Join us on a journey to learn from one of the best deal makers of all time, Jay Pritzker.

Big thanks to our sponsor Ayrin. If you've got a product in your head and want to build it the right way contact the team at Ayrin.

https://go.ayrin.ai/rainmakers

Links:

Rockwood Notes Nicholas Pritzker Article: https://www.rockwoodnotes.com/p/nicholas-j-pritzker

Rockwood Notes: https://x.com/RockwoodNotes

Turtlebay_IO: https://x.com/turtlebay_io

Matt's Tweet: https://x.com/ReustleMatt/status/1891638963133108629

Sources: https://docs.google.com/document/d/1ylhoOHb-WU3-nx2DcqwJsfwVW0vF-o1AXMMBIcBkmKI/edit?usp=sharing

In this episode, we dive into the extraordinary story of Rick Caruso, who built a $5.8 billion real estate empire with less than a dozen shopping centers in Los Angeles.Starting as an attorney with no real estate experience, Caruso transformed the retail landscape by taking a completely different approach to development. Learn how he went from buying parking lots to creating some of America's most successful shopping destinations like The Grove.

What You'll Learn:How Caruso turned regulatory obstacles into massive opportunities when other developers couldn't buildWhy listening to community concerns became his secret competitive advantageThe innovative design principles that helped his malls achieve double the industry's average conversion ratesHow preserving the historic Farmers Market became central to The Grove's success.

If you like the episode please leave a review and follow me on X!

https://x.com/rainmakerspod

Sources:

https://docs.google.com/document/d/1qnR3C9msx34R8ACdor9efwVXqHxd-1tHAnVauk6JeFM/edit?usp=sharing

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

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

Welcome to the Rainmakers Podcast, where financial legends come to life.

Today, we're joined by Ken Hersh, co-founder of Natural Gas Partners, to uncover the firm's extraordinary success.

Ken will share how NGP's innovative strategies transformed the oil and gas industry from a neglected sector into a private equity goldmine.

We'll explore the vision, timing, and innovation that led to larger funds, impressive returns, and a revolution in energy investment.

Join us for an insider's perspective on how NGP became a true game-changer in the world of finance.

Follow me: https://twitter.com/rainmakerspod

Sources:

The Fastest Tortoise by Ken Hersh

“The Smart Money Speaks” by Stephen Taub

“Rainwater’s World” by David Carey

“Investing secrets of the Rainwater Rolodex” by Hilary Rosenberg

"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!

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!

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

Show Notes:

Welcome to the Rainmakers podcast, where we decode the strategies of investing legends.

Today, we're diving into the early career of Kirk Kerkorian, a self-made billionaire who rose from humble beginnings to reshape Las Vegas and Hollywood.

We'll explore the pivotal moves that set Kerkorian on his path to fortune, from his daring aviation ventures to his first forays into the casino business.

Join us for an inspiring journey through the formative years of one of America's most intriguing tycoons.

Follow me: https://twitter.com/rainmakerspod

Links:

International Hotel Ad: https://en.wikipedia.org/wiki/Westgate_Las_Vegas#/media/File:International_Hotel_advertisement.jpg

Alix Pasquet Presentation: https://youtu.be/YMmjbHAHdNU?si=kKyvFOBg6jcsRpeL

Sources:

Kerkorian: An American Success Story by Dial Torgerson

The Airline Industry by William M. Leary

The Only Way to Fly: The Story of Western Airlines, America’s Senior Air Carrier by Robert J Serling

Third Try at the Club by David McClintick

How It All Came Apart In the Eurodollar Market by Lewis Beman

Kirk Kerkorian: Friend or Foe? : His Presence in the MGM Deal Receives Mixed Reviews by Michael A. Hiltzik

Entrepreneurs: The High Ride on Free Time by Time Magazine

Kerkorian Doesn’t Want All the Meat off the Bone by Irwin Ross