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Ep.60: Minority Stakes for Asset Managers: How GPs Are Using Strategic Capital to Scale - Charlie Ruffel - Managing Partner/Chairman - Kudu Investment Management
Charlie, a Kudu co-founder, is responsible for external activities including deal sourcing, capital raising and marketing. He was previously a co-founder and managing partner of Kudu Advisors, LLC, an asset management M&A advisor where he oversaw transactions in the target date fund, investment outsourcing, and defined contribution spaces. Before that he was co-founder and CEO of Asset International, Inc., a publisher and information service provider to the retirement, asset management, alternative investments, and securities services industries. There he founded PLANSPONSOR, PLANADVISER, Global Custodian, and Chief Investment Officer magazines and various websites, data businesses, and conferences. He holds an MA from Cambridge University and an MS from Columbia University.
Links:
Kudu - https://www.kuduinvestment.com/
Charlie on LinkedIn - https://www.linkedin.com/in/charlie-ruffel-3189a2/
Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/
Juniper Square - https://www.junipersquare.com/
Topics:
(00:00:00) - Intro
(00:02:12) - Charlie’s background and career
(00:08:14) - The vision for Kudu
(0:15:17) - Kudu Investment Management today
(0:26:09) - Investing philosophies
(00:32:08) - Capital vs. Capital Partner
(00:41:19) - Valuing businesses
(00:44:25) - How do you see distribution changing in private markets?
(00:49:52) - Where do you see institutional capital going?
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By Juniper Square
5
5151 ratings
Charlie, a Kudu co-founder, is responsible for external activities including deal sourcing, capital raising and marketing. He was previously a co-founder and managing partner of Kudu Advisors, LLC, an asset management M&A advisor where he oversaw transactions in the target date fund, investment outsourcing, and defined contribution spaces. Before that he was co-founder and CEO of Asset International, Inc., a publisher and information service provider to the retirement, asset management, alternative investments, and securities services industries. There he founded PLANSPONSOR, PLANADVISER, Global Custodian, and Chief Investment Officer magazines and various websites, data businesses, and conferences. He holds an MA from Cambridge University and an MS from Columbia University.
Links:
Kudu - https://www.kuduinvestment.com/
Charlie on LinkedIn - https://www.linkedin.com/in/charlie-ruffel-3189a2/
Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/
Juniper Square - https://www.junipersquare.com/
Topics:
(00:00:00) - Intro
(00:02:12) - Charlie’s background and career
(00:08:14) - The vision for Kudu
(0:15:17) - Kudu Investment Management today
(0:26:09) - Investing philosophies
(00:32:08) - Capital vs. Capital Partner
(00:41:19) - Valuing businesses
(00:44:25) - How do you see distribution changing in private markets?
(00:49:52) - Where do you see institutional capital going?
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