Rainmakers – Détails, épisodes et analyse

Join us on a journey to learn from one of the best deal makers of all time, Jay Pritzker.

Big thanks to our sponsor Ayrin. If you've got a product in your head and want to build it the right way contact the team at Ayrin.

https://go.ayrin.ai/rainmakers

Links:

Rockwood Notes Nicholas Pritzker Article: https://www.rockwoodnotes.com/p/nicholas-j-pritzker

Rockwood Notes: https://x.com/RockwoodNotes

Turtlebay_IO: https://x.com/turtlebay_io

Matt's Tweet: https://x.com/ReustleMatt/status/1891638963133108629

Sources: https://docs.google.com/document/d/1ylhoOHb-WU3-nx2DcqwJsfwVW0vF-o1AXMMBIcBkmKI/edit?usp=sharing

In this episode, we dive into the extraordinary story of Rick Caruso, who built a $5.8 billion real estate empire with less than a dozen shopping centers in Los Angeles.Starting as an attorney with no real estate experience, Caruso transformed the retail landscape by taking a completely different approach to development. Learn how he went from buying parking lots to creating some of America's most successful shopping destinations like The Grove.

What You'll Learn:How Caruso turned regulatory obstacles into massive opportunities when other developers couldn't buildWhy listening to community concerns became his secret competitive advantageThe innovative design principles that helped his malls achieve double the industry's average conversion ratesHow preserving the historic Farmers Market became central to The Grove's success.

If you like the episode please leave a review and follow me on X!

https://x.com/rainmakerspod

Sources:

https://docs.google.com/document/d/1qnR3C9msx34R8ACdor9efwVXqHxd-1tHAnVauk6JeFM/edit?usp=sharing

Welcome to the Rainmakers podcast!

Step into the world of financial titans as we uncover the strategies behind their astronomical success. Today, we shine the spotlight on Dennis Washington, a self-made billionaire whose empire spans construction, mining, railroads, and even luxury yachts.

From humble beginnings in construction to building a diverse billion-dollar portfolio, Washington's story is a masterclass in leveraging skills and seizing opportunities.

Join us as we journey through Washington's remarkable ascent, examining the pivotal deals that shaped his fortune and extracting valuable lessons for aspiring entrepreneurs and investors alike.

I also want to give a special shoutout to Pythia Capital on twitter for helping me research for this weeks episode.

Be sure to follow here: https://twitter.com/PythiaR

Links and Sources:

The Rich History of the Anaconda Copper Mine: https://www.intermountainhistories.org/items/show/278

Anaconda, Montana: https://westernmininghistory.com/towns/montana/anaconda/

Frank Gardner Oral History: https://www.verdigrisproject.org/oral-histories/frank-gardner-mining-executive

Fabled construction company rises again: https://www.goupstate.com/story/news/2004/08/01/fabled-construction-company-rises-again/29731744007/

The Wreck of Morrison Knudsen: https://content.time.com/time/magazine/article/0,9171,133973,00.html

David Tepper $20 Story: https://nymag.com/intelligencer/2010/01/david_tepper_is_so_rich_he_jus.html

Djokovic on Playing Tennis: https://www.ft.com/content/efaeed40-725c-11e5-bdb1-e6e4767162cc

Sources:

- *Anaconda : labor, community, and culture in Montana's smelter city* ****by Laurie Mercier

- *Opportunity, Montana : big copper, bad water, and the burial of an American landscape* ****by Brad Tyer

- "Denny’s always the low-cost producer" by Richard L. Stern

- "New hope for the dead" by James Cook

- "The king is dead, long live the king!" by Seth Lubove

- "Billionaire Highway Man: Life Lessons Dennis Washington Learned When He Was 25" by Luisa Kroll

- "Quicksand" by Victoria Murphy

- "A tycoon in the old mold" by Stephen S. Johnson

- "Man With Toys" by David Armstrong

- "A Shoe Shiner Turned Construction Billionaire, Dennis Washington Now Seeks to Polish His Legacy" by David Benoit

- "Troubled Washington Group Files for Chapter 11 Bankruptcy" by Michael Brick

- "Marine Towing Operations in Canada" by Joseph Monteiro

- "Kyle Washington: The Prince of Tides" by Alison Bate

- "Dedicated to Development" by Jessica Marquez

Have any feedback?

