Image via Wikipedia As background for my next blog post about Dr. Mohamed El-Erian (current President and CEO of Harvard Management Company), I’ve attached below an article I wrote for the Harvard Business School newspaper (the Harbus) back on July 7, 1997. The Financial Future of Harvard is in HBS Hands "Harvard Management Company is...
[Continue Reading]James Chanos, Kynikos Associates President, on Independent Research at the Crossroads
James Chanos, President of Kynikos Associates, whose fund accounts for 90% of institutional short funds in the US, delivered a very well-thought out keynote at last week’s Investorside research conference, on “Independent Research at the Crossroads.”=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Introduction Yale BA. He has $2.9b under mgmt. And there’s only $3.3b in institutional shorts overall. So has >90%...
[Continue Reading]Rewarding Corporate Access: What Does the Buyside Value?
In between various meetings in London last week, I dropped into the Third AQ Research Conference, to attend a panel on “Rewarding Corporate Access: What Does the Buyside Value?” My notes follow: Speakers: Ralf Frank, Chair, German Association of Investment Professionals. Hosts 250 events / year where corporates present in one-on-ones. Moderator. Alex Barr, Aberdeen...
[Continue Reading]Investing in Stock Markets with Social Network Analysis
Federico Colecchia, a network researcher at ATALAB, wrote to the SOCNET mailing list: "I am looking for recent/ongoing research on application of social network analysis technologies to analysis of stock values." (He works as a researcher and R&D coordinator for development of visual intelligence software tools for multiple applications. His current focus is on drug...
[Continue Reading]Getting a Venture Capital Job: Fighting Upstream
(This was originally written in 2002-03, but still relevant today.) Getting a VC job: fighting upstream By Mark Cicirelli Mcicirelli(at)mba2002.hbs.edu I have compiled what I hope are helpful observations from my job search since finishing my MBA this June. Be warned that my advice is most relevant to those at the same stage of career...
[Continue Reading]Navigating Through Market Turbulences: A Quantitative View
I went last night to Kellogg’s Visiting Professor Series (despite my lack of a Kellogg degree). The official topic: Navigating Through Current Market Turbulences: A Quantitative View. Some notes: =-=-=-=-==-=-=-=-==-=-=-=-==-=-=-=-==-=-=-=-==-=-=-=-= Professor Kent Daniel is the John L. and Helen Kellogg Professor of Finance. Prior to joining Kellogg, Professor Daniel taught at the University of Chicago...
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