Is this your office?
Files pour in from everywhere. Someone's entire job is saving and organizing them.
Has anyone pulled the latest statement for this manager?
Should be in the folders!
I've been through everything. Nothing's there.
When someone leaves, years of context go with them.
Can you take over the analysis for this manager?
That was always Bob's thing — I never touched it.
See if he left anything in OneNote before you start fresh.
Portfolio data in one place, performance in another, documents somewhere else.
Board deck needs updating — BNY Mellon, MSCI, and NEPC as usual.
Same as always — NAV, performance, consultant commentary?
Exactly. Give me two weeks.
2-3 weeks of NAV reconciliation. By the time numbers are final, they're stale.
I ran BNY's report against our records — we're off by 205 basis points.
Do you know where the gap is coming from?
Three managers don't reconcile. Two had the same issue last month.
There's never enough time for the analysis that actually matters.
We need to close two private credit managers this quarter.
Nine are in the pipeline, but most are stuck at DDQ.
How long to push them through?
We don't have the bandwidth right now.
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