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Evan Roth

Co-Founder and Co-CEO, BBR Partners · 1 appearance on the record.

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

founderexecutiveinvestorhostbbrpartners.com/team/evan-m-roth ↗

Evan Roth co-founded BBR Partners in 2000 alongside Brett Barth, establishing an independent multi-family office for ultra-high-net-worth families. Before launching BBR, he worked in the Asset Management Division at Goldman Sachs and served as Director of Private Accounts at Global Asset Management.

12statements → 0claims → 0claims resolved → 3.92/5average certainty → 2.08/5average debate potential → ≈4.5/5argument clarity, estimated → 12said about them ↓

2 opinions · 8 insights · 2 disclosures · every statement was checked. none of them is a claim the record can settle: opinions, insights and disclosures never carry an assessment.

The record, in short

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

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 Evan Roth on measured tape to publish a rate. This says nothing about how they speak.

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

Opinion
Roth: Goldman Sachs experiences tension between rep and firm goals
“This is not to pick on Goldman. They are a great firm. We would not be here if it weren't for them, but that firm is where there's tension. Between the goals of the individual rep and the firm's goals.”
Evan Roth Feb 24, 2025 ▶ 13:29 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Opinion
Roth: Alpha in merger and convertible arbitrage no longer exists
“Merge your ARB, convert ARB, that alpha doesn't exist anymore.”
Evan Roth Feb 24, 2025 ▶ 45:47 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Wealth boutiques owned by PE or banks cannot remain boutiques
“This is part of the challenge that will happen with consolidation, which is you can't be a boutique owned by P.E., owned by a bank, and still be comfortable that you're gonna still play just beneath the surface, because scale matters in those firms.”
Evan Roth Feb 24, 2025 ▶ 1:04:45 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Running a non-profit board like a business will fail
“And the truth is, if you try to run a nonprofit board as a business, it will fail.”
Evan Roth Feb 24, 2025 ▶ 1:07:19 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Secondary liquidity relieves anxiety and stress for first-time founders
“Once there's some liquidity off the table, and I think this is probably true for a lot of first-time founders, you relax. I think that our anxiety and stress, while we would say we were fun-loving guys and we didn't bring anybody down in the office, my guess i…”
Evan Roth Feb 24, 2025 ▶ 27:54 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: No scientific formula guarantees families stick to asset allocations in downturns
“There isn't a scientific methodology to getting to the exact right asset allocation that a family will not only stay the course during difficult times, but buy their losers and sell their winners to make sure that we stay rebalanced.”
Evan Roth Feb 24, 2025 ▶ 36:11 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Striving for excellence requires accepting the friction of manager turnover
“If you're trying for excellence, you can't ever get comfortable that it's just ok. And when it's not, be ready for all the commotion that comes with turnover. You gotta tell the manager. You gotta tell the client that things didn't work out the way that you pl…”
Evan Roth Feb 24, 2025 ▶ 50:18 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Enduring investment firms require founders to accept dilution
“You have to be willing to be diluted. You have to be willing to know that you're not going to be selling at the highest print, but what you are getting is a firm that's going to be around a lot longer than we are.”
Evan Roth Feb 24, 2025 ▶ 1:00:02 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Good non-profit governance strictly requires board term limits
“Good governance to me, there has to be term limits. And after your ninth year on the board, even if you feel like you are irreplaceable, you aren't.”
Evan Roth Feb 24, 2025 ▶ 1:08:21 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Disclosure
Roth: BBR Partners manages $32B across roughly 180 families
“And where we are today is we have a 190 people at the firm. In three offices, New York, Chicago, and San Francisco, we manage money exclusively for wealthy families. There are about a 180 families where we're overseeing their wealth, and that's thirty two bill…”
Evan Roth Feb 24, 2025 ▶ 8:03 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Insight
Roth: Early revenue pressure makes it hard to reject ill-fitting clients
“It's pretty hard in the beginning to say no to revenue. We made some mistakes along the way there, but once we were comfortable, once we knew we were a company built to last, we could then say, even for clients that wanted to hire us and that would have moved …”
Evan Roth Feb 24, 2025 ▶ 28:28 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Disclosure
Roth: No employees at BBR Partners receive commission pay
“Nobody at BBR gets paid on commission. Everything's oriented towards team.”
Evan Roth Feb 24, 2025 ▶ 13:45 Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)

The other half of the tape: Evan Roth's own voice is left out of every number here. Other people bring the name up 12 times in 2 episodes on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 4Brett Barth 4

Every mention by year

tap a year for its mentions
00418120172018201920202021episodesmentions
01120172018201920202021episodes it came up in
0040.58120172018201920202021episodesmentions per episode
2021 4 mentions in 1 episode
2017 8 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) Feb 24, 2025 23m
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