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Neal Triplett

1 appearance on the record.

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

8statements → 1claims → 1claims resolved → 3.88/5average certainty → 2/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

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

1 assertion · 3 insights · 4 disclosures · 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 Neal 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
Triplett: Private investments make up approximately half of Duke's portfolio
“Privates are about half of the portfolio now, and so those are some things that I think given the risk culture at Duke, we're able to do.”
Neal Triplett Dec 16, 2019 ▶ 19:23 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)

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 Neal Triplett on measured tape to publish a rate. This says nothing about how they speak.

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

Insight
Triplett: Filling rigid portfolio asset buckets leads allocators to hire B-teams
“The way we think about it across the portfolio, as opposed to kind of picking and choosing buckets that we're trying to fill, that's, you didn't ask the question, those are the mistakes that we always make, is if we're trying to fill a bucket, that's usually p…”
Neal Triplett Dec 16, 2019 ▶ 18:23 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Disclosure
Triplett: Past returns are not a major driver in DUMAC manager selection
“Really returns aren't a big driver of our decision-making process. We want the best people in the portfolio working for Duke, and that's what we try to find.”
Neal Triplett Dec 16, 2019 ▶ 14:58 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Disclosure
Triplett: DUMAC selectively hedges emerging market and Chinese currency risk
“We don't tend to hedge our currency exposure in emerging markets, but we may get very nervous broadly about emerging markets exposure for macro reasons, and hedge that exposure even though it's quite expensive to do so, or something like China specifically, wh…”
Neal Triplett Dec 16, 2019 ▶ 13:21 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Disclosure
Triplett: DUMAC bought Chinese equities during the trade war dislocation
“We added some to Chinese equities in the midst of that as those equities had dislocated.”
Neal Triplett Dec 16, 2019 ▶ 14:09 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Insight
Triplett: Allocators should step away rather than dictate manager portfolio decisions
“We've hesitated to dictate to the managers how to manage their portfolio. We've tried that a few times. It becomes very messy and complicated, so usually we'll just step away at that point”
Neal Triplett Dec 16, 2019 ▶ 32:09 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Insight
Triplett: Managing people, boards, and student activists is a CIO's hardest job
“The things that are most challenging for me, I think, even though I like the team and the people, but I think managing teams and people and boards are probably the most challenging part of my job, and student groups especially, if you throw those in there. Tho…”
Neal Triplett Dec 16, 2019 ▶ 40:49 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Assertion Supported
Triplett: Private investments make up approximately half of Duke's portfolio
“Privates are about half of the portfolio now, and so those are some things that I think given the risk culture at Duke, we're able to do.”
Neal Triplett Dec 16, 2019 ▶ 19:23 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Disclosure
Triplett: DUMAC maintains position-level transparency on 90% of its portfolio
“We have full transparency on about 90% of our portfolio, so we have a very robust data set. We can look at daily P&Ls for all of our public managers. We have it all plugged into Bloomberg”
Neal Triplett Dec 16, 2019 ▶ 30:42 Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)

The other half of the tape: Neal Triplett'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 Gary Sernovitz 1

Every mention by year

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2023 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, Dec 16, 2019 9m
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