two in 20

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 1, 2022 by Sarah Samuels · across every show →

Everything said about two in 20, oldest first

Aug 1, 2022 negative

Disclosure

Samuels: NEPC resists paying 2-and-20 fees for PE returns driven by leverage

“We're happy to pay two in 20 for the first two, not so much for use of leverage, but it's interesting because some GPs think about the world that way, but many just say, well, it's all alpha.”

Sarah Samuels Aug 1, 2022 ▶ 30:43 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

two in 20

Everything said about two in 20, oldest first

Turn any episode into a week of clips.