Rainmakers

Rame Adi
Rainmakers

Learn from the world’s best investors how they made their returns.

  1. JAN 31

    #13 Herb Allen Jr: Hollywood's Banker

    Learn how Herb Allen Jr built his fortune and created Allen & Co to be Hollywood's premier merchant bank. Sources Books: "The Snowball: Warren Buffett and the Business of Life" by Alice Schroeder "Hollywood Vault: Film Libraries before Home Video" by Eric Hoyt "Engulfed: The Death of Paramount Pictures and the Birth of Corporate Hollywood" by Bernard F. Dick "Steven Spielberg: A Biography" by Joseph McBride Articles: "Inside The Private World of Allen & Co." by Carol J. Loomis "All Those Allens Back a Broadway Hit" by Robert J. Col "Has Allen got a deal for you!" by Cary Reich "Herbert Allen and his merry dealsters" by Dyan Machan "Herbert A. Allen Institutional Investor Profile 1987" "When Herb Allen Talks, Star Makers Listen" by Alan Citron "Allen Puts No Stock in Wall Street Sages" by Charles Paikert "Allen & Co. Connects Hollywood with Wall Street" by Randall Smith "Inside The Annual Summer Camp For Billionaires in Sun Valley, Idaho" by Jim Dobson "Show About Mother-In-Law Making Stark a Millionaire" by Hal Boyle "Funny Girl Premieres As Movie" by Vincent Canby "Who is Running The Columbia Pictures Show?" by Jack Egan "Media-Mogul Madness" by Richard Turner "Happy Ending" by Dan Dorfman "Columbia Puts Puttnam in His Place" by Peg Tyre and Jeannette Walls "In Hollywood she walks the other way" by John Hallowell "How Are Things in Panicsville?" by Budd Schulberg "Behind the Silence at Columbia Pictures- No Moguls, No Minions, Just Profits" by Chris Welles "Stars Fell on Mismaloya" by Richard Oulahan "My Battles with Barbra and Jon" by Frank Pierson "Hollywood's Wall Street Connection" by Lucian K. Truscott IV "Financial Gossip" by Jesse Bogue "Sun Valley Daze" by Nikki Finks "A Look at Future of Show Biz" by Charles Schreger "Ray Stark—Hollywood's Deft Deal-Maker" by Philip K. Scheuer "Investigating the Gulf of Streisand Incident" by Joyce Haber "Paul Gallico's Best Seller Headed for Stage and Screen" by Louella Parsons "Movie Discs Get a Big New Boost" by Dick Williams "The Man Who Scored in Coca-Columbia" by Shawn Tully "Entertainment: New Gold in the Hollywood Hills" - Time Magazine (1966) "Show Business: Boston to Hollywood" - Time Magazine (1956) "Orchestrating Columbia's Forward March" by Joyce Haber "Tinsel returns to Columbia Studio" - Los Angeles AP (1975) "Alan J. Hirschfield Story of a Movie Mogul" by Shirley Dodson Cobb "Kerkorian to Seek 20% of Columbia" by Robert J. Cole "Coke Expected to Acquire Columbia Pictures" by Thomas C. Hayes "Schmoozing All the way to the Bank" by Leah Nathans Spiro "State of the Arb" by Jason Zweig "King of the Sports Deal" by David Whitford "A Major Studio Player" by Michael Cieply "Meeting of Moguls, if Not of Minds" by David D. Kirkpatrick "Cashing In on Old Friends in High Places" by Barry Rehfeld "Media Executives Lose their Edge" by Mark Landler

