Capital Allocators – Inside the Institutional Investment Industry Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Dec 6, 2021
Ian Charles and Doc O’Connor, co-founders of Arctos Sports Partners, discuss their impressive journey in acquiring minority stakes in professional sports teams. They share insights on the evolution of sports ownership and how media revenues have transformed franchises into valuable assets. The duo emphasizes the importance of credibility and unique investment strategies in this growing market. They also delve into personal stories, highlighting the influence of their fathers and their daily habits, which fuel their success in the competitive world of sports investments.
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First Impressions
- Doc O'Connor and Ian Charles initially had negative preconceptions about each other before their first meeting.
- Their mutual friend, Sam Kennedy, suggested they meet to discuss a new investment idea.
Arctos Investment Strategy
- Arctos Sports Partners invests in minority stakes in professional sports franchises across the major North American leagues and premier global platforms.
- Their investment strategy focuses on providing liquidity, growth capital, and acquisition financing.
Evolution of Sports Franchises
- Professional sports franchises have evolved from live event businesses to sophisticated platforms encompassing media, marketing, and other ancillary businesses.
- Institutional ownership, once permitted, was disallowed due to perceived diminished values from forced sales but is now regaining acceptance.