Reg A+ Finding the Clear Path

It’s not news to many people around the capital markets that the number of publicly listed and traded companies have dramatically shrunken over the last few decades. Fewer firms are going public. Public companies are going private. Mergers and acquisitions … Continued

I-C-O, You-C-O, We All Want to Do a CO

At the end of 2016, the aggregate market cap of all cryptocurrencies combined was $17.7 billion. But talk about growth; by the end of 2017, the combined market cap of all cryptocurrencies skyrocketed to $613 billion, representing a startling 3,300% … Continued

What Every VC Needs to Know About Reg A+

In a traditional venture capital funding ecosystem, growing companies and startups typically begin with a seed round — a small capital raise up to $1 million, frequently targeting friends and family. Once the business model is up and running, the … Continued

Fake News: Not Likely in Financial Services

I am a former portfolio manager and ETF designer, now running an agency. We work across many industries. Because of my top quartile track record as a portfolio manager, we work with many investment companies, brokers, investment banks, real estate, … Continued

Current Income and Long-term Appreciation in Marketing!

There are more things in common with managing a marketing campaign and an investment portfolio than is typically first perceived. To excel at either, one needs to be well versed in data, analytics and deriving the optimal action insights—not just … Continued

Adding Math To Your Marketing: Happy Pi Day!

Some people told me that they’ve never heard of Pi Day until they had kids. I guess celebrating math wasn’t as big of a deal as it is today. When I first started in marketing and advertising, I thought math … Continued

Active Managers Can Win New Mandates

Anyone who reads or watches media or reviews stats from places like the Investment Company Institute knows that passive management has and still is kicking active managers’ butts. The proliferation of ETFs (I have designed six indexes tracked by ETFs, … Continued

Investment Fashionistas: 2017 Real Estate is the “New Black”

In fashion, everything wants to be the “new black,” as black has, is, and will always be in fashion. To achieve this ubiquity and sustainability, it comes down to achieving some basic investing principles: performance, transparency and an understandable, consistent … Continued


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