case, a 50% stake, in the other case, a 60% stake in other managers. I knew from past experience at JP the pluses and minuses of building joint v
47:55 / 49:00
from transcript47:55 – 49:00
And so we have a portfolio company called SecFi, and what they do is they lend against the stock options of private company employees. So if you're an employee who's been in a business for a really long time, first of all, you wanna exercise your opt
23:20 / 24:21
from transcript23:20 – 24:21
that's being invented by technology that's allowed them to observe a previously unobservable data point, and then we think that we can get an outsized return because of it. Those are the types of things that we've become really obsessed with. How do
24:02 / 25:13
from transcript24:02 – 25:13
Because institutional ownership has been prohibited by the North American Sports Leagues for a long time. I'm sure we'll talk more later about why that is. But if we couldn't build a scale business around it, it just kinda wasn't worth our time. So w
10:28 / 11:33
from transcript10:28 – 11:33
International developed markets appear cheaper than The US, but contend with structural inefficiencies, political instability, and sluggish innovation. Broad exposure remains hard to justify outside of select markets like Japan. Emerging market equit
2:18 / 3:21
from transcript2:18 – 3:21
It's gonna take a while to unpack, but the market opportunity that our firm and our fund is focused on are minority stakes in professional sports franchises and all of their related assets in the big five North American sports leagues. So, those are
15:28 / 16:48
from transcript15:28 – 16:48
And I like the fact that it isn't particularly correlated with public markets, and I get great income, and I'm just gonna let it sit there. And we find that to be very sticky. The second one is just diversified private equity. A lot of folks have don
14:15 / 15:20
from transcript14:15 – 15:20
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