From Barstool Idea to Billions in Assets
Top quote from this week’s conversation with Will England, Derek Drummond, and Tony Caruso on co-founding Dockside Platforms — and taking it from barstool brainstorm to billions in assets. With thanks to @AlphaSenseInc, @CanoeAI, & SRS Acquiom. https://t.co/MmhrV7zcGF
Create a Safe, Trusted Workplace for Honesty and Initiative
"You want people to feel safe enough to be honest at work but also trusted enough to take ownership and initiative." - Sloane Payne (EP.500) With thanks to @AlphaSenseInc, @CanoeAI, and SRS Acquiom.
Character, Trust, Ownership Power WCM’s $120B Growth
Character, trust, and shared ownership sit at the center of WCM’s rise to $120B. COO Sloane Payne and CCO Dave Joerger unpack the their practices: hiring, accountability, succession, and why culture matters. https://t.co/vlSCtncOM6 With thanks to @AlphaSenseInc, @CanoeAI, and SRS Acquiom.
Embrace Bad Deals: Speed and Risk Drive Roll‑Up Success
"If every deal is right in roll up, we're either not taking enough risk or not moving fast enough. It's okay to have a bad deal — that's the beauty of the model." - Alex Sloane (EP.499) With thanks to @AlphaSenseInc,...
Leverage and Poor Integration Undermine Roll‑Up Success
"What blows up roll ups over time, at least in our experience, is leverage and lack of integration." - Matt Perelman (EP.499) With thanks to @AlphaSenseInc, @CanoeAI, and SRS Acquiom.
Operating Expertise Fuels Garnett's Disciplined Buy‑and‑build Growth
Operating experience, speed, and disciplined scale define Garnett Station Partners’ buy-and-build strategy. Co-founders Alex Sloane and Matthew Perelman share their path from franchise operators to investors, plus their playbook behind sourcing, integration, capital allocation, and long-term value creation. https://t.co/aXSbsUHr9g With thanks to...
Seven Firms Dominate 30% of S&P 500 – Rethink Benchmark
"30% of the S&P 500 is made up by seven companies. The S&P 500 should not be the benchmark for your portfolio. If you do that, you are exposed only to US large cap companies." - Rodney Comegys (EP.498) With thanks to...
Scaling Investment Firm Culture Without Losing Identity
Investment firms are being transformed by culture, trust, and scale. Scott MacDonald speaks with WCM’s Sloane Payne and Dave Joerger on scaling culture and preserving identity through growth. https://t.co/m37ULgp642 With thanks to @cartainc.
Inside Vanguard's Massive Index Fund: Structure, AI, Governance
What does it take to run one of the world's largest index fund operations? Rodney Comegys of Vanguard breaks down the philosophy and mechanics — ownership structure, equity concentration, governance, private assets, and AI. https://t.co/KDr1BxQ58M With thanks to @AlphaSenseInc, @CanoeAI, and Ridgeline.
Prioritize Meaningful Conversations and Relationships for Effective Leadership
"If you want to lead well, organize your day around the conversations that matter and the relationships that need attention. That’s what compounds." - Randall Stutman (EP.497) With thanks to @AlphaSenseInc, @CanoeAI, and Ridgeline.
Swap Feedback for Suggestions to Reduce Resistance
"Get out of the feedback business and into the suggestion business. You can say more, more often, with a lot less resistance just by how you frame it." - Randall Stutman (EP.497) With thanks to @AlphaSenseInc, @CanoeAI, and Ridgeline.
Admired Leaders Excel Through Feedback, Behavior, Followership
Leadership is shaped by behavior, feedback, and followership. A conversation with Randall Stutman, founder of @AdmiredLeaders, on what admired leaders do differently, giving feedback, and the behaviors that drive results. https://t.co/UAyXtb5Nqq With thanks to @AlphaSenseInc, Canoe, and Ridgeline.
Asset Managers Embrace Philanthropy with Giving Pledge Initiative
Philanthropy is entering the playbook for asset managers. Joel Holsinger, Co-Head of Ares’ $50B Alternative Credit strategy, on Promote Giving, his giving journey, and bringing the Giving Pledge to investment firms. https://t.co/OEAxCOYMHD
Buyout Assets Mispriced, Returns Don’t Justify Risk
"In the buyout space, we don’t think assets are priced to get a reasonable return for the risk we're taking." - Bruce MacDonald (EP.495) With thanks to @AlphaSenseInc, Canoe, and Ridgeline.
AI and ERP Transform Private Market Operations
Private markets are shaped by software, networks, and reinvention. On Investment Management Operations, Scott MacDonald speaks with Henry Ward of Carta on building the ERP for private markets, navigating pivots, and where AI could reshape SaaS. https://t.co/bPwrEO7Owl