    36 min
  2. 10/31/2024

    #12 Charlie Allen: Merchant Banking 101

    Show Notes: The Allen & Co story hasn't been fully told yet - until now. To understand this secretive merchant bank, we need to start with its founder Charlie Allen. In this episode, we'll explore how Charlie Allen built Allen & Co and uncover the key moves that made the merchant bank so successful in the mid-1900s, setting the stage for his nephew Herb Jr to take the reins and transform it into what it is today. If you liked the episode please subscribe and leave a review! Sources: ​The Art of Success by The editors of Fortune Magazine Get Smarter: Life and Business Lessons by Seymour Schulich ​The Financiers: The World of Great Wall Street Investment Banking Houses by Michael C. Jensen ​The Merchant Bankers by Joseph Wechsberg ​Money, Money, Money: Wall Street in words and pictures by Ralph G. Martin ​Transforming the Irvine Ranch by Michael Stockstill ​"A. Alfred Taubman papers, 1942-2015" University of Michigan Library ​"Border Raid" by Time Magazine 1950 ​"Colorado Contortion" by Forbes Magazine 1953 ​"Company with a Split Personality" by Forbes Magazine 1973 ​"GOP Stronghold" by LA Times 1973 ​"Inside the Private World of Allen & Co. Putting a premium on personal ties, this family firm thrives in the land of the giants" by Carol J Loomis ​"Opportunity, Inc" by Time Magazine 1948 ​"Plain Abe of Northtown" Is Transforming District" by The Kansas City Star 1948 ​"Pride of Pueblo" by Time Magazine 1948 ​"Charlie's Profit Instinct" by Time Magazine 1963 ​"Sidelights; Situation Found: Harold Allen" by NY Times 1965 ​"So I lost, So What?" by Forbes Magazine 1969 ​"Titanic Windfall" by Forbes Magazine 1958 ​"Too Soon, Charlie Allen?" by Forbes Magazine 1975 ​"Trucker Loses Action to Force Sale of Land" by LA Times 1962 ​"Tustin Continues Growth" by The Tustin News 1966 ​"Wall Street's Charlie Allen and His Family of Financiers" by NY Times 1976 ​"Winning of the Irvine Co." by LA Times 1977 Links: John Scully Arbuckle Speech: https://www.gsb.stanford.edu/experience/news-history/ernest-c-arbuckle-award-acceptance-speech-john-h-scully-mba-68 Paul Enright Analyst Presentation: https://becomeaninvestor.org/career-advice Donald Bren Episode: https://podcasts.apple.com/us/podcast/6-donald-bren-blueprint-billionaire/id1726030978?i=1000647523005 Follow me on Twitter: https://x.com/rainmakerspod

    57 min
  3. 07/11/2024

    #10 Natural Gas Partners: The Rainwater Thesis

    Show Notes: Welcome to the Rainmakers Podcast, where we unravel the strategies of investing legends. Today, we're diving into the birth of Natural Gas Partners, a pivotal moment in Richard Rainwater's illustrious career. We'll explore how the shifting landscape of the oil and gas industry set the stage for Rainwater's bold move, dissecting his unique approach to deal-making. Join us as we connect the dots between market events, meticulous research, and the formation of a private equity powerhouse. This is part one of a two-part series that promises to decode the brilliance behind one of the most successful ventures in financial history. Get ready to discover how a visionary investor turned industry upheaval into extraordinary wealth! Follow me: https://twitter.com/rainmakerspod Sources: ENSCO: The First 20 Years by Carolyn Barta Oil Capital by Bernard F. Clark Jr. Money Masters of Our Time by John Train The Fastest Tortoise by Ken Hersh Squawk Box CNBC April 4th, 2012 6:00am-9:00am EDT Wall Street with Louis Rukeyeser 1997 “The Smart Money Speaks” by Stephen Taub “Rainwater’s World” by David Carey “Investing secrets of the Rainwater Rolodex” by Hilary Rosenberg -“Lord of the Lowball” by Shade Rowe "Bootstrapped" by Mark Kindley "Bass brothers lose investment manager" by Stephen Rassenfoss "The man behind the Bass Dynasty" by Anthony Bianco "The Rainwater Prophecy" by Oliver Ryan If you enjoyed the episode please share and leave a review!

