| 2× | “two X” | Toomey: 2004–2006 Buyout Vintages Had Lower IRRs Than 2007–2008 Vintages | John Toomey | Apr 17, 2023 | Supported |
| 20% | “20%” | Giannini: LP Capital Crunch Will Pressure Private Equity for Years | Mario Giannini | Apr 17, 2023 | — |
| 80% | “80%” | Giannini: Disciplined Portfolio Construction Lags Hype Cycles but Wins Long Term | Mario Giannini | Apr 17, 2023 | — |
| 800% | “800%” | Giannini: Disciplined Portfolio Construction Lags Hype Cycles but Wins Long Term | Mario Giannini | Apr 17, 2023 | — |
| 7% | “seven percent” | Toomey: Under-allocated LPs can now access previously closed top-tier managers | John Toomey | Apr 17, 2023 | — |
| 3× | “three times” | Toomey: Private Equity Could Expand Two to Three Times and Stay Healthy | John Toomey | Apr 17, 2023 | — |
| 60% | “60%” | McClain: SailPoint grew over 60% annually but was barely profitable in 2014 | Mark McClain | Apr 13, 2023 | — |
| $7B | “seven billion dollars” | Boro: Thoma Bravo valued SailPoint at $7B in its 2022 buyout | Seth Boro | Apr 13, 2023 | Partly supported |
| 60% | “60%” | Assaiante: Success requires giving 100% of whatever capacity you have that day | Paul Assaiante | Apr 10, 2023 | — |
| 100% | “hundred percent” | Assaiante: Success requires giving 100% of whatever capacity you have that day | Paul Assaiante | Apr 10, 2023 | — |
| 40% | “40%” | Joy: Church Commissioners allocates 40% to public equities, including 8% defensive long/short | Tom Joy | Apr 3, 2023 | — |
| 32% | “32%” | Joy: Church Commissioners allocates 40% to public equities, including 8% defensive long/short | Tom Joy | Apr 3, 2023 | — |
| 8% | “eight percent” | Joy: Church Commissioners allocates 40% to public equities, including 8% defensive long/short | Tom Joy | Apr 3, 2023 | — |
| 14% | “14%” | Joy: Church Commissioners holds 13% to 14% in private equity, split evenly between buyout and VC | Tom Joy | Apr 3, 2023 | — |
| 5% | “five percent” | Joy: Church Commissioners allocates 5% to forestry and 6% to farmland | Tom Joy | Apr 3, 2023 | — |
| 6% | “six percent” | Joy: Church Commissioners allocates 5% to forestry and 6% to farmland | Tom Joy | Apr 3, 2023 | — |
| $7B | “seven billion dollars” | The TRA market opportunity grew from $7B in 2017 to $30B | Andy Lee | Mar 30, 2023 | Supported |
| $30B | “thirty billion dollars” | The TRA market opportunity grew from $7B in 2017 to $30B | Andy Lee | Mar 30, 2023 | Supported |
| 1B | “a billion” | TRA issuers average $400M+ in EBITDA with under 2x leverage | Andy Lee | Mar 30, 2023 | Not publicly verifiable |
| $10B | “ten billion dollars” | TRA issuers average $400M+ in EBITDA with under 2x leverage | Andy Lee | Mar 30, 2023 | Not publicly verifiable |
| 2× | “two times” | TRA issuers average $400M+ in EBITDA with under 2x leverage | Andy Lee | Mar 30, 2023 | Not publicly verifiable |
| 80% | “80%” | Step-up TRAs can absorb 80% earnings drops without payment cuts | Andy Lee | Mar 30, 2023 | — |
| 85% | “85%” | Companies typically pay 85% of realized TRA tax savings to holders | Andy Lee | Mar 30, 2023 | Supported |
| $20M | “twenty million dollars” | The average TRA investment opportunity ranges from $15M to $20M | Andy Lee | Mar 30, 2023 | — |
| $2B | “two billion dollars” | Rodman: Mark Hart Ordered a $2B Greek CDS Trade on Day Three | Adam Rodman | Mar 27, 2023 | — |
