News & Views
Capital Markets Thoughts and Guidance
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DEER ISLE: Insights, Flows & Investment Trends
January 28, 2025 The Rise of Targeted Climate and Sustainable Investments The momentum for funding the technology and infrastructure required to advance climate action and global sustainability remains robust despite the death knoll... Read More -
FUND INVESTMENT STRATEGY VERSUS INVESTMENT OPPORTUNITY: Definition and Implications
January 23, 2025 In my view, an “investment strategy” is an aggregation of processes and procedures that outline how a sponsor generates (or intends to generate) value (returns) through the use of its... Read More -
INVESTMENT OPPORTUNITY VS. BUSINESS STRATEGY: A Self-Help Guide for Improving Capital Success
January 22, 2025 Understanding the distinction between a business strategy and an investment opportunity is critical for success in the capital markets. These two concepts are closely related but serve different purposes. Confusing... Read More -
2024 TOP 10: LP and GP Lookback
December 23, 2024 As an active participant in the private investing ecosystem, I am subconsciously urged to join the ubiquitous fray of end-of-year retrospections. However, I want my entry to be low-fuss and... Read More -
2024: INNOVATION AND ADAPTATION in Alternative Investments
December 23, 2024 For capital markets participants navigating 2024, the landscape was marked by challenge and transformation. For those deeply entrenched in traditional alternative investments—with their reliance on conventional valuation benchmarks—this year presented... Read More -
DEER ISLE: Insights, Flows & Investment Trends
December 23, 2024 Never Too Old to Be Young Again! This holiday season let’s celebrate the power of a youthful outlook and the courage to take on new challenges—no matter our age. Consider... Read More -
DEER ISLE: Insights, Views & Investment Trends
November 24, 2024 Globally, there is much to celebrate despite all that is worrisome and concerning…enjoy your family and friends during this wonderful holiday! 1998 Improved In 2022 Access to Electricity 74%... Read More -
NAVIGATING DIVERSE CAPITAL TYPES: Clarity and Transparency Helps
November 24, 2024 “We Only Want Value-Add Capital” When companies raise capital, they often attract a variety of capital types, including for direct transactions, private equity (PE) firms, strategic investors (Strategics), high-net-worth individuals... Read More -
GUEST POST: INVESTOR PERSONALITIES and their Commitments
November 24, 2024 On the surface, the common maxim “capital is capital” might seem to predominantly drive GP decisions when raising capital. However, seasoned fund managers will be the first to tell you... Read More -
DEER ISLE: Insights, Flows & Investment Trends
October 23, 2024 Data Centers: Core to the National Security Race with China? Yes! Given China’s technological advancements, data centers are central to the national security race between the U.S. and China, acting... Read More -
QUALITY OF TEAM AUDIT: Capital Success is All About the Team
October 22, 2024 “We Invest in Teams!” In the fast-paced world of private equity or venture capital, the success of an investment often hinges on the effectiveness of the leadership team. More and... Read More -
GUEST POST: HOW DO CAPITAL PROVIDERS THINK ABOUT FUND TEAMS? 7 Key Items to Consider
October 22, 2024 There is one thing that every GP/sponsor has up their sleeves when challenged about what makes them unique, which is their people. Since no two individuals are alike, it stands to... Read More
