The Charter Effect: Navigating the Evolving Macroeconomic EnvironmentA charter school is a publicly funded independent institution created by teachers, parents, or community groups under the terms of a…Apr 8, 2024Apr 8, 2024
Education and Ideas around ImpactI always had a fervor for education, and an interest at the intersection of social good alongside capital. This has guided my moral compass…Mar 20, 2024Mar 20, 2024
Strides and Statistics: A Deep Dive in Strava Data InsightsAs some of you may know, I am an avid runner and enjoy working on data projects. I extracted my running data from Strava to put together an…Sep 11, 2023Sep 11, 2023
Bytes and Bonds: Software Contracts & AI vs First-Lien DebtSoftware / AI is becoming ubiquitous as it is being embedded across industries and functions. Most notably in the long tail where adoption…Aug 1, 2023Aug 1, 2023
The Art of Acquisitions: Opportunities for M&A in the Capital MarketsWhen I think about opportunities in the capital markets for 2023 and where alpha can be extracted, Mergers & Acquisitions (M&A) comes to…Jul 7, 2023Jul 7, 2023
Unprofitable Tech and Return to Fundamentals — Profits Matter?I find observations of trends and market regimes to be fascinating, particularly when those trends can be visualized with underlying data…Apr 24, 2023Apr 24, 2023
Diffusion of Innovation, Kondratiev Waves & Invisible Asymptotes in CommerceIn my conversations with founders and investors, a question that I often receive is “what is disruptive commerce?” Operating in the venture…Feb 15, 2023Feb 15, 2023
Prescription for Progress: The Urgent Call for a Global Healthcare System OverhaulMy mental model around healthcare value creation is classified across four vectors: (1) differentiated providers, (2) Digital Health…Nov 9, 20221Nov 9, 20221
Direct Lending Opportunities — 1H’22Investors that are largely exposed to public equities are seeing equity risk premia compression across the asset class, demonstrating the…Nov 9, 2022Nov 9, 2022
Private Equity Value PropositionThere has been heightened interest in alternatives as an asset class from both institutional and individual investors as these solutions…Nov 9, 2022Nov 9, 2022