| 50% | “50%” | Rodman: Rosatom's Exclusion From the West Will Create a Massive Fuel Deficit | Adam Rodman | Mar 27, 2023 | Partly held up |
| 5% | “five percent” | Rodman: Kazakhstan Mines 40% of Global Uranium While Russia Only Mines 5% | Adam Rodman | Mar 27, 2023 | Supported |
| 40% | “40%” | Rodman: Kazakhstan Mines 40% of Global Uranium While Russia Only Mines 5% | Adam Rodman | Mar 27, 2023 | Supported |
| 80% | “80%” | Rodman: Fuel Is 15% of Nuclear Plant Costs vs. 80% for Gas | Adam Rodman | Mar 27, 2023 | Supported |
| 17% | “17%” | Rodman: Fuel Is 15% of Nuclear Plant Costs vs. 80% for Gas | Adam Rodman | Mar 27, 2023 | Supported |
| 5% | “five percent” | Rodman: Fuel Is 15% of Nuclear Plant Costs vs. 80% for Gas | Adam Rodman | Mar 27, 2023 | Supported |
| 100% | “hundred percent” | California's cap-and-trade program has achieved 100% emitter compliance to date | Colin Campbell | Mar 20, 2023 | Partly supported |
| 5% | “five percent” | California's compliance carbon market price floor escalates at 5% plus CPI annually | Colin Campbell | Mar 20, 2023 | Supported |
| 70% | “70%” | Orum: Capricorn Allocates 60% to 70% to Climate Strategies | Bill Orem | Mar 13, 2023 | — |
| 20% | “20%” | Orum: Capricorn Allocates 60% to 70% to Climate Strategies | Bill Orem | Mar 13, 2023 | — |
| 10% | “10%” | Orum: Capricorn Allocates 60% to 70% to Climate Strategies | Bill Orem | Mar 13, 2023 | — |
| 80% | “80%” | Orum: 80% of climate decarbonization falls between divestment and venture solutions | Bill Orem | Mar 13, 2023 | — |
| 60% | “60%” | Capricorn Allocates 60% to Equities, 20% to Real Assets, 10% Liquid | Bill Orem | Mar 13, 2023 | — |
| 20% | “20%” | Capricorn Allocates 60% to Equities, 20% to Real Assets, 10% Liquid | Bill Orem | Mar 13, 2023 | — |
| 10% | “10%” | Capricorn Allocates 60% to Equities, 20% to Real Assets, 10% Liquid | Bill Orem | Mar 13, 2023 | — |
| 40% | “40%” | Orum: Public Companies Account for Roughly 40% of Global Emissions | Bill Orem | Mar 13, 2023 | Supported |
| 70% | “70%” | Orum: 70% of Capricorn's portfolio emissions stem from just 20 companies | Bill Orem | Mar 13, 2023 | — |
| 1% | “one percent” | Steyer managed half of Goldman's risk arb but earned 0.1% of profits | Tom Steyer | Mar 6, 2023 | — |
| $8M | “eight million dollars” | Steyer: Hellman & Friedman backed Farallon launch with $8M seed commitment | Tom Steyer | Mar 6, 2023 | — |
| $5M | “five million dollars” | Steyer: Hellman & Friedman backed Farallon launch with $8M seed commitment | Tom Steyer | Mar 6, 2023 | — |
| 100% | “100%” | Steyer: Mediocre hires cannot be trained into performing excellent work | Tom Steyer | Mar 6, 2023 | — |
| 6% | “six percent” | Steyer: Americans Recycle Only 6% of Plastics as Consumption Explodes | Tom Steyer | Mar 6, 2023 | Supported |
| 5× | “five times” | Steyer: India will generate five times more electricity in 2050 than today | Tom Steyer | Mar 6, 2023 | Open |
| 100M | “a hundred million” | Steyer: Only 10% of DRC's 100 million people have access to electricity | Tom Steyer | Mar 6, 2023 | Partly supported |
| 10% | “10%” | Steyer: Only 10% of DRC's 100 million people have access to electricity | Tom Steyer | Mar 6, 2023 | Partly supported |
| 10× | “10 times” | Steyer: Diesel generator power costs 10 times more per kWh than solar | Tom Steyer | Mar 6, 2023 | Supported |
