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.

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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!