Meredith Jenkins

12 statements across 5 episodes · 4 bullish · 4 bearish · 3 people on the record · first statement Nov 13, 2017 by Meredith Jenkins · said 35 times in 10 episodes since 2018 · across every show →

On the record as a speaker too: Meredith Jenkins's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Ted Seides (20), Kim Lew (7), Nicholas (Nick) Csicsko (4), Hank Sturmack (1), Gary Sernovitz (1)

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023201820192020202120222023202420252026episodes it came up in
00101.5203201820192020202120222023202420252026episodesmentions per episode
2026 7 mentions in 3 episodes 2 per episode
2025 2 mentions in 2 episodes 1 per episode
2024 1 mention in 1 episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2020 3 mentions in 1 episode
2018 20 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Meredith Jenkins, oldest first

Nov 13, 2017 neutral
Insight
Jenkins: Allocators in Asia must underwrite entire teams due to high turnover
“You had to go into it assuming there would be turnover, and so you'd have to take the extra time to really make sure you felt comfortable with everyone on the team so that you could make, because you would inevitably at some point probably have to make an asse…”
Meredith Jenkins Nov 13, 2017 ▶ 22:02 Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Nov 13, 2017 neutral
Insight
Jenkins: Investing in Asia requires personal trust over legal structuring
“Versus, I feel like sometimes in the U.S. You might be more willing to, okay, we can structure this in a way that will be protected if it doesn't, and it's, and we know how it would play out sort of in a U.S. Legal system and all of that sort of, in terms of k…”
Meredith Jenkins Nov 13, 2017 ▶ 24:38 Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Nov 13, 2017 bearish
Assertion Supported
Jenkins: Private equity co-investments are pro-cyclical and historically underperform
“The historical data on co-investments is, they are pro-cyclical, And they don't turn out well.”
Meredith Jenkins Nov 13, 2017 ▶ 46:47 Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Nov 13, 2017 positive
Insight
Jenkins: Back managers who sacrifice their own economics for LPs
“And the other circumstances, you know, that, that tended to work out back to sort of the alignment is the, when we could point to examples of when a manager did something that was either personally or economically painful to them in their firm to do right by t…”
Meredith Jenkins Nov 13, 2017 ▶ 17:26 Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Nov 13, 2017 negative
Insight
Jenkins: Fly-in diligence trips to Asia miss critical historical manager risks
“There were so many bodies that were buried that I, you know, I just, I know I never saw before when I would fly in for those weeks, and I, it's almost impossible. The stuff you heard about over lunch, just sort of randomly, you weren't even necessarily doing d…”
Meredith Jenkins Nov 13, 2017 ▶ 22:40 Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
Nov 13, 2017 positive
Insight
Jenkins: Carnegie's co-CIO structure built in a senior devil's advocate
“Then the other person between Kim and I would be the secondary. And so the secondary's role was a built-in devil's advocate. And so the secondary, you know, anytime anything new or re-up or we were just sort of re-examining a manager for some reason, the secon…”
Meredith Jenkins Nov 13, 2017 ▶ 29:12 Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
May 14, 2018
Disclosure
Carnegie Co-CIO model paired primary sponsor with asset allocation devil's advocate
“The way we structured it is, though, if you were the primary, your job was to really help the directors source and think about their strategy and support them in their work. And if you were the secondary, you were the devil's advocate. Not the devil's advocate…”
Kim Lew May 14, 2018 ▶ 37:50 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
May 14, 2018
Disclosure
Carnegie Co-CIOs divided asset classes to maintain future solo CIO marketability
“One, we each had to be managing a full diverse portfolio so that when we went out to interview for jobs later on, We could say we had played the role of a CIO managing a cross asset class. So it wasn't a, you do publics and I do privates, or you do illiquids, …”
Kim Lew May 14, 2018 ▶ 36:13 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Sep 19, 2022 bearish
Insight
Jenkins: Concentrated liquid managers induce poor investor behavior via volatility
“Concentrated managers works against that because they do tend to have much bigger swings in performance, and it can lead to really bad investor behavior if it's a liquid manager.”
Meredith Jenkins Sep 19, 2022 ▶ 51:20 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Apr 1, 2024 positive
Assertion Not checkable as stated
Maul: Carnegie implemented a primary and secondary coverage matrix for investments
“They created a matrix strategy where you were primary and secondary on a strategy because the portfolio was mature, it was fairly large, and the team, while not huge, wasn't tiny either, and you couldn't really bring seven people to a meeting, especially if yo…”
Elisa Maul Apr 1, 2024 ▶ 33:49 Training Grounds – Carnegie Corporation of New York (EP.377)
Jun 30, 2025 bullish
Disclosure
Jenkins: African equities are up 30% year-to-date and in portfolio
“Africa up about 30% this year so far, and we are in that manager, thankfully.”
Meredith Jenkins Jun 30, 2025 ▶ 29:51 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Jun 30, 2025 bearish
Disclosure
Meredith Jenkins: Trinity cuts annual commitment budget by about 20%
“We've extended the lives on stuff in terms of what we assume is going to take in terms of getting our money back. And so we've reduced the commitments at the headline level. And so we've brought the headline annual commitment budget down about 20% for that.”
Meredith Jenkins Jun 30, 2025 ▶ 13:08 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
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