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New video: Asset Managers, Prepare to Have Your Business Disrupted

I have posted below the video from a presentation I gave recently on “Asset Managers, Prepare to Have Your Business Disrupted”. My coauthors for the first iteration of this research were Katina Stefanova (CEO/CIO, Marto Capital; former management committee at Bridgewater Associates) and Brent [...continue reading]

Venture capitalists eating our own dog food: Using technology and analytics to make better investments

(To see the video above, please click the image, and then click on the Play button.) Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job.  When I was single, I registered for (a lot of) dating websites. When I met [...continue reading]

Who is building the Renaissance Technologies of Private Markets?

The AIR Summit ("Alpha Innovation Required") just posted the video and slides from my keynote on, "Who is building the Renaissance Technologies of Private Markets?" (To see the video, please click the image below, and then click on the Play button.) I wrote a detailed paper on this here. [...continue reading]

How to get superior returns in venture capital

A friend of mine interviewed for a job with massively successful hedge fund manager Steven A. Cohen.  My friend sat in the conference room, and Cohen walked in. He looked at his resume, and asked just one question: “What’s your edge?”  My friend got the job because his answer was differentiated, [...continue reading]

Venture capitalists eating their own dog food: How private equity investors are using technology and analytics

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]

New techniques for identifying macro themes and trade ideas

I recently presented at the AI and Data Science in Trading conference on new methods to identify macro trends (especially technology macro trends), and more narrowly trade ideas for public market investors. I'm drawing from my research on origination for private equity/VC funds; how large corporates [...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 [...continue reading]

Microcredentials for the effective VC or private equity investor

Historically VC has been an apprenticeship business.  That said, I’ve identified quite a few microcredentials, conferences, and other learning opportunities which will help train you to be a better investor.  If I’m missing any from the list below, please contact me. VC ASSOCIATIONS Let's Talk [...continue reading]

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