Navigating the AI Revolution: AI’s Far Reach in Shaping Asset Allocation Opportunities
In this piece, we explore AI’s transformative potential for asset allocation opportunities and risks, as well as key implementation considerations and challenges.
Authored by: Theresa Sorrentino Hajer
Will Venture Capital Repeat the Post-TMT Bubble Experience?
We do not expect a rerun of the 2000s for tech and venture capital. The similarities between the late 1990s and today are concerning, but the differences are even more sweeping.
How Concentrated Is Value Creation in Venture Capital?
Conventional wisdom says that only ten venture-backed investments matter per year and that an equally concentrated number of certain venture firms makes those investments, but conventional wisdom may lead investors to miss attractive opportunities with managers that can provide exposure to substantial value creation.
Venture Capital Disrupts Itself: Breaking the Concentration Curse
The widely held belief that 90% of venture industry performance is generated by just the top ten firms is a catchy but unsupported claim that may lead investors to miss attractive opportunities with managers that can provide exposure to substantial value creation.