Archive for the 'Investment Research' Category

How Investors Are Increasing Their Returns Through Collaboration and Technology

 
We also have a great panel coming up next Thursday night, Jan. 17, on “How Investors Are Increasing Their Returns Through Collaboration and Technology”.   This is another joint event between HBS Angels of NY and the HBS Club of New York.

 
Panel 1 - How Social Investing is Disrupting Traditional Investing in Public Securities
The first panel Read More...

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On January 10th, 2012

CRM Systems and Private Equity Deal Sourcing

 

 
 
Preqin and LexisNexis Enterprise Solutions just released a report on “CRM Systems and Private Equity Deal Sourcing”, based on a survey of 63 private equity funds.
 
They report that 84% of respondents claim to source over 20% of their opportunities through proprietary deal flow. Based on our research, I think that these respondents are taking Read More...

Posted By David Teten 1 Comment »
On September 22nd, 2011

Disruptive Companies in Asset Management

 
We recently hosted an idea dinner on "Disruptive Companies in the Asset Management Industry". 
 
The most attractive industries to disrupt are highly profitable ones, and asset management is traditionally a highly profitable industry.  IMHO, the most successful disrupters in this area to date have been Vanguard (who popularized index funds) and the ETF industry.  We Read More...

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On August 29th, 2011

Conference Notes on Sourcing Deal Flow & Developing New Business for Private Equity

 
I enjoyed participating in last week's Capital Roundtable Private Equity Masterclass on "Best Practices for Sourcing Quality Deal Flow & Developing New Business" (May 26th, 2011). Our star intern Adam Kalamchi took detailed notes, below.
High Road Capital Partners Deal Sourcing Keynote
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Chairman's Keynote: How to Win -The Five S's of Successful Deal Read More...

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On June 1st, 2011

Expert Networks Rollup - Business Connect China merges with Evalueserve Circle of Experts and Tribeca Insights

 

Congratulations to Business Connect China, which is merging with my old company, Evalueserve Circle of Experts, and Tribeca Insights to form a new consolidated expert network, Advantus Global.  Integrity Research reports, "At the high water mark, there were over 45 expert networks.  By our count, the number has shrunk to 37, of which 7 Read More...

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On May 18th, 2011
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