Asset Managers and How They Power Their Businesses with Salesforce CRM

For our research project on VC/private equity deal origination, Renny Monaghan of Salesforce pointed me to a 2008 Dreamforce panel on Asset Managers and How They Power Their Businesses with Salesforce CRM. The video and Powerpoint are downloadable here. My notes follow. I think the most interesting point came from Erik Yewell, who said, “We...

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A marketplace for research

The team from AQ Research (at whose conference I’ll be speaking tomorrow in London) has written a blog post about an idea I’ve chewed on for a while: A Marketplace for Research’. There are a number of gross inefficiencies in the current research business, and inefficiencies are usually the breeding ground where new business models...

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Making Investment Research Pay

Following are my rough notes from AQ Research’s recent conference on “The Future of Research”, on December 5. The speakers on this very strong panel were: Scott Lessing, Chief Operating Officer, Citigroup Investment Research Shubh Saumya and Jai Sinha, Partners, Booz Allen David Weild IV, CEO,The National Research Exchange For more information on Booz Allen’s...

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Research Pricing

I enjoyed participating in AQ Research’s recent conference on “The Future of Research”, last December 5. I finally had a chance to edit and post my notes on the panel on Research Pricing. Speakers: Lisa Shalett, Chairman and CEO, Sanford C Bernstein Paul Spillane, CEO, Soleil Securities Chair: Albert Alonzo, AQ Research Lisa Shalett: If...

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SeekingAlpha.com: How to increase your consulting revenue and your profile

I had lunch recently with David Jackson, CEO of SeekingAlpha, and a former neighbor of mine. I thought that many of our Circle of Experts would benefit from contributing to David’s company. Briefly, www.SeekingAlpha.com is the leading blog source of stock market related commentary by money managers and industry experts and a major provider of...

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Wall Street Journal Today: Big Investors Turn to Network of Informants

Nitron Advisors is featured on the front page of today’s Wall Street Journal: Big Investors Turn to Network of Informants “For professional investors, something akin to what Match.com has done for the nation’s singles…hooking up middle managers from hundreds of companies with professional investors desperate for an investing edge.” More (requires subscription or two-week trial)...

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