| 10% | “10%” | Steyer: 10% of US wealth clients request ESG versus 90% in Europe | Tom Steyer | Mar 6, 2023 | — |
| 90% | “90%” | Steyer: 10% of US wealth clients request ESG versus 90% in Europe | Tom Steyer | Mar 6, 2023 | — |
| 7% | “seven percent” | Douvos: The 2000 vintage venture benchmark ended slightly positive | Chris Douvos | Feb 27, 2023 | Partly supported |
| 3× | “three X” | Clarkson: Overallocated LPs are freezing venture commitments for 12 to 24 months | Beezer Clarkson | Feb 27, 2023 | — |
| 75% | “75%” | Kayden: A leading endowment put 75% of VC allocation into three managers | Joelle Kayden | Feb 27, 2023 | — |
| $200M | “two hundred million dollars” | Douvos: University deep tech works with small exits if ownership math is right | Chris Douvos | Feb 27, 2023 | — |
| 26M | “a twenty-five million” | Douvos: University deep tech works with small exits if ownership math is right | Chris Douvos | Feb 27, 2023 | — |
| 35% | “35%” | Douvos: University deep tech works with small exits if ownership math is right | Chris Douvos | Feb 27, 2023 | — |
| 2% | “two percent” | Kayden: Crypto represents 2% of portfolios but dominates 110% of IC discussions | Joelle Kayden | Feb 27, 2023 | — |
| 110% | “110%” | Kayden: Crypto represents 2% of portfolios but dominates 110% of IC discussions | Joelle Kayden | Feb 27, 2023 | — |
| 5% | “five percent” | Ivascyn: Fed rates at 5% will trigger massive loan downgrades | Dan Ivascyn | Feb 20, 2023 | — |
| 6% | “six percent” | Ivascyn: Fed rates at 5% will trigger massive loan downgrades | Dan Ivascyn | Feb 20, 2023 | — |
| $4B | “four billion dollars” | Feliciano: Clearlake invested $3B to $4B in credit over 3 months in 2020 | Jose Feliciano | Feb 13, 2023 | Not publicly verifiable |
| 40% | “40%” | Clearlake refused LP demands to cap strategy flexibility during fundraising | Jose Feliciano | Feb 13, 2023 | — |
| 10× | “10 times” | Clearlake generated a 10x return on Sage Automotive Interiors | Jose Feliciano | Feb 13, 2023 | — |
| $10B | “ten billion dollars” | Clearlake raised nearly $10 billion across five single-asset continuation vehicles | Jose Feliciano | Feb 13, 2023 | Partly supported |
| 30M | “thirty million” | Philpot: 30 million timberland acres changed hands in southeast US across 1990s-2000s | Brian Philpot | Feb 9, 2023 | Supported |
| 40% | “40%” | Philpot: Bank share of agricultural real estate debt dropped from 40% to 30% | Brian Philpot | Feb 9, 2023 | Supported |
| 30% | “30%” | Philpot: Bank share of agricultural real estate debt dropped from 40% to 30% | Brian Philpot | Feb 9, 2023 | Supported |
| 50% | “50%” | Philpot: Farm Credit System co-ops hold about 50% of the agricultural loan market | Brian Philpot | Feb 9, 2023 | Supported |
| 97% | “97%” | Philpot: Farmland real estate has a 97% correlation with inflation | Brian Philpot | Feb 9, 2023 | Partly supported |
| 4T | “a three trillion” | Philpot: Institutional capital ignores the $3 trillion family-owned farm market | Brian Philpot | Feb 9, 2023 | Supported |
| 97% | “97%” | Philpot: Institutional capital ignores the $3 trillion family-owned farm market | Brian Philpot | Feb 9, 2023 | Supported |
| 30% | “30%” | Philpot: US farmland acreage has dropped by about 30% since 1950 | Brian Philpot | Feb 9, 2023 | Partly supported |
| $1B | “a billion dollars” | Boyd: Interstate Equities manages approximately $1 billion in West Coast apartments | Marshall Boyd | Feb 6, 2023 | Supported |
