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Capital Allocators – Inside the Institutional Investment Industry

Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Business, Investing

4.7841 Ratings

🗓️ 14 October 2021

⏱️ 47 minutes

🧾️ Download transcript

Summary

On today's episode of Manager Meetings, Ethan Berman interviews Hamish Corlett. Ethan was the founder and CEO of NYSE-listed RiskMetrics Group until it was bought by MSCI in 2010. Upon the sale of the business, Ethan invested in just one money manager, TDM, a shareholder of RiskMetrics at the time. Hamish is a co-founder of TDM Growth Partners, an Australia-based investment firm that manages $1.5 billion in growth companies ranging from early-stage privates to publicly-listed companies on behalf of just 20 individuals. Before they get going, Ethan and I discuss how he met TDM, their research process from his perspective as a CEO of a public company, and his decision to invest personally.

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Transcript

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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 this 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

0:35.0

each 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 TENI's 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 10-east.com. That's the number 10,

1:25.4

east.co.

1:33.6

Capital Allocators is also brought to you by SRS Aquium.

1:37.4

Want to make sure your M&A processes aren't stuck in the past?

1:43.6

How about partnering with a company that's been defining the future of dealmaking for nearly two decades instead.

1:50.9

When it comes to M&A innovation, SRS Aquium has reshaped the way deals get done more than anyone else, streamlining processes for maximum efficiency and minimum headaches.

1:56.6

Professional shareholder representation? Online M&A payments?

2:02.7

Digital stockholder solicitation?

...

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