I just published a guest essay in AlleyWatch on Venture capitalists eating their own dog food: How private equity investors are using technology and analytics (as of Sep. 2017). As of Dec. 2019, I posted an updated version here....
[Continue Reading]First-ever survey of VC tech stacks
We think one of the industries with the greatest room for improved use of technology is venture capital itself. Blue Future Partners, a fund of funds, and PEVCTech.com are now running what we believe is the first-ever large-scale survey of VC firms’ technology stacks. Filling out this survey should take you no more than 7...
[Continue Reading]Artificial intelligence in financial services
I’ve presented at a few conferences lately on AI in financial services, particularly on how investors are using AI. I’ve posted here an expanded version of my slides. I provide an overview of why AI is a tool that so many people are exploring; what I think increases the odds of success for companies using AI;...
[Continue Reading]Introduction to the New York fintech community
I recently met with a friend who’s a senior executive at a large investment management organization. She said, “fintech is really interesting, but I don’t have a clue as to how to get started.” So I shared with her my notes on who the players are in the ecosystem. If there are additional players I...
[Continue Reading]Institutional Investor’s cover story is our research study on innovation in investing
We’re happy to report that Institutional Investor just published our research study as their April cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full study in PDF (10,000 words) or join the discussion around the paper here on Authorea (where I’m an investor and board member). (Authorea...
[Continue Reading]Seeking investors to participate in study on innovation in asset management
I’ve written in the past on how the investing industry is overdue for innovation. I’m now launching a research project to better understand the emerging investment opportunities. We are seeking Partner-level investment professionals at hedge funds, mutual funds, VCs, sovereign wealth funds, pension funds, family offices, and other institutional investors to interview for this research...
[Continue Reading]How to disrupt the investing business, with Katina Stefanova (Ex-Bridgewater Management Committee)
I had a conversation recently about the investing business with Katina Stefanova, who recently left Bridgewater, the largest hedge fund in the world. I’ve always had great respect for Bridgewater, which unlike most investing organizations realizes just how critical processes and culture are to investing success. Katina served as a Senior Executive and Management Committee...
[Continue Reading]How startups are disrupting financial technology
I participated in the Milken Institute Global Conference last week, for the first time. It was very worthwhile, a chance to connect primarily with other investors (mostly public markets/private equity), and a range of other people (media, tech, academics, etc.) I definitely recommend attending if you have the chance. I spoke on a panel about Disruptive...
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