Amanda Harris

Credit by day. Happy place is where the wild things go #GoBlue #FindYourPark #ProtectPublicLands

[Amanda Harris @_AmandaHarris]

“We are the last generation that can experience true wilderness...we need to protect these areas of unaltered wilderness...so we never forget what the real world is like in balance, the way nature intended the earth to be”
-@patagonia’s Yvon Chouinard (Let My People Go Surfing)

[Amanda Harris @_AmandaHarris]

@MindTheGapMTG @ACapitalLP This is an inane response so sincerely hope it’s agentic AI slop to hawk your wares and not your earnest best understanding of video

1) Don’t need to read a loan doc to know a company’s industry. 2) Portfolio mgmt techniques can manage more names and across asset classes

[Amanda Harris @_AmandaHarris]

@ShitFund The wordplay makes me happy, the content of said words makes me sad

[Amanda Harris @_AmandaHarris]

@ShitFund Thankfully NFTs aren’t spec asset du jour anymore but personally hope we go full-circle back to tulip bulbs

[Amanda Harris @_AmandaHarris]

Headlines and chatter is focused on private credit but I’m wondering what happens once NAV marks roll forward given fund-level leverage in the system. Would LPs not care if equity marks are flat despite portco’s debt trading off/implying impairment?

[Amanda Harris @_AmandaHarris]

@lolviolence “Men love quests” - always be questmaxxing

[Amanda Harris @_AmandaHarris]

In another life, I was a surfer/snowboarder bum. Alas

Merry Christmas from one of my favorite and prettiest places in the world 🤍

[Amanda Harris @_AmandaHarris]

Signal-boosting because well-done and great read

Also wish had understood this younger / emphasis this 100x —> “There is a very, very fine line between functionality and simplicity, which actually takes 10+ years to learn.”

[Gregory Blotnick @gregoryblotnick]

https://t.co/0BAXy61Gl0

[Amanda Harris @_AmandaHarris]

@holistic_pm @bankingslut Granted I don’t focus on this area / specific subspace so may be very off-base here — I generally haven’t heard of successful CV exit stories. I’ve heard more about how it’s messed up the typical earning trajectory for current upper/mid PE cohort class lol

[Amanda Harris @_AmandaHarris]

@bankingslut @holistic_pm I’m morbidly curious if a) any deals in this sample size “exited” via CV-squared and b) if so, what portion of DPI and IRR are attributable to this

[Amanda Harris @_AmandaHarris]

@demiurgently I also think there’s generally more personality types - esp the more heavy legacy like he’s mentioning - who tend to be quite risk-averse and highly prestige/status oriented

[Amanda Harris @_AmandaHarris]

@BigJohn043 Isn’t there an increasing amount of non-equity law partners, especially within Big Law? Would be curious if chart tells same story once including all partners

Do anecdotally think there’s been a general trend towards more complex transactions/deal structures fwiw

[Amanda Harris @_AmandaHarris]

Surely this is satire and not an earnest attempt to promote noblesse oblige using - of all the possible historical examples - British aristocracy?

[Financial Times @FT]

Elon Musk and Jeff Bezos will not live forever, so perhaps they are contemplating how to deploy their billions in the long term. What can the descendants of the aristocracy that dominated Britain from the Middle Ages to the first world war teach them? https://t.co/est15paM0y

[Amanda Harris @_AmandaHarris]

@ACapitalLP ^ this. Also I think speaks to how when you have a true mastery in understanding a situation, you can explain it in very plain, simple terms and know the handful of variables that matter for the back-of-envelope math

[Amanda Harris @_AmandaHarris]

Exciting that other key brain apparatus are being better understood and driving further research and discoveries

Reminds me of the mycorrhizal network’s complex system of symbioses and interdependence between fungi and tree roots. A beautiful living symphony of signals 🖤

[nature @Nature]

Long thought of as support cells, astrocytes are emerging as key players in health and disease

https://t.co/WPKNAoNStE

[Amanda Harris @_AmandaHarris]

@demiurgently I agree probably in mix - maybe naively, I also hope most women would recognize that a) attachment to your appearance should not be deciding factor and b) if insecurity IS this deep, it potentially indicates issue in self-conception or trust in your partner/relationship

[Amanda Harris @_AmandaHarris]

Blessed am I and my running kin who easily get runner’s high

Second run after 1.5yr hiatus (+ not running much at all for 3-4 yrs) and already experienced sweet endorphin euphoria 🤍

[Amanda Harris @_AmandaHarris]

@milken_cookies @liensofnewyork HELOC feels like equivalent of NAV lending? Afaik there’s not an equivalent to PE secondaries and continuation vehicles (maybe HEI? but I don’t think it’s been adopted at scale)