Since the 1990s, we have seen large and occasional, rapid changes in what is required to successfully raise assets under management (AUM). The birth of the internet in the ‘90s is perhaps the biggest catalyst to the information arbitrage conducted … Continued
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
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
A friend of mine married a flooring guy. He’s a smart entrepreneur and a master carpenter. He is no average Joe and you’d know it if you met him. In his business, he sells and specs jobs managing a small … Continued
Let’s face it, we all saw this coming. Like a car crash in slow motion, where few of us watched and tried to stop it. This time, most people in the industry turned their heads before the crash; many hedge … Continued
Underwriters continue to smirk at the revolution in raising private capital, but now many are taking notice. Why? As deal marketers, we have helped issuers complete successful raises, implementing the JOBS Act for private placements. With the new regulations, they … Continued
We love to watch the Superbowl and the Academy Awards for the ads as much as we do for the action. How often do ads work for you on your phone? We all know that if we had the option … Continued
“Buy Buttons” are click-to-buy features recently introduced to social media platforms including Instagram and Pinterest. They automatically redirect a user to the advertiser’s ecommerce site to purchase a product they had just seen. Instagram has a positive attitude about buy … Continued
So many heads of marketing discuss with me, “Data-driven or creative-driven. Which one are you?” Perhaps, you’ve faced this dilemma when seeking a philosophy and were pushed to choose one direction for your business. Gone are the days of … Continued
Driving in winter means driving through all the elements – snow, rain, sleet and slush – oh so similar to business. A major correlation is when the road isn’t smooth and dry. When hitting a rough patch of snow, most … Continued