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 9 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
Pension fund returns drove Lucent's corporate earnings in the 1990s
“I used to make the joke that Lucent was really a pension fund with a little bit of technology on the side, which is what drove the earnings of the company for that whole time, but nobody thought that joke was funny except for me, but it was actually pretty clo…”
Colette Chilton Jan 25, 2021 ▶ 13:19 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Partly supported
Lucent headcount plunged from 150,000 to 8,000 during Chilton's tenure
“When I started at Lucent, there were a 150,000 employees, and when I left, there were 8000 employees.”
Colette Chilton Jan 25, 2021 ▶ 14:26 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
Andreas Halvorsen helped start Williams' portfolio, imparting Tiger's investing style
“Andreas Halvorsen was part of the committee that started this portfolio, and there are a lot of Williams people who have worked at Tiger or Tiger family firms, and so what that means for our portfolio today is there's kind of this fundamental bottom-up kind of…”
Colette Chilton Jan 25, 2021 ▶ 34:30 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
Williams College endowment supports over 50% of the operating budget
“Whereas at Williams, we support over 50% of the operating budget, so it's incredibly important, but there are like people I knew who retired and were relying on what we did every day.”
Colette Chilton Jan 25, 2021 ▶ 7:32 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
AT&T was among the first corporate pensions to back venture capital
“AT&T was one of the first corporate pension funds to invest in venture capital and private equity.”
Colette Chilton Jan 25, 2021 ▶ 11:39 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
Bill Simon, Andreas Halvorsen, and Paul Singer advised Williams College
“So the chair of that committee was Bill Simon, is famous for almost being the Republican governor of California. He's a wonderful person and a dear friend. So he chaired that and then people on the committee were like Andreas Halverson and Paul Singer and just…”
Colette Chilton Jan 25, 2021 ▶ 21:07 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
Williams College endowment grew from $1.5 billion to $3 billion
“You know, when I started, the pool was 1.5 billion, and now it's three billion over 14 years, and we've tried to keep the number of managers the same as when I started.”
Colette Chilton Jan 25, 2021 ▶ 24:53 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
Elliott's Paul Singer was a longtime Williams investment committee volunteer
“Paul was an incredible committee member and served for a long time, and he's not an alum. He has two sons who went to Williams, which is how he got involved and was an incredible non-alum volunteer.”
Colette Chilton Jan 25, 2021 ▶ 36:05 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Assertion Supported
Chilton: Williams College avoided borrowing during the 2008 financial crisis
“We didn't get upside down in the last financial crisis and have to borrow because we couldn't get money in our portfolio, and that's just really important to Williams.”
Colette Chilton Jan 25, 2021 ▶ 37:39 Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.