Shows
Stock Spin-off Investing Podcast3. Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offsIn this episode, Rich Howe interviews Derek Pilecki of Gator
Capital.
We discuss how Derek approaches spin-offs in the financial sector. He shares lessons learned from Jackson Financial (JXN), BBX Capital (BBXIA), Virtis Investment Partners (VRTS), and Voya Financial (VOYA).
0:54 – How Derek founded Gator Capital
4:40 – Gator Capital current AUM
5:40 – What it was like to start a financials focused hedge fund right before the Great Financial Crisis
7:40 – If Derek had to start his hedge fund from scr...2024-11-2544 min
We Study Billionaires - The Investor’s Podcast NetworkTIP669: Quietly Compounding at 20%+ Per Year w/ Derek PileckiOn today’s episode, Clay is joined by Derek Pilecki.Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July 2008, Gator Capital has compounded capital at 21.0% per annum versus 11.8% for the S&P 500 over the same time period.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro01:48 - Derek’s experience of launching a financials-focused fund 10 weeks before the collapse of Lehman Brothers.12:13 - Derek’s advice to aspir...2024-10-181h 08
Asset BackedDerek Pilecki, CFA, Managing Member and Portfolio Manager, Gator Capital ManagementDerek is a former client and runs a successful investment management organization based in Tampa, Florida. He is a husband, father, founder, and investor that specializes in small and mid-cap financials. He and I caught up and talked about banks, private credit, financial industry stocks, his research and investment process, and much more in this episode. He has grown his firm largely through word-of-mouth and his excellent investment letters and research notes. I hope you enjoy the conversation.In 2008, Derek Pilecki founded Gator Capital Management. He currently manages a long/short financials strategy, long-only financials strategy, and...2024-05-2956 min
Yet Another Value PodcastGator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more!
For more information about Gator Capital Management, please visit: https://gatorcapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[1:49] What's most interesting to Derek in Financials sector today / $NYCB / Valley and Western Alliance
[12:28] Western Alliance
[19:43] Capital One and thoughts on Discover merger
[28:36] Overall regulatory environment with banks and financials
[30:51] Election and how that affects banks
[33:26...2024-03-181h 05
The Business BrewDerek Pilecki - A Financials SpecialistDerek Pilecki stops by The Business Brew to discuss Financials. Derek is a Financials specialist with a track
record that speaks for itself. See https://gatorcapital.com/ for more information.
Derek currently manages a long/short financials strategy, long-only financials strategy, and various other individual portfolios. He has managed a private fund for 11 years. He also launched one mutual fund and took over management of another mutual fund.
From 2002 through 2008, Derek was a member of the Goldman Sachs Asset Management (GSAM) Growth Equity Team (Co-Chair of the Investment Committee for the Growth Team and a Por...2023-07-061h 15
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 193 - A Deeper Look at Financials with Derek Pilecki, Portfolio Manager at Gator Capital ManagementFor this episode of the Planet MicroCap Podcast, I spoke with Derek Pilecki. He is the Portfolio Manager at Gator Capital Management. After a great recommendation by friend of the show, Rich Howe from Stock Spinoff Investing, Derek and I found a time to connect and discuss all things financials. We chatted about regional banks, Puerto Rico, consumer finance, and what it's like starting a hedge fund in the middle of the Global Financial Crisis. Since launching Gator Capital, his fund's performance has been stellar - 21.52% Annual Compound Return, and I really enjoyed finding out why. 2021-09-2256 min