Peter L. Briger, Jr. & Mick McGuire

Published on
March 2nd, 2016
Topic
Career, Investment Framework, Portfolio Management
Duration
17 minutes
Asset class
Equities, Real Estate

Peter L. Briger, Jr. & Mick McGuire

The Chain ·
Featuring Peter L. Briger, Jr.; Mick McGuire

Published on: March 2nd, 2016 • Duration: 17 minutes • Asset Class: Equities, Real Estate • Topic: Career, Investment Framework, Portfolio Management

The Chain continues as Peter Briger, Principal & Co-Chairman of the Board of Directors at Fortress Investment Group, sits down with Mick McGuire, Founder and Managing Partner at Marcato Capital Management LP. In this episode, Mick explains his idea generation stream, the types of investments his fund searches out and how he constructs a portfolio, and the risk parameters used to assess the relative value of their investments.

Comments

  • MS
    Matt S.
    23 October 2016 @ 18:59
    and can we please add an "edit" feature to these comments? and add some code that respects the formatting we give our text? I format it to be read easily and this software just bunches it all up into one large, unreadable block. thanks.
  • MS
    Matt S.
    23 October 2016 @ 18:57
    I think RV/Raoul need to intervene at this pont in The Chain - 16 minutes is unacceptable. The rules should be: 1. Interviewee chooses next guest and becomes interviewer - as is, good. 2. Interviews must last between 45-60 minutes. 3. There should be a similar structure - first 15 minutes talks about life before current position and early days, next 15 talks about whatever, next 15 whatever, last 15 perhaps talk about views on the future, current situation going forward etc etc. 4. Interviewer should write his questions and give them to Raoul to go over; make sure they will create enough content, move interview forwards in a compelling way.... The most important part of The Chain is the guest being allowed to chose the perspn he interviews next - this should never be interfered with, it's the crux of the show. The rest could do with polishing and professionalism. It's unfair to expect a guy who spends all day looking at numbers and ratios to suddenly become a professional chat show host.
  • JS
    John S.
    1 April 2016 @ 11:03
    Dull!
  • TS
    Thomas S.
    11 March 2016 @ 12:47
    Can we invite Mick McGuire back? Seems like a smart and interesting guy. Thanks
  • EK
    Emil K.
    7 March 2016 @ 19:03
    The RV interviews are of such a high level that when an average interview comes up it is judged very harshly. We need a grading curve. Still would rather watch a 'poor' video on RV than CNBC.
  • BH
    Ben H.
    7 March 2016 @ 09:06
    I initially struggled to see why everyone was so -ve but reading comments makes it clear there is quite a bit of misunderstanding ard activiist investing. Again a v useful template for idea generation
  • AE
    Alex E.
    6 March 2016 @ 00:37
    The rising window washer deck behind Mr. Briger was more entertaining...was more applicable to would-be hedge fund managers than to most of us retail investors!
  • SK
    Stephen K.
    5 March 2016 @ 02:47
    Part of the charm of RV is the unpolished nature of the Chain interviewers. For me, the content is far more valuable than the style, so no need to recruit pro interviewers.
  • MA
    Melanie A.
    5 March 2016 @ 02:26
    I liked this - just wish it was longer than 16 mins and it would have been interesting to hear about some current ideas/opportunities.
  • JD
    John D.
    4 March 2016 @ 10:27
    2 Very Boring Guys...Weakest link to date...
  • sm
    stephane m.
    4 March 2016 @ 10:17
    Defitively the weakest link to date ;-)
  • LC
    Liliana C.
    4 March 2016 @ 06:03
    I enjoyed the different focus of the interview and I learned quite a bit. Thank you!
  • CM
    C M.
    4 March 2016 @ 01:04
    Sid, I agree...but about which one do you speak? How about a modified chain: the person being interviewed selects the next person, but we have someone will skill do the interviewing?
  • RE
    Rachel E.
    3 March 2016 @ 02:53
    Can you interview Dr. Lacy Hunt.
  • ss
    sid s.
    3 March 2016 @ 00:25
    lifeless..
  • KS
    Kathleen S.
    2 March 2016 @ 23:35
    Activist investor is s euphemism for a sleaze bag corporate raider; short term gains that destroy long term profits. They exemplify what is exactly wrong with our economy. Could care less.
  • AG
    Alex G.
    2 March 2016 @ 19:01
    good video for a kid like me in terms of idea sourcing and management
  • DK
    Damian K.
    2 March 2016 @ 18:54
    Think the next chain will be great. Would have liked this interview to be more in depth devoting more time to the investment process, analyses and views on the market etc.
  • GG
    George G.
    2 March 2016 @ 18:06
    Being an interviewee is easy but to be an interviewer takes skill and preparation. Like the chain idea but would be useful if pros like Grant and Raoul did the interviews
  • BC
    Ben1 C.
    2 March 2016 @ 17:07
    Liked this!
  • CC
    Christopher C.
    2 March 2016 @ 14:10
    Love the team based idea of formal goal setting, modest salaries, and participation in the profits. Allows for alignment of interests and periodic review of progress, with room for merit based growth
  • GC
    Gabriel C.
    2 March 2016 @ 13:07
    First yes

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