Investment framework *for future reference*
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What would an investor group for data privacy focus on?
In 2018, I co-authored a report on data privacy for the IRRC which showed some scary statistics for investors who think that the current state...
AI tells you what it suspects you want to hear
If we changed Artificial Intelligence making into Automated Decision-Making, we would communicate far more about the aims of the AI movement than we currently do....
Impact investing is reliant on social enterprise
I have felt detached from the term ‘impact investing’ since I first heard about it. My first interaction was during a panel at NYU in...
Not a nation of tech companies but a nation of couriers and Uber drivers?
I work out of a business studio in Brisbane where the walls are covered in business books and whiteboards promote resident entrepreneurs. Working in this...
Repeatable insight at scale
The title is a borrow (modified) from Patrick McKenzie. My favorite frameworks (investment or otherwise) for generating insights have similar characteristics. They are: Fractal: Applicable...
Who wants to be an ESG analyst?
Wanted: Environmental, social and governance (ESG) analyst for major asset owner or asset manager Elements of the role: Lead development of internal policy on ESG...
“Bad Blood: Secrets and Lies in a Silicon Valley Startup” by John Carreyou
In the times that I have had to review and consider technology investments, I occurs to me that the difficulty is in distinguishing between nascent...