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 Contradicted
Chabran: Tikehau Ranks Among Top Five Global Asset Managers by Equity Base
“If you were to look at the equity base, I'm not talking the market cap, right? I'm looking at the odd equity base that TKO is benefiting from. You'd be surprised to see that we rank within the top five of the global asset manager, albeit with a much smaller AU…”
Mathieu Chabran Oct 12, 2020 ▶ 19:10 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Assertion Supported
Chabran: Tikehau Capital launched with €4M, including €400K of co-founders' capital
“We started with friends and family, you know, putting together four million euros. And it's obviously a tiny in the scope of things when you start, you know, this business, but we went all in as far as we were concerned. The small bonuses, you know, we had the…”
Mathieu Chabran Oct 12, 2020 ▶ 9:10 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Assertion Supported
Chabran: Tikehau kept its original multi-asset pitch from €4M to €26B AUM
“Today's, let's call it 25, twenty six billion AUM. But when we pull out our very first pitch, when we were managing four million, it was actually a few slides where we're saying we want to be exposed to credit, which is what we were coming from. We want to be …”
Mathieu Chabran Oct 12, 2020 ▶ 16:27 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Assertion Supported
Chabran: Key leadership roles at Tikehau Capital are held by female partners
“All our top jobs, including CFOs, head of private debt, head of CLOs, head of various countries, are held by some of my female partners.”
Mathieu Chabran Oct 12, 2020 ▶ 22:53 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Assertion Supported
Chabran: 80% of US Companies Use Non-Bank Financing Versus 20% in Europe
“The very fact that, you know, the numbers 80% of the companies are non-bank finance in the U.S., when in Europe, the contrary, it's 20%.”
Mathieu Chabran Oct 12, 2020 ▶ 47:59 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Assertion Supported
Chabran: Lehman Brothers Held Single-A Rating Days Before Bankruptcy
“On Friday, September the 13th, 2008, Lehman Brothers were singly raided. On the Monday morning, it had defaulted, and that was the catalyst to, you know, a much wider situation.”
Mathieu Chabran Oct 12, 2020 ▶ 51:52 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
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