Capital Allocators – Inside the Institutional Investment Industry Podcast
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Dan Tennebaum - The Case for India at India Capital (EP.387) - episode of Capital Allocators – Inside the Institutional Investment Industry podcast

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

1 hour 24 minutes Posted May 23, 2024 at 8:00 am.
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Show notes

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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