The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 55 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lacaillade: SCS Financial private deployment grew from $250M to $1.5B annually
“When I joined SCS, we had seven billion dollars under management. I was investing maybe two hundred and fifty million a year. Now it's like about a billion and a half.”
Lacaillade: SCS Financial provided the first check to Shore Capital
“Not to ramble, but on the buyout side, there's a group called Shore Capital, which Justin Ishbia at the time was 32 years old, and he had three partners that were 27, 28. And we were the first check there, and I like to say that I got more push, I got as much …”
Lacaillade: SCS Financial manages $30 billion for 200 families
“We're a multi-family office, we manage thirty billion from 200 families”
Lacaillade: SCS Financial venture portfolio is 70% franchise, 30% emerging
“In venture, it's probably, it's like, 50, 50, like, franchise versus emerging. It might even be like, 70% franchise, 30% emerging. Actually, I think, yeah, those are the numbers, right?”
SCS Financial allocates 20-25% to co-investments, capping positions at 2%
“If you think of, like, our vehicle, right, it's about 20, 25% co-investments. So at the full, and we've raised these vehicles every 18, 24 months, but at the high level, it's like a co-investment will be, it will max out around two percent exposure, but it's p…”