Asset Management

The Relativity Of Renewal

Evolution May 22, 2023

ESG Is An Evolutionary False Positive

Capital May 3, 2023

CalPERS Marcie Frost’s ESG Permafrost

Capital March 23, 2023

The Fanfare Of Technology Religions

Innovation January 21, 2023

Can You Explain BlackRock’s Stance on ESG?

Capital December 7, 2022

EVA Supersedes And Displaces ESG

Policy December 4, 2022

What Precisely Is Your Business Model?

Policy October 5, 2022

Putting Retirement Savings At Risk

Capital September 21, 2022

Both Sides Of The ESG Debate Are Wrong

Capital September 13, 2022

Pension Fund Shortfalls Hitting Home In NYC

Capital September 7, 2022

ESG Deflation, A Victory Of Sorts

Capital September 6, 2022

Larry Fink, of BlackRock, Is A Clever Coward

Capital August 11, 2022

Private Equity Done Totally Right

Capital August 7, 2022

PGGM’s Piet Klop Pension Strategy Klopt Niet

Capital May 10, 2022

In Theory

Foresight May 5, 2022

Proximal Development Explained

Evolution April 30, 2022

ESG Demonstrates Finance Cannot Be The Author Of Its Reinvention

Capital February 9, 2022

Fink Tank

Capital January 21, 2022

Larry Fink’s Inkling

Capital January 19, 2022

ESG’s Problem Is Not Communication, But Adherence To Nature

Capital September 14, 2021

Breaking Down E, S, G in ESG

Capital August 11, 2021

Crypto Threatens National Security And Human Evolution

Capital August 8, 2021

Human Foresight Is Nature’s Hindsight

Capital August 3, 2021

Crypto As An Asset Allocator, Hilarious And Dangerous

Capital July 31, 2021

The Periodic Table Of Asset Risk

Capital July 30, 2021

The Instability Of Ambiguity

Capital July 23, 2021

Ask Yourself This Crucial Question About ESG

Capital July 12, 2021

ESG Is Irresponsible Investing. In Need Of Replacement, Not Improvement

Capital June 29, 2021

Let’s Stop Fooling Ourselves

Evolution June 27, 2021

Who Cares About ESG?

Capital January 15, 2021

Top1000 Funds Fiduciary

Capital December 22, 2020

Capitalize On Nature

Capital October 28, 2020

Venture Pitch Deck Review

Capital September 6, 2020

Hotel CalPERS

Capital August 10, 2020

COVID-19 And The Impact On Financial Systems

Capital July 24, 2020

Accelerating Infinite Regression In Asset Management

Capital July 15, 2020

Friend Or Foe Of Private Equity

Capital June 26, 2020

The Private Equity Malaise

Capital February 26, 2020

Why ESG Is A Dangerous Religion

Capital November 15, 2019

You Have A Soul

Foresight August 10, 2019

The Antidote To ESG’s Environmental Snake-Oil Is Here

Capital July 23, 2019

Sustainability Is Unsustainable

Capital June 26, 2019

Finance Has Many New Rivers To Cross To Lend Positive Impact To Humanity

Capital June 22, 2019

Your Beliefs Do Not Matter

Capital May 25, 2019

New Impact For Responsible Investing

Capital May 23, 2019

Why ESG Is Unsustainable

Capital May 19, 2019

Anti ESG

Capital May 17, 2019

Unpacking ESG

Capital May 7, 2019

ESG Idiocracy On Display

Capital May 5, 2019

What Can Private Equity Do Better?

Capital February 20, 2019

Alpha Is An Unstoppable Force Of Nature

Capital February 14, 2019

CalPERS Needs A New Masterplan

Capital January 29, 2019

Why All Financial Systems Run Out Of Steam

Capital January 21, 2019

My Vote On The Current CalPERS Private Equity Proposal

Capital January 2, 2019

CalPERS On Private Equity Transparency

Capital December 26, 2018

Evolutionary Principles Breathe New Life Into Asset Management

Capital December 18, 2018

Finance Must Abide By Nature

Capital December 17, 2018

Breaking Down And Recalibrating Alpha

Capital December 13, 2018

CalPERS Private-Equity Make-Over

Capital November 14, 2018

Why ESG Will Fail Us, Spectacularly

Capital October 21, 2018

Asset Management Reinvented

Capital September 24, 2018

How Fractal Finance Obliterates Economics

Capital August 27, 2018

Rethink Asset Management

Capital August 22, 2018

Farewell Sustainability, Hello Renewal

Capital August 14, 2018

The ESG Placebo

Capital July 27, 2018

What Are Signs That An Asset Class Is In A Bubble?

