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 6 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
No errors were ever found in the UC Regents investigation
“And that to this day we stand behind entirely because there's never been one error found with the story. And it's a story of UC Regents and Jagdeep Basher.”
Kip McDaniel Dec 9, 2019 ▶ 27:42 Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
Assertion Supported
There are four PR people for every journalist
“I believe there's four PR people for every journalist now. I suspect it's even higher in the financial industry.”
Kip McDaniel Dec 9, 2019 ▶ 21:47 Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
Prediction Held up
Average private fund fees have dropped to 1.5 and 18
“Now, I think that's going the way of the dodo. You know, it's, what is it, 1.5 and 18 now, but nothing says it's going to rebound to where it was. In average.”
Kip McDaniel Aug 7, 2017 ▶ 41:39 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
Assertion Supported
Canadian pension governance structures insulate compensation from political control
“The Canadians really set up the model so they're paying market wages. They may not be able to pay as much as Goldman Sachs in Toronto, but they're pretty darn close. They also set it up so that pay doesn't, it's not one year thing, it's three or five year thin…”
Kip McDaniel Aug 7, 2017 ▶ 50:30 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
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)
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)
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