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Currently contemplating on:
How will the investment management business look 10 years from now? How will funds (VC/PE/HFs) maintain their competitive edge? What will this competitive edge look like? Also looking at this from the India perspective.
A lot of VC firms in India have not had a great track record when it comes to exits. Even the top ones. So how will this continue?
There is gap in the growth capital market but even those funds started by ex-investment professionals from the top global funds have not been able to establish good reputation in the market with promoters/entrepreneurs or have not been to raise the funds or have raised the first fund but find it extremely difficult to raise a second fund?
What are some great readings on navigating through life's situations gently and gracefully?
Context: If we look at history, we will find that our pain is not unique. Countless people before us have experienced pain, loss, struggles, and everything that life throws at us. How can we learn to act during these times?
[Alain de Botton is a good place to start]
Previously contemplated on:
What are the various strategies employed by the elites/UHNWIs in various domiciles to maintain their status quo?
Context: This answer can include financial strategies, political strategies, hacks, and not so common tactics.
How do I differentiate between two activist investors?
Context: I am a billionaire and I have to allocate capital to activist investing strategy to achieve diversification. I have the names of Ackman, Icahn, Rosenstein, Einhorn, and others on my list. I want to be sure that it is the manager and not the activist investing strategy that is yielding returns because if that is so, there is no skill and I can invest my capital with the manager who charges lowest fees.
What is Vista Equity Partners' approach to value creation?
Context: VEP has developed 100 operating procedures for its portfolio companies.
Last Updated: May 18, 2021
If you have any ideas, let's talk. Say hello to me at firstname.lastname@example.org
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