Managing Principal - Graham Allen Partners
South Bend, Indiana
Joined November 2010
- Tweets152
- Following190
- Followers299
- Likes7
Tracy Graham retweeted
🤝🏼Hiring
✍🏽Onboarding and development
⭐Performance management
#GenerativeAI has the potential to positively reshape #HR functions for leaders that embrace the emerging tech. Explore the potential use cases, benefits, and risks: mck.co/3SbgJlL #HR
Proud to be an inaugural signatory of this initiative.
ILPA is delighted to release the first report in our Diversity in Action - Sharing Our Progress series. This first report shares insights from our signatory network on #DEI metrics and data capture in #privateequity read the full report, ilpa.org/diareport
Tracy Graham retweeted
Congrats to Mark and his team on. The official launch of Eads Bridge Holdings. Bridging the informational divide of technology to secondary markets!
Tracy Graham retweeted
The manufacturing renaissance/onshoring theme means US-focused capex companies should outperform.
And they are.
#economics #economy #GDP #capex
#onshoring #reshoring #investment #stocks
"I learned to optimize for integrity over capability. And that was a huge learning because I didn't think that that's how great teams were built." Critical, irrespective of industry, size, or life cycle. Great episode.
My conversation with @chamath.
We discuss:
- personal finance
- inequality
- value investing
- health care
- climate change
- lessons from Social Capital
Chamath is a central figure in markets in 2021, and this is different kind of discussion. Enjoy!
joincolossus.com/episodes/33…
Industry agnostic advice "Digitalization is affecting all aspects of the conventional supply chain-it is so tempting to think of digital as a creative revenue-But really, it's a fundamental shift. And if you don't believe that for your own segment, what happened to Tower Records?
My conversation with @joosterizer on the business of gaming
- GameStop’s rise and fall (we recorded before the recent madness but this gives great history)
- The shifting business models from birth of Nintendo to today
- the 4 major trends for the future
joincolossus.com/episodes/14…
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Tracy Graham retweeted
Interview principles:
- prepare with context, not questions
- optimize for novelty
- ask for clarification if needed
- set a high energy level
- laugh easily
- search for “secrets”
- help deliver lessons through stories
- minimize pause between an answer and next question
- STFU
Just saw another Prime commercial. 2-hour delivery. Is this the new standard? Impenetrable moat?
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Can local businesses survive long term if Amazon continues to set new standards for delivery speed , technology, and scale?
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The "democratization of education" which plants the seed for ambition is a really interesting and relevant topic in this one by @_ram_ and @patrick_oshag . Curious to see how Higher-Ed will hedge against this proliferation of alternative knowledge acquisition.
My conversation with @_ram_, the founder of Octahedron
- scope of the coming internet opportunity
- key levers in 8 internet business models 🤯
- the Carvana playbook
As a friend said “this morning’s pod is NOT a 1.5x listen.”
Ram’s passion is palpable
joincolossus.com/episodes/22…
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Tracy Graham retweeted
Weekly Colossus update:
🎙 Episodes: @tgraham27 and @zoink @ joincolossus.com
👩💻 Hiring: front-end dev - bit.ly/2WzQRSo
📰 Colossus Weekly Newsletter: bit.ly/2X9HetY
🗺️ 2021 Ambitions: Read on for our 2021 roadmap.
Humbled to be a part of the incredible platform and roster @patrick_oshag has built with @InvestLikeBest and now @joincolossus . I hope everyone has a rejuvenating holiday.
My conversation with Tracy Graham on lower and middle market private equity.
We discuss:
- regional manufacturing and health care
- mispriced data sets inside smaller regional businesses
- unlocking value from previously unused data
- Lou Holtz
Enjoy!
joincolossus.com/episodes/86…
Tracy Graham retweeted
Great bit by @BrentBeshore. Peter Cancro from @jerseymikes is a prime example of this. Started by making subs at 14. Bought the original Mike's Subs at 17. Oversees 2000+ stores today as CEO and still rolls up his sleeves to get behind the counter. Their commercials reaffirm.
Tracy Graham retweeted
We've been experimenting with ways to communicate with operators and this is our first shot at a mini-essay. The goal is to convey an important concept in the most compact way possible.
Thoughts?
We will look back on this as a pivotal moment and inflection point for Private Markets. Democratizing access for the retail investor without the gatekeeper phenomenon and bottlenecks that litter the traditional IPO process. Massive win for supply/demand advocates.
A wonderful 2020 Xmas present to the founders, employees, & investors at VC-backed startups. SEC just APPROVED the ability to add primary capital (fundraise) to a direct listing. It's very exciting to see the SEC enable innovation in this way. (more) sec.gov/rules/other/2020/34-…
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We will see more private capital come downstream as a result of this in attempt to meet return metrics. @tseides
A simple but important takeaway. Building the strategic asset called “your network” is a critical sourcing strategy, specifically, as you look for idiosyncratic opportunities. Given the dry powder in Private Markets, leaning into this strategy will be paramount in 21’.
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Tracy Graham retweeted
A simple but important takeaway. Building the strategic asset called “your network” is a critical sourcing strategy, specifically, as you look for idiosyncratic opportunities. Given the dry powder in Private Markets, leaning into this strategy will be paramount in 21’.
An evolution of the endowment model to focus on pockets of inefficiency, biotech and, specialized credit. My conversation with Andre Perold, once the 2nd guest on the show.
With thanks to @coinbase, @iconnections2, and @NorthernTrust
capitalallocatorspodcast.com…
Tracy Graham retweeted
ILPA is delighted to welcome new signatories who are committed to taking concrete action to improve #DEI in #privateequity. We look forward to convening all Diversity in Action signatories to pursue change that will move our industry forward. Learn more ilpa.org/ilpa_diversityinact…
