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]Automated business development: AI-driven introduction services
I’m now researching automated personalized introduction services. These companies are like dating sites for businesspeople. They help identify the most relevant people whom you should meet, but haven’t yet. They ask both parties for an opt-in, and then make the intro. Here’s a partial list of the vendors I’ve identified: Lunchclub – one of the...
[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%...
[Continue Reading]Simplectica Long/Short Hedge Fund Tech Stack
We’re happy to share the latest in PEVCtech’s series profiling how investment managers are using AI, tech, and analytics to generate alpha. We’re fortunate to interview Jordan Thaeler, Cofounder, Simplectica. David Teten: Please give us an overview of your firm. Simplectica is a long/short systematic fund based on proprietary mathematics in the area of Brownian...
[Continue Reading]Process Mining in Non-Financial Risk
My wife Luba Teten has extensive experience automating financial engineering processes at the intersection of business strategy, risk, and compliance. She has worked in Corporate Risk (market risk, credit risk, Tier 1 capital requirements) and Wealth Management at Morgan Stanley and Merrill Lynch. She is presenting next week at the TSAM New York asset management...
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