I’m visiting Southern California October 5-8, and I hope that some of you will be able to attend one of my presentations there. I’ll be discussing the results of my research project on "Private Equity and Venture Capital Funds’ Best Practices in Deal Origination". A preview of my slides is here. I’ll be speaking in...
[Continue Reading]T. Boone Pickens Keynote at ACG Intergrowth
I took some notes on T. Boone Pickens’ keynote talk at ACG Intergrowth: Wind is going to be a major source of energy for USA. Oil production is flat. We now produce 85m barrels/day. That’s going to decline going forward at 8 pct. Wind is priced off the margin, which is natural gas. I receive...
[Continue Reading]Expert Networks' Future – Investorside Panel
I dropped by the Investorside conference last week to hear the panel discussion on ‘The Future of Expert Networks’. Given my work in the expert network industry, I was excited to see some of my former competitors. The fastest growing sector of the $1.8b independent research industry are expert networks, which are now approximately a...
[Continue Reading]Market Overview of Lower Mid-Market Mergers, from the AMAA Winter Conference
I enjoyed participating in last week’s Winter Conference of the Alliance of M&A Advisors. The slides from my talk on Best Practices by Private Equity, Venture Capital, and Hedge Funds in Deal Origination are here. The slides from my talk on How to Raise Capital using Online Networks are here. I unfortunately was able to...
[Continue Reading]Ron Senator, CEO, Sphera–largest hedge fund in Israel
I recently saw Ron Senator, CEO, Sphera Funds Management, speak at the Israeli Business Forum. My brief notes (distributed with permission) follow: $250m assets under management. Approximately 18% net return since 2001. Currently low net exposure to markets. We think some of the problems here are not behind us. Israel economy strong, well-developed, no major...
[Continue Reading]Integrity Research Names Evalueserve Circle of Experts 2008 Top Pick as Asia/ Emerging Market Specialist Expert Network
I’m happy to report that Integrity Research, the leading research firm that analyzes the investment research industry, has named Evalueserve Circle of Experts the 2008 Top Pick as Asia/ Emerging Market Specialist Expert Network. We’ve only been part of Evalueserve for one year, so we’re very happy to quickly see public recognition for the value...
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