Is There Success In Your Name?

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 of a firm’s reputation. We analyze how asset managers name themselves and what, if any, are the implications to their long term success. Name and Legacy Surprisingly,

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What Brings Success? Skill, Luck, or Process

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 good and bad, as noted in common aphorisms such as: “Sometimes it is better to be lucky than smart” or “You make your own luck.” The enterprising businessperson and

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Check!

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 applied in his own field as a cancer surgeon. His findings are relevant to the investment process and due diligence. Like a Surgeon Gawande came to do broad research on checklists when

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What Is Your Investment Engagement ROI?

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 Hedge Fund & Investor Survey) Creating differentiation in an increasingly competitive landscape not only requires innovation in investment product/strategy and best-in-class operations, but also a strategic focus

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Private Funds: Spotlight on Service Providers

Private Funds: Spotlight on Service Providers

With the over 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 the top service providers? We are a bit hesitant in adding up gross assets or regulatory AUM, so we’re showing you an info-graphic based on

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Memorable Moments in the Life of an Entrepreneur

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 here - Fun, profound and leading to lots of lessons learned! We code in sprints, but sell in marathons :) A moment during the first month of starting this new

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