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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.

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