Unlocking Activist Investing

June 20, 2024 Friends, I am excited to share this interview with Ken Traub, Managing Partner of Delta Value Advisors, a strategic consulting and investment advisory firm specializing in corporate governance and turnarounds. Ken has had a long and successful career both as a CEO and as a director of numerous public companies, including many… Continue reading Unlocking Activist Investing

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The State of AI

March 27th, 2024 Friends, I am excited to share this interview with Nathan Benaich, the Founder & General Partner of Air Street Capital, a venture firm focused on AI-first tech and life science companies.  Nathan was an early visionary in the AI space, having launched his Guide to AI newsletter in 2015 and then his… Continue reading The State of AI

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Value Investing’s Renaissance Man

January 25th, 2024 Friends, I am excited to share this “Fireside Chat” with Jeff Gramm, General Partner of Bandera Partners and author of “Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism”, that took place at our second annual Ideas & Networking Conference in New York City on September 21st, 2023. I have known… Continue reading Value Investing’s Renaissance Man

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Interview with James Waskovich: Private Equity Investing in Franchisors & Multi-Unit Businesses

December 20, 2023 Friends, I am excited to share this “Fireside Chat” I had with James Waskovich, Managing Partner of Princeton Equity Group, at our second annual Ideas & Networking Conference in New York City on September 21st, 2023. Jim is one of the best investors I know, which began with his successful private investments… Continue reading Interview with James Waskovich: Private Equity Investing in Franchisors & Multi-Unit Businesses

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An Entrepreneur’s Perspective – Venture Investing in AI

October 26, 2023 Friends, We recently hosted our second annual Ideas & Networking Conference in New York City on September 21st.  It was a fantastic day with great speakers and participants.   I specifically want to thank our special guest speakers, Jim Waskovich, Shaun Johnson, Elisabeth DeMarse and Jeff Gramm, for sharing their ideas and insights. … Continue reading An Entrepreneur’s Perspective – Venture Investing in AI

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An Entrepreneur’s Perspective – Investing in Great Family Businesses

July 20, 2023 Friends, I’m excited to share this interview with David Marcus, CEO of the Price Family Office and Evermore Global Advisors. David got his start overseeing European investments for Mutual Series under the legendary investor Michael Price. In 2009, he started Evermore Global, which also has a European focus.  When Michael Price unfortunately… Continue reading An Entrepreneur’s Perspective – Investing in Great Family Businesses

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An Entrepreneur’s Perspective – A Serial Entrepreneur Shares His Secrets

March 31st, 2023 Friends, It has certainly been an eventful time since I last wrote you. Recap of Silicon Valley Bank Short Call In our last newsletter, our top highlighted Tweet was my ten-part thread from January 18, 2023 on the “big problems” I saw with Silicon Valley Bank’s “held-to-maturity” securities portfolio.  I specifically highlighted… Continue reading An Entrepreneur’s Perspective – A Serial Entrepreneur Shares His Secrets

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An Entrepreneur’s Perspective – Venture Investing in FinTech

January 27, 2023 Friends, I am excited to share this “Fireside Chat” I had with Brooks Gibbins, co-founder and Managing Partner of the FinTech Collective, at our inaugural Ideas & Networking Conference in New York City on September 22nd, 2022. Brooks and his partner Gareth Jones have been at the forefront of investing in financial… Continue reading An Entrepreneur’s Perspective – Venture Investing in FinTech

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An Entrepreneur’s Perspective – A Business-Minded Approach to Philanthropy

December 29, 2022 Friends, Amid the holiday season, I am excited to share this “Fireside Chat” I had with Mark Gerson at our inaugural Ideas & Networking Conference in New York City on September 22nd, 2022. Mark has been incredibly successful in business, most notably as the co-founder of Gerson Lehrman Group, the leading expert… Continue reading An Entrepreneur’s Perspective – A Business-Minded Approach to Philanthropy

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An Entrepreneur’s Perspective – Interview with Ailon Z. Grushkin

October 24, 2022 Dear Friends, We recently hosted our inaugural Ideas & Networking Conference in New York City on September 22nd.  It turned out to be a fantastic day with great speakers and participants.   I specifically want to thank our special guest speakers, Brooks Gibbins, David Moehring, Ailon Grushkin and Mark Gerson, for sharing… Continue reading An Entrepreneur’s Perspective – Interview with Ailon Z. Grushkin

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