DM me @rainmakerspod on Twitter!

Welcome to the Rainmakers podcast, where we decode the strategies of the world's top investors!

In this episode, we're focusing on Philip Anschutz, a master of transforming industries and building wealth. We'll examine two key deals that showcase Anschutz's unique investment methods, offering you a glimpse into the tactics that turned him into a multibillionaire.

Join us as we uncover how one of today's most versatile tycoons spots opportunities and generates remarkable returns across diverse sectors.

Links:

Around Kansas - Phil Anschutz June 06,2018 https://www.youtube.com/watch?v=rnfunEKZzxg&ab_channel=FarmingUnlimitedTV

Rise and fall of former LA Kings owner Bruce McNall: https://www.youtube.com/watch?v=1Ymc0JVcgFk&ab_channel=SPORTSNET

Stephen Mandel - Investing Behind Change Invest Like the Best: https://www.joincolossus.com/episodes/17309631/mandel-investing-behind-change?tab=transcript

"Big Shots with Giselle Fernandez" Tim Leiweke interview: https://youtu.be/PmD78qRIVYo?si=ajOEQDsWtnYqp-Bb

Disney Flywheel: https://twitter.com/david_perell/status/1318613088074108932/photo/1

Sources:

- Lamar Hunt: A Life in Sports by Michael MacCambridge

- The Mayor : how I turned around Los Angeles after riots, an earthquake and the O.J. Simpson murder trial by Richard Riordan

- The Land of Flickering Lights: Restoring America in an Age of Broken Politics by Michael Bennet

- “The Passion of Philip Anschutz” by Devin Leonard

- “Lakers Valued At $5.5 Billion In Anschutz Sale To Dodgers Owners” by Mike Ozanian

- “Value Of AEG Disclosed To Be At Least $8 Billion” by Mike Ozanian

- “Home Field Advantage” by David Davis

- "The Man Who Owns L.A" by Connie Bruck

- "Anschutz Empire Includes Galaxy" by Grahame L. Jones

- "Shadow of a Doubt" by Stuart Steers

- "Two 'rookies' tackle sports" by Paula Moore

- "AEG: Timeline of L.A. deals" by Scott J. Wilson

- "Anschutz to Buy Concert Firm Goldenvoice" by Jeff Leeds

- "Anschutz Group Acquires Promotion Firm" by Jeff Leeds

- "Coachella Grossed Record-Breaking $114 Million This Year: Exclusive" by Dave Brooks

- "Movie Theaters Of the Absurd" by Forbes Magazine 2001

- "Regal's Future Up in the Air" by South Florida Sun Sentinel 2000

- "Anschutz Sells Half-Billion Dollars in Shares of Regal Entertainment" by Ed Lin

- "Six Who Made It Happen" by David Wharton and Robyn Norwood

- "Regal Cinemas Completes Chapter 11 Recovery Plan" by LA Times Archives 2002

- "Regal files bankruptcy" by CNN Money 2001

- "Philip Anschutz Reaps A Blockbuster Payout" by Andy Serwer

- "Morality Play" by Dorothy Pomerantz

Have any feedback?

DM me @rainmakerspod on Twitter!

Welcome to the Rainmakers Podcast!

Today we're exploring the remarkable career of Phil Anschutz, a versatile entrepreneur who built a $10 billion fortune across multiple industries. From oil and railroads to telecommunications and entertainment, Anschutz's journey exemplifies diversification and strategic risk-taking.

We'll examine his knack for transforming distressed assets into lucrative ventures, diving into key investments like Southern Pacific Railroad, Qwest Communications, and AEG. You'll gain insights into the business philosophy that enabled Anschutz to succeed in such varied sectors.

Whether you're an aspiring entrepreneur or a curious investor, this episode offers valuable lessons from one of America's most adaptable billionaires. Enjoy the show, and don't forget to leave a review if you like what you hear!

