I am co-leading a research project on innovation in the investment management industry, which became an Institutional Investor cover story: “Asset Managers, Prepare to Have Your Business Disrupted”.
Below is a slide deck we made on our research, a presentation video, and the full 13,000-word study (which we will shortly publish in greatly updated form):
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I’m an investor in such investment technology companies as Addepar, AlphaVertex, Asaak, Clarity (sold to Goldman Sachs), Drop Technologies, Earnest Research, Indiegogo, Republic, Stratifi, and Wonder. I’m also an investor in fintech more broadly, including Arcus, CardFlight, Distil Networks (acquired), Ionic, Estify, Flutterwave, Skip, Sure, Socure, Spherical Defense, and Terra.
