[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)

1

Introduction

00:00 • 2min

2

Daco Conner and Ian Charles

01:34 • 4min

3

How Did You Come Together With Lammark Partners?

05:44 • 3min

4

The Opportunity to Be the First at Anything in Alternatives

08:34 • 5min

5

The Market Opportunity That You've Been Pursuing?

13:15 • 2min

6

A Lot to Unpack in That

15:20 • 2min

7

The Control Ownership in Pro Sports

16:52 • 3min

8

Is This a Content Business?

20:15 • 4min

9

Is There a Liquidity Need in Professional Sports?

24:32 • 4min

10

How Do You Get Your Hands Around the Performance of SaaS Assets?

28:32 • 5min

11

Leverage Is a Risk Reducer and a Return Enhancer

33:09 • 4min

12

How Do You Find Opportunities in the Minority Ownership Market?

36:44 • 4min

13

Do You Have a Due Diligence Process?

40:45 • 3min

14

How Do Minority Owners Add Value to Major League Baseball?

44:05 • 3min

15

The Market Matters More Than the Market

46:35 • 3min

16

Private Equity Fund Structures Have an End of Life

49:13 • 3min

17

Private Equity With Growth Opportunity

51:55 • 4min

18

The Biggest Risks to the Strategy?

55:39 • 2min

19

ArcTOS - What's Next?

57:56 • 2min

20

What's Your Biggest Personal Pet Peeve?

59:53 • 2min

21

What's Your Biggest Investment Pet Bee?

01:02:21 • 6min

22

The Biggest Mistake You've Made in Your Life?

01:08:10 • 4min

23

I Wish I'd Learned Early to Trust My Gut and Have Courage

01:11:51 • 2min