| 85% | “85%” | Boyd: 85% of US Apartment Buildings Are Family-Owned | Marshall Boyd | Feb 6, 2023 | Contradicted |
| 50% | “50%” | Boyd: About 50% of American apartment residents move every year | Marshall Boyd | Feb 6, 2023 | Supported |
| 20% | “20%” | Boyd: IEC targets about a 20% return on cost for renovations | Marshall Boyd | Feb 6, 2023 | — |
| 50% | “50%” | Boyd: IEC acquired apartments from a potato peeling factory pension plan | Marshall Boyd | Feb 6, 2023 | — |
| $5M | “five million dollars” | Boyd: IEC unlocked $5M in value by renting 45 neglected garages | Marshall Boyd | Feb 6, 2023 | — |
| 17% | “17%” | Boyd: IEC tenant rent-to-income ratio is about 17% | Marshall Boyd | Feb 6, 2023 | — |
| 2% | “two percent” | Thomas: Under 2% of VC goes to women and diverse-owned firms | Shundrawn Thomas | Jan 23, 2023 | Supported |
| 70% | “70%” | Thomas: Under 2% of VC goes to women and diverse-owned firms | Shundrawn Thomas | Jan 23, 2023 | Supported |
| 1.3T | “1.3 trillion” | Thomas: Northern Trust had $170B dedicated to sustainable investing strategies | Shundrawn Thomas | Jan 23, 2023 | Supported |
| 70B | “seventy billion” | Thomas: Northern Trust had $170B dedicated to sustainable investing strategies | Shundrawn Thomas | Jan 23, 2023 | Supported |
| $50M | “fifty million dollars” | Thomas: Lower middle market is the fastest-growing middle market segment but lacks capital | Shundrawn Thomas | Jan 23, 2023 | — |
| 60% | “60%” | Thomas: Women start firms faster than men and represent nearly 60% of US grads | Shundrawn Thomas | Jan 23, 2023 | Supported |
| 5M | “five million” | Thomas: There are about 95,000 US companies with $5M–$100M in revenue | Shundrawn Thomas | Jan 23, 2023 | Partly supported |
| 100M | “a hundred million” | Thomas: There are about 95,000 US companies with $5M–$100M in revenue | Shundrawn Thomas | Jan 23, 2023 | Partly supported |
| 5× | “five times” | SkyBridge's FTX deal was priced at five times revenues | Anthony Scaramucci | Jan 16, 2023 | — |
| 6× | “six times” | SkyBridge's FTX deal was priced at five times revenues | Anthony Scaramucci | Jan 16, 2023 | — |
| 15% | “15%” | Scaramucci: SkyBridge allocated 10% to 15% of its portfolio to crypto | Anthony Scaramucci | Jan 16, 2023 | — |
| 45M | “forty-five million” | Sam Bankman-Fried paid $45M for 30% of SkyBridge with an 85% option | Anthony Scaramucci | Jan 16, 2023 | — |
| 30% | “30%” | Sam Bankman-Fried paid $45M for 30% of SkyBridge with an 85% option | Anthony Scaramucci | Jan 16, 2023 | — |
| 85% | “85%” | Sam Bankman-Fried paid $45M for 30% of SkyBridge with an 85% option | Anthony Scaramucci | Jan 16, 2023 | — |
| 30% | “30%” | Scaramucci is negotiating to buy back FTX's 30% stake in SkyBridge | Anthony Scaramucci | Jan 16, 2023 | — |
| 100M | “a hundred million” | Scaramucci passed on Uber at a $50M to $100M valuation | Anthony Scaramucci | Jan 16, 2023 | — |
| 10B | “ten billion” | BDT Partners is raising a private equity fund exceeding $10 billion | Gregg Lemkau | Jan 9, 2023 | Supported |
| 4× | “four X” | Allocators should prioritize managers who produce superior net returns over discounted fees | Gregg Lemkau | Jan 9, 2023 | — |
| 2× | “two X” | Allocators should prioritize managers who produce superior net returns over discounted fees | Gregg Lemkau | Jan 9, 2023 | — |
