Insights
PILLAR 1
ANALYZING MARKETS & STRATEGY
The Great Unraveling: Navigating the Fractured Geopolitics of a Multipolar World
For the past several years, the global landscape has been defined by a series of seemingly distinct crises: a brutal...
Read More
⭐ Crisis as a Crucible: Forging the Future of the UAE Hub
Let us be unequivocal. The war currently engulfing parts of the Middle East is a profound shock to the region’s...
Read More
⭐ Fault Lines of a New World Order: Iran, the West, and the Rise of the BRICS+
The recent eruption of conflict in the Middle East, marked by direct military exchanges between Israel, the US, and Iran,...
Read More
⭐ 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...
Read More
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...
Read More
🔹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...
Read MorePILLAR 2
Building & Scaling Ventures
Setting Up in the UAE: The No-Nonsense Guide for SMEs Who Want to Get It Right
The UAE’s pitch to international entrepreneurs is compelling — and largely accurate. Full foreign ownership. Strategic location. A 0% corporate tax...
Read More
The Power of Presentation: A Woman’s Guide to Strategic Self-Branding
As two female professionals with roots in emerging markets, now operating from the global hub of the UAE, we’ve learned a critical lesson: your most powerful...
Read More
🔹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...
Read MorePILLAR 3
Mastering Applied Skills
The Investor’s Compass: Charting a Course in a Multipolar World
For decades, the map for the international investor was deceptively simple. It had one primary continent, the Developed West, and...
Read More
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...
Read More