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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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Interview with Sutton Capital: Emerging Managers, Fundraising, Limited Partners, VC Strategy

I did a live interview today with Joel Palathinkal, CEO, Sutton Capital, and an LP / Mentor to emerging investment managers. Sutton Capital invests in opportunities focused on Fintech, Real Estate, B2B SaaS, Deep Tech, Space Exploration, Impact Investing, Cleantech, & Climate Change. Early in Joel’s career, he ran technology product innovation in Fintech, Artificial Intelligence,...

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What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?

One of the first decisions we had to make in setting up our new VC fund, Versatile Venture Capital, was our CRM and marketing technology infrastructure.   I’m very interested in the tech stack of private equity/VC firms, both to improve the efficiency of Versatile VC and also as a focus area for our investing. I...

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Interview: VC Funds, Limited Partners, and How They Use Technology

Real Vision just posted my interview with Kevin MONSERRAT on the use of technology for limited partners, venture capitalists, and founders:...

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Exclusive webinar with ex-President of one of the largest family holding companies

DC Finance is one of the oldest and largest family office networks. They are hosting Greg Weyerhaeuser Piasecki, former President of one of America’s largest family holding companies, for a virtual interview with me, Tuesday, October 26, 11:00 am ET. (This is immediately before their East Coast Family Office & High Net Worth Conference, October...

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Why Governments Should Invest in Their Diaspora Founders

We are brainstorming a new solution to a widespread challenge in many countries: how to develop a self-sustaining, independent local tech ecosystem. Our proposal: governments systematically support funding for their diaspora founders, not just the local founders. I co-wrote this essay with Prabhat Gusain, formerly an intern with Versatile VC; and a 2021 MBA from...

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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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Free Money for Student Tech Founders

Starting a new business as a student is daunting. How can you get free money and other support for your business idea?  I have been researching this both to support Versatile VC’s portfolio companies and also as part of research for my new book, To University and Beyond: Launch Your Career in High Gear. In...

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