I’ve published research on private equity, venture capital, hedge funds and mutual funds, and angel investing, as well as on fund management: origination, due diligence, investment research, and portfolio acceleration. I’ve presented on my research to institutional investors (Franklin Templeton, Birch Hill Equity Partners, LLR Partners); corporations (Microsoft, KPMG); conferences (Association for Corporate Growth Intergrowth, Family Office Association, Terrapinn Private Equity World); and associations (Kauffman Fellows, Singapore Venture Capital & Private Equity Association, Tiger 21). Many of my presentations to entrepreneurs are also relevant to investors.
- Innovation in the Asset Management Industry
The most attractive industries to build new companies in are highly profitable ones, and asset management is traditionally a highly profitable industry. We believe there is significant room for innovation in this industry.
- Where Are the Deals?!: Best Practices of Private Equity and Venture Capital Funds in Originating Investment Opportunities (VIDEO)
How to become a magnet for potential investments; use social media technologies; and search for companies with motivated sellers. Based on the first research study on deal origination best practices and our proprietary dataset of 150 institutional investors’ origination practices. Published in Harvard Business Review, Journal of Private Equity, Institutional Investor, etc.
- Beyond the Money: Best Practices of Venture Capitalists in Helping Early-Stage Companies Create Value (VIDEO)
Discusses use of mentor networks, preferred provider resources, shared services, and other tools VCs use to aid portfolio companies. Based on the first research study on this topic.
- Tech Investors Eat Their Own Dogfood: How Private Equity and Venture Capital Investors Are Using Technology to Make Better Investments
Innovative ways PE/VC investors are using technology for origination, due diligence, deal execution, value creation, and exits. We discuss this more at PEVCTech.com.
- Straight from the Horse’s Mouth: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources for Due Diligence
What questions should you ask? What are the killer phrases NOT to say? Based on the best practices of intelligence professionals, psychologists, and journalists in gathering information.
- It’s the People: Improving Private Equity Portfolio Company Valuations by Working with Operating Executives
How to build a pool of senior executive talent around your investment fund, whom you can tap as board members, interim executives, full-time executives, and deal sources. Based on experience growing Evalueserve Circle of Experts.
- Financial Modeling
Discusses best practices in building financial models, a template financial model, and valuing startup employee options.
- How VCs Identify the Next Generation of Disruptive Companies, and How Corporate America Can Do the Same
One of the core functions of a VC is to identify the next generation of disruptive companies. This is a presentation from a Microsoft senior executive offsite on how large corporations can do the same.
- Exceptionally High Returns Are Not Free: Introduction to Angel Investing (VIDEO)
Why and how to be an angel investor, with an overview of Harvard Business School Alumni Angels
- The Virtual Handshake: How Private Equity Funds Raise Capital and Source Deals with Social Media
Explores the use of a broad range of social media, particularly as practiced by venture capital funds and a small number of private equity funds.
- New Ideas for Hedge Funds to Identify Macro Themes and Trade Ideas
VCs have a range of tools for identifying new investment themes; I summarize here some ways that hedge funds can learn from them.
- How to Judge Investment Pitch Events
How to evaluate a range of potential investment proposals…and add value both to your audience and to the presenting companies.
- Online Dating is the Future of Your Business (VIDEO)
Online dating is now a mainstream method for singles to meet one another. Entrepreneurs, investors, and other businesspeople can learn a lot from the diverse and well-developed business models in the online dating sector.