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
Moseley: APFC owns 299 Park Avenue but cannot occupy space there
“Say, two 99 Park Avenue, which is a building we own, but I'm not allowed to occupy space there.”
Steve Moseley May 3, 2021 ▶ 1:10:28 Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
Assertion Supported
Moseley: APFC needs 18 months to get legislative approval for an FTE
“It might be that it takes 18 months to get approval for, because we have to go through a legislative budgeting and approval process, to get approval for an extra FTE”
Steve Moseley May 3, 2021 ▶ 1:09:24 Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
Assertion Supported
Moseley: Alaska's initial $900M oil lease dwarfed its $219M state budget
“The first lease sale Which I think was in 1969 or 19 70 in Alaska, was nine hundred million dollars. So nine hundred million dollars in those 19 70 dollars went to the state treasury. But the state was tiny and the economy was stalled. The whole budget, the Al…”
Steve Moseley May 3, 2021 ▶ 11:42 Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
Assertion Supported
Moseley: APFC holds $75B, with $20B in actively managed private markets
“So the overall fund is about seventy five billion dollars today, and 16% of that Today, it's marked at about, ah, 12 and a half billion is private equity. Altogether, we have, excluding real estate and excluding hedge funds, it's about twenty billion in assets…”
Steve Moseley May 3, 2021 ▶ 17:36 Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
Assertion Supported
APFC holds about $2.5 billion in internally managed credit and infrastructure
“We've got about two and a half billion in private credit and infrastructure and those neighboring activities, those activities that overlap on the margin with private equity. Are also actively managed internally.”
Steve Moseley May 3, 2021 ▶ 21:19 Innovation in Private Markets 1: Steve Moseley – The Space in Between GPs and LPs at Alaska Permanent Fund (Capital Allocators, EP.192)
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