John Jackson

Everything John Jackson said on any show that made the record, most notable first. Each card names its show and opens the statement there.

CAPITAL ALLOCATORS Assertion Supported

Jackson: Multi-strategy pod shop investors keep only ~45% of gross returns

“We've seen the pass-through cost structure eat away at investor returns, so now I think on average the end investor is keeping around maybe 45% of the gross return”

John Jackson Oct 23, 2023 ▶ 31:00 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Prediction Not checkable as stated

Jackson: Next credit cycle will be drawn out rather than a sudden bust

“I think the one difference about this may be relative to past credit bust, if you will, is we don't think there'll be a big moment of bust and a de-leveraging. To us, this might be a more long drawn out period where we can produce maybe more than equity-like r…”

John Jackson Oct 23, 2023 ▶ 32:57 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Assertion Not checkable as stated

Jackson: Mercer includes 80 sub-$2B and over 24 sub-$500M hedge funds

“Roughly 80 of those are sub two billion in AUM today on that list. A little more than two dozen of those, I think, are below five hundred million in AUM.”

John Jackson Oct 23, 2023 ▶ 28:21 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Disclosure

Mercer: Credit and macro are the most exciting hedge fund areas moving forward

“I think credit and macro are the two areas that we are most excited about moving forward.”

John Jackson Oct 23, 2023 ▶ 32:26 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Prediction Not checkable as stated

Jackson: Cross-asset volatility will remain elevated for 3 to 5 years

“And then macro, we just think volatility really across everything is going to stay elevated. So across equity markets, across credit markets, across interest rates, across commodities. And we think macro, both systematic and discretionary, are probably the bes…”

John Jackson Oct 23, 2023 ▶ 33:19 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Assertion Not checkable as stated

Jackson: Mercer's 35-person hedge fund team conducts over 800 annual meetings

“There's 35 members on the hedge fund team across the globe, US, Europe, Asia. On average, we take in excess of over 800 meetings a year. Roughly a third of those is spent on new opportunities or new ideas that are coming to market.”

John Jackson Oct 23, 2023 ▶ 18:23 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Assertion Not checkable as stated

Mercer has 240 hedge funds on its approved list, with 20-30% closed

“There's approximately 240 hedge funds on that list today. Frankly, larger than we would prefer, but at any point in time, 20 to 30% of those are closed due to capacity issues.”

John Jackson Oct 23, 2023 ▶ 23:52 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

CAPITAL ALLOCATORS Assertion Not checkable as stated

Jackson: Over 50 Mercer-approved hedge funds joined within two years of launch

“I think of the 240 today, a little more than 50 came onto our approved list within the first two years of their life.”

John Jackson Oct 23, 2023 ▶ 28:51 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

One line per show, most statements first. The link opens John's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
CAPITAL ALLOCATORSLEDGER		1	8	100% 1/1	full record on Capital Allocators →