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Marc Lasry

Chairman & CEO, Avenue Capital Group · 1 appearance on the record.

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

investorfounderexecutive@marclasry1 ↗avenuecapital.com/Team ↗Wikipedia ↗YouTube ↗

Marc Lasry is the Chairman, CEO, and co-founder of Avenue Capital Group, an alternative investment firm focused on distressed debt and credit. He also previously served as co-owner of the NBA's Milwaukee Bucks from 2014 to 2023.

29statements → 10claims → 3claims resolved → 100%fully supported → 3.83/5average certainty → 1.93/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

3 supported 0 partly supported 0 contradicted 1 not yet assessed 6 not checkable as stated how the 10 claims stand · each chip opens the sources

4 predictions · 6 assertions · 3 opinions · 7 insights · 9 disclosures · every statement was checked. The predictions and assertions are the 10 claims: statements the public record can support or contradict. 3 are resolved, 1 is not yet assessed, 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 Marc 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

Prediction Held up
Lasry: Private equity will not return 15-20% over the next three years
“Today, you can make loans at 12 to 15%, because nobody else is making them, and you're senior and you're secured, but I don't think private equity over the next three years is gonna make you 15, 20%, and if it does, that's great,”
Marc Lasry May 15, 2023 ▶ 35:55 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
100% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

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 Marc Lasry on measured tape to publish a rate. This says nothing about how they speak.

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

Assertion Not checkable as stated
Lasry: Cowen distressed group posted 70% and 60% consecutive annual returns
“I mean, we were up our first year 70%. So 70% on fifty million is Thirty-five million dollars on five hundred million, which is what they were doing. It was a lot of money. And the following year, we were up 60%.”
Marc Lasry May 15, 2023 ▶ 13:04 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Assertion Not checkable as stated
Lasry: Doubled proprietary capital annually for five straight years starting in 1990
“It was about 5,000,010 million. But we doubled the money every year for about five years, and that's how we started Avenue.”
Marc Lasry May 15, 2023 ▶ 16:12 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Disclosure
Lasry: Avenue Capital plans to launch a sports investment fund
“I think we're gonna go do a sports fund, mainly because I think I learned quite a bit about investing in sports and understanding sports that I don't think others know.”
Marc Lasry May 15, 2023 ▶ 35:29 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Disclosure
Lasry: Avenue Capital shifted from 80% public bonds to 80-90% private credit
“10 years ago, 80% of everything we did was public. We'd buy public bonds. Today, 80 to 90% of what we do is private. So it's all bilateral.”
Marc Lasry May 15, 2023 ▶ 40:07 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Disclosure
Marc Lasry: Avenue Capital launched venture debt by hiring Hercules executives
“So we started a venture debt group. Because the folks who used to work at Hercules were leaving, and they came over, and we hired all three guys and raised a fund around that, and that fund's done great, mainly because the people we brought in are super talent…”
Marc Lasry May 15, 2023 ▶ 43:13 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)

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

Who brings them up most Marcia Page 1

Every mention by year

tap a year for its mentions
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0112023episodes it came up in
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2023 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315) May 15, 2023 48m
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