Dan Tennebaum - The Case for India at India Capital (EP.387)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 23 May 2024

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007.

Our conversation covers Dan's path from a U.S. Midwesterner to India, the challenges of venture capital investing in the country, and the case for public equities. We turn to India Capital’s perspective on sourcing, research, management, regulation, valuation, portfolio construction, risk, and misperceptions, colored with some examples along the way.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.1	This show is an open exploration of the people and process behind capital allocation.
0:16.1	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.7	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
0:44.5	Clients of capital allocators or podcast guests may maintain positions and securities discussed on this podcast.
0:51.0	My guest on today's sponsored insight is Dan Tannabound, managing director at India Capital,
0:57.9	a 30-year-old investment firm focusing on public equities in India.
1:02.9	Dan moved to the country 25 years ago and spent time in the startup world and venture capital
1:08.4	before pivoting to the public markets in 2007.
1:12.6	Our conversation covers Dan's path from a U.S. Midwesterner to India, the challenges of
1:18.6	venture capital investing in the country, and the case for public equities.
1:22.9	We turn to India Capital's perspective on sourcing, research, management, regulation,
1:29.8	portfolio construction, risk, and misperceptions colored with examples along the way.
1:37.4	Before we get going, it's time to open the mailbag to share another great story coming
1:43.1	out of the podcast. Jim Dunn was a guest way back
1:46.7	on episode 24 in the fall of 2017. He reached out last week upon the 10th anniversary of founding
1:54.3	Verger Capital with a brief note of thanks for my participation in their celebratory video. What followed is the kind of serendipity that only happens with this incredible platform.
2:06.6	Jim wrote,
2:07.1	I also want to thank you for the introduction to Chris Voss you made to me years ago.
	...

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