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Seeking Investors to Participate in Study on Disruption of Asset Management

I’ve written in the past on how the investing industry is overdue for disruption.  I’m now launching a research project to better understand the emerging investment opportunities. We are seeking Partner-level investment professionals at hedge funds, mutual funds, VCs, sovereign wealth funds, pension [...continue reading]

Design Your Company Culture Like The World’s Largest Hedge Fund

Ray Dalio, Founder of Bridgewater Associates, the world’s largest hedge fund, is a man after my own heart.  A few years ago he publicly set down his core Principles for living, managing, and investing.  Bridgewater uses these codified rules for recruiting, training, and most important, managing the [...continue reading]

How to Get World Class Experts to Support Your Company

As the former CEO of a professional expert network, I’m a firm believer in the value of speedy access to relevant experts.  I was excited to see that GLG (formerly Gerson Lehrman Group), the industry leader, is now offering a professional network service geared to the needs of the startup community: [...continue reading]

How To Disrupt The Investing Business, With Katina Stefanova (Ex-Bridgewater Management Committee)

I had a conversation recently about the investing business with Katina Stefanova, who recently left Bridgewater, the largest hedge fund in the world. I’ve always had great respect for Bridgewater, which unlike most investing organizations realizes just how critical processes and culture are to [...continue reading]

How Startups are Disrupting Financial Technology

I participated in the Milken Institute Global Conference last week, for the first time.  It was very worthwhile, a chance to connect primarily with other investors (mostly public markets/private equity), and a range of other people (media, tech, academics, etc.)   I definitely recommend attending if [...continue reading]

Why Some Investors Are Happy with Lousy Returns

My recent post on “Asset Management is a Bizarre Industry Ripe for Disruption” got one of the most interesting reactions I’ve received.  Among the more thoughtful respondents was Terri Chernick, Chief Investment Officer, The Koffler Group.  We had an email conversation about the rationality, or lack [...continue reading]

Where are the Deals? How VCs Identify the Next Generation of Startups

You’ve probably read dozens of articles about how to raise capital from venture capitalists. However, as a VC, we have the opposite problem: how do we find companies in which to invest? It might appear that origination is becoming much easier because of new tools like AngelList and the SEC moving [...continue reading]

How to Prepare For and Run a Startup Board Meeting

After spending quite a bit of time in board meetings, I worked with a NYU student team earlier in 2012-13 to prepare a template for board presentations to investors. In the deck below, I include our best practices on preparing for, running, and closing up on a board meeting, including what to [...continue reading]