David Teten

Invitation: events for family offices, women in finance, and emerging managers

2022-02-15 by David Teten

We hope you will join us at any of four upcoming events, all complimentary for qualified attendees:

NYC, March 7: Access Alts Family Office conference. I’ll be presenting on disruption of investment management.

NYC, April 27: the East Coast Family Office & High Net Worth Individuals Conference, organized by DC Finance. I’ll be leading a discussion among four single family offices on their investment strategy in tech companies.

Virtual, May 11-13, the Womensphere Capital Forum (virtual). I’m co-chairing this program. We’ll discuss advancing women’s leadership in finance and investment, and expanding capital access for women in business. Given I have 3 daughters plus a wife working in finance, this topic is close to my heart. If you are interested in speaking at this event, contact them.

NYC, June 9: Private Equity US Emerging Managers Summit. They are seeking additional speakers with expertise relevant to emerging managers. Contact jemima.vandergaag(@)globalfundmedia.com if interested.

Interview with Sutton Capital: Emerging Managers, Fundraising, Limited Partners, VC Strategy

2022-01-12 by David Teten

I did a live interview today with Joel Palathinkal, CEO, Sutton Capital, and an LP / Mentor to emerging investment managers. Sutton Capital invests in opportunities focused on Fintech, Real Estate, B2B SaaS, Deep Tech, Space Exploration, Impact Investing, Cleantech, & Climate Change. Early in Joel’s career, he ran technology product innovation in Fintech, Artificial Intelligence, & for the Dept. of Defense. He completed his Ph.D in Modeling & Simulation while he was building flight simulators for the Department of Defense.

Assure interview: What’s Going on In Venture

2021-12-22 by David Teten

Jeremy Neilson, CEO, Assure, just interviewed me for their “What’s Going on In Venture” podcast on new models for VC and the implications on deal flow, investors (specifically family offices), administrators, and internal managers. You can listen here.

“Navigating Private Equity”, a CEO Trust webinar

2021-12-19 by David Teten

You are invited to “Navigating Private Equity“, a webinar organized by our friends at CEO Trust, on how CEOs can work with private equity funds:
When: January 27, 2022 10:00 AM, EST
Where: Video Conference: Details are sent with registration confirmation.

In “Navigating Private Equity”, Mike Lorelli will take you a mile wide, and a foot deep into how the private equity model works, the economics of the deal, how to “speak their speak” and avoid getting a toe blown off in the first minute of the interview, and how to target private equity firms. You don’t need to be on the buy-side or sell-side of the private equity equation.

Mike was a PepsiCo President, twice, followed by 5 engagements as CEO for private equity portfolio companies. He also served for six years as an Operating Partner at Falconhead Capital, and Executive Chairman of the Board of, Rita’s Italian Ices. Dr. John Rutledge, Chairman of Rutledge Capital, has said: “I would invade China with Mike alone in a rubber boat.” Mike is a Founding Director of CEO Trust and a frequent presenter.

If you are a CEO and would like to see if you qualify to attend this event, register at https://ceotrust.org/apply .

For more background, see How to Win Consulting, Scout, Board, Operating, and Investment Roles with Private Equity and Venture Capital Funds.