Blogs by Heidi Thompson, CFA

Hello I'm Heidi Thompson, CFA.

Director of Business Development at DiligenceVault, former LatAm portfolio manager, graduate of Columbia Business School



Lessons on Entrepreneurship (from Anthony Scaramucci)

Lessons on Entrepreneurship (from Anthony Scaramucci)

The skill and experience you amass in an area of professional competency is one thing. Taking that expertise and turning into a strong and successful business is another. In this blog, we review advice from media and finance mogul Anthony Scaramucci in his book “Hopping Over the Rabbit Hole: How Entrepreneurs Turn Failure into Success” and compare notes on our learnings over three plus

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The Sharing Economy in Asset Management

The Sharing Economy in Asset Management

Technology and human ingenuity have made wonderful things possible in our personal lives. Whether it is connecting with friends and associates, or finding products and services, there is much more at our fingertips than ever before. The connections and transactions that we engage in are easy and seamless – provided that we have the basic digital tools. The lack of friction and low cost is

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Back to School Blog Edition: The Common App - For Funds!

Back to School Blog Edition: The Common App - For Funds!

If you are a young professional or the parent of college or college-bound students, you probably know what the Common App is. If you are somewhere outside those cohorts, you may not know, because you are only familiar with your experience with college applications, involving the redundancy of typing out multiple applications with a lot of the same information. The Common App The Common

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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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Due Diligence on Emerging Markets Credit

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 dealings are conducted. Markets are essentially social constructs. For all the quantitative methods employed in the analysis of them, this social aspect, including shared history and expectations, forms the basis of the

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