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An Investor’s Personal Social Media Tech Stack: In the future, everyone will be famous for 15 followers

What tech stack should a microinfluencer use? Most investors including me spend most of our day doing the same things people have always done in the job: in my case, due diligence, deal execution, etc.  However, being a “microinfluencer” is now also part of the job description.  In the future, [...continue reading]

New techniques for identifying macro themes and trade ideas

I am presenting at the AI and Data Science in Trading conference on new methods to identify macro trends (especially technology macro trends), and more narrowly trade ideas for public market investors. I'm drawing from my research on origination for private equity/VC funds; how large corporates can [...continue reading]

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]

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 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]

Disruptive Companies in Asset Management

We recently hosted an idea dinner on "Disruptive Companies in the Asset Management Industry". The most attractive industries to disrupt are highly profitable ones, and asset management is traditionally a highly profitable industry. IMHO, the most successful disrupters in this area to date have [...continue reading]

On Expert Networks, Compliance, the Drunk and the Lamppost

Expert networks have been in the news a lot for the past few weeks, due to the SEC's attempt to look for insider trading amongst hedge funds, following on their Galleon investigation (Raj Rajaratnam of Galleon is in the photo shown). The best source of information on this topic is as usual the [...continue reading]

Launch of Track.com, a market for independent Wall Street research

Four days ago, a team of Wall Street veterans launched Track.com, a new marketplace for independent research providers. I met with the management team today. Track.com offers independent research providers a platform to distribute their intellectual property. Buyers pay subscriptions for [...continue reading]