If we’d been told just a few years ago that the industry would be rocked by a global pandemic, our expectation would have been for complete panic across the industry. What we saw instead, just one year ago this week, was only a...
8 min read
Coffee and a Conversation Recap #1: Zoom Diligence
Appropriately, we kicked off our new virtual Coffee and a Conversation series with a discussion about remote due diligence meetings, aka Zoom Diligence, and presented ideas for allocators who must now adapt their processes to...
6 min read
Excel in Finance - More than a Tempest in a Teapot
It has been more than 35 years since Microsoft Excel (originally for the Macintosh!) was first introduced to the world. Yet here we are in 2020 and there are firms across the globe that still use Excel to support at least some...
3 min read
Adapting Investment Management Workflows to the “New Normal”
“Workflow” has become an in-vogue term in recent years, generally defined as the sequence of repeatable processes through which a piece of work passes from initiation to completion. For fund allocators, workflows are employed...
