Mark Baumgartner

CEO & CIO, UFICO · 2 appearances on the record.

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

investorexecutiveengineerufico.ufl.edu/team/mark-baumgartner ↗

Mark Baumgartner is an institutional allocator serving as CEO and CIO of the University of Florida Investment Corporation. He previously served as CIO for the Institute for Advanced Study, Carnegie Corporation of New York, and the Dalio Family Office.

25statements → 5claims → 1claims resolved → 3.84/5average certainty → 2.04/5average debate potential → ≈4.0/5argument clarity, estimated →

1 supported 0 partly supported 0 contradicted 3 not yet assessed 1 not checkable as stated how the 5 claims stand · each chip opens the sources

1 prediction · 4 assertions · 3 opinions · 8 insights · 9 disclosures · every statement was checked. The prediction and assertions are the 5 claims: statements the public record can support or contradict. 1 is resolved, 3 are not yet assessed, 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 Mark 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
Baumgartner: 2014–2018 equity returns doubled consensus forecasts while volatility halved
“Back in 2013, 20 14, you've got bears projecting low returns... You've got folks like Goldman and JP Morgan, and the folks who publish capital market expectations, and you see, eh, equities, seven percent annualized return, 15% vol... Now, you fast forward fiv…”
Mark Baumgartner Nov 26, 2018 ▶ 28:33 Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)

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 Mark Baumgartner on measured tape to publish a rate. This says nothing about how they speak.

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

Insight
Baumgartner: Military OODA Loop Framework Applies to Crisis Allocation
“A way of approaching that is with an OODA loop, and that's an acronym for Observe, Orient, Decide, and Act. It's from the Air Force, Colonel John Boyd. He designed it as a framework for pilots who were facing dogfights, and so you can use both of those as anal…”
Mark Baumgartner Apr 2, 2020 ▶ 4:22 Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)

Appearances (2)

EpisodeDateSpeaking time
Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128) Apr 2, 2020 17m
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Nov 26, 2018 44m
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