| 1.5M | “a half million” | Seides: Capital Allocators reached 13.5 million total downloads by year-end 2022 | Ted Seides | Dec 26, 2022 | — |
| 1% | “one percent” | Seides: Spotify Ranks Capital Allocators in Top 1% Globally for Shares | Ted Seides | Dec 26, 2022 | — |
| 15% | “15%” | Seides: New podcast episodes account for only 15% of weekly downloads | Ted Seides | Dec 26, 2022 | — |
| 5× | “five times” | Seides: Dynamic ad insertion across podcast back-catalog delivers 5x listener reach | Ted Seides | Dec 26, 2022 | — |
| 6% | “six percent” | Ted Seides: 6% of Capital Allocators listeners become premium members | Ted Seides | Dec 26, 2022 | — |
| $100M | “a hundred million dollars” | Marshall: Institutional secondary sales generally range between $100M and $300M | Ana Marshall | Dec 19, 2022 | Contradicted |
| 50% | “50%” | Marshall: Hewlett Foundation maintains 50% illiquid assets and 5% cash buffer | Ana Marshall | Dec 19, 2022 | — |
| 5% | “five percent” | Marshall: Hewlett Foundation maintains 50% illiquid assets and 5% cash buffer | Ana Marshall | Dec 19, 2022 | — |
| 3% | “three percent” | Marshall: The current economy will struggle to match 1990s GDP growth | Ana Marshall | Dec 19, 2022 | — |
| 4% | “four percent” | Marshall: The current economy will struggle to match 1990s GDP growth | Ana Marshall | Dec 19, 2022 | — |
| 4× | “four times” | Geremia: MFS stock holding duration is 3-4x the industry average | Carol Geremia | Dec 15, 2022 | Supported |
| 5× | “five times” | Geremia: Investors take 5x more risk today for same 1990s returns | Carol Geremia | Dec 15, 2022 | Supported |
| 90% | “90%” | Most active mutual funds underperform decades-long benchmarks, guaranteeing indexers top-quartile performance | Charlie Ellis | Dec 12, 2022 | Supported |
| $50M | “fifty million dollars” | Vanguard expected $150M for its first index fund but raised only $12M | Charlie Ellis | Dec 12, 2022 | Supported |
| $12M | “12 million dollars” | Vanguard expected $150M for its first index fund but raised only $12M | Charlie Ellis | Dec 12, 2022 | Supported |
| $5B | “five billion dollars” | Vanguard prepared a $5B iShares bid using Warren Buffett debt | Charlie Ellis | Dec 12, 2022 | Partly supported |
| 1% | “one percent” | Traditional 1% RIA fees will prove unsustainable over the long run | Charlie Ellis | Dec 12, 2022 | — |
| $100M | “a hundred million dollars” | David Swensen created the landmark $100M World Bank-IBM interest rate swap | Charlie Ellis | Dec 12, 2022 | Supported |
| 20T | “20 trillion” | Khajuria: Private markets are on track to hit $20T within a decade | Sachin Khajuria | Dec 5, 2022 | Held up |
| $1B | “a billion dollars” | Khajuria: Truly proprietary private equity deals over $1B do not exist | Sachin Khajuria | Dec 5, 2022 | — |
| 15% | “15%” | Khajuria: Hybrid capital offers top risk-adjusted returns at 15% IRR | Sachin Khajuria | Dec 5, 2022 | — |
| 1M | “a 1010 thousand” | Majewski: CLO portfolios actively change over time unlike static securitizations | Tom Majewski | Dec 1, 2022 | — |
| $10B | “ten billion dollars” | Majewski: J.P. Morgan held $10B+ in market value CLOs in 2002 | Tom Majewski | Dec 1, 2022 | Partly supported |
| $30B | “thirty billion dollars” | Majewski: J.P. Morgan held $10B+ in market value CLOs in 2002 | Tom Majewski | Dec 1, 2022 | Partly supported |
