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



Data Disintermediation: The Gift that Keeps on Giving!

Data Disintermediation: The Gift that Keeps on Giving!

The investment management industry runs on data. Organizations build their businesses around carefully constructed, disciplined processes of collecting and analyzing information that are designed to give them a unique edge in investing. This means that a firm’s decisions around specifically what data to use and how exactly to process it are key. With the mainstreaming of Big Data the largest investment firms are

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Process Matters – Workflow Technology Empowering People

Process Matters – Workflow Technology Empowering People

Perhaps you are a large investment firm looking to create a culture of excellence that will perpetually attract top talent and dominate your market. Alternatively, you may be an accomplished group at a small boutique looking to punch above your weight and innovate your way to market leadership. Either way, you need to harness the skills of your people in a systematic way so

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InvestTech Build vs. Buy - System vs. Product

InvestTech Build vs. Buy - System vs. Product

At DiligenceVault our clients and prospects engage with us as they move to improve efficiencies in their business. They often tell us they are considering whether to build a proprietary tech system to support their diligence or investor relations process or to buy existing product. Here’s what we can suggest from our collaboration with them. Defining the End Goal Start with being clear

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DiligenceVault SuperbOwl Edition: Bring Your Secret Sauce to the Big Game!

DiligenceVault SuperbOwl Edition: Bring Your Secret Sauce to the Big Game!

This weekend’s football game of the New England Patriots vs. the Philadelphia Eagles marks the biggest sports-centered holiday in the US, replete with office pools, parties, beverages, foodfests, the cultural karma of the commercials and the half-time show, and a great deal on a mattress – something for everyone! But the main attraction is the story of high performance and a great contest of

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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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