Heidi Thompson, CFA

Heidi Thompson, CFA

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

Heidi Thompson, CFA's Stories Page 1 of 2  

Incumbent vs Challenger: PDF vs Digitization

PDF documents are a leading, secure means of sharing information. To many, the necessity of PDF files as a tool for disseminating information seems undisputed. But...

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...

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...

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...

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,...

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...

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,...

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...

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...

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,...

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...

Patchwork Quilt of Technology

Financial services at present stands at the crossroads of innovation. When the industry was flush, into the end of the aughts, there was no need to...

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