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Alan Waxman

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
926 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

So we talked about the wealth space, the percentage of private alternatives and wealth that's going to go up.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

There's a whole bunch of services and technology around.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

So let's say wealth tech is one.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

Sports and live entertainment, we've talked about.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

We talked about the sports piece.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

But again, live entertainment, the one thing we learned during COVID is that people like experiences.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

They value experiences more.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

As you know from the younger generations, I know from my kids,

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

They could care less about material things.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

They just want experiences.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

That is a big theme for us.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

And you'll continue to see us do more than that.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

Those are some of the bigger ones.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

First of all, my partners that run the 10 different investment platforms, they're great investors.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

When we first started the firm and investment committee, I was very vocal, probably 20, 30% of the conversation, in some cases more than that.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

And each year that's gone by, people just keep growing.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

And again, these are great investors.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

and I just less and less.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

And to the point now on investment committee, I have views, but it's very rare where there's some issue or something we're thinking about or some way to create value in a particular company where through the course of all the conversation with investment committee, I can just sit there because everything that I would have said or would have asked has already been asked.

Invest Like the Best with Patrick O'Shaughnessy
Alan Waxman - Building Sixth Street - [Invest Like the Best, EP.433]

And a lot of cases asked better than I would have asked.