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Executive Presentations

I’ve presented to senior executives at leading corporations (Franklin Templeton, Goldman Sachs, Microsoft, KPMG) and executive resource groups (CEO Trust, Vistage), receiving very positive feedback.

I write periodically on managing your board of directors; business models; economics; financial analysis; fundraising; leadership and management; market research; marketing; M&A; negotiation; recruiting; sales; and startup ideas.

Best Practices

Investment Themes

  • Where are the Disruptive Asset Management Companies?
    The most attractive industries to disrupt are highly profitable ones, and asset management is traditionally a highly profitable industry. We believe there is significant room to disrupt this industry.
  • Artificial Intelligence in Financial Services
    AI is a layer of technology changing financial services just like many other industries.  I discuss what is AI, why is it exploding in prominence, how it’s impacting investing in particular, and then more broadly other areas of financial services.
  • Online Dating is the Future of Your Business
    Online dating is now a mainstream method for singles to meet one another. Entrepreneurs, investors, and other businesspeople can learn a lot from the diverse and well-developed business models in the online dating sector.