Sources:

- “The Taming Of The Wildcatter” by Forbes Magazine 1978

- “Take a ride on the Rio Grande” by Carol E. Curtis

- “Remember the name: Anschutz” by Toni Mack

- “Working over the railroad” by William P. Barrett

- “A Game of Chicken” by Phyllis Berman and Roula Khalaf

- “I might be a seller, I might be a buyer” by Phyllis Berman and Roula Khalaf

- “The man who won’t let go” by Dyan Machan

- “Empty Pipes” by Toni Mack

- “No Ordinary Joe” by Carleen Hawn

- “The Money Race” by Forbes Magazine 1998

- “Phil Anschutz” by Andy Van De Voorde

- *Philip Anschutz, 1997 Colorado Business Hall of Fame Laureate*

- Oral History of Colorado Project, Philip Anschutz, 1974

- Anschutz, Philip F., et al. Out Where the West Begins: Profiles, Visions, and Strategies of Early Western Business Leaders. United States, Cloud Camp Press, 2017.

- “**SFSP Agrees to Sell Its Railroad to Rio Grande : $1.8-Billion Deal Must Be Approved by ICC; Other Bidders Protest the Plan” by Nancy Rivera Brooks**

- “Red Adair” by PBOG 2015

Have any feedback?

DM me @rainmakerspod on Twitter!

Welcome back to Rainmakers!

In this second episode, we're diving deeper into Richard Rainwater's meteoric rise to billionaire status. We'll explore how he built Rainwater Inc, his strategies for finding lucrative deals, and examine some of his most notable investments.

Join us for an insightful look at the methods that propelled Rainwater to extraordinary wealth in just a decade.

If you enjoy the show, don't forget to subscribe, leave a review, and share with fellow investment enthusiasts.

Links:

The Fort Podcast with Chris Powers: https://youtu.be/NWCaHbRnrtw?si=myVdBk6ch_z5Cqeh

John Phelan Graham and Doddsville Interview: https://business.columbia.edu/sites/default/files-efs/imce-uploads/Graham%20%20Doddsville_Issue%2027.pdf

Sources:

- ENSCO: The First 20 Years by Carolyn Barta

- Money Masters of Our Time by John Train

- The For-Profit Healthcare Revolution: The Growing Impact of Investor-Owned Health Systems in America by Sandy Lutz

- The Fastest Tortoise by Ken Hersh

- Squawk Box CNBC April 4th, 2012 6:00am-9:00am EDT

- Wall Street with Louis Rukeyeser 1997

- “The Smart Money Speaks” by Stephen Taub

- “Rainwater’s World” by David Carey

- “Investing secrets of the Rainwater Rolodex” by Hilary Rosenberg

- “Lord of the Lowball” by Shade Rowe

- “Cashing In on Health Care's Troubles” by Milt Freudenheim

- Thomas F. Frist, Jr., M.D. in First Person: An Oral History. United States, Health Research & Educational Trust, 2013.

- “Hospital company chief to challenge Clinton” by Del Jones

- “A Texas Power Play” by Bill Bancroft

- “Can Richard Rainwater Strike a Gusher By Himself?” by Mark Ivey

- “Change is Good” by Worth Magazine 1987

- “Gunfight” by Cheryl Einhorn

- “The Texas Business Executive of the Year” by Susan DuBois

- “Wednesday, July 9, 1986 : Oil Falls Below $11 a Barrel” by LA Times Archives

- “STANDARD RATES SET FOR HOSPITALS UNDER MEDICARE” by Robert Pear

Have any feedback?

DM me @rainmakerspod on Twitter!

Welcome to the Rainmakers Podcast!

Join us as we dive into the world of elite investing, uncovering the strategies behind extraordinary financial successes. Our debut episode features the legendary Richard Rainwater, who turned the Bass family's $50 million investment into an astonishing $5 billion in just 16 years.

We'll explore Rainwater's unique investment philosophy, examining his background, his approach to developing investment theses, and the real-world case studies that showcase his financial acumen. Whether you're an investing enthusiast or simply curious about wealth creation, this episode offers valuable insights into the mind of a true financial mastermind.

Enjoy the show! If you like what you hear or have suggestions for future episodes, we'd love to hear from you in the reviews. Your feedback shapes the future of Rainmakers!

Links:

I wanted to give a special shout out to the accounts on Twitter that helped me producing this series.

