154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 26 September 2024
⏱️ 73 minutes
🧾️ Download transcript
Summary
The last few years have seen a quantum increase of new investors, investing both in sports and even their governing bodies, raising questions about potential returns, the investment thesis and competition.
Arctos is one of world’s largest sports investors, counting amongst its investments, with 20+ portfolio companies, including: Baseball’s Boston Red Sox, Liverpool FC, Paris St. Germain, Atalanta, New York Giants, and recently Aston Martin’s F1 racing team.
In this episode, Ian Charles, trained in the world of illiquid private investments and secondaries, discusses the size of the market, the investment logic, competition, regulation, building the brand, using data as well as exits and returns!
From North American leagues to European football, he assesses the barriers to entry, the ability for growth capital to raise growth rates, historic returns, minority stakes, and how the fans impacted by these epochal changes.
The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.
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Transcript
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| 0:00.0 | Welcome to the Wall Street of All, in the Money Russell. |
| 0:16.3 | Welcome to the Moneymays podcast. I'm Simon Brewerwer and along with my co-founder, Will Campion. |
| 0:22.6 | We created this show in 2020 to explore and unravel some of the mysteries surrounding the investment and business worlds. |
| 0:31.5 | You need the luck to make a buck if you want to be good. |
| 0:46.3 | Episodes are available on audio via our YouTube platforms and on video via our YouTube channel and we're active on all major social media platforms to stay up to date with every episode please |
| 0:52.1 | do sign up to our newsletter at MoneyMayspodcast.com. |
| 0:56.1 | And we'd like to thank you for listening if we could ask one favour. |
| 0:59.7 | We'd love you to tell a friend or colleague about us. |
| 1:02.9 | Thank you. |
| 1:05.1 | From sovereign wealth funds, private equity to Hollywood actors, |
| 1:09.3 | the world of sports has been undergoing an investing revolution. |
| 1:13.0 | Traditionally the preserve of club owners and a few exceptionally wealthy families, some in search |
| 1:18.1 | of trophy assets. The last few years has seen a quantum increase of new investors, |
| 1:23.1 | investing both in sports and even the governing bodies, raising investment questions about potential hype, |
| 1:29.5 | durability and returns themselves. One of the principal actors in this development has been the US |
| 1:35.4 | firm Arctos, run by co-founder Ian Charles, and counting amongst their investments as 16 sports |
| 1:41.6 | franchises, including baseball's Boston Red Sox, Liverpool Club, |
| 1:45.9 | Paris Saint-Germain, and more recently Aston Martin F1 Racing. |
| 1:50.0 | And I hope today we'll learn more about the size of the market, the investment logic, |
| 1:54.3 | competition, regulation, building the brand, using data as well as exits and returns. |
| 2:00.5 | So, Ian Charles, the co-founder, partner of Arctos, and welcome to the Money Miss podcast. |
| 2:05.6 | I appreciate the opportunity to be here. |
... |
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