Capital June 20, 2018

Re-Risk Asset Management

Capital June 16, 2018

CalPERS Direct, My Opinion On The Announcement

Capital May 18, 2018

Can Limited Partners See The Pipeline Of VC Funds And Rejected Projects?

Capital January 5, 2018

How Long Should A Good Venture Capital Proposal Be?

Capital November 30, 2017

Buyout Firms Crave Buffett-Like Long Game That Remains Elusive

Capital October 30, 2017

What Is The Difference Between Private Equity And Venture Capital?

Capital October 2, 2017

What Are Some Of The Biggest Challenges Faced By Asset Managers To Construct A...

Capital September 3, 2017

What Countries And Cities Will Become The Next Hubs Of Innovations?

Innovation December 13, 2016

Is Data About A Nation’s Economy Still Valuable For Investors?

Capital January 25, 2016

CalPERS Pre-empts Asset Allocation

Capital January 21, 2015

The Fix To Improving Asset Management Returns Lies In The Reinvention Of The Fundamentals...

Capital January 13, 2015

CalPERS Change, A New Schtick Or A New Stick?

Capital December 28, 2014

The Judicial System Proves Our Systems Wrong

Policy May 8, 2013

Greater-Fool Economics

Capital March 19, 2013

Top-Quartile Is A Meritless And Meaningless Indicator Of Financial Performance

Capital March 14, 2013

How Top-Quartile Runs Out Of Merit

Capital March 14, 2013

Private Equity Is Investing In Hindsight, Venture Capital Is Investing In Foresight

Capital October 8, 2012

Clueless San Francisco

Capital January 19, 2012

Why Documents Don’t Protect LPs

Capital January 15, 2012

ILPA Measures

Capital January 12, 2012

As A Limited Partner I Feel Uninformed

Capital January 11, 2012

The Musical Chairs Of Financial Asset Management

Capital December 2, 2011

Pancake Economics

Capital November 3, 2011

Against Cutting Out VC

Capital October 8, 2011

Trimming Venture

Capital July 6, 2011

Bullish On The U.S.

Capital June 7, 2011

Venture LPs Blowing In The Wind, Continued

Capital April 19, 2011

The Fiduciary Responsibility Of Limited Partners

Capital March 24, 2011

ILPA etiquette

Capital March 11, 2011

CalPERS Changes And VC Allocation

Capital February 16, 2011

Against Small Funds

Capital January 21, 2011

Why Venture Firms Below $250M Cannot Succeed

Capital January 20, 2011

Pension Funds Still Don’t Get It

Capital October 20, 2010

Dumb Capital, Please Exit Here

Capital August 25, 2010

A Grand New Opportunity In Venture

Capital July 15, 2010

Venture Is No Longer The Best Performing Asset Class

Capital June 14, 2010

Idiot Limited Partners

Capital June 2, 2010

You Get What You Put In: No Risk = No Returns

Capital March 15, 2010

My Message To LPs In Venture; More Discipline, Please

Capital March 15, 2010

Does Venture Scale?

Capital February 22, 2010

How LPs In Venture Have Been Fooled, Many Times Over

Capital February 5, 2010

New York, An Empire State Of Mind

Capital January 21, 2010

A New Way In Is The Way Out Of Venture

Capital January 11, 2010

Venture Capital Needs A Reset, My Message To Limited Partners

Capital November 19, 2009

How To Fix VC Once And For All

Capital October 11, 2009

The Telephone-Game Of Derivatives

Capital October 5, 2009

VC Is Dead, Long Live VC

Capital September 2, 2009

Why VC Does Not Line Up With Innovation

Capital July 1, 2009

How LPs Should Deal With VC

Capital June 15, 2009

How LPs Invested Deep, Not Wide In Technology

Capital March 5, 2009

No IPOs In 2Q08, I Told You So

Capital July 2, 2008

Asset Management

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