Category: Events

3/6, 1pm ET: Webinar: Legacy, inheritance and intergenerational family issues


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.

2/28, 11am ET (virtual): How Cutting-Edge VCs Are Using Data: Tools, Strategies & Impact

​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

​​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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2/26, NYC: The Future of Alternative Marketplaces: Institutional Investor Access to Private Markets

Digital Evolution Institute is delighted to extend an exclusive invitation to the “Future of Alternative Marketplaces: Institutional Investor Access to Private Markets conference”. Our speakers include:

    • Rich Nuzum, Executive Director, Investments and Global Chief Investment Strategist at Mercer

    • Michael Beckerman, CEO of CREtech

    • Margaret Butler, Partner and Co-leader of Financial Services Industry Team, Baker & Hostetler

    • Evan List, VP, Alliance Bernstein Private Wealth

    • David Teten, Venture Partner, Coolwater Capital and Founder, Versatile VC

    • Gaurav Mehta, Director, Deutsche Bank Investment Bank, Financial Technology

    • Ed Luzine, Wytrwal Industries, a 5th generation single family office

    • Kevin J. Ernst, CIO, Canadian Family Office

    • Yale Fishman, President, Fishman Family Office

    • Andy David, Family Office Executive Director, Shani Shenhav Group

Full agenda is here.

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Time: Doors open at 8am ET | Program 9-5pm ET | Cocktail Reception details to follow via event confirmation

Location: Baker Hostetler, 45 Rockefeller Center New York 33132. 

April 10-11, NYC: PEI Investor Relations, Marketing & Communications Forum

The Investor Relations, Marketing & Communications Forum explores best practices of fundraising, LP relations, branding, communications, and marketing strategies within the private market sector.

Over two days, you’ll build your network with the largest community of IR and marketing leaders in private equity. Together you’ll discuss some of the biggest pain points impacting your role and share new strategies for overcoming them.

With a rich history spanning almost 20 years this is the must-attend event for IR, marketing, and communications professionals in private equity.

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4/3, noon EST, virtual: “Managing Your Board and Investors”

Join us for a special Entrepreneur Cooperative event, “Managing Your Board and Investors with David Teten,” hosted by Founder Org. Our special presenter, David Teten, will share invaluable insights on effectively managing your company’s board and investors. Learn how to build a strong board, understand the value it brings, and run board meetings efficiently.

Register for the event here.

See my slides here.


The Entrepreneur Cooperative (ECO) runs educational content for founders to reach the next level in their endeavors. ECO is supported by Founder Org, a membership-based community for founders and CEOs of companies generating over $1 million in revenue. The organization provides peer advisory forum groups, founder retreats, online discussions, educational content, events, and local meetups.

Speaker Bio: 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 Founder of Versatile VC, backing early-stage “investment tech” companies which help investors generate alpha and succeed. 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.

4/2, San Francisco: Coolwater Capital Emerging VC Manager Demo Day

I hope to see many emerging VCs and the LPs who love them on April 2 in #SanFrancisco at Coolwater Capital ‘s Demo Day!

We have over 125 LPs confirmed, as well as 75 VCs investing in across AI, ML, sustainability, climate, industrial, construction, infrastructure, and semiconductors .

If you’re interested as an LP in VC funds, please apply to join: 

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1/30, Chicago: LP/GP Dinner

Winter Mead, Founder & CEO of Coolwater Capital; James Murphy, General Partner and Mike Cardamone, CEO and Managing Partner of Forum Ventures; invite you to a private dinner in Chicago for LPs actively investing in emerging managers.

​Coolwater Capital runs an accelerator for emerging VC fund managers and invests into this early-stage science and technology ecosystem. We have incubated and helped launch >200 funds which have collectively raised >$2b. We are the highest rated accelerator for VC fund managers (NPS score of 83). We are indirectly the largest tech accelerator in the world.

​​Forum Ventures is a B2B focused pre-seed fund, accelerator and venture studio based in NYC and Toronto. Founded in 2014, they have invested in 400+ companies across their three strategies and have built one of the largest B2B SaaS communities in the world.

RSVP: https://lu.ma/4pj469g5