The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Giannini: Middle-market return dispersion is vast and widened over 10 years
“The larger firms, the largest, have a narrower dispersion of return. In other words, the difference in return is not that great between XYZ big firm. Don't tell them that, because they're also a top quartile. In the mid-market, there's a vast spread of return.…”
Mario Giannini Jul 18, 2022 ▶ 39:08 Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
Assertion Supported
Brown: Top PE firms like KKR and Apollo are tokenizing fund interests
“We're also seeing firms, and most recently KKR just announced this. Apollo also announced one. Hamilton Lane as well. They are tokenizing interests of their funds and putting them on the blockchain.”
Matt Brown Sep 26, 2022 ▶ 26:50 Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
Assertion Supported
Giannini: 30% of private equity deals historically are sponsor-to-sponsor exits
“30% of deals in private equity, and this is over time, have gone from one general partner to another.”
Mario Giannini Jul 18, 2022 ▶ 42:10 Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
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