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...
[Continue Reading]Databases of limited partners investing in emerging VC funds
I’ve collected numerous lists of allocators focused on emerging VC fund managers. Of course, I emphasize you’re not going to be very effective if you just bulk-email these allocators. Please do your background research and pitch each LP based on how you uniquely fit their criteria. I’ve met few emerging managers who had success with...
[Continue Reading]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...
[Continue Reading]How to Configure a CRM for an Investment Management Firm
I’m surprised at how many emerging managers launch without a CRM, just a shared spreadsheet. I strongly recommend use a proper CRM from day one. For advice on which to use, see What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund? Your goal should be to add ALL...
[Continue Reading]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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