Thoughts on all things due diligence, innovation and investment management

DV - Private Markets Due Diligence for Wealth Management

Private Markets Due Diligence for Wealth Management

In this blog, we share insights into how wealth management firms are building private markets capabilities and what role technology plays in their strategy.

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30 August 2017
From Barbarians at the Gate to Data-driven Intelligence

Private investing has come a long way from the famed LBO story associated with mega deals and the relationships that make these deals happen. As the world goes increasingly digital, ever wonder what would happen...

31 July 2017
Understanding Classification: From Mind to Machines

Classification is one of the most instinctive behaviors that humans exhibit. It is also a foundation for all cultural and scientific advancements, be it the taxonomy trees of evolution, Freudian classifications of anxieties and disorders...

31 July 2017
When AI Becomes the New Investment Option

Artificial Intelligence as a locus of investment is very tempting for asset owners. Expectations for AI are lofty,

30 June 2017
Is There Success In Your Name?

If you recall, we blogged about how we named ourselves. Your firm’s name is a representation of who you are, reflecting your unconscious biases, influenced by your experience, beliefs, and vision. It establishes the beginning...

29 June 2017
What Brings Success? Skill, Luck, or Process

What accounts for the great variety of personal and professional life outcomes among people from similar backgrounds? Why do some people succeed when others fail? There is an element of luck in every life, both...

31 May 2017

Atul Gawande’s 2009 book “The Checklist Manifesto: How to Get Things Right” details the author’s search across disciplines for ways to improve process outcomes, looking for techniques that could be applied in his own field...

30 May 2017
What Is Your Investment Engagement ROI?

Differentiation has become the touchstone of the future, and those funds that strategically embrace change in a way that responds to investor demands will be the ones that prosper going forward. – Paraphrasing E&Y (Global...

28 April 2017
Private Funds: Spotlight on Service Providers

With the ever increasing focus on independent administrations to support controls around valuations (i.e. AML/KYC and so forth), it’s interesting to visualize the state of the industry: Based on sheer number of funds, who are...

27 April 2017
Memorable Moments in the Life of an Entrepreneur

The word ‘moment’ is defined as a fixed reference point in time, or the effect of a force for change when the turn becomes clear. Our entrepreneurial journey is full of moments we will recount...