Imagine being an emerging manager going out to pitch LPs an 18yr expected fund life
"Using large language models, the researchers read more than 364,000 earnings call transcripts between 2008 and 2025, as well as some 200,000 analyst reports from sell-side research houses and looked at how businesses and analysts discussed these geoeconomic pressures and how they reacted to them."
Sometimes LPs are human, other times... www.screendoor.co/blog/treat-y...
Screendoor Blog | Treat Your LPAC as People, Not Just as Investors
screendoor.co
“Being a star means you’ve succeeded in convincing everybody that you’re a star.” 🎥 www.wsj.com/finance/inve...
Hedge-Fund Stars Are Making So Much Now That They Are Hiring Agents
Ryan Walsh is representing stock pickers and bond traders in multimillion-dollar contract negotiations.
wsj.com
"Geographic diversification, Gold and US Treasuries are how Families are positioning for tail events. I read this as, most Family Offices are not worried about a tail event." offthecharts.substack.com/p/family-off...
Family Office Reports
Goldman and Citi both recently released their annual Family Office reports.
offthecharts.substack.com
This WSJ report may come as a surprise to those who felt that an influx of cash from money market funds was behind this month’s rally in both stocks and bonds. While average returns on money market accounts have slipped lately, yields remain elevated by recent standards — appealing to many investors
Wealthtech drama. From the outside looks weak from iPaladin, litigating rather than competing and innovating. www.modus.news/ipaladin-has...
iPaladin Has Sued Orca, Alleging Patent Infringement
After months of tangling over the venue and efforts to dismiss the case, the two companies failed to resolve the dispute in mediation last week.
modus.news
In a jaw-dropping spectacle, a skysurfer leapt out of a helicopter above the Bay Bridge and rode the bridge's suspension cables before landing on a barge in the water.
‘One of the craziest things’: Skysurfer rides Bay Bridge’s suspension cables
In a jaw-dropping spectacle, a skysurfer leapt out of a helicopter above the Bay Bridge and rode the bridge's suspension cables before landing on a barge in the water.
bit.ly
"As a share of all Series Bs, FinTech has climbed back to 16%" open.substack.com/pub/signalra...
Series B theme: a quiet FinTech revival
AI, defense and crypto rounds are dominating the headlines.
open.substack.com
signed a deal while eating chili out of a coffee pot i even gave my life to christ in a cracker barrel parking lot
Wellcome Trust has outperformed other endowments Biggest difference between their allocation and Harvard's is much lower % for Hedge Funds, 11% vs. 32% Cambridge also has 23% for "Absolute Return & Credit" Oxford doesn't seem to disclose HFs % www.ft.com/content/ac8f...
We are hiring electrical engineers, cell biologists and microfabrication engineers to join our founding team! We're looking for smart and caring people. If that's you please apply, or tag someone who is incredible. 🚀 🧠 axoneurotech.com/careers
Axo | Careers
Build at the frontier of biology and engineering
axoneurotech.com
Secondaries managers raising $81 billion in six months, beating most full years Peak alternative investing: The exit strategy needs its own funding boom
LP sentiment is a reasonably hard thing to change. It's also hard to get Europeans to admit they like Europe!
