How investors can fight terror

Historically, many investors have tried hard to be apolitical. But US political dysfunction has forced many investors to become active in domestic politics, and the Hamas War forces many of us to fight Hamas. You might think I condemn Hamas because I am both Jewish and Israeli. But that is not the reason. First, deliberately...

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How Influencers Can Legally Raise Capital for Funds and Companies

How can influencers raise capital for companies or funds, without running afoul of restrictions on “general solicitation”? The 2012 bipartisan JOBS Act was supposed to empower funds and individuals to raise capital more openly: to publicly advertise their track record and what they’re selling, just like almost every other industry. However, as far as I...

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Video: Who Will Disrupt Investment Management, and How?

The Digital Evolution Institute just posted my keynote video from their conference last month, on Who Will Disrupt Investment Management, and How? Slides are here....

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We need your help to study the best tools for investors in private markets!

We’re partnering with Synaptic to build a detailed market map of the most popular and effective tools for investors and lenders in private markets across the entire investment lifecycle: thesis formation, origination, due diligence, fundraising, portfolio monitoring, capital deployment to fund management, marketing, accounting, etc. Would you be interested in participating in a 30-minute interview...

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Video: Family Office Technology Panel

MyFoTech has posted the recording from the My Family Office Tech & Ops Conference November 2023, from my panel with: Raymond DiNunzio, TOS Advisors, an expert in technology for family offices Hugh Nguyen, formerly Chief Executive Officer of ClearServe℠, a leading technology platform for Family Offices and other wealth managers Michael Sikorsky, CEO of Copia Wealth...

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Interview with Family Office Association

Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....

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How are VCs Leveraging Tech & Analytics? Video interview with Grace Gong

I just had a video interview with Grace Gong of Smart Venture Podcast. We talked about the tech stack of emerging managers, CRM, data & analytics in VC, career planning for aspiring VCs, and much more.  ...

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