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 5 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
Research shows diverse manager return distribution exactly matches general funds
“The research has shown that the distribution in diverse and women managers is exactly the same as the distribution in the general funds without a diversity lens.”
Kim Lew Aug 17, 2020 ▶ 33:36 Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
Assertion Partly supported
Ford Foundation under Linda Strump held no hedge funds, capped PE
“Linda at the time didn't believe in hedge funds. The private equity portfolio was 10%. That was it.”
Kim Lew May 14, 2018 ▶ 26:38 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Assertion Partly supported
Liu: Ford Foundation began venture investing in 1974, capping it at 10%
“Despite the fact that the Ford Foundation had a tremendous venture portfolio, because it had started investing in venture in 74, it was only 10% of the portfolio.”
Kim Lew Apr 1, 2024 ▶ 13:22 Training Grounds – Carnegie Corporation of New York (EP.377)
Assertion Contradicted
Harvard Business School historically increased Black enrollment by adding a new section
“The way that they were able to increase the number of black students at HBS is by adding a new section. So no one felt threatened. We just have a brand new section. It's not like all the African-American people are in that one section. We sprinkle them through…”
Kim Lew Aug 17, 2020 ▶ 45:42 Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
Assertion Supported
Lew: Ford Foundation managed one-third of its portfolio internally in 1990s
“At the time, Ford managed a huge, a third of their book was managed internally, people picking stocks, and that's what they were hiring for.”
Kim Lew May 14, 2018 ▶ 14:31 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
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