The Future of VC Models and the Portfolio Diversification Game

I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a...

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Video: Family Office Technology Panel

MyFoTech has posted the recording from the My Family Office Tech & Ops Conference November 2023, from my panel with: Raymond DiNunzio, TOS Advisors, an expert in technology for family offices Hugh Nguyen, formerly Chief Executive Officer of ClearServe℠, a leading technology platform for Family Offices and other wealth managers Michael Sikorsky, CEO of Copia Wealth...

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Interview with Family Office Association

Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....

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PEVCtech Tech Stack: Litan Yahav Family Office

We’re proud to share the next in PEVCtech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Litan Yahav, founder, Vyzer. David Teten: Please give us an overview of your background and your entrepreneurial journey.  I’m Litan Yahav, 41, married with three young boys (8,7,2). Born in the...

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14 Tips on How to Sell to Private Equity and Venture Capital Funds

It’s hard enough to raise capital from VC, private equity fund, and family offices. How do you sell to them? I’m an investor in many companies which sell to these types of clients. I put together a cheat sheet with some of the sales best practices I’ve seen. I thought this would be helpful to...

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Wealth Management Tech Stack: Livian & Co.

We’re proud to share the next in PEVCtech’s periodic series on the tech stack of investment management firms: Livian & Co., a wealth management boutique catering to the needs of US and international business owners and professionals since 2010.  Michael Livian, CEO & Founder of Livian & Co., is a member of Versatile VC’s Innovation...

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