About this Video

• Video Title: A Conversation with Todd Boehly | Global Investors' Symposium Hong Kong 2025
• Channel: Milken Institute
• Speakers: Todd Boehly, Interviewer (name not explicitly stated in transcript)
• Duration: 00:21:49

Introduction

This video features an interview with Todd Boehly, co-founder, chairman, and CEO of Eldridge Industries, at the Milken Institute's Global Investors' Symposium in Hong Kong. The conversation covers Boehly's diverse investment portfolio, including sports teams and entertainment properties, and his perspectives on global investment strategies and the future of various industries.

Key Takeaways

• International Expansion of Baseball: Boehly discusses the growing international appeal of baseball, particularly in Japan and South Korea, and the need for MLB to adapt its revenue-sharing model to facilitate global growth. He highlights the importance of developing global stars to drive international interest.
• Eldridge's Investment Strategy: Boehly explains Eldridge's investment approach, emphasizing the importance of valuing assets, building diversified portfolios, and identifying low-correlation investment opportunities. He uses A24 as an example of a company with a strategic portfolio approach.
• Eldridge's Restructuring and Asset Management: Boehly details Eldridge's recent restructuring into distinct, scalable business units and its expansion into the asset management sector. He compares this strategy to Berkshire Hathaway's long-term compounding growth model.
• Synergistic Acquisitions: Boehly describes Eldridge's focus on synergistic acquisitions, where the combined value of acquired businesses exceeds the sum of their individual parts. He uses the example of Aman and Flexjet to illustrate this strategy.
• Revival of the Golden Globes: Boehly discusses the turnaround of the Golden Globes brand, emphasizing the importance of adapting governance to changing market dynamics and focusing on celebrating excellence in film and television.