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]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...
[Continue Reading]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....
[Continue Reading]Litan Yahav’s Single Family Office Tech Stack
We’re proud to share the next in AltsTech’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...
[Continue Reading]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...
[Continue Reading]Breakdown of a Multi-Family Office’s Tech Stack: Livian & Co.
We’re proud to share the next in AltsTech’s periodic series on the tech stack of investment management firms: Livian & Co., a wealth management/financial advisory boutique catering to the needs of US and international business owners and professionals since 2010. Michael Livian, CEO & Founder, was previously an Executive Director and Head of Asset Management at...
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