Investment Matters: Stockdale Capital’s Power Moves

My guest for this episode is really on the go these days. Dan Michaels is managing partner of Stockdale Capital Partners, and he’s leading a major growth initiative for the L.A.-based private investor.

Recent highlights include the closing of a $700 million opportunity fund, the firm’s first multifamily investment, and new offices in Dallas and New York City. On top of all that, the firm is expanding its ranks by recruiting senior professionals from other companies.

Right before he was about to head back to the road recently, Michaels slowed down long enough to talk about the firm’s strategy and how he sees the market. He told me that the current climate offers the best opportunity amid dislocation since the Great Financial Crisis. As he put it, “We are pressing to make the bet that we’re going to be one of the winners.”

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Episode highlights:

• (1:51) Investment opportunity amid multitudes of black swans
• (4:41) Why it’s “a very rich time” for fundraising, recruiting talent
• (9:58) Multifaceted debut in multifamily
• (13:14: Finding risk-adjusted returns in three food groups
• (15:51) Revitalizing retail in Denver, Southern California
• (23:25) Career origin story: Wharton and an early fascination with finance
• (26:36) Building Stockdale’s opportunistic business model
• (29:20) Strategies for navigating dislocation
• (32:17) Executive off the clock: a taste of cultures from Copenhagen to Tokyo

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