I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a...
[Continue Reading]How to Configure a CRM for an Investment Management Firm
I’m surprised at how many emerging managers launch without a CRM, just a shared spreadsheet. I strongly recommend use a proper CRM from day one. For advice on which to use, see What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund? Your goal should be to add ALL...
[Continue Reading]How Tiferes Ventures Uses AI to Make Better Investments
Tiferes Ventures is an AI-centric VC firm founded by Clark Valberg, co-founder and former CEO of InVision. Tiferes believes in eating their own dogfood, and recently organized an internal hackathon, in which all team members had to experiment with creating Custom GPTs for the respective processes they ran. Michael Rubin, SVP Strategy and Chief Legal Officer,...
[Continue Reading]A Digital Assets Hedge Fund Tech Stack: MNNC Group
We’re proud to share the latest in AltsTech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Ayesha Kiani, COO, MNNC Group, a quantitative and systematic hedge fund investing in the digital asset space. David Teten: Please give us an overview of your firm. MNNC Group is a...
[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]Structured Finance Tech Stack: Horizan VC
We’re proud to share the latest in AltsTech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Jonathan Sun, Founder of Horizan VC, a structured finance company. David Teten: What is Horizan VC? Horizan VC is a structured finance company based in the UK, utilizing a debt/equity instrument...
[Continue Reading]