A VC: Musings of a VC in NYC

FEBRUARY 15, 2022

I wrote about pacing a few years ago. I am a fan of a steady pace, not too fast, not too slow. Sometimes the opportunity set forces you to go faster. As I wrote then: I don’t think a VC firm should manage to a pacing number. It should manage to the opportunity set that it sees. In the last two years, the VC business has been operating at a blistering pace, the fastest I’ve witnessed in my 35 years in the business (including the 99/00 era).

Capital 95

Capital Investing 95

Financial Times: Moral Money

FEBRUARY 12, 2022

Absence of detailed plan for green energy transition among a number of ‘fundamental issues’ at state-controlled oil group

Investors 87

Investors 87

Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.

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ModernAdvisor

FEBRUARY 14, 2022

January was a wake up call for growth investors with many high-flying tech companies missing earnings expectations, which roiled equity markets. Meanwhile, fixed income didn’t offer