Presentations to Investors
- Tech Investors Eat Their Own Dogfood: How Private Equity and Venture Capital Investors Are Using Technology to Make Better Investments
Innovative ways PE/VC investors are using technology for origination, due diligence, deal execution, value creation, and exits. - Beyond the Money: Best Practices of Venture Capitalists in Helping Portfolio Companies Create Value
Discusses use of mentor networks, preferred provider resources, shared services, and other tools VCs use to aid portfolio companies. Based on the first research study on this topic. - Innovation in the Investment Management Industry (VIDEO)
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. - Where Are the Deals?!: Best Practices of Private Equity and Venture Capital Funds in Originating Investment Opportunities
How to become a magnet for potential investments; use social media technologies; and search for companies with motivated sellers. Based on the first research study on deal origination best practices and our proprietary dataset of 150 institutional investors’ origination practices. Published in Harvard Business Review, Journal of Private Equity, Institutional Investor, etc. - New Ideas for Hedge Funds to Identify Macro Themes and Trade Ideas
VCs have a range of tools for identifying new investment themes; I summarize here some ways that hedge funds can learn from them. - Exceptionally High Returns Are Not Free: Introduction to Angel Investing
Why and how to be an angel investor.
Presentations to Entrepreneurs
- The Next Great Entrepreneurial Opportunity: How to Identify Market White Space
How to identify new startup ideas and research your market while spending as little money as humanly possible. - Recruiting Hacks: How to Woo and Win the High Performers
Recruiting great people. Hire the best, pay the best. - Shaking the Money Tree: Social Media and Other Innovative Tools for Raising Capital
How to target potential investors in online networks. Internet due diligence. Create stealth buzz online: Market without marketing. - How Executives Can Work with Private Equity and Venture Capital Portfolio Companies
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. - Interviews
Presentations to Students
- Hack the University: How to Squeeze Maximum Value from Your Education
Covers career planning, time optimization, and elite short-term learning programs and scholarships. Also available in book form.
Conference panels
