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Capital Allocators – Inside the Institutional Investment Industry


Dec 29, 2022

This week, we’re counting down the top 5 episodes of 2022.

Coming in at number 2 is Todd Boehly – The Next Berkshire Hathaway. Todd is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company with investments in eighty businesses, including high profile brands like the Los Angeles Dodgers, Dick Clark Productions, and The Hollywood Reporter, and an array of companies across other industries, including media, insurance, real estate, asset management, and technology. Combining its structure and Todd’s acumen, CNBC recently postured that Eldridge may be the next Berkshire Hathaway.

Our conversation covers Todd’s early beginnings in structured credit, growing an asset management business at Guggenheim, and the formation of Eldridge. We then turn to his investment strategy and investments in asset management, media, gaming, and technology. Along the way, we discuss Todd’s thoughts on sourcing, negotiation, structure, management, capital allocation, and the future of Eldridge.

 

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