Josh Levin

Co-Founder and Chief Strategy Officer, OpenInvest · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

Joshua Levin co-founded OpenInvest, an Andreessen Horowitz-backed values-based robo-advisor and direct indexing platform that was acquired by J.P. Morgan in 2021. Prior to OpenInvest, he spent six years managing the Sustainable Finance Program at the World Wildlife Fund.

8statements → 4claims → 2claims resolved → 4/5average certainty → 1.5/5average debate potential →

2 supported 0 partly supported 0 contradicted 2 not checkable as stated how the 4 claims stand · each chip opens the sources

1 prediction · 3 assertions · 1 insight · 3 disclosures · every statement was checked. The prediction and assertions are the 4 claims: statements the public record can support or contradict. 2 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Josh argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Levin: Individual shareholders own nearly 80% of US equities markets

“Even just taking the individual shareholders directly and indirectly own nearly 80% of U.S. Equities markets.”

Josh Levin Jan 2, 2019 ▶ 8:35 a16z Podcast | How Technology Is Changing Investing

What they said8 Episodes1

Everything Josh Levin said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated

Levin: Investors will rent cloud strategies in a post-fund future

“There's a post fund future coming, right? Why are we all in these cookie cutter vehicles? Why is the banking system built on slogging them? Because you're pulling against certain costs, namely transaction costs. What happens as transaction costs go to almost z…”

Josh Levin Jan 2, 2019 ▶ 12:09 a16z Podcast | How Technology Is Changing Investing

Disclosure

Levin: OpenInvest is onboarding a pension fund for mobile proxy voting

“We're currently onboarding an entire pension fund, and the pensioners themselves are going to be voting in real time on environmental and social political issues on their smartphones.”

Josh Levin Jan 2, 2019 ▶ 13:58 a16z Podcast | How Technology Is Changing Investing

Assertion Supported

Levin: Individual shareholders own nearly 80% of US equities markets

“Even just taking the individual shareholders directly and indirectly own nearly 80% of U.S. Equities markets.”

Josh Levin Jan 2, 2019 ▶ 8:35 a16z Podcast | How Technology Is Changing Investing

Insight

Levin: Three megatrends are reshaping modern wealth management

“I think the three big mega trends in wealth management you should know about is a move towards passive investing. A move towards interest in socially conscious investing, and then just better digital tools, awesome digital interface.”

Josh Levin Jan 2, 2019 ▶ 1:09 a16z Podcast | How Technology Is Changing Investing

Disclosure

Levin: OpenInvest enables Tinder-style shareholder proxy voting via smartphone swipes

“We just released the ability for clients to vote in shareholder resolutions with a swipe on their smartphone, like Tinder”

Josh Levin Jan 2, 2019 ▶ 8:11 a16z Podcast | How Technology Is Changing Investing

Assertion Supported

Levin: 62% to 63% of Exxon shareholders voted for climate risk reporting

“And there was actually a seminal vote last spring with Exxon on climate change, where 62, 63% of the votes were in favor of Exxon reporting on the risks of their business from a regulated two degree world.”

Josh Levin Jan 2, 2019 ▶ 9:17 a16z Podcast | How Technology Is Changing Investing

Assertion Not checkable as stated

Levin: 85% of millennials want value-aligned investing

“85% of millennials want to invest in companies that align with their values, right? It's not going away.”

Josh Levin Jan 2, 2019 ▶ 13:07 a16z Podcast | How Technology Is Changing Investing

Disclosure

Levin: 55-to-65-year-olds are OpenInvest's second-largest demographic

“Our second biggest segment is 55 to 65 year olds, and they're more focused on military and tobacco, and younger people have different issues.”

Josh Levin Jan 2, 2019 ▶ 13:48 a16z Podcast | How Technology Is Changing Investing

Appearances (1)

Episode	Date	Speaking time
a16z Podcast \| How Technology Is Changing Investing	Jan 2, 2019	5m

Josh Levin

The record, in short

Their most notable supported claim

Appearances (1)

Turn any episode into a week of clips.