Sport Meets Finance! Investing in Liverpool FC, PSG and F1 - With Ian Charles, Co-Founder of Arctos

Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution. The last few years have seen a quantum increase of new investors, investing both in sports and even their governing bodies, raising questions about potential returns, the investment thesis and competition. Arctos is one of world’s largest sports investors, counting amongst its investments, with 20+ portfolio companies, including: Baseball’s Boston Red Sox, Liverpool FC, Paris St. Germain, Atalanta, New York Giants, and recently Aston Martin’s F1 racing team. In this episode, Ian Charles, trained in the world of illiquid private investments and secondaries, discusses the size of the market, the investment logic, competition, regulation, building the brand, using data as well as exits and returns! From North American leagues to European football, he assesses the barriers to entry, the ability for growth capital to raise growth rates, historic returns, minority stakes, and how the fans impacted by these epochal changes. Subscribe to stay up to date with our range of fascinating interviews, featuring some of the biggest names in global finance and business! TOPICS 00:00:00 - Introduction 00:03:51- From Finance Major to Venture Capitalist 00:07:26 - The Emergence of Secondary Markets in Private Equity 00:11:44 - Introduction to Arctos: Transforming Sports Franchises 00:15:36 - Investment Trends in North American Sports 00:19:50 - Introduction to Covered Funds in Major League Baseball 00:24:02 - Growth Opportunities for North American Leagues 00:28:11 - Building Synergies with Multiple Franchises 00:32:25 - Strategic Foundation in North American Sports 00:36:28 - Expanding Global Holdings in Sports 00:40:31 - The Economic Impact on Formula One 00:44:31 - Investment in Aston Martin F1 vs. Aston Martin Ltd 00:48:35 - Investment Strategies in Sports Leagues 00:52:46 - Augmented Reality in Youth Sports Engagement 00:56:48 - Evaluating Long-Term Investment in Sports Assets 01:00:49 - Analysis of Private Market Returns 01:04:41 - Alpha Returns and Beta Hitchhiking in Private Markets 01:08:53 - Understanding Hope in Sports Economics 01:12:59 - Navigating Setbacks and Lucky Breaks in Entrepreneurship 01:17:13 - Conclusion SPONSORS: Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. Find out more: https://www.schroders.com/en/global/i... IFM Investors are a global institutional asset manager whose purpose is to invest, protect and grow the long term retirement savings of working people. They manage investments across infrastructure, debt, listed equities and private equity assets. Find out more: https://ifminvestors.com/en-gb/ The World Gold Council is membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. Find out more: https://www.gold.org/ STAY UP TO DATE ✅ Newsletter: https://www.moneymazepodcast.com/subs... ✅ LinkedIn:   / the-money-maze-podcast   ✅ X/Twitter:   / podcast_maze   LISTEN: 🎧 Apple Podcasts: https://podcasts.apple.com/gb/podcast... 🎧 Spotify: https://open.spotify.com/show/0uT0iw8... DISCLAIMER All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. The Money Maze Podcast is funded by third party advertising, with all episodes editorial - and not commercial - in relation to all interview content discussed. Please note, Money Maze Curated Podcasts do not contain third party advertising, and are instead funded by the featured interviewee and/or their business (these episodes are commercial, as opposed to editorial features).