| 12% | “12%” | Majewski: 12% of loans paid off at par annually in 2008–2009 | Tom Majewski | Dec 1, 2022 | Supported |
| 4% | “four percent” | Tom Majewski: 2006 and 2007 CLOs far outperformed their pitch-book base cases | Tom Majewski | Dec 1, 2022 | — |
| 30% | “30%” | Majewski: CLO equity residual cash flow is typically 25% to 30% annualized | Tom Majewski | Dec 1, 2022 | — |
| 35% | “35%” | Majewski: CLO AAA tranches require 70% corporate defaults to impair | Tom Majewski | Dec 1, 2022 | — |
| 70% | “70%” | Majewski: CLO AAA tranches require 70% corporate defaults to impair | Tom Majewski | Dec 1, 2022 | — |
| 800B | “eight hundred billion” | Majewski: US CLO market size is $750B to $800B | Tom Majewski | Dec 1, 2022 | Partly supported |
| 20% | “20%” | Majewski: Only ~20% of CLO Managers Prioritize Equity Returns | Tom Majewski | Dec 1, 2022 | — |
| 96% | “96%” | Majewski: 96% of pre-crisis CLO equity returned positive with 15% median IRR | Tom Majewski | Dec 1, 2022 | Supported |
| 10% | “10%” | Majewski: Eagle Point will see a down 10%+ month in five years | Tom Majewski | Dec 1, 2022 | Held up |
| 100% | “hundred percent” | Majewski: Only two 1940 Act companies have ever defaulted, both with full recovery | Tom Majewski | Dec 1, 2022 | Not publicly verifiable |
| 4% | “four percent” | Van Vleet: Rising Real Rates Break Crypto As T-Bills Yield 4% | Charles Van Vleet | Nov 28, 2022 | — |
| $45B | “Forty-five billion dollars” | Van Vleet: Japan Funded $45B Currency Intervention by Selling Treasuries | Charles Van Vleet | Nov 28, 2022 | Supported |
| 50% | “50%” | Leveraged Derivatives Used For Growth Targets Caused The UK Pension Crisis | Charles Van Vleet | Nov 28, 2022 | Supported |
| 116% | “116%” | Overfunded Textron Pension Ignores LDI Strategies To Maintain Growth Focus | Charles Van Vleet | Nov 28, 2022 | — |
| 5% | “five percent” | Textron Pension Holds 5% Levered Long US Dollar Position | Charles Van Vleet | Nov 28, 2022 | — |
| 30% | “30%” | Van Vleet: Textron allocates 30% alts, 30% fixed income, 40% public equity | Charles Van Vleet | Nov 28, 2022 | — |
| 500M | “five hundred million” | Full-Fee LPs Subsidize Large Institutional Investors Taking Free Co-Investments | Charles Van Vleet | Nov 28, 2022 | — |
| 20M | “Twenty million” | Full-Fee LPs Subsidize Large Institutional Investors Taking Free Co-Investments | Charles Van Vleet | Nov 28, 2022 | — |
| 500M | “Five hundred million” | Van Vleet: Large co-invest capacity drags mid-market GPs into unnatural deals | Charles Van Vleet | Nov 28, 2022 | — |
| 80% | “80%” | Textron Pension holds 80% of real estate directly across 20 apartment buildings | Charles Van Vleet | Nov 28, 2022 | — |
| 1M | “a million” | Van Vleet: US household formation outpaces housing production by 150,000 units annually | Charles Van Vleet | Nov 28, 2022 | Partly supported |
| 10B | “ten billion” | Van Vleet: $8B to $10B is the optimal pension fund size | Charles Van Vleet | Nov 28, 2022 | — |
| 500M | “five hundred million” | Van Vleet: $8B to $10B is the optimal pension fund size | Charles Van Vleet | Nov 28, 2022 | — |
| 1B | “a billion” | Van Vleet: $8B to $10B is the optimal pension fund size | Charles Van Vleet | Nov 28, 2022 | — |
| $100M | “hundred million dollars” | Brosens: Goldman risk arb grew to nearly $1B in capital by 1987 | Frank Brosens | Nov 21, 2022 | — |
