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Brad Briner

State Treasurer, North Carolina Department of State Treasurer · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

politicianinvestorexecutivefounder@brad_briner ↗nctreasurer.com ↗Wikipedia ↗

As State Treasurer, Briner oversees North Carolina's financial operations, including the state pension fund and State Health Plan. Before taking office in January 2025, he served as Co-Chief Investment Officer at Willett Advisors and was a co-founder of Morgan Creek Capital Management.

28statements → 7claims → 6claims resolved → 83%fully supported → 3.82/5average certainty → 2/5average debate potential → ≈4.5/5argument clarity, estimated → 4said about them ↓

5 supported 1 partly supported 0 contradicted 1 not checkable as stated how the 7 claims stand · each chip opens the sources

7 assertions · 5 opinions · 11 insights · 5 disclosures · every statement was checked. The predictions and assertions are the 7 claims: statements the public record can support or contradict. 6 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Brad argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Briner: North Carolina's state pension ranks 50th out of 50 in performance
“We are 50th best performing out of 50, and so there's a lot of desire to help fix that and move it up the curve that is really appealing to certain people.”
Brad Briner Oct 21, 2024 ▶ 55:44 Brad Briner - Family Office to Public Service (EP.413)

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Brad Briner on measured tape to publish a rate. This says nothing about how they speak.

Everything Brad Briner said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Briner: Willett Advisors entirely avoided credit until 2022 interest rate hikes
“Credit was the biggest of all of those from a factor perspective that really changed. We had never bought credit before. It wasn't really in our mandate. Will is a high risk, high return investor, equity oriented, perpetual life, all those things.”
Brad Briner Oct 21, 2024 ▶ 32:59 Brad Briner - Family Office to Public Service (EP.413)
Assertion Supported
Briner: First lien private credit yields compressed from 12% to 9%
“Private credit by early twenty-twenty-three, a lot of people were talking about it, but not a lot of people were doing things about it. By early twenty-twenty-four, they had. But you had a full year where you could deploy at 11, 12% First lien in new buyouts, …”
Brad Briner Oct 21, 2024 ▶ 39:15 Brad Briner - Family Office to Public Service (EP.413)
Assertion Partly supported
Briner: North Carolina pension holds a massive 52% fixed income allocation
“It's roughly 48% in aggregate equity exposure, including some private equity, but mostly public equity, and 52% investment grade fixed income. There's some other pieces in that, but largely investment grade fixed income. There's about seven and a half percent …”
Brad Briner Oct 21, 2024 ▶ 46:46 Brad Briner - Family Office to Public Service (EP.413)
Insight
Briner: Moving your own goalposts traps you on unintended career paths
“Don't move your own goalposts. And it goes a little bit back to the power plant story earlier. So many people find themselves on a path, and they don't really mean to be on that path. It's just because it's easy, and if they had talked to their younger self an…”
Brad Briner Oct 21, 2024 ▶ 1:02:02 Brad Briner - Family Office to Public Service (EP.413)

The other half of the tape: Brad Briner's own voice is left out of every number here. Other people bring the name up 4 times in 1 episode on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 4

Every mention by year

tap a year for its mentions
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0112024episodes it came up in
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2024 4 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Brad Briner - Family Office to Public Service (EP.413) Oct 21, 2024 38m
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