The Making of DiligenceVault
October 2015 – DiligenceVault was an idea born from hours of wasted time. My experience in managing risk for a multibillion-dollar GP and a portfolio of LP investments had many rewarding qualities…efficient decision making was unfortunately not one of them.
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We Didn’t Do Anything Wrong, But Somehow, We Lost…. Nokia’s smartphone division was recently acquired by Microsoft..
A geographically distributed team with diverse experience sets, from 4 countries.
Investor Town What does a day at an end investor or an investment consultant who hires external managers look like? **Susan Lee (CIO):** Any ideas on what managers we should be looking at to add...
In a recent Operational Due Diligence (ODD) conference, there was a lot of talk about the risk of commoditization. Well… What could have gotten this topic surfacing an in industry conference? Let’s go back to...
The concept of two people with a Bloomberg in a garage starting a fund has long faded from reality to become a mere figment of our imagination...
This blog introduces things you wished you knew about DiligenceVault Series! Growing up I repeatedly read the moral story (Aesop's fable) about a clever crow. One fine day, an extremely thirsty crow was flying around...
Why do we rate funds? Rating investment managers is a mechanism that attempts to normalize an otherwise complex research process using a combination of quantitative and qualitative techniques. In our day-to-day life we are constantly...
In a world of negative yields, oil price roller coasters, European bank weakness, and intra-day volatility resulting from global interconnectedness, it is natural to want to add a loss floor, minimize return volatility, or both....
Why is cybersecurity important? Here are a few not so fun, but revealing facts about cybersecurity (credited to Verizon 2015 Data Breach Investigation Report: Did you know that it takes approximately 205 days between intrusion...
