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Interview: VC and Disruption of the Investment Management Industry

Angelo Robles, Founder of the Family Office Association, just posted a video interview with me.  We cover Versatile VC’s strategy and many other topics relevant to family offices. The Family Office Association also just published our full white paper on “Who Is Disrupting Investment Management, And How?” For the slide deck and video presentation version...

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The Investment Manager of the Future

What does an investment management firm look like, if you redesign it based on first principles and based on the true “jobs to be done” of an investment manager? That’s what we’re working on building at Versatile VC. We outline below the five characteristics that will differentiate the winning investment management firm of the future:...

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What Are the “Jobs To Be Done” of an Investment Manager?

Most money managers think their main job is generating alpha, but they are wrong. We discuss the real “job to be done” of an investment manager. If you ever studied disruptive innovation formally, you know the pattern. In many industries, low-end disruptors take hold at the bottom of the market and then work up to...

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The Macro Trends Forcing Change on the Investment Management Industry

Power in the investment management industry is shifting to Money Holders from Money Managers, driven by several major economic, social, and political trends. Collectively, these are an irresistible force meeting a moveable object: the traditional asset management industry structure. We highlight below five key trends impacting our industry: 1. As women and millennials become key allocators,...

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Ripe For Disruption: The Asset Management Business

Joe Reilly, CEO of Circulus Group, family office expert, and a longtime contributor to Family Wealth Report, interviewed me to share views on disruption in asset management, my research into the field, and where the industry needs to be headed. Reilly: You’ve been co-leading a research project on innovation in the investment management industry, which...

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5 Innovative Fundraising Methods for Emerging Venture Capital and Private Equity Funds

How do you raise money for your venture capital or private equity fund from family offices and high net worths?  I see five innovative new methods for raising capital which emerging managers such as Versatile VC are using, which I’ve ranked in roughly descending order of popularity:  Join the online communities and virtual conferences where...

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How do you attract family offices and other large investors to your direct investing platform?

One of the best business models ever is creating a marketplace between investors and investment opportunities. However, the challenge with this two-sided market is: how do you get the investors to show up? It’s hard enough to get the retail investors, but the family offices and other large check writers are even more challenging. I’ve...

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11 Ideas to Organize an Event Family Offices Want to Attend

Lots of event planners and anyone raising capital want to attract family offices. But how?   I’ve identified a range of best practices that I’ve seen other organizations use in serving the family office community, in roughly declining order of impact: 1. Advertise that the event is strictly gated to family offices, and detail how you...

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