Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.7 • 841 Ratings
🗓️ 1 September 2022
⏱️ 44 minutes
🧾️ Download transcript
Summary
On today's Manager Meeting, Andy Golden interviews Allan Jean-Baptiste and Marco DeMeireles of Ansa Capital. Andy is President of PRINCO where he has overseen the management of Princeton University's endowment since 1995. Alongside his long successful tenure, he is a master with wordplay and the use of the pun.
Allan and Marco are the Co-Founders and General Partners of Ansa Capital, a thesis-driven growth equity fund launched earlier this year with backing from an impressive list of LPs.
Their conversation covers Ansa's long-term perspective, approach to partnerships, risk management, team dynamics, and operating model. Allan and Marco also share their perspective on current market conditions, the opportunity set, and raising their first fund.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets. |
| 0:10.5 | Ten East brings benefits of having your own family office without the cost and headaches of doing so. |
| 0:16.8 | It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner. |
| 0:24.2 | Michael and his investment team offer members the opportunity to co-invest by offering at their |
| 0:29.1 | discretion. Michael and his team source, diligence, and commit material personal capital to each |
| 0:35.3 | investment. The opportunities shared on the Ten East platform |
| 0:38.9 | offer exposure to private credit, real estate, niche venture and private equity, and other |
| 0:44.5 | idiosyncratic investments that typically aren't available through traditional channels. |
| 0:49.2 | The principles have over a decade track record of investing in these types of exposures |
| 0:53.5 | across more than 350 |
| 0:55.7 | transactions. Post-investment, the Tennis team conducts ongoing monitoring and reporting, |
| 1:01.8 | just as you'd expect from an institutional investment organization. I've known Michael for about a |
| 1:07.0 | decade, and after becoming impressed by the quality of 10 East offerings, its research |
| 1:11.6 | process, and high-quality investment team, I became an advisor to the organization, an investor |
| 1:17.1 | in multiple offerings. You can learn more and join me as a member at 10east.com. That's the number 10, |
| 1:25.0 | east.co. |
| 1:36.9 | Today's episode is sponsored by Visible Alpha. |
| 1:43.7 | Visible Alpha built a platform in partnership with 160 brokers to analyze consensus data and financial metrics on over 6,000 |
| 1:47.0 | publicly traded companies globally. |
| 1:50.0 | Visible Alpha extracts data from every line item across sell-side models so you can better |
| 1:55.5 | understand expectations on metrics beyond just revenue and earnings without having to dig |
| 2:00.6 | through models one by one. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Ted Seides – Allocator and Asset Management Expert, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Ted Seides – Allocator and Asset Management Expert and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.