| $1B | “a billion dollars” | Brosens: Goldman risk arb grew to nearly $1B in capital by 1987 | Frank Brosens | Nov 21, 2022 | — |
| $1B | “a billion dollars” | Brosens: Goldman risk arb lost 4% ($40M) in 1987 crash with 70% cash | Frank Brosens | Nov 21, 2022 | — |
| 70% | “70%” | Brosens: Goldman risk arb lost 4% ($40M) in 1987 crash with 70% cash | Frank Brosens | Nov 21, 2022 | — |
| 4% | “four percent” | Brosens: Goldman risk arb lost 4% ($40M) in 1987 crash with 70% cash | Frank Brosens | Nov 21, 2022 | — |
| 30% | “30%” | Brosens: Taconic has an 'anti-Goldman clause' diverting 30% to charity if sold | Frank Brosens | Nov 21, 2022 | — |
| 20% | “20%” | Brosens: Taconic founders capped equity below 20% and zero out upon retirement | Frank Brosens | Nov 21, 2022 | — |
| 25% | “25%” | Brosens: Taconic bought 25% of all CMBS trust default-rights securities | Frank Brosens | Nov 21, 2022 | — |
| 15% | “15%” | Brosens: Taconic has 15% in risk arb, with 5% in one deal | Frank Brosens | Nov 21, 2022 | — |
| 5% | “five percent” | Brosens: Taconic has 15% in risk arb, with 5% in one deal | Frank Brosens | Nov 21, 2022 | — |
| 50B | “fifty billion” | Northern Trust's Front Office Solutions reached $450B in AUA | Melanie Pickett | Nov 17, 2022 | Supported |
| 20% | “20%” | Asset owner business generates 20% of Northern Trust's total revenue | Melanie Pickett | Nov 17, 2022 | Supported |
| 100B | “a hundred billion” | Northern Trust built middle office for $100B+ spin-out family office | Melanie Pickett | Nov 17, 2022 | — |
| 80% | “80%” | Rubin: CPPIB Has Reached Its Target of About 80% Active Investments | Geoffrey Rubin | Nov 14, 2022 | — |
| 85% | “85%” | Rubin: CPPIB Targeted Fund Risk Equivalent to 85/15 Equity-Debt Mix | Geoffrey Rubin | Nov 14, 2022 | Supported |
| 15% | “15%” | Rubin: CPPIB Targeted Fund Risk Equivalent to 85/15 Equity-Debt Mix | Geoffrey Rubin | Nov 14, 2022 | Supported |
| 80% | “80%” | CPPIB now manages 55% of its active portfolio internally | Geoffrey Rubin | Nov 14, 2022 | Not publicly verifiable |
| 55% | “55%” | CPPIB now manages 55% of its active portfolio internally | Geoffrey Rubin | Nov 14, 2022 | Not publicly verifiable |
| $500B | “five hundred billion dollars” | CPPIB expects its assets to double to $1 trillion by 2029 | Geoffrey Rubin | Nov 14, 2022 | Open |
| 1T | “a trillion” | CPPIB expects its assets to double to $1 trillion by 2029 | Geoffrey Rubin | Nov 14, 2022 | Open |
| 5% | “five percent” | Highway 407 once constituted nearly 5% of CPPIB's entire portfolio | Geoffrey Rubin | Nov 14, 2022 | — |
| 3B | “a two billion” | A $3B check creates local friction despite negligible total fund impact | Geoffrey Rubin | Nov 14, 2022 | — |
| 9% | “nine percent” | Miah: African equities generated a 7% to 9% USD CAGR from 2002 to 2020 | Farouk Miah | Nov 7, 2022 | Supported |
| 8% | “eight percent” | Miah: African equities generated a 7% to 9% USD CAGR from 2002 to 2020 | Farouk Miah | Nov 7, 2022 | Supported |
| $500B | “five hundred billion dollars” | Miah: The African investable equity universe totals $500 billion across 260 companies | Farouk Miah | Nov 7, 2022 | Supported |
| 8% | “eight percent” | Miah: African equities outperformed other emerging markets in 2022 | Farouk Miah | Nov 7, 2022 | Supported |
