Dave Jerger

Chief Compliance Officer, WCM Investment Management · 1 appearance on the record.

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Dave Joerger is the Chief Compliance Officer at WCM Investment Management, a Laguna Beach asset management firm managing over $90 billion in assets. Alongside Sloane Payne, he is known for articulating and scaling WCM's trust-first, culture-driven operating model and non-hierarchical management disciplines.

6statements → 1claims → 1claims resolved → 3.83/5average certainty → 2.17/5average debate potential → 1said about them ↓

1 supported 0 partly supported 0 contradicted how the 1 claim stands · each chip opens the sources

1 assertion · 4 insights · 1 disclosure · every statement was checked. The predictions and assertion are the 1 claim: statements the public record can support or contradict. 1 is resolved. 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 Dave 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

Jerger: WCM managed billions before hiring its first in-house counsel

“When I came on board, they were running billions of dollars and hadn't had a single in-house counsel doing anything.”

Dave Jerger May 4, 2026 ▶ 7:58 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

What they said6 What others said1 Episodes1

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

Insight

AI edge requires the willingness to discard tools after two weeks

“I think the more competitive it comes from not just building the tool, but being willing to throw out the tool two weeks later because of how fast technology is progressing. And I don't even say that facetiously because Sherpa, Everest, those tools, we're lite…”

Dave Jerger May 4, 2026 ▶ 43:36 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Insight

Jerger: Documenting corporate values gives firms an excuse not to live them

“The second you write something down, you give yourself an excuse not to do anything else. And I think that's what's the hard part about our culture is it requires a lot more work Than just putting these concepts on a piece of paper. It's acting on those concep…”

Dave Jerger May 4, 2026 ▶ 22:54 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Insight

Jerger: Treating mistakes as survivable makes employees report errors earlier

“When you Treat mistakes like that. You tell people that they're survivable. And then when they believe that, they tell you the truth. They tell you it earlier. And then when they tell you the truth about anything, we just solve problems faster and better.”

Dave Jerger May 4, 2026 ▶ 28:59 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Insight

Non-punitive mistake handling turns a six-person compliance team into a hundred

“When you expand that scope out to the whole firm, you essentially turn your compliance team of five to six to a compliance team of a hundred. You have everybody looking out for the firm in the same way. And because they know they're not going to come to me and…”

Dave Jerger May 4, 2026 ▶ 30:10 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Disclosure

Jerger: WCM employees can start AI projects without permission or bureaucracy

“Anybody who wants to take on a project with a tool that they have access to on an AI side, they can just jump in and do it without question, without permission, without any bureaucracy.”

Dave Jerger May 4, 2026 ▶ 42:11 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Assertion Supported

Jerger: WCM managed billions before hiring its first in-house counsel

“When I came on board, they were running billions of dollars and hadn't had a single in-house counsel doing anything.”

Dave Jerger May 4, 2026 ▶ 7:58 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

The other half of the tape: Dave Jerger's own voice is left out of every number here. 1 statement on the record names them. every mention, with the transcript →

Statements about Dave Jerger, by other people (1)

Disclosure

Sloan Payne will retire in two years, with Dave Jerger succeeding him

“I'm retiring in two years, and he's taking over my job.”

Sloan Payne May 4, 2026 ▶ 13:23 Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)

Appearances (1)

Episode	Date	Speaking time
Sloane Payne and Dave Joerger – Why Culture Matters (EP.500)	May 4, 2026	15m

Dave Jerger

The record, in short

Their most notable supported claim

Statements about Dave Jerger, by other people (1)

Appearances (1)

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