The Macro Trends Forcing Change on the Investment Management Industry

Power in the investment management industry is shifting to Money Holders from Money Managers, driven by several major economic, social, and political trends. Collectively, these are an irresistible force meeting a moveable object: the traditional asset management industry structure. We highlight below five key trends impacting our industry: 1. As women and millennials become key allocators,...

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Asset Management Is a Peculiar Industry Ripe for Disruption

“One summer day, probably in the 1870s, friends of a major short-seller got together on the shores of Newport, Rhode Island, where they admired the enormous yachts of New York’s richest brokers. After gazing long and thoughtfully at the beautiful boats, the short seller asked wryly, ‘Where are the customers’ yachts?’” Jason Zweig, in his...

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Ripe For Disruption: The Asset Management Business

Joe Reilly, CEO of Circulus Group, family office expert, and a longtime contributor to Family Wealth Report, interviewed me to share views on disruption in asset management, my research into the field, and where the industry needs to be headed. Reilly: You’ve been co-leading a research project on innovation in the investment management industry, which...

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Consumer Behavior Post-COVID: What do the data say?

The HBS Club of NY just hosted a discussion Wednesday led by Drop Technologies‘ CEO, Derrick Fung, on “Consumer behavior post-COVID: What do the data say?” I’m an investor (via both HOF Capital and ff Venture Capital) in Drop. Check out the video. Derrick discusses what Drop has learned and what their data predicts about: ...

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Family Office Association interview: VC and Disruption of the Investment Management Industry

Angelo Robles, CEO of the Family Office Association, just posted a video interview with me on “Venture Capital and Disruption of the Investment Management Industry”....

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Venture capitalists eating our own dog food: Using technology and analytics to make better investments

Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job.  When I was single, I registered for (a lot of) dating websites. When I met my now-wife, I realized that any technology that can find me a spouse is a killer app....

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