Follow me

Artificial intelligence in financial services

I’ve presented at a few conferences lately on AI in financial services, particularly on how investors are using AI.  I’ve posted here an expanded version of my slides.  I provide an overview of why AI is a tool that so many people are exploring; what I think increases the odds of success for [...continue reading]

Private Equity and Social Media

I’m giving a talk next month on “How Private Equity Funds Raise Capital and Source Deals with Social Media” at Terrapinn’s Private Equity Latin America & Real Estate Latin America conference in Miami.  I discuss this topic in more depth in an earlier article I wrote. Here's my draft [...continue reading]

How Private Equity Funds Are and Should Be Using Social Media

PEHub just posted this guest article: Can professional investors use social media?  Or, is social media strictly for teenagers and staying in touch with your friends? Historically, institutional investors kept their investing strategy and their activities very discreet. Today, however, some are [...continue reading]

Our new Harvard Business Review article: Time for Investors to Get Social

I'm excited to report that we've started to release the results from our first-ever study on best practices in private equity and venture capital deal origination. My coauthor Chris Farmer (formerly Vice President, Bessemer Venture Partners) and I published a summary in the current issue of Harvard [...continue reading]