Blog

Posted by | June 30, 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...

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Posted by | June 29, 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...

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Posted by | May 31, 2017
Check!

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...

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Posted by | May 30, 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...

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Posted by | April 28, 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...

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Posted by | April 27, 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...

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Posted by | March 31, 2017
Due Diligence on Emerging Markets Credit

What is a market? mar•ket /′mar,ket/ noun A regular gathering of people for the purchase and sale of provisions, livestock, and other commodities. An area or arena in which commercial...

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Posted by | March 30, 2017
Who Defines The Future of InvestTech?

Invest.tech /in’vest,tek/ noun data and technologies that support the processes of the world’s institutional investors: the pensions, endowments and foundations, family offices & trusts, fund of funds, insurance companies, wealth...

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Posted by | February 28, 2017
OK Google, Which Firms Filed DRPs This Week?

It’s 2017 and Alexa, Siri, and Google Assistant are household names. Shouldn’t reviewing regulatory filings be as easy as asking this question? Though we started with that hypothesis, we recognize...

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Posted by | February 14, 2017
What is Your Big “Data Strategy” for 2017?

The investment management industry has been leveraging terabytes of data, even before the phrase “big data” got coined. Firms like Bloomberg and Reuters led the first big wave in capital...

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