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9 results for “cap tables”
“We are optimizing for diversity in terms of our cap table. It's our first institutional round and we know our next one is going to be a much bigger round and we want to concentrate that in one or two maximal three investors.”
...our cap table. It's our first institutional round and we know our next one is going to be a much bigger round and we want to concentrate that in one or two maximal three investors.
22:26 / 22:55
Business Mechanics22:26 – 22:55
That will be the liquid asset that will be appreciated at the time, and you can rebalance into equities while they're down and make benefit payments out of liquid assets that are appreciated. We have negative cash flow to the tune of 700,000,000 or t
53:59 / 55:04
from transcript53:59 – 55:04
is cheap, we can do something with that. We'll find a manager and add to them or whatever it takes. How do you balance the notion of static risk with the concept that there may be something like structured credit that you think is an opportunity? So
29:16 / 30:26
from transcript29:16 – 30:26
that suggests that we need to recognize a midterm target that's different from our long term target. And so that that's the three years ago framework. Right. And what I don't know if it's varied that much, but that baseline long term independent of m
32:16 / 33:18
from transcript32:16 – 33:18
And when it goes for you, you call it alpha, and you don't pay attention to it. But you should. You should pay huge attention to any source of alpha. It's probably beta. When you do that quantitative assessment to figure out what you own underneath,
28:27 / 29:46
from transcript28:27 – 29:46
...capital for that period of time. So that at the high level is the way we do things. And to the extent we can find ways
43:32 / 44:33
from transcript43:32 – 44:33
“Why finance people resist new tools even when they hate Excel”
they use Excel, but they want to replace it. Finance people want to stay with Excel because it's more just a tool. This is part of their even skills. Right? The finance person, one of the things that
15:48 / 16:28
market insight15:48 – 16:28
...pool of capital, I was surprised to see a very high return goal, at least in these market conditions. And the reports say, I mean, the annual report of Printco says above 10% a year. And then you want to generate high returns, beat market indexes, be
28:27 / 29:33
from transcript28:27 – 29:33
you're starting with a normalized or, you know, it's kind of a policy risk framework, and you wanna grab all these attractive pieces of risk. How does that happen? Again, we have this top down framework, but we also bottoms up. And we look externally
29:15 / 30:17
from transcript29:15 – 30:17
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