Video: Best Practices for Using AI in Family Offices

I was honored to present to Digital Evolution Institute at the Global Family Office Governance and Technology Summit at Fordham University, on how the most tech-savvy family offices are using AI, Tech and Analytics.  ...

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The Future of VC Models and the Portfolio Diversification Game

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...

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How Influencers Can Legally Raise Capital for Funds and Companies

How can influencers raise capital for companies or funds, without running afoul of restrictions on “general solicitation”? The 2012 bipartisan JOBS Act was supposed to empower funds and individuals to raise capital more openly: to publicly advertise their track record and what they’re selling, just like almost every other industry. However, as far as I...

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Interview with Family Office Association

Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....

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How are VCs Leveraging Tech & Analytics? Video interview with Grace Gong

I just had a video interview with Grace Gong of Smart Venture Podcast. We talked about the tech stack of emerging managers, CRM, data & analytics in VC, career planning for aspiring VCs, and much more.  ...

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How investors can fight terror

Historically, many investors have tried hard to be apolitical. But US political dysfunction has forced many investors to become active in domestic politics, and Hamas’s war on Israel forces many of us to fight Hamas. You might think I condemn Hamas because I am both Jewish and Israeli. But that is not the reason. First,...

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