@turtlebay_io: https://twitter.com/turtlebay_io

@rhunterh: https://twitter.com/rhunterh

@themagicbakery: https://twitter.com/themagicbakery

Sources:

- Wall Street Week by Louis Ruckeyser

- Wildcatters by Sally Helgesen

- The Big Rich by Bryan Burroughs

- Storming the Magic Kingdom by John Taylor

- Money Masters of our Time by John Train

- The Art of Success by The Editors of Fortune Magazine

- The Disney Touch by Ron Grover

- Rainmaker: The Saga of Jeff Beck, Wall Street's Mad Dog by Anthony Bianco

- The Change Maker: Preserving the Promise of America by Al Checchi

- Financier Rainwater Inspires Audience in HBS Speech - HBS Bulletin June 1988

- “Even For Texans, The Basses Are Rich” by Ann Crittenden

- “Perry R. Bass, 91, Patriarch of Famed Texas Oil Family, Dies” by Leslie Wayne

- Dunn, David J Oral History by Carole Kolker

- Alive and Well and Working in Philadelphia by Wharton Magazine 1996

- Investing Secrets of the Rainwater Rolodex by Hillary Rosenberg

- The Bass brothers cut in the public by Richard Greene

- How the Basses caught their billions by Christopher Palmeri

- How the Bass Brothers do their Deals by Kathleen Stauder

Have any feedback?

DM me @rainmakerspod on Twitter!

Learn how Herb Allen Jr built his fortune and created Allen & Co to be Hollywood's premier merchant bank.

Sources

Books:

"The Snowball: Warren Buffett and the Business of Life" by Alice Schroeder "Hollywood Vault: Film Libraries before Home Video" by Eric Hoyt "Engulfed: The Death of Paramount Pictures and the Birth of Corporate Hollywood" by Bernard F. Dick "Steven Spielberg: A Biography" by Joseph McBride

Articles:

"Inside The Private World of Allen & Co." by Carol J. Loomis "All Those Allens Back a Broadway Hit" by Robert J. Col "Has Allen got a deal for you!" by Cary Reich "Herbert Allen and his merry dealsters" by Dyan Machan "Herbert A. Allen Institutional Investor Profile 1987" "When Herb Allen Talks, Star Makers Listen" by Alan Citron "Allen Puts No Stock in Wall Street Sages" by Charles Paikert "Allen & Co. Connects Hollywood with Wall Street" by Randall Smith "Inside The Annual Summer Camp For Billionaires in Sun Valley, Idaho" by Jim Dobson "Show About Mother-In-Law Making Stark a Millionaire" by Hal Boyle "Funny Girl Premieres As Movie" by Vincent Canby "Who is Running The Columbia Pictures Show?" by Jack Egan "Media-Mogul Madness" by Richard Turner "Happy Ending" by Dan Dorfman "Columbia Puts Puttnam in His Place" by Peg Tyre and Jeannette Walls "In Hollywood she walks the other way" by John Hallowell "How Are Things in Panicsville?" by Budd Schulberg "Behind the Silence at Columbia Pictures- No Moguls, No Minions, Just Profits" by Chris Welles "Stars Fell on Mismaloya" by Richard Oulahan "My Battles with Barbra and Jon" by Frank Pierson "Hollywood's Wall Street Connection" by Lucian K. Truscott IV "Financial Gossip" by Jesse Bogue "Sun Valley Daze" by Nikki Finks "A Look at Future of Show Biz" by Charles Schreger "Ray Stark—Hollywood's Deft Deal-Maker" by Philip K. Scheuer "Investigating the Gulf of Streisand Incident" by Joyce Haber "Paul Gallico's Best Seller Headed for Stage and Screen" by Louella Parsons "Movie Discs Get a Big New Boost" by Dick Williams "The Man Who Scored in Coca-Columbia" by Shawn Tully "Entertainment: New Gold in the Hollywood Hills" - Time Magazine (1966) "Show Business: Boston to Hollywood" - Time Magazine (1956) "Orchestrating Columbia's Forward March" by Joyce Haber "Tinsel returns to Columbia Studio" - Los Angeles AP (1975) "Alan J. Hirschfield Story of a Movie Mogul" by Shirley Dodson Cobb "Kerkorian to Seek 20% of Columbia" by Robert J. Cole "Coke Expected to Acquire Columbia Pictures" by Thomas C. Hayes "Schmoozing All the way to the Bank" by Leah Nathans Spiro "State of the Arb" by Jason Zweig "King of the Sports Deal" by David Whitford "A Major Studio Player" by Michael Cieply "Meeting of Moguls, if Not of Minds" by David D. Kirkpatrick "Cashing In on Old Friends in High Places" by Barry Rehfeld "Media Executives Lose their Edge" by Mark Landler

