Verger Capital Management, every mention
12 scenes · ← back to Verger Capital Management
tap a year for its mentions
every year anyone Jim Dunn 9Ted Seides 6Muthu Muthiah 1Kip McDaniel 1Julia Bonafede 1
Verbatim, from the transcripts: the passages where Verger Capital Management comes up
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- ▶ 18:58 Muthu Muthiah Jim Dunn at Verger, he said, hey, get to know everybody.
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 4:33 Ted Seides Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose anchor client is Wake Forest University. 2 times in the scene
- ▶ 1:04:40 Julia Bonafede Well, thank you, Jim, and we obviously wouldn't be here except for you, so we thank you, and we thank you, the entire Verger team.
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
- ▶ 4:06 Ted Seides My guest on today's show is Jim Dunn, the CEO and Chief Investment Officer of Verger Capital Management, an outsourced CIO business whose anchor client is Wake Forest University. 2 times in the scene
- ▶ 6:38 Jim Dunn We had a chance to do something pretty unique with Verger spinning it out, and it wasn't our idea. 2 times in the scene
- ▶ 12:15 Jim Dunn And most importantly, Ted, there's no other verdure capital. 2 times in the scene
- ▶ 17:58 Ted Seides You have a mantra for Verger, which I think was the same at Wake Forest.
- ▶ 37:12 Jim Dunn We have less, you know, in verdure capital management, you know, of all our portfolios, we have less than sort of 25% in long U.S. equities.
- ▶ 57:18 Jim Dunn And we've had to be, now that we're Verger. 3 times in the scene
- ▶ 1:03:25 Jim Dunn And that's, that's, that's carried me through also, even when I think about at Verger and what we do at, at Wake Forest, you know, we try to have a, a place where family comes first.
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 9:41 Kip McDaniel And then, uh, Charlie also introduced me to Jim Dunn of Wake Forest and Verger.
- ▶ 42:13 Ted Seides You have now the factor premium models, Jim Dunn's model at Verger is more about factors than specifically assets.