55 min listen
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
FromCapital Allocators – Inside the Institutional Investment Industry
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
59 minutes
Released:
Feb 25, 2019
Format:
Podcast episode
Description
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded after departing from BlackRock, where he had served as the Chief Investment Officer and Co-Head of the firm’s $160 billion Alternatives business. Before sitting atop that lofty perch, Matt formed a bank after the financial crisis, was a Managing Director at hedge fund Highfields Capital and a private equity Principal at Blackstone. Our conversation starts with Matt’s early career experience, touching on differences in public and private investing and forming new financial companies after periods of crisis. We then turn to his reconnection with Larry Fink, who in short order tapped Matt to run BlackRock’s giant Alternatives business. We discuss his unusually graceful exit from BlackRock, flexible investment approach at Gallatin Point, and perspective from meeting a wide array of large pools of institutional capital globally. We finish with his take on the opportunities and challenges for private equity, headwinds for hedge funds, and real assets for his personal portfolio. Back when Matt and I were in school together, he was renowned for taking an occasional snooze in class, getting cold called by the professor, and waking up only to offer the most plugged in and articulate answer anyone could have imagined. I suspected tapping into his brilliant mind would provide lots of food for thought, and he certainly didn’t disappoint. Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast
Released:
Feb 25, 2019
Format:
Podcast episode
Titles in the series (100)
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18): Tom DeLong is a renown expert in organizational behavior, leadership, and human development of high performance professionals, the so called “soft skills” often dismissed in the asset management business. After starting an academic career under the wi by Capital Allocators – Inside the Institutional Investment Industry