Historically, many investors have tried hard to be apolitical. But US political dysfunction has forced many investors to become active in domestic politics, and Hamas’s war on Israel forces many of us to fight Hamas. You might think I condemn Hamas because I am both Jewish and Israeli. But that is not the reason. First,...
[Continue Reading]Managing and Presenting to Your Board
I am delivering a webinar today for The Entrepreneur Cooperative (ECO) and Founder Org, a membership-based community for founders and CEOs of companies generating over $1 million in revenue. In this presentation, I discuss: Assembling and Managing your Board Running the Board Meeting Running Startup Experiments Preparing the Board Agenda and Deck and I include...
[Continue Reading]How Influencers Can Legally Raise Capital for Funds and Companies
How can influencers raise capital for companies or funds, without running afoul of restrictions on “general solicitation”? The 2012 bipartisan JOBS Act was supposed to empower funds and individuals to raise capital more openly: to publicly advertise their track record and what they’re selling, just like almost every other industry. However, as far as I...
[Continue Reading]Video: Who Will Disrupt Investment Management, and How?
The Digital Evolution Institute just posted my keynote video from their conference last month, on Who Will Disrupt Investment Management, and How? Slides are here....
[Continue Reading]We need your help to study the best tools for investors in private markets!
We’re partnering with Synaptic to build a detailed market map of the most popular and effective tools for investors and lenders in private markets across the entire investment lifecycle: thesis formation, origination, due diligence, fundraising, portfolio monitoring, capital deployment to fund management, marketing, accounting, etc. Would you be interested in participating in a 30-minute interview...
[Continue Reading]Video: Family Office Technology Panel
MyFoTech has posted the recording from the My Family Office Tech & Ops Conference November 2023, from my panel with: Raymond DiNunzio, TOS Advisors, an expert in technology for family offices Hugh Nguyen, formerly Chief Executive Officer of ClearServe℠, a leading technology platform for Family Offices and other wealth managers Michael Sikorsky, CEO of Copia Wealth...
[Continue Reading]Interview with Family Office Association
Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....
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