I dropped by the Investorside conference last week to hear the panel discussion on ‘The Future of Expert Networks’. Given my work in the expert network industry, I was excited to see some of my former competitors. The fastest growing sector of the $1.8b independent research industry are expert networks, which are now approximately a...
[Continue Reading]Underleveraged talent pool: the unemployed and underemployed
Lately, I have been thinking about the unemployed and underemployed as a pool of talent. I’d argue they are one of the most undertapped economic segments. Of the global working population, 6.3% is unemployed. In the US, the long-term unemployed are better educated, older, and more likely to be professional workers than the mean unemployed...
[Continue Reading]Integrity Research Names Evalueserve Circle of Experts 2008 Top Pick as Asia/ Emerging Market Specialist Expert Network
I’m happy to report that Integrity Research, the leading research firm that analyzes the investment research industry, has named < ?xml:namespace prefix = st1 ns = “urn:schemas-microsoft-com:office:smarttags” />Evalueserve Circle of Experts the 2008 Top Pick as Asia/ Emerging Market Specialist Expert Network. We’ve only been part of Evalueserve for one year, so we’re very happy to quickly see...
[Continue Reading]Indian Gold Market Overview
A Bullish Slant from this Key Market We recently listened to a conference call with a preeminent expert in the Indian gold market, and several of the points raised during the call merit the attention of commodity-oriented investors. Short term macro issues like the weakness of the dollar or global inflation are often cited as...
[Continue Reading]Evalueserve acquires Nitron Circle of Experts
I’m happy to report that Evalueserve has acquired Nitron Circle of Experts. I originally met with some of the senior management at EVS because I was recruiting them to consult for some clients. That conversation led to another conversation, and another, which led to an offer, which led to an acquisition. More details here. I...
[Continue Reading]Wall Street Journal Today: Big Investors Turn to Network of Informants
Nitron Advisors is featured on the front page of today’s Wall Street Journal: Big Investors Turn to Network of Informants “For professional investors, something akin to what Match.com has done for the nation’s singles…hooking up middle managers from hundreds of companies with professional investors desperate for an investing edge.” More (requires subscription or two-week trial)...
[Continue Reading]Multisided Markets–HBS Professor Andrei Hagiu
HBS Professor Andrei Hagiu is an expert on multi-sided markets, and recently interviewed me on that topic: Market Platform Dynamics–Catalyst Conversation: Conversation with David Teten. His site requires that you submit an email address to read the article (but I should note that he doesn’t actually test if the email address is functional.)...
[Continue Reading]TieCON East: Trends in Investment Research and Due Diligence.
My colleague Scott Lichtman took some detailed notes on the TieCONEast panel last week on "Trends in Investment Research and Due Diligence". Podcast is here. CONFIRMED SPEAKERS Graham Field, Managing Director, AQ Research (Moderator) Graham is the Managing Director of AQ Research, which provides quantitative global analysis of the accuracy of sell-side research. Graham established...
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