Insights
PILLAR 1
ANALYZING MARKETS & STRATEGY
A Smaller or Bigger World? How Technology and Geopolitics are Reshaping Global Opportunity
We live in a paradox. Technology has shrunk our world, creating a global village where a startup in Dubai can...
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The Markowitz-van Dijk Model: Why Our 20-Year-Old Framework is More Relevant Than Ever in the AI Era
The rise of Artificial Intelligence has led many to question the relevance of established quantitative investment models. They ask: in...
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The Venture Capital Trap: Why Emerging Market Startups Get Funding Wrong and How to Fix It
For an ambitious entrepreneur in an emerging market, the lure of foreign venture capital can feel like the ultimate validation. It promises...
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Building & Scaling Ventures
The LSS Deal: A Case Study in Strategic Sweat Equity and 50/50 Partnerships
In the world of deal-making, the default language is cash for equity. But this rigid approach often fails to capture the true...
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Mastering Applied Skills
The Disciplined Family Office: A Framework for In-House Investing and Strategic Outsourcing
For generations, family offices have been told that the pinnacle of wealth management is to hand over the keys to...
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