Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 9 August 2021

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our Private Equity Masters mini-series concludes with Chuck Davis, the CEO and Chairman of the Investment Committee at Stone Point Capital. Stone Point has invested $21 billion across 135 businesses, all in the financial services industry. Prior to joining Stone Point’s predecessor entity at Marsh McLellan twenty-three years ago, he was a partner at Goldman Sachs, where he spent the prior twenty-three years, culminating in serving as Head of Investment Banking Services Worldwide.

Our conversation covers Chuck’s time at Goldman Sachs, his transition to private equity, and the formation of Stone Point Capital. We then turn to the firm’s multi-year, outbound, targeted search for the best executives in financial services, work with portfolio companies, activity in the asset management sector, and management of Stone Point.

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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 his investment team offer members the opportunity to co-invest by offering at their
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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
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	...

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