    45 min
  4. 05/09/2024

    #9 Kerkorian's Second Act: Redefining Industries

    Show Notes: Welcome to the Rainmakers Podcast, where billionaire success stories come to life. Today, we continue our deep dive into Kirk Kerkorian's investment playbook. We'll explore how this casino mogul navigated a financial crisis after a high-stakes, debt-fueled bet on MGM during an economic downturn. Discover how Kerkorian rebounded from a staggering loss, seeing his net worth plummet from $350 million to $70 million in just one year. Join us for a masterclass in resilience and strategic recovery in the face of near-financial ruin. Special thanks to @45wallst on twitter for helping with the research of this episode. Follow him here: https://twitter.com/45WallSt Follow me: https://twitter.com/rainmakerspod Sources: Fade Out: The Calamitous Final Days of MGM by Peter Bart Winner Takes All by Christina Binkley Indecent Exposure: A True Story of Hollywood and Wall Street by David McClintick Keynote Speech to The Society of Automotive Analysts - Jerome B. York 1996 Don’t Ever tell Babe Ruth how to hold his bat by D.M. Kerkorian: Casinos Trump Cars by Businessweek 2006 Kerkorian Shuffles the MGM Deck by Businessweek 2007 Kerkorian Faces Debt Woes by Businessweek 2009 Kerkorian in the Emerald City by Ralph King Jr The Strip and The Street by Bernard Condon Beverly Hills Meets Motown by Time Magazine 1990 Kerkorian, Columbia In Peace Pact by Robert J. Cole Kerkorian to Seek 20% of Columbia by Robert J. Cole New UA Will Start As 'Shell Company' by Thomas C. Hayes Third Time Is Still a Charm for Financier Kerkorian by James Bates The MGM Grand Hotel, which opened in December 1973, by Chris Chrystal Timeline: Kirk Kerkorian’s long career of bold investments by LA Times 2015 Kerkorian and MGM, Off Again by Frank Ahrens Ted Turner: Back from the Brink by Stratford P. Sherman

    43 min
  5. 02/29/2024

    #6: Donald Bren: Blueprint Billionaire

    Welcome to the Rainmakers podcast, where we unravel the strategies of the world's most successful investors. Today, we're diving into the extraordinary story of Donald Bren, America's real estate titan. We'll explore how a single, masterful deal propelled Bren to become the nation's wealthiest property investor. Join us as we dissect Bren's background, his approach to this game-changing investment, and the elements that made it wildly successful. Get ready for an insider's look at the deal that built an empire and the mind behind it all. Links: James Cameron Interview: https://youtu.be/qTVGXcmk0xg?si=qiosQNavbV--HXPP Founder’s Podcast #311: https://podcasts.apple.com/us/podcast/311-james-cameron/id1141877104?i=1000620838661 Donald Bren ULI Interview: https://youtu.be/XTLz2v88zWs?si=Gl-t_6zH9xckAbf3 Deane Homes Garden Kitchen: https://www.facebook.com/preserveorangecounty/photos/a.1109996192417998/3156041687813428/?type=3 Forbes Riches Real Estate Billionaires in 2023: https://www.forbes.com/sites/giacomotognini/2023/10/04/the-richest-real-estate-billionaires-in-america-2023/?sh=516e6a2a63af Rancho Mission Viejo Periodical: https://www.cityofrsm.org/DocumentCenter/View/507/Rancho-Mission-Viejo-History-PDF Sources: **Transforming the Irvine Ranch: Joan Irvine, William Pereira, Ray Watson, and the Big Plan by Michael Stockstill and H. Pike Oliver** **The Irvine Ranch: A Time for People: A 50-Year Overview of the Development of the Irvine Ranch in Orange County, California (with a New Epilogue) by Martin A. Bower** Threshold Resistance by A. Alfred Taubman James Toepfer Oral History by Mission Viejo Oral History Project John T. Martin Oral History by Mission Viejo Oral History Project Tony Moiso Oral History by The Living Stories Collective *Bren family builder is latest housing casualty* by John Gittelsohn *Key Figures in the Dispute : DONALD L. BREN : Close-up: Developer appears to be uncomfortable in his role as one of the richest men in the country.* by Michael Flagg *A Family’s Fortune* by Sam Enriquez *AMERICA'S RICHEST LAND BARON Donald Bren's stunning property covers 100 square miles of California. He's worth $2 billion now, and his ''build and hold'' strategy promises to keep his wealth climbing.* by Gary Hector ** *BUSINESS PEOPLE; Investor in Irvine Sees Long-Term Opportunity* by Daniel F. Cuff *Donald Bren’s Legacy* by Scott Kraft *BREN: Orange County’s Reclusive Billionaire : Is Donald Bren America’s Richest?* by Michael Cieply and Michael Flagg *Mother of Irvine Co. chairman* by LA Times Archives 2008 *Forster & O’Neill and Their Great Ranch* by Don Tryon Have any feedback? DM me @rainmakerspod on Twitter!

    58 min
4.9
out of 5
40 Ratings

About

Learn from the world’s best investors how they made their returns.

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada