Family offices, private equity funds, lenders, and VCs using AI, analytics, and other “investment tech” to generate alpha
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
| 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:
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
Moderator: Francesco Perticarari, GP at Silicon Roundabout Ventures
RSVP:
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:
Full agenda is here.
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.
Check out Data Universe, April 10-11, at the Javits Center NYC. This is a first-of-its-kind comprehensive and large-scale data, analytics, ML, and AI event. 250+ global industry pioneers and 100+ sponsors and exhibitors are joining.
Use code DUNY24-VIP24 for complimentary admission for friends of PEVCtech.
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.
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.
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:
Our guests are 80 Funds: Family offices (FO, Oil/Gas/Energy, Luxury, HoReCo & Finance etc), Fund of Funds (FoF), Private Equity investors (PE), Hedge funds, Venture Capital (VC).
We’ll be discussing the latest trends in AI, biotech, healthcare, and alternative investments.