Do you think NGOs spend too much energy raising money, and not enough time just executing their mission? Do you think corporations don’t take full advantage of their extended network: social media followers, their employees’ families, their suppliers’ relationships, etc.? If the answer is yes to any of these, keep reading. Briefly, we think there’s...
[Continue Reading]The Constitution for Your New Fund: Strategy, Culture, Decision-Making, Budget, and Data
(Thanks to my coauthor Dolph M. Hellman, Esq., Partner, Orrick, Herrington & Sutcliffe LLP; Chair, Orrick’s Private Investment Fund’s Group.) If you are launching your own investment management firm, we recommend designing a “constitution”: a set of documents covering the firm’s goals, legal obligations, and principles for handling disagreement. Coolwater Capital, the “Y Combinator for...
[Continue Reading]How VCs Are Eating Our Own Dogfood: AI & Technology to Generate Alpha in Private Markets
Here are the slides and video of my keynote talk from Eagle Alpha’s alternative data conference, Feb. 12, 2025, in NYC. I spoke on “How VCs Are Eating Our Own Dogfood: AI & Technology to Generate Alpha in Private Markets.” For more research on how investors in private companies can use AI and...
[Continue Reading]Template Structure for the Anchor Investor in Your New Private Equity/ VC Fund
Many emerging fund managers find that large anchor investors request economics in their general partnership or management company. To help guide that negotiation, here’s a template of an opening letter to a potential anchor investor, laying out all your deal structuring options. You may find helpful a piece from Techcrunch on Should you give an...
[Continue Reading]Family Office Masterclass: Who Will Disrupt Investment Management, and How?
Thanks to Family Office List for hosting me in a Masterclass today on “Who Will Disrupt Investment Management, and How?”. You can see the slides and video below. ...
[Continue Reading]For high school seniors: visit a very different America for a week, at no cost
I just won agreement from one of our children’s high schools to participate in the American Exchange Project. This program sends high school seniors on a week-long trip to an American community very different from their own, and helps them welcome other students into their hometown for the same incredible experience. And it’s all 100%...
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