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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Asset Management Is a Peculiar Industry Ripe for Disruption

“One summer day, probably in the 1870s, friends of a major short-seller got together on the shores of Newport, Rhode Island, where they admired the enormous yachts of New York’s richest brokers. After gazing long and thoughtfully at the beautiful boats, the short seller asked wryly, ‘Where are the customers’ yachts?’” Jason Zweig, in his...

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What next for founders seeking their next adventure: Launch, Get a Job, Invest, Consult?

Hey, founders between gigs: What now? If you exited your last company for airplane money and are now independently wealthy, congratulations! If you want to build another company, just self-fund. If you want outside capital, VCs will chase after you to invest.  Unfortunately, most founders are not in that position: 9 out of 10 startups...

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How to Win Consulting, Scout, Board, Operating, and Investment Roles with Private Equity and Venture Capital Funds

Would you like to work with private equity and venture capital funds? There are relatively few jobs directly inside private equity and venture capital funds, and those jobs are highly competitive. (See How to negotiate a partner role at a VC or private equity firm.) However, there are many other ways you can work with...

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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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