Presentations for Investors

I’ve presented on my research to institutional investors (Franklin Templeton, Goldman Sachs, D.E. Shaw); investment conferences (Association for Corporate Growth Intergrowth, Family Office Association, Terrapinn Private Equity World); and associations (Kauffman Fellows, Tiger 21).  Here’s some feedback from institutional investors who have seen my presentations.

Investment Process

Investment Themes

  • Who is Disrupting the Investment Management Industry, and How? (VIDEO)
    Why do Money Holders *really* hire an investment management firm? What are the ‘Jobs to Be Done’ of an investment manager? And how can you predict the startups that will disrupt the lucrative investment management industry? We interviewed over 50 Money Holders to find out the answers. This is an expansion of my Institutional Investor cover story, “Asset Managers, Prepare to Have Your Business Disrupted” . 
  • 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.

Angel Investing

Other Research