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Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Prediction Didn’t hold up
Lenehan: China will very shortly become the world's largest economy
“But from our perspective, we actually think that China's going to be the largest economy very shortly. It will grow. It'll continue to grow. At a rate higher than any other developed country kind of post COVID.”
Tom Lenehan Apr 18, 2022 ▶ 27:33 Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Rockefeller's private market portfolio beats public equivalents by 400-500 basis points
“We actually kind of thought that we should be getting, I'll just use, you know, privates as an example, we should be getting kind of four to 500 basis points above the public market equivalent, whatever that is... And we were pleasantly surprised to see that n…”
Tom Lenehan Apr 27, 2017 ▶ 47:54 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Supported
Summit Partners and TA Associates pioneered private equity cold-calling
“This was the cold call model was being implemented, but by, you know, a handful of the summit and TA type folks, they were the pioneers. Now it seems like it's complete commonplace for any group, you know, almost any size, they have some element of kind of rea…”
Tom Lenehan Apr 27, 2017 ▶ 26:44 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Supported
Rockefeller University operates with an aggressive 5.5% annual endowment spend rate
“So we're now today at 5.5%, which is still high, still aggressive, plus inflation.”
Tom Lenehan Apr 27, 2017 ▶ 36:54 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Supported
Information technology venture capital has outperformed healthcare venture over 30 years
“A student of venture capital going back, you know, 2030 years would say, you can have, you know, IT and healthcare, and IT won. There are times where healthcare does fine, and in the last couple years, it's actually done great, but for the most part, on the wh…”
Tom Lenehan Apr 27, 2017 ▶ 55:20 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Not publicly verifiable
Commonfund found every top-quartile manager has raised non-top-quartile funds
“One of the research that I did at Common Fund that I participated in, we found out that even the top quartile best managers of all time will have at least a fund in their history that is not top quartile.”
Tom Lenehan Apr 27, 2017 ▶ 58:46 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Secondary bids for legacy oil and gas funds hit 60 cents
“We looked at the secondary market pricing for the partnership interest that we had. And even back then the prices were 60 cents on the dollar.”
Tom Lenehan Apr 18, 2022 ▶ 19:51 Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
CAPITAL ALLOCATORS Assertion Supported
Rockefeller withdrew an extra year of spending for historical scientist lawsuits
“Rockefeller had a very unfortunate circumstance with one of their scientists, and there were a lot of lawsuits that came through. That we had to basically take an extra year's worth of spend out of the endowment at Rockefeller to help pay for a lot of these la…”
Tom Lenehan Apr 18, 2022 ▶ 23:22 Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
CAPITAL ALLOCATORS Assertion Not publicly verifiable
Lenehan: Half of US foundations maintain credit lines
“When we did our research, about half of the foundations in the country have credit lines, half don't.”
Tom Lenehan Apr 18, 2022 ▶ 40:34 Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Wallace Foundation receives one pitch per day for new crypto funds
“We're getting a solicitation a day about a brand new crypto fund from some incumbent managers, from brand new managers, folks spinning out.”
Tom Lenehan Apr 18, 2022 ▶ 58:21 Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
CAPITAL ALLOCATORS Assertion Supported
Vista Equity Partners launched with a single captive investor, bypassing traditional fundraising
“They had just been around for a little bit, and they had one investor who provided all the capital. And so there wasn't fundraising involved. They actually had captive sources of money, which I thought was always a good thing.”
Tom Lenehan Apr 27, 2017 ▶ 25:13 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Supported
Rockefeller University's endowment earnings fund one-third of its annual operating budget
“Earnings from the endowment support about a third of our operating budget Every year.”
Tom Lenehan Apr 27, 2017 ▶ 34:44 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
CAPITAL ALLOCATORS Assertion Supported
Rockefeller University operates on 'negative tuition' by paying students stipends
“Nobody pays tuition. Quite the opposite. We actually, if you want to be technical, we have negative tuition. We actually pay people. They're heavily recruited and they're paid stipends to attend Rockefeller.”
Tom Lenehan Apr 27, 2017 ▶ 37:23 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
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