What We Learned from David Swensen
I chatted with Tom Keene on what I learned from Yale’s David Swensen, why this is not the Elon Musk top, the folly of choosing...
Leverage: Fantastic on the Way Up, Hideous on the Way Down
Yesterday’s Bloomberg TV hit discussing how excess leverage helped to bring down the hedge fund Archegos Capital Management. ...
MiB: Gary Chropuvka, WorldQuant
This week, we speak with Gary Chropuvka, President of World Quant. The firm was spun out of Millennium Management...
Cars are for Driving, Sneakers are for Wearing
I am hosting a few panels today at the Spark Disruptors Conference. We already did Politics & Markets panel (with George Will...
MiB: Turnaround or Liquidations: Recognizing When To Do Which
What happens when a bankruptcy attorney with a deep understanding of turnaround situations is brought into advice on a...
MiB: Mario Giannini, Hamilton Lane
This week, we speak with Mario Giannini, CEO of private market firm Hamilton Lane. The company began in Philadelphia in 1991, as a...
Debate: Does Private Equity Warrant a Spot in Retirement Accounts?
Source: Startupsventurecapital Does Private Equity Warrant a Spot in Retirement Accounts? The debate is fierce, ranging...
BBRG: Does Private Equity Warrant a Spot in Retirement Accounts?
Does Private Equity Warrant a Spot in Retirement Accounts? The debate is fierce, ranging from investor discrimination to...
Public to Private Equity
Source: Morgan Stanley Morgan Stanley has a fascinating report on reduced number of publicly traded companies, and the rise of SPACs,...
MiB: The Darwinian Struggle for Alpha
Hedge fund are in a Darwinian struggle, as the cost of succeeding has increased in terms of technological processes and human capital....