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Artificial Intelligence in Financial Services

I’ve presented at a few conferences lately on AI in financial services, particularly on how investors are using AI.  I’ve posted here an expanded version of my slides.  I provide an overview of why AI is a tool that so many people are exploring; what I think increases the odds of success for [...continue reading]

Microcredentials for the Effective Venture Capital or Private Equity Investor

Historically VC has been an apprenticeship business.  That said, I’ve identified quite a few microcredentials, conferences, and other learning opportunities which will help train you to be a better investor.  I’ve also published research here on private equity, venture capital, hedge funds and [...continue reading]

Introduction to the New York Fintech Community

I recently met with a friend who’s a senior executive at a large investment management organization.  She said, “fintech is really interesting, but I don’t have a clue as to how to get started.”  So I shared with her my notes on who the players are in the ecosystem.  If there are additional players [...continue reading]

Institutional Investor’s Cover Story is Our Research Study on Innovation in Investing

We’re happy to report that Institutional Investor just published our research study as their April cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full study in PDF (10,000 words) or join the discussion around the paper here on [...continue reading]