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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 [...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 [...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 [...continue reading]

Where are the deals? How VCs identify the next generation of winning companies

You’ve probably read dozens of articles about how to raise capital from venture capitalists. However, as a VC, we have the opposite problem: how do we find companies in which to invest? It might appear that origination is becoming much easier because of new tools like AngelList and the SEC moving [...continue reading]

Asset Management Is a Peculiar Industry Ripe for Disruption

Since I became an institutional investor, my #1 learning is: this is a highly unusual and somewhat baffling industry.  Asset management shows the traditional earmarks of an industry ripe for disruption -- most obviously, unhappy customers and extremely profitable incumbents.  Despite this, it’s [...continue reading]

Private Equity and Social Media

I’m giving a talk next month on “How Private Equity Funds Raise Capital and Source Deals with Social Media” at Terrapinn’s Private Equity Latin America & Real Estate Latin America conference in Miami.  I discuss this topic in more depth in an earlier article I wrote. Here's my draft [...continue reading]

How Private Equity Funds Are and Should Be Using Social Media

PEHub just posted this guest article: Can professional investors use social media?  Or, is social media strictly for teenagers and staying in touch with your friends? Historically, institutional investors kept their investing strategy and their activities very discreet. Today, however, some are [...continue reading]

How Venture Capitalists Can Accelerate Portfolio Company Returns

(This post co-written with Koen Bremer, Gyorgy Buslig, and Adham Hussein. Koen, Gyorgy, and Adham are all Columbia Business School MBA 2012 students and former consultants with McKinsey and BCG.  I've also posted this at Betabeat.) Even the best VCs and entrepreneurs have a painfully high failure [...continue reading]