Henry Ellenbogen
speaker
1,069 appearances
1 recordings
1 series
first heard Dec 2025
last heard 16 Dec
Henry Ellenbogen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
Now, of course, in my career, I've invested in over 100 private companies, and I think I've been involved in over 50 IPOs.
How many of them do we still own?
Well, we probably still own more than anyone else in the markets.
Even if I look at Durable,
Among our largest positions in the public markets are DoorDash, Affirm, Toast, now Figma, Warby Parker, and we led those last private rounds.
They persisted and we bought more at different points on the curve.
I would say on a durable growth company, because of market volatility and this agency principle that I think about that's forcing people to have short cycle view of the public markets, actually probably you're buying more than when they're down.
One of our favorite entrepreneurs is a guy named Jay Hennick, who essentially is CEO of Colliers, but he was also the founder of First Service.
And we own both of them.
We're actually involved in a private investment with him also.
Back to entrepreneurs and also our belief that we do business with people and we're really good at people.
and good people do sometimes multiple things well.
And look, in the case of Colliers, I think it's a very misunderstood company.
I think for sure the brand suggests it's a commercial real estate broker.
Commercial real estate brokers don't do well in general when interest rates are high.
That was the case last year.
But I think what's misunderstood about Jay, and he's done this time and time again, is because of his understanding of, he was really a disciple and his mentor was Peter Drucker, his understanding of local incentives and his sharpness of capital allocation.
and the way he sets up the partnership model when he buys people.
What people haven't realized is he's built an incredible business, both in asset management on the real estate side in Harrison Street, and also he's building a terrific consulting platform.
I think our insight there starts with J, but it starts with understanding actually the asset quality of Collier's is not the quality of a commercial real estate firm that's cyclical.
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