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 57 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
McDaniel: Harvard endowment paid bond managers $30M each in 2004
“It was when the students were protesting the pay of two bond managers, Samuels and Middleman. They got thirty million bucks a year, that year, to manage bonds for the university endowment.”
Kip McDaniel Aug 7, 2017 ▶ 7:14 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Assertion Partly supported
Private capital funded 80% of LaGuardia Airport's refurbishment
“So my understanding is that 80% of the capital into that refurbishment is private capital, is our core audience.”
Kip McDaniel Aug 7, 2017 ▶ 12:07 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Prediction Held up
McDaniel predicts Mass PRIM's Sarah Samuels will become a CIO
“Sarah is the deputy CIO. When you speak to her, she, you know, knows exactly what she's talking about. She's at a big public plan. She will be a CIO one day, and at that time she was she may still be in her late thirties.”
Kip McDaniel Aug 7, 2017 ▶ 22:34 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Disclosure
McDaniel estimates 95% of his conversations with sources are off the record
“95% of my conversations are off the record now.”
Kip McDaniel Aug 7, 2017 ▶ 29:19 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Assertion Not checkable as stated
Britt Harris accelerated institutional use of private equity strategic partnerships
“He, maybe not pioneered, but really accelerated the use of strategic partnerships.”
Kip McDaniel Aug 7, 2017 ▶ 40:44 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Assertion Partly supported
Canada Pension Plan effectively doubled its Skype investment within a year
“I think of Canada Pension Plan joining with Silver Lake and buying Skype. And waiting it out for like six months, there are some legal issues, and effectively doubling their investment in a year.”
Kip McDaniel Aug 7, 2017 ▶ 51:56 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Insight
Marketers stay frustrated by print's unverifiable, opaque readership
“And there persists in being frustration on the side of marketers with print products because it is such an opaque market when it goes out in the world and you have no idea if it's going to be read.”
Kip McDaniel Dec 9, 2019 ▶ 12:11 Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
Disclosure
Institutional Investor avoids breaking newswire scoops due to P&I's larger staff
“We don't really search them out because P&I has a larger team of journalists and does that very well. So the Newswire stuff is not our gig. It's just not worth it for us.”
Kip McDaniel Dec 9, 2019 ▶ 49:57 Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
Assertion Partly supported
Harvard rowing coach Harry Parker mentored Bill Ackman and Reade Griffith
“One of the most important people in my life, he actually was the most important people in a lot of people's lives in finance, is a guy named Harry Parker, who was the Harvard rowing coach for 53 years. He coached Bill Ackman, coached Reed Griffith, who runs Te…”
Kip McDaniel Aug 7, 2017 ▶ 1:04:17 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
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