In this episode, Antoine Flamarion and Mathieu Chabran, co-founders of Tikehau Capital, discuss how they have incorporated ESG into their investment strategy, the process of growing a global firm while cultivating its culture and identity, and the keys to their individual investing success.
Chabran on his ESG outlook: “People realized that by switching off the global economy for almost nine to 12 months, that only reduced by 5% the 51 billion tons of CO2 or greenhouse gases emission that we're effectively producing. So, the issue is not about switching off the economy. It's not about not taking a plane anymore. It's about effectively directing those global savings—and we only need 10% of the $80 trillion of asset management to effectively tackle the issue.”
Flamarion on the keys to his investing success: “We are not really following the trend…. We'd rather create than compete. So, I think, be curious is one. ‘Pay attention to detail’ seems very obvious, but when you do a deal and you've got tons of people advising you—the best law firm, the best accounting firm, the best strategy firm, the best investment banks—you have to make your own judgments.”
This session was recorded on on February 24, 2021.