Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373) | Capital Allocators – Inside the Institutional Investment Industry

This podcast episode features an in-depth conversation with Michael Leffell, an accomplished investor and entrepreneur, who shares his insights on topics such as his early experiences, the success of Davidson Kempner, his journey after retiring from the firm, and the role of due diligence in investing. The episode provides valuable takeaways from a seasoned professional with decades of experience in the financial industry.

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Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

Capital Allocators – Inside the Institutional Investment Industry

Capital Allocators: Michael Leffell, Part 1

Growing Up in Montreal: Antisemitism, Separatism, and a Dynamic Intellectual Environment

The Origins of M.H. Davidson & Company: From Hedge Fund to Credit Investing

Marvin's Investment Lessons: Edge, Dynamics, Writing, and Uncorrelated Opportunities

Davidson Kempner's Enduring Success: The Importance of People, Coaching, and Patience

Davidson Kempner's Partnership Structure and Transition

Finding Investment Opportunities in Private Markets

Diligence and Due Diligence for Potential Investments

Investment Due Diligence: Red Flags and Key Considerations

Canoe Intelligence and 10 East: Expanding Beyond Family Office Activities

10 East's Investment Approach: Focus, Discipline, and Collaboration

A Rude Introduction to Doing Business in California: PG&E's Bankruptcy and Board Shakeup

Michael Price's Philanthropy, Hobbies, and Investment Philosophy

Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

Capital Allocators – Inside the Institutional Investment Industry

00:05Capital Allocators: Michael Leffell, Part 1

Capital Allocators: Michael Leffell, Part 1

03:55Growing Up in Montreal: Antisemitism, Separatism, and a Dynamic Intellectual Environment

Growing Up in Montreal: Antisemitism, Separatism, and a Dynamic Intellectual Environment

07:40The Origins of M.H. Davidson & Company: From Hedge Fund to Credit Investing

The Origins of M.H. Davidson & Company: From Hedge Fund to Credit Investing

11:19Marvin's Investment Lessons: Edge, Dynamics, Writing, and Uncorrelated Opportunities

Marvin's Investment Lessons: Edge, Dynamics, Writing, and Uncorrelated Opportunities

13:39Davidson Kempner's Enduring Success: The Importance of People, Coaching, and Patience

Davidson Kempner's Enduring Success: The Importance of People, Coaching, and Patience

16:14Davidson Kempner's Partnership Structure and Transition

Davidson Kempner's Partnership Structure and Transition

19:51Finding Investment Opportunities in Private Markets

Finding Investment Opportunities in Private Markets

23:04Diligence and Due Diligence for Potential Investments

Diligence and Due Diligence for Potential Investments

26:47Investment Due Diligence: Red Flags and Key Considerations

Investment Due Diligence: Red Flags and Key Considerations

32:30Canoe Intelligence and 10 East: Expanding Beyond Family Office Activities

Canoe Intelligence and 10 East: Expanding Beyond Family Office Activities

38:0910 East's Investment Approach: Focus, Discipline, and Collaboration

10 East's Investment Approach: Focus, Discipline, and Collaboration

43:06A Rude Introduction to Doing Business in California: PG&E's Bankruptcy and Board Shakeup

A Rude Introduction to Doing Business in California: PG&E's Bankruptcy and Board Shakeup

48:24Michael Price's Philanthropy, Hobbies, and Investment Philosophy

Michael Price's Philanthropy, Hobbies, and Investment Philosophy