John Jackson

1 appearance on the record.

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

8statements → 7claims → 1claims resolved → 3.38/5average certainty → 1.88/5average debate potential → ≈4.5/5argument clarity, estimated →

1 supported 0 partly supported 0 contradicted 6 not checkable as stated how the 7 claims stand · each chip opens the sources

2 predictions · 5 assertions · 1 disclosure · every statement was checked. The predictions and assertions are the 7 claims: statements the public record can support or contradict. 1 is resolved, and 6 name 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 John 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
Jackson: Multi-strategy pod shop investors keep only ~45% of gross returns
“We've seen the pass-through cost structure eat away at investor returns, so now I think on average the end investor is keeping around maybe 45% of the gross return”
John Jackson Oct 23, 2023 ▶ 31:00 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

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 John Jackson on measured tape to publish a rate. This says nothing about how they speak.

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

Assertion Supported
Jackson: Multi-strategy pod shop investors keep only ~45% of gross returns
“We've seen the pass-through cost structure eat away at investor returns, so now I think on average the end investor is keeping around maybe 45% of the gross return”
John Jackson Oct 23, 2023 ▶ 31:00 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Prediction Not checkable as stated
Jackson: Next credit cycle will be drawn out rather than a sudden bust
“I think the one difference about this may be relative to past credit bust, if you will, is we don't think there'll be a big moment of bust and a de-leveraging. To us, this might be a more long drawn out period where we can produce maybe more than equity-like r…”
John Jackson Oct 23, 2023 ▶ 32:57 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Assertion Not checkable as stated
Jackson: Mercer includes 80 sub-$2B and over 24 sub-$500M hedge funds
“Roughly 80 of those are sub two billion in AUM today on that list. A little more than two dozen of those, I think, are below five hundred million in AUM.”
John Jackson Oct 23, 2023 ▶ 28:21 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Disclosure
Mercer: Credit and macro are the most exciting hedge fund areas moving forward
“I think credit and macro are the two areas that we are most excited about moving forward.”
John Jackson Oct 23, 2023 ▶ 32:26 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Prediction Not checkable as stated
Jackson: Cross-asset volatility will remain elevated for 3 to 5 years
“And then macro, we just think volatility really across everything is going to stay elevated. So across equity markets, across credit markets, across interest rates, across commodities. And we think macro, both systematic and discretionary, are probably the bes…”
John Jackson Oct 23, 2023 ▶ 33:19 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Assertion Not checkable as stated
Jackson: Mercer's 35-person hedge fund team conducts over 800 annual meetings
“There's 35 members on the hedge fund team across the globe, US, Europe, Asia. On average, we take in excess of over 800 meetings a year. Roughly a third of those is spent on new opportunities or new ideas that are coming to market.”
John Jackson Oct 23, 2023 ▶ 18:23 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Assertion Not checkable as stated
Mercer has 240 hedge funds on its approved list, with 20-30% closed
“There's approximately 240 hedge funds on that list today. Frankly, larger than we would prefer, but at any point in time, 20 to 30% of those are closed due to capacity issues.”
John Jackson Oct 23, 2023 ▶ 23:52 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
Assertion Not checkable as stated
Jackson: Over 50 Mercer-approved hedge funds joined within two years of launch
“I think of the 240 today, a little more than 50 came onto our approved list within the first two years of their life.”
John Jackson Oct 23, 2023 ▶ 28:51 Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)

Appearances (1)

EpisodeDateSpeaking time
Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345) Oct 23, 2023 16m
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