| 10% | “10%” | Miah: African equities outperformed other emerging markets in 2022 | Farouk Miah | Nov 7, 2022 | Supported |
| 12% | “12%” | Miah: African equities outperformed other emerging markets in 2022 | Farouk Miah | Nov 7, 2022 | Supported |
| 60% | “60%” | Smith: South Africa accounts for roughly 60% of investable African equities | Colin Smith | Nov 7, 2022 | Partly supported |
| 20% | “20%” | Smith: Kenya's Equity Group compounded dollar EPS at 20% annually for 20 years | Colin Smith | Nov 7, 2022 | Contradicted |
| 98% | “98%” | Smith: 98% of Kenya's Equity Group transactions happen electronically outside physical branches | Colin Smith | Nov 7, 2022 | Supported |
| 10% | “10%” | Miah: African telecoms are the holy grail of voice, data, and mobile money | Farouk Miah | Nov 7, 2022 | — |
| 20% | “20%” | Miah: African telecoms are the holy grail of voice, data, and mobile money | Farouk Miah | Nov 7, 2022 | — |
| 30% | “30%” | Miah: African telecoms are the holy grail of voice, data, and mobile money | Farouk Miah | Nov 7, 2022 | — |
| 50% | “50%” | Miah: MTN Nigeria holds over 50% telecom market share in Nigeria | Farouk Miah | Nov 7, 2022 | Partly supported |
| 7% | “seven percent” | Smith: MTN Nigeria trades at a single-digit P/E and yields a 7% dividend | Colin Smith | Nov 7, 2022 | Partly supported |
| 8× | “eight times” | Miah: African public equities trade at 8x earnings while privates cost 8x sales | Farouk Miah | Nov 7, 2022 | — |
| 25% | “25%” | Smith: African stock markets represent just 20% to 25% of regional GDP | Colin Smith | Nov 7, 2022 | Partly supported |
| 90% | “90%” | Smith: African stock markets represent just 20% to 25% of regional GDP | Colin Smith | Nov 7, 2022 | Partly supported |
| 4× | “four times” | Miah: Private equity firms are taking African public companies private at 4x earnings | Farouk Miah | Nov 7, 2022 | Partly supported |
| 5× | “five times” | Miah: Private equity firms are taking African public companies private at 4x earnings | Farouk Miah | Nov 7, 2022 | Partly supported |
| 40% | “40%” | Smith: By 2100, four in every ten people worldwide will be African | Colin Smith | Nov 7, 2022 | Open |
| 4T | “a three trillion” | Miah: Africa is a $3T economy, equivalent to the world's eighth largest | Farouk Miah | Nov 7, 2022 | Supported |
| 1.5B | “a half billion” | Miah: Africa is a $3T economy, equivalent to the world's eighth largest | Farouk Miah | Nov 7, 2022 | Supported |
| 33% | “33%” | Miah: All Africa Partners' portfolio generates a 33% ROE at an 8x P/E | Farouk Miah | Nov 7, 2022 | — |
| 9% | “nine percent” | Miah: All Africa Partners' portfolio generates a 33% ROE at an 8x P/E | Farouk Miah | Nov 7, 2022 | — |
| 9× | “nine times” | Miah: All Africa Partners' portfolio generates a 33% ROE at an 8x P/E | Farouk Miah | Nov 7, 2022 | — |
| 50% | “50%” | Smith: Our portfolio would gain 50% just by re-rating to historical median valuations | Colin Smith | Nov 7, 2022 | — |
| 40% | “40%” | Miah: We favor African companies where the founding family retains 20% to 40% ownership | Farouk Miah | Nov 7, 2022 | — |
| 20% | “20%” | Rees: Lehman Took 20% Minority Stakes in GLG and D.E. Shaw | Michael Rees | Oct 31, 2022 | Supported |
| 10% | “10%” | Rees: Dyal underwrote hedge funds to return 8% to 10% net annually | Michael Rees | Oct 31, 2022 | — |
CAPITAL ALLOCATORSLEDGER All shows Try the podcast clipper →