Show Notes:

The Allen & Co story hasn't been fully told yet - until now. To understand this secretive merchant bank, we need to start with its founder Charlie Allen. In this episode, we'll explore how Charlie Allen built Allen & Co and uncover the key moves that made the merchant bank so successful in the mid-1900s, setting the stage for his nephew Herb Jr to take the reins and transform it into what it is today.

If you liked the episode please subscribe and leave a review!

Sources:

• ​The Art of Success by The editors of Fortune Magazine
• Get Smarter: Life and Business Lessons by Seymour Schulich
• ​The Financiers: The World of Great Wall Street Investment Banking Houses by Michael C. Jensen
• ​The Merchant Bankers by Joseph Wechsberg
• ​Money, Money, Money: Wall Street in words and pictures by Ralph G. Martin
• ​Transforming the Irvine Ranch by Michael Stockstill
• ​"A. Alfred Taubman papers, 1942-2015" University of Michigan Library
• ​"Border Raid" by Time Magazine 1950
• ​"Colorado Contortion" by Forbes Magazine 1953
• ​"Company with a Split Personality" by Forbes Magazine 1973
• ​"GOP Stronghold" by LA Times 1973
• ​"Inside the Private World of Allen & Co. Putting a premium on personal ties, this family firm thrives in the land of the giants" by Carol J Loomis
• ​"Opportunity, Inc" by Time Magazine 1948
• ​"Plain Abe of Northtown" Is Transforming District" by The Kansas City Star 1948
• ​"Pride of Pueblo" by Time Magazine 1948
• ​"Charlie's Profit Instinct" by Time Magazine 1963
• ​"Sidelights; Situation Found: Harold Allen" by NY Times 1965
• ​"So I lost, So What?" by Forbes Magazine 1969
• ​"Titanic Windfall" by Forbes Magazine 1958
• ​"Too Soon, Charlie Allen?" by Forbes Magazine 1975
• ​"Trucker Loses Action to Force Sale of Land" by LA Times 1962
• ​"Tustin Continues Growth" by The Tustin News 1966
• ​"Wall Street's Charlie Allen and His Family of Financiers" by NY Times 1976
• ​"Winning of the Irvine Co." by LA Times 1977

Links:

John Scully Arbuckle Speech: https://www.gsb.stanford.edu/experience/news-history/ernest-c-arbuckle-award-acceptance-speech-john-h-scully-mba-68

Paul Enright Analyst Presentation: https://becomeaninvestor.org/career-advice

Donald Bren Episode: https://podcasts.apple.com/us/podcast/6-donald-bren-blueprint-billionaire/id1726030978?i=1000647523005

Follow me on Twitter: https://x.com/rainmakerspod

Welcome to the Rainmakers Podcast, where financial legends come to life.

Today, we're joined by Ken Hersh, co-founder of Natural Gas Partners, to uncover the firm's extraordinary success.

Ken will share how NGP's innovative strategies transformed the oil and gas industry from a neglected sector into a private equity goldmine.

We'll explore the vision, timing, and innovation that led to larger funds, impressive returns, and a revolution in energy investment.

Join us for an insider's perspective on how NGP became a true game-changer in the world of finance.

Follow me: https://twitter.com/rainmakerspod

Sources:

The Fastest Tortoise by Ken Hersh

“The Smart Money Speaks” by Stephen Taub

“Rainwater’s World” by David Carey

“Investing secrets of the Rainwater Rolodex” by Hilary Rosenberg

"The man behind the Bass Dynasty" by Anthony Bianco

"The Rainwater Prophecy" by Oliver Ryan

If you enjoyed the episode please share and leave a review!