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I publish research 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. I’ve presented to some of the leading accelerators and entrepreneur groups, as well as to senior executives at leading corporations (Franklin Templeton, major investment banks) and executive resource groups (CEO Trust, Vistage). I’ve collected below some feedback from past audiences.  Below are links to some of my research and presentations:

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.

Consulting and Career

  • How Executives Can Work with Private Equity and Venture Capital Portfolio Companies (VIDEO)
    Focus on how you can win board memberships or full-time executive roles with the portfolio companies of private equity and venture capital firms. Learn how to earn significant extra income as a member of an expert network, without distracting from your current job. Discusses how institutional investors typically engage with outside executives: through executive recruiters, expert networks, senior advisor networks, research firms, etc.
  • Earn More Consulting Revenue from Expert Networks
    A number of friends have asked me how to increase the amount of money they’re earning as consultants from the major expert networks.

Other Presentations and Videos