Author: David Teten

Join us in midtown Manhattan May 6, 6pm, for a discussion of best practices in How Investors and Lenders to Private Companies are Using AI & Analytics . Our host is Silley Circuits. You can see a preview of the evening’s slides here.

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We have arranged a midtown venue, but it may not be large enough. If you’re interested in hosting the event and can accommodate 50+ investors and technologists, contact us ASAP.

Investors in private companies are copying our sisters in the hedge fund world: we are trying to automate more of our job, using AI and analytics for origination, due diligence, deal execution, value creation, exits, etc. While this has a positive impact on investment results, this also affects the hiring and career paths of professionals at PE and VC firms. 

Our presenter: David Teten is Venture Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner, into general partnerships, in fund management companies, and also directly into startups. He is Chair of AltsTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com.

25+ Speakers from BlackRock, EQT, Index, ICONIQ, Lightspeed, Stanford & More

LAST TICKETS AT 20% DISCOUNT AVAILABLE HERE

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Check out the final speaker lineup for the virtual Data-Driven VC Summit 2024 on May 5-8. This includes many of the thought leaders at the intersection of data-driven innovation and AI in VC, hailing from top organizations like BLACKROCK, EQT, INDEX, ICONIQ, LIGHTSPEED, STANFORD, and more.This is the first event of its kind and it’s accessible virtually from everywhere.

I hope you can join me and many distinguished speakers on May 1 at the invitation-only Restart Israel Economy conference in NYC, featuring leaders from Israel’s government, economy, and private sector. The speaker list includes:
– Larry Silverstein, Founder, Silverstein Properties
– Amir Yaron, Governor of the Bank of Israel
– Chemi Peres , legendary Israeli VC
– Isaac Herzog, President of the State of Israel
and many other distinguished guests. This is a highly curated event.

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The Family Office Fintech Forum 2024 is part of the Family Wealth Report’s  family office events series.  We’ll discuss how to adopt and invest in technology by multi and single-family offices.

Among our speakers are leaders from the Fingerboard Family Office and Deviate Consulting and TOS (consultants with expertise in how family offices use technology and analytics).

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​​You are cordially invited to an exclusive dinner and roundtable discussion in Dallas, April 15, 6:30pm, where we will explore and debate the scaling of AI infrastructure. Our guests are emerging VCs; family offices and other active allocators to emerging VCs; and C-level execs of VC backed startups.

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​​What to Expect:

• ​​A 10-minute talk about how VCs are adjusting their investment strategies in the face of AI with Winter Mead, Nathaniel Harding, and Igor Taber
• ​​An interactive dinner and roundtable, focusing on the latest trends in AI, across several industries

Thanks to Avidbank for their support. Your hosts:

​Winter Mead is the Founder and Managing Member of the investment firm Coolwater Capital, which exclusively focuses on emerging managers and technology investments. Coolwater is an academy for training, building and scaling emerging managers, a curated community of VC investors and early-stage investment specialists, and an investment firm. Coolwater has helped launch over 200 emerging managers in the last four years, establishing strong ties and trust with these managers, who form the foundation of the Coolwater community. Coolwater has made over 90 investments into its accelerator ecosystem supporting the next generation of founder investors and new technologies.

​Igor Taber has been an AI investor and operator for the last 15 years. He is a General Partner at Cortical Ventures, an early-stage AI-focused firm he co-founded to incubate and invest in companies leading the AI revolution. Previously, Igor was an early investor, Board Member, and SVP of Corporate Development at DataRobot. He was responsible for defining DataRobot’s growth strategy, managing investor relations, and overseeing M&A. He successfully raised over $1B in growth capital and facilitated numerous M&A transactions and partnerships. Before DataRobot, he served as Managing Director at Intel Capital, where he directed the AI and data investment practice. Under his guidance, Intel Capital gained recognition as one of the most active investors in AI. Throughout his career, Igor has invested in and held board positions for over 30 companies.

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I hope you’ll join us at The Union League Club, 38 E 37th St, New York, NY, for the DC Finance Family Office/UHNW Investor Conference. Speakers include:

– Randi Zuckerberg, General Partner, Surround Ventures; CEO, Zuckerberg Media; Former Creative & Buzz Marketing, Politics, and Social Change, Facebook

– Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Perdue Chicken

– Clara Kaluderovic, Co-Founder & CEO, Ex2; 3rd generation of SONIC Drive-In

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I hope you’ll join us at 361Firm’s 7th Spring NY Conference on March 20, again at 15 Hudson Yards where we expect 100+ family offices, fund of funds, and other allocators, and 200+ participants. You can see all details at www.361firm.com/ny24, including the latest Agenda (including keynotes such as Esther Dyson and Jim Pallotta,  and  a list of RSVPs.

We invite you to join us in a 10 East webinar discussion on the complexities of wealth, legacy, and family dynamics.

Join us on March 6th for a discussion with Morgan Housel, the New York Times Bestselling author of The Psychology of Money and Same As Ever, as we delve into legacy, inheritance and intergenerational family issues. Morgan will touch on his research into the psychological journey of wealth and its spillover effects on legacy and family. The event will be moderated by Brian Portnoy, Ph.D., CFA, the founder of Shaping Wealth, author of The Geometry of Wealth, and an expert in behavioral finance.

Morgan and Brian will discuss:

• The role of legacy and inheritance in shaping our financial and personal goals
• How family dynamics play into the management and perception of wealth
• Common pitfalls related to intergenerational wealth transfer and estate planning

This session is intended to be an exploration of the seldom-discussed aspects of wealth, such as the emotional and psychological implications of financial abundance. We invite attendees to reflect on how wealth impacts our personal lives and those of our loved ones, and how to navigate the complexities of family issues related to wealth management and succession planning.

Attendees will have the opportunity to engage with Morgan and Brian in a Q&A session following the discussion.

Reserve your spot today and join us in shaping a thoughtful approach to wealth and legacy.

​Hot off the back of our previous event, which went deep into sourcing, we’d like to explore some of the other parts of Data & AI in VC, and try to answer some of the myriad of excellent questions that came up. ​Join us for an online panel discussion that will delve further into the power of data and AI in the venture capital landscape.

​The Panel

• ​Anastasia Gonotskaya, CTO, Redstone
• ​David Teten, Partner with Coolwater Capital; Founder, AltsTech
• ​Ralph King, Venture Parter & CTO at Silicon Roundabout Ventures

​​Moderator: Francesco Perticarari, GP at Silicon Roundabout Ventures

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​We’ll be covering:

• ​Level Setting – How are the panel using data to improve returns? Which data sources are being used?
• ​Data for Fundraising – Whats the feedback from LPs on a tech driven approach? Is it a string leverage to attract LPs?
• ​Data-Driven Strategies and Tools in VC Firms – Should you build in house, use off the shelf tools, or a combination? Our panel will also share some of their favourite tools.
• ​Market Evolution, VC Differentiation – How will this evolve the market? And how will VCs differentiate themselves, in a potential world filled with ‘quant’ VCs? The shifting perception of Data Driven VC.
• ​Future Strategies – Are strategies, tools and tips shared? Will automation result in a convergence of valuations?
• ​Forecasting and Prediction, Evaluating Success – Why it’s hard to forecast success
• ​Supporting Portfolio Companies – How can this approach be leveraged when supporting portfolio companies?

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