The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Tony Caruso no published score: no usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

clear all ✕
1exchanges match
0on raw tape
0redirected or not addressed
Answered produced feed D 5 · C 5 · P 5 · Cm 4 4.85

Q Derek, Tony, I want to turn to how you turn this into an investment strategy. You have to start with finding the managers to put on the platform. How'd you go about that process?

A That was one of the most difficult things, because our typical sourcing prior to this was build relationships with the blue chip firms, fight for capacity. Think about the funds that everybody wants access to, they're already closed. You develop a relationship, you explain why UTIMCO is a great partner, and you get that incremental capacity. These are the PMs that would likely join those firms. This is an alternative to joining a Ballyasny or a Point-seventy-two, et cetera. They may not want to join for whatever reason. Maybe they want diversification in their capital base. Maybe they want complete independence. Maybe they don't want to be subject to stop losses. It was finding those PMs who are considering, do I join the platform or create a single PM SMA business, pounding the pavement, talking to PBs, attending conferences, speaking with peers, finding out who's out there, mapping it all out, putting together a portfolio. What we're looking to do Is find the best specialists in every sector, every region, and put it in this wrapper that's really cash efficient.

AI assessment note: “pounding the pavement, talking to PBs, attending conferences, speaking with peers”

page 1
Made with StarZero

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.