My colleague Scott Lichtman took some detailed notes on the TieCONEast panel last week on Trends in Online Networks and Social Software. Participants: Angela Biever Angela Biever is Managing Director for the Consumer Internet sector within Intel Capital, Intel’s corporate venturing organization. She assumed this role in early 2006. Angela’s team recently invested in online...
[Continue Reading]James Chanos, Kynikos Associates President, on Independent Research at the Crossroads
James Chanos, President of Kynikos Associates, whose fund accounts for 90% of institutional short funds in the US, delivered a very well-thought out keynote at last week’s Investorside research conference, on “Independent Research at the Crossroads.”=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Introduction Yale BA. He has $2.9b under mgmt. And there’s only $3.3b in institutional shorts overall. So has >90%...
[Continue Reading]Investorside Independent Research Provider Conference
Some notes from June 8’s Investorside Independent Research Provider Conference. Integrity Research also blogged about this event. 8:45am-9:00am Welcoming Remarks from Investorside =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=–=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= John Eade: Retiring as Chairman of Investorside, and turning over Chairmanship to Stanton Green of Vista Research. Investorside founded with 2 firms (Argus and Precursor), and now has 73 members. He thanks...
[Continue Reading]The Great Sales and Marketing Debate: The Cagey Sales Veterans Debate the Young Up-and-Comers
I recently was fortunate to participate in a panel discussion on "The Great Sales and Marketing Debate: The Cagey Sales Veterans Debate the Young Up-and-Comers", sponsored by the New York Software Industry Association, March 13, 2006, held at JP Morgan Chase. Allen Reynolds and Jesse Mandell all took some notes, which we have merged in...
[Continue Reading]In Search of Alpha: Innovation in Securities Research (2/9/06 Harvard Business School Club of CT Panel)
I recently was fortunate to participate in a panel discussion on “In Search of Alpha: Innovation in Securities Research”, sponsored by The Harvard Business School Club of Connecticut, Thursday, Feb. 9, 2006, in Greenwich, CT. Tom Hutchinson and Michael Mayhew of Integrity Research already blogged about the program here. Biographies of Panelists: Michael Mayhew, CEO,...
[Continue Reading]New Media, Blogging, & Entertainment Summit
Back in October, I blogged my contribution to Oxford & York’s New Media & Entertainment Summit. Christopher Clark just sent me the official executive summary of the program. If you’re interested in the impact of blogging on the media industry, and vice-versa, this is well worth reading. Executive Summary here. Here are the panels that...
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