Evanston
other on 2 shows · 2 statements across 2 episodes · said 2 times in 1 episodes since 2021
How I Built This 2 
Capital Allocators
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How I Built This 2
2021 2 mentions in 1 episode
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2 statements about Evanston, every show
Falls: Allocators must visit manager offices rather than hosting conference room pitches
“I definitely think you got to go to their offices. This idea that people come and sit in your conference room, that's fine, and I'm happy to host people here in Evanston, but I really like to walk around and sense what the vibe is.”
Van Gelder: Allocators should build concentrated portfolios and avoid toehold positions
“We construct concentrated portfolios. We prefer to do all of our work upfront and gain a lot of conviction and invest in a size that really is going to matter to performance. We don't take toehold positions and see how it works over time. And, you know, we don…”