Mathieu Chabran, a co-founder and Co-CIO of Tikehau Capital, a publicly listed alternative asset manager that oversees 25 billion Euros across private credit, real estate, private equity, and liquid strategies. Our conversation tells the story of how Mathieu and his friend Antoine began with 4 million EU in 2004 and turned it into one of Europe’s alternative asset juggernauts in just 14 years. We cover the founding of Tikehau, the importance of alignment and having skin in the game, and having a diverse, multi-cultural team. We then turn to investing, and discuss why good deals have no wheels, the competitive landscape, sourcing, due diligence and decision-making processes, opportunities and risks, and lessons learned. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast

Luke Ellis and Mario Therrien are long-time veterans of the hedge fund industry who hold the Chairman and Deputy Chairman seats of the SBAI, or Standards Board of Alternative Investments. The SBAI is an industry consortium that brings together managers and investors to set best practices for the alternative investment industry. In their day jobs, Luke is the CEO of Man Group, the largest publicly traded hedge fund company with $120 billion in assets, and Mario is the Head of Investment Funds and External Management at Canadian pension and insurance fund manager CDPQ, where he oversees $45 billion of funds managed externally. Our conversation focuses on the activities of the SBAI, including its purpose, origin, members, and evolution. We cover how members of an industry driven by different interests came to agree on anything and what has transpired since its founding after the financial crisis. We then turn to the state of the hedge fund industry and discuss its structure, fees, and future. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast