Dan Tennebaum - The Case for India at India Capital (EP.387)

Capital Allocators – Inside the Institutional Investment Industry

Contenido proporcionado por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, the challenges of venture capital investing in the country, and the case for public equities. We turn to India Capital’s perspective on sourcing, research, management, regulation, valuation, portfolio construction, risk, and misperceptions, colored with some examples along the way.

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