“Everybody’s gonna eat. Everybody’s gonna get this money. Everybody can be happy.” - Ace (Paid In Full) Here’s where we get personal - Paid In Full is one of my favorite movies of all time. To me, it’s a cinematic classic. Personally, I put it right up there with the Godfather (debate someone else). But I digress. For those who are unfamiliar, the story is set in Harlem in the 1980s and covers a range of themes including the underpinnings of 80’s street culture, a tale of innocence lost throu...

“Everybody’s gonna eat. Everybody’s gonna get this money. Everybody can be happy.” - Ace (Paid In Full) Here’s where we get personal - Paid In Full is one of my favorite movies of all time. To me, it’s a cinematic classic. Personally, I put it right up there with the Godfather (debate someone else). But I digress. For those who are unfamiliar, the story is set in Harlem in the 1980s and covers a range of themes including the underpinnings of 80’s street culture, a tale of innocence lost throu...

“Sunny days wouldn't be special if it wasn't for rain / joy wouldn't feel so good if it wasn't for pain” -50 Cent To paraphrase the philosopher, ‘Death gotta be easy, ‘cause Recaps are hard / they'll leave you physically, mentally, and emotionally scarred’. Maybe no physical scarring but show me someone who’s escaped a recap mentally and / or emotionally unscathed and I’ll show you a masochist. Recap is shorthand for recapitalization, which is the corporate process of restructuring a company’...

“Sunny days wouldn't be special if it wasn't for rain / joy wouldn't feel so good if it wasn't for pain” -50 Cent To paraphrase the philosopher, ‘Death gotta be easy, ‘cause Recaps are hard / they'll leave you physically, mentally, and emotionally scarred’. Maybe no physical scarring but show me someone who’s escaped a recap mentally and / or emotionally unscathed and I’ll show you a masochist. Recap is shorthand for recapitalization, which is the corporate process of restructuring a company’...

Peace and welcome! Thanks for joining me here for the first of what I anticipate will be many musings. For those that know me, I don’t say much unless I have something to say (maybe that’s not entirely true). That’s why I wanted to create this space to share some of my ideas and views that inspire me while also learning from readers & others who may share my opinion, those who are indifferent to my opinion or those who think some of my thoughts and/or ideas are downright moronic. With that sa...

Peace and welcome! Thanks for joining me here for the first of what I anticipate will be many musings. For those that know me, I don’t say much unless I have something to say (maybe that’s not entirely true). That’s why I wanted to create this space to share some of my ideas and views that inspire me while also learning from readers & others who may share my opinion, those who are indifferent to my opinion or those who think some of my thoughts and/or ideas are downright moronic. With that sa...

For the past 13 years, I've worked in the asset management industry in some capacity. I started my career in back office operations for public equity & fixed income fund managers, then worked for portfolio managers in the deep value hedge fund space while getting my MBA. After graduating, I found an opportunity in venture capital, which eventually led to co-founding Tale Venture Partners—where we focused on software, deep tech and climate tech investments primarily at the pre-seed and seed st...

For the past 13 years, I've worked in the asset management industry in some capacity. I started my career in back office operations for public equity & fixed income fund managers, then worked for portfolio managers in the deep value hedge fund space while getting my MBA. After graduating, I found an opportunity in venture capital, which eventually led to co-founding Tale Venture Partners—where we focused on software, deep tech and climate tech investments primarily at the pre-seed and seed st...

In the world of investing, there is one thing that you can count on and that’s a market cycle. This isn’t a prescription for timing markets but no matter how great things seem to be going you can be certain that good times won’t last forever. While, over the long-run, equity markets (both private and public) have a bias toward capital appreciation or value accretion, the progression very rarely, if ever, moves in a straight line. Markets have a rhythm; that’s to say, they tend to operate in c...

In the world of investing, there is one thing that you can count on and that’s a market cycle. This isn’t a prescription for timing markets but no matter how great things seem to be going you can be certain that good times won’t last forever. While, over the long-run, equity markets (both private and public) have a bias toward capital appreciation or value accretion, the progression very rarely, if ever, moves in a straight line. Markets have a rhythm; that’s to say, they tend to operate in c...