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Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15) Feb 17, 2020 · 9 mentions

  • ▶ 4:11 Ted Seides My guest on today's first meeting is Dan Rasmussen, the founder and portfolio manager at Verdad Advisors, which he launched in 2014 to replicate the historical success of private equity in the public markets. 5 times in the scene
  • ▶ 26:02 Dan Rasmussen So that's what led me to start for dad and say, hey, this is a great idea.
  • ▶ 27:34 Ted Seides So it sounds like as you go through your process at Verdad, you start with this, this filter of certain criteria of, you know, say low EBITDA multiple and leverage.
  • ▶ 46:59 Dan Rasmussen We have sort of a written culture at Verdad.
  • ▶ 55:02 Dan Rasmussen Well, we have a simple rule at Verdad on both the equity side and the credit side, which don't buy things that go bankrupt.
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