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Who Will Disrupt Investment Management, and How?

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Summary

Join us for an exclusive Family Office List MasterClass featuring David Teten, a seasoned venture partner and thought leader in investment management. In this insightful session, David will delve into the disruptive forces shaping the investment management industry and identify the innovative startups that are poised to transform the landscape.

Key Topics:

• Why Investment Management is a Bizarre Industry Ripe for Disruption

• Predicting Disruptive, Fast-Growth Companies Serving Institutional Investors' Needs

• The “Jobs To Be Done” of an Investment Manager

• Startups Addressing the Unique Needs of Institutional Investors

Who Should Attend: This MasterClass is designed for Family Offices, RIAs, investment advisors, private wealth managers, angel groups, and private deal networks.

About the Speaker: David Teten is a Partner with Coolwater Capital, known as the “Y Combinator for emerging VCs.” Coolwater runs an accelerator for emerging VC fund managers and invests as a limited partner in general partnerships, fund management companies, and startups. David is also the Founder of Versatile VC, which backs early-stage “investment tech” companies that help investors generate alpha and succeed. In addition to his work with Coolwater Capital and Versatile VC, David is Chair of PEVCTech, a community of investors in private companies using AI, technology, and analytics to generate alpha. He also leads Founders’ Next Move, a community for founders exploring new ideas. Previously, David served as a Managing Partner with HOF Capital, Partner with ff Venture Capital, and Founder of Harvard Business School Alumni Angels of NY. He frequently shares his insights and expertise at teten.com.

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Date

January 16th, 2025

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Venue

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