Capital Allocators – Inside the Institutional Investment Industry

De: Ted Seides – Allocator and Asset Management Expert
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  • Resumen

  • Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
    2022
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Economía Finanzas Personales
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Episodios
  • Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)

    Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
    Apr 28 2025

    Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes, I reached out to today’s guest, Rodrigo Bitar, Co-founder of 3B1 Partners, to get his perspective on opportunities in the region. Rodrigo was a past guest on the show three years ago, and that conversation is replayed in the feed.

    Our conversation this time around covers the investment case for Latin America, 3B1’s experience in Venezuela, lessons learned from operating in high-risk, illiquid markets, the value of bringing capital to the region, the necessity of patience, and a specific individual asset 3B1 is pursuing in Central America.

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    35 m
  • [REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)

    [REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
    Apr 28 2025
    Original Release Date: 08/29/2022 On today’s show we’ll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country’s autocratic political regime, sanctions, and headline risk. But alongside those known risks are the potential for significant rewards.

    Rodrigo Bitar is the Co-Founder and Managing Partner of 3B1 Partners, the leading private equity fund making growth investments in Venezuela. 3B1 invests in high-quality companies with leading positions in basic industries, while looking to capture a change in macroeconomic conditions in the country.

    Our conversation covers Rodrigo’s upbringing in Chile, professional background, and investment opportunity in Venezuela. We discuss Venezuela’s sanctions, economic contraction, and dollarization of the economy. We then turn to investing in the country, including sourcing, due diligence, and an example of a recent transaction. We close with a discussion of the upside and risks to investing in Venezuela.

    Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

    Show Notes

    (3:18) Rodrigo’s background
    (6:50) Family dynamics
    (10:13) Investible assets in Venezuela
    (12:03) Impact of Russian oil restrictions
    (13:38) Surviving economic turmoil
    (17:27) Private vs. public markets in Venezuela
    (19:31) Identifying companies
    (21:51) Due diligence process
    (23:49) Assessing valuations
    (25:28) Risks unique to Venezuela
    (28:09) Conversations with potential investors
    (32:05) Closing questions

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    35 m
  • WTT: What it Takes to Raise Capital

    WTT: What it Takes to Raise Capital
    Apr 24 2025

    No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great?


    Read Ted’s blog here.
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    4 m
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