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I’ve published research on private equity, venture capital, hedge funds and mutual funds, and angel investing, as well as on fund management: origination, due diligence, investment research, and portfolio acceleration.   I’ve presented on my research to institutional investors (Franklin Templeton); corporations (Microsoft, KPMG); conferences (Association for Corporate Growth Intergrowth, Family Office Association, Terrapinn Private Equity World); and associations (Kauffman Fellows, Tiger 21).  Many of my presentations to entrepreneurs are also relevant to investors.  Here’s some feedback from institutional investors who have seen my research.

Investment Process

Investment Themes

  • Innovation in the Asset Management Industry
    The most attractive industries to build new companies in are highly profitable ones, and asset management is traditionally a highly profitable industry. We believe there is significant room for innovation in 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.

Angel Investing