Stable Asset Management

7 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Oct 18, 2021 by Erik Serrano Berntsen · said 17 times in 1 episodes since 2021 · across every show →

Mentions by year

brought up most by Ted Seides (11), Erik Serrano Berntsen (5)

mentionsepisodesper episode tap a year for its mentions

2021 17 mentions in 1 episode

Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218) Oct 18, 2021 · 17 mentions · from 4:06
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Stable Asset Management, oldest first

Oct 18, 2021 neutral

Assertion Not checkable as stated

Berntsen: The Best Public Market Managers Launched Their Firms at 33

“We took, you know, in our view, all the best public and private investors, and the age at which the public managers launched their business was 33”

Erik Serrano Berntsen Oct 18, 2021 ▶ 43:26 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021 positive

Insight

Berntsen: Non-Pedigreed Investment Talent Creates Arbitrage for Early-Stage Seeders

“There's a scarcity of willingness to go early, but there's so much talent out there that doesn't get funded, and often they don't get funded because they don't fit the right buckets, they don't have the right pedigree, they're not very good at presenting. And …”

Erik Serrano Berntsen Oct 18, 2021 ▶ 56:02 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021 positive

Insight

Berntsen: Strategic Co-Ownership Beats Internalizing Investment Teams for Sovereign Funds

“And some have tried to internalize a lot of these teams, but I think there you really bump into compensation issues, headline issues. You know, if you take teams and you put them inside large bureaucratic Pensions or sovereigns. I think it's hard to do right, …”

Erik Serrano Berntsen Oct 18, 2021 ▶ 55:27 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021

Insight

Berntsen: Private Market Alpha Is Easier to Diligence Through Management Referencing

“I think in private markets, it's a bit easier. It tends to be clearer in an organization who has sourced the deal, who was involved with management team, who was structuring it. And so a lot of the focus in private markets is to go to previous deal, previous p…”

Erik Serrano Berntsen Oct 18, 2021 ▶ 37:42 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021 positive

Insight

Berntsen: Emerging Investment Firms Have Highly Asymmetric Win-Loss Profiles

“When these investment firms fail, they don't actually fail much. There's many ways to protect downside across asset classes. And when failures occur, it tends to be pedestrian, uninspiring performance, or it's related to the team gelling Or it's really not ver…”

Erik Serrano Berntsen Oct 18, 2021 ▶ 26:29 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021

Insight

Berntsen: Inbound Founder Pitches Predict Favorable Investment Strategies

“What we find incredibly powerful in trying to predict which investment strategies might face more benign market environments is actually just look at the data of the ideas that are being presented to us.”

Erik Serrano Berntsen Oct 18, 2021 ▶ 19:11 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Oct 18, 2021 positive

Insight

Berntsen: A Manager's Character Is More Durable Than Their Investment Strategy

“I think understanding the person Is as important, if not more than understanding their investment strategy. And I would argue in some ways, the core characteristics of the person are more likely to stay the same than that of markets.”

Erik Serrano Berntsen Oct 18, 2021 ▶ 40:56 Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)

Stable Asset Management

Mentions by year

Everything said about Stable Asset Management, oldest first

Turn any episode into a week of clips.