154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos
Money Maze Podcast26 Syys 2024

154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos

Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution.

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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132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells

132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells

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131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

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130: How Passive Investing May Have Created a Bifurcated Market for Value Investors

130: How Passive Investing May Have Created a Bifurcated Market for Value Investors

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129: Private Markets Miniseries: Season 2 Highlights

129: Private Markets Miniseries: Season 2 Highlights

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128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

In this bitesize feature, A-Rod Corp’s CEO, Alex Rodriguez, discusses principal capital, creating opportunities for partners, and A-Rod’s geographical scope. In the full interview, Alex speaks about ...

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127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

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With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe. He explains PIMCO’...

15 Helmi 202455min

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

Why does a teacher trained to help children with special needs decide to  switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foun...

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125: Is Active Management Worth Paying For? With Terry Smith (CEO, CIO & Founder of Fundsmith)

125: Is Active Management Worth Paying For? With Terry Smith (CEO, CIO & Founder of Fundsmith)

Our guest today has been referred to as "the English Warren Buffett" for his style and success in investing. His book, published in 1992, Accounting for Growth, and its ensuing controversy helped prop...

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