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Seth Brennan (Lincoln Peak Capital) - Partnership, Autonomy, Alignment

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Manage episode 479931496 series 3321528
Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Seth Brennan is co-founder of Lincoln Peak Capital, which owns minority stakes in several asset management companies, including Troy. We discuss Lincoln Peak's long-term partnership model and the importance of autonomy and a strong alignment of interests as foundations for success.

Show notes:

[01:15] Seth discusses how he got into the industry

[02:49] Joining Affiliated Managers Group

[03:43] Lessons from AMG

[06:37] Setting up Lincoln Peak

[07:51] Starting a business in 2008

[10:01] The importance of having long-term capital

[14:10] Lincoln Peak’s long-term ambitions

[16:20] Exits

[18:51] The due diligence process and reasons for a transaction

[22:53] Importance of autonomy and alignment

[25:01] Adding value to partner firms

[28:26] Avoiding the temptation to intervene

[31:52] Continuing relevance of active management

[34:44] Catalyst for Troy transaction

[35:35] Why Lincoln Peak is a good partner for Troy

[37:14] Sebastian’s strengths as an investor

[38:35] Be curious and ask questions

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 479931496 series 3321528
Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Seth Brennan is co-founder of Lincoln Peak Capital, which owns minority stakes in several asset management companies, including Troy. We discuss Lincoln Peak's long-term partnership model and the importance of autonomy and a strong alignment of interests as foundations for success.

Show notes:

[01:15] Seth discusses how he got into the industry

[02:49] Joining Affiliated Managers Group

[03:43] Lessons from AMG

[06:37] Setting up Lincoln Peak

[07:51] Starting a business in 2008

[10:01] The importance of having long-term capital

[14:10] Lincoln Peak’s long-term ambitions

[16:20] Exits

[18:51] The due diligence process and reasons for a transaction

[22:53] Importance of autonomy and alignment

[25:01] Adding value to partner firms

[28:26] Avoiding the temptation to intervene

[31:52] Continuing relevance of active management

[34:44] Catalyst for Troy transaction

[35:35] Why Lincoln Peak is a good partner for Troy

[37:14] Sebastian’s strengths as an investor

[38:35] Be curious and ask questions

  continue reading

31 episodes

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