5/10, NYC: AccessAlts Investor Conference

Please join me in welcoming 50 influential family offices, strategics and institutional investors, to the Access Alts Meet on Friday May 10 in midtown Manhattan. This is one of the most tightly curated investment conferences. Keynote speakers include:

Ajit Singh, Chief Investment Officer of Houston Firefighters’ Relief and Retirement Fund ($5b AUM), a pioneer in Asia Investing who is introducing family office-style nimble portfolio management at a pension

David Back, the co-founder of Zoomcar (Nasdaq IPO), who built India’s first self-driving car rental company

Jun Tsusaka, the force behind Japanese investment firm NSSK, who is rewriting family business exits in Japan. The NSSK Group currently has sales of approximately JPY300 billion and more than 20,000 employees.

Drew Perkins, serial Silicon Valley entrepreneur (previous exits as founder via IPO and sales to Qwest Communications & Ciena), launching his new AI semiconductor ventures Eridu Corporation


Register Today

May 6, NYC: How Investors and Lenders to Private Companies are Using AI & Analytics as a Competitive Weapon

Join us in midtown Manhattan May 6, 6pm, for a discussion of best practices in How Investors and Lenders to Private Companies are Using AI & Analytics . Our host is Silley Circuits. You can see a preview of the evening’s slides here.

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We have arranged a midtown venue, but it may not be large enough. If you’re interested in hosting the event and can accommodate 50+ investors and technologists, contact us ASAP.

Investors in private companies are copying our sisters in the hedge fund world: we are trying to automate more of our job, using AI and analytics for origination, due diligence, deal execution, value creation, exits, etc. While this has a positive impact on investment results, this also affects the hiring and career paths of professionals at PE and VC firms. 

Our presenter: David Teten is Venture Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner, into general partnerships, in fund management companies, and also directly into startups. He is Founder of Versatile VC, backing early-stage “investment tech” companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com.

We need your help to study the best tools for investors in private markets!

We’re partnering with Synaptic to build a detailed market map of the most popular and effective tools for investors and lenders in private markets across the entire investment lifecycle: thesis formation, origination, due diligence, fundraising, portfolio monitoring, capital deployment to fund management, marketing, accounting, etc.

Would you be interested in participating in a 30-minute interview with Synaptic about the tools you are using in your firm?  All participants will receive exclusive access to the full research. The first 100 participants will be entered in a raffle for a chance to win a $100 Amazon gift card!

Express your interest here>

4/18, NYC: Family Wealth Report Family Office Fintech Forum

The Family Office Fintech Forum 2024 is part of the Family Wealth Report’s  family office events series.  We’ll discuss how to adopt and invest in technology by multi and single-family offices.

Among our speakers are leaders from the Fingerboard Family Office and Deviate Consulting and TOS (consultants with expertise in how family offices use technology and analytics).

RSVP (mention you’re a guest of PEVCtech)

4/15, Dallas: Coolwater Capital Dinner, with Cortical Ventures and Cortado Ventures

​​You are cordially invited to an exclusive dinner and roundtable discussion in Dallas, April 15, 6:30pm, where we will explore and debate the scaling of AI infrastructure. Our guests are emerging VCs; family offices and other active allocators to emerging VCs; and C-level execs of VC backed startups.

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​​What to Expect:

  • ​​A 10-minute talk about how VCs are adjusting their investment strategies in the face of AI with Winter Mead, Nathaniel Harding, and Igor Taber
  • ​​An interactive dinner and roundtable, focusing on the latest trends in AI, across several industries

Thanks to Avidbank for their support. Your hosts:

Winter Mead is the Founder and Managing Member of the investment firm Coolwater Capital, which exclusively focuses on emerging managers and technology investments. Coolwater is an academy for training, building and scaling emerging managers, a curated community of VC investors and early-stage investment specialists, and an investment firm. Coolwater has helped launch over 200 emerging managers in the last four years, establishing strong ties and trust with these managers, who form the foundation of the Coolwater community. Coolwater has made over 90 investments into its accelerator ecosystem supporting the next generation of founder investors and new technologies.

Igor Taber has been an AI investor and operator for the last 15 years. He is a General Partner at Cortical Ventures, an early-stage AI-focused firm he co-founded to incubate and invest in companies leading the AI revolution. Previously, Igor was an early investor, Board Member, and SVP of Corporate Development at DataRobot. He was responsible for defining DataRobot’s growth strategy, managing investor relations, and overseeing M&A. He successfully raised over $1B in growth capital and facilitated numerous M&A transactions and partnerships. Before DataRobot, he served as Managing Director at Intel Capital, where he directed the AI and data investment practice. Under his guidance, Intel Capital gained recognition as one of the most active investors in AI. Throughout his career, Igor has invested in and held board positions for over 30 companies.

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April 10-11, NYC: PEI Investor Relations, Marketing & Communications Forum

The Investor Relations, Marketing & Communications Forum explores best practices of fundraising, LP relations, branding, communications, and marketing strategies within the private market sector.

Over two days, you’ll build your network with the largest community of IR and marketing leaders in private equity. Together you’ll discuss some of the biggest pain points impacting your role and share new strategies for overcoming them.

With a rich history spanning almost 20 years this is the must-attend event for IR, marketing, and communications professionals in private equity.

RSVP

4/3, noon EST, virtual: “Managing Your Board and Investors”

Join us for a special Entrepreneur Cooperative event, “Managing Your Board and Investors with David Teten,” hosted by Founder Org. Our special presenter, David Teten, will share invaluable insights on effectively managing your company’s board and investors. Learn how to build a strong board, understand the value it brings, and run board meetings efficiently.

Register for the event here.

See my slides here.


The Entrepreneur Cooperative (ECO) runs educational content for founders to reach the next level in their endeavors. ECO is supported by Founder Org, a membership-based community for founders and CEOs of companies generating over $1 million in revenue. The organization provides peer advisory forum groups, founder retreats, online discussions, educational content, events, and local meetups.

Speaker Bio: David Teten is Venture Partner with Coolwater Capital, known as “Y Combinator for emerging VCs”. Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner, into general partnerships, in fund management companies, and also directly into startups. He is Founder of Versatile VC, backing early-stage “investment tech” companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He writes periodically at teten.com.

4/2, San Francisco: Coolwater Capital Emerging VC Manager Demo Day

I hope to see many emerging VCs and the LPs who love them on April 2 in #SanFrancisco at Coolwater Capital ‘s Demo Day!

We have over 125 LPs confirmed, as well as 75 VCs investing in across AI, ML, sustainability, climate, industrial, construction, infrastructure, and semiconductors .

If you’re interested as an LP in VC funds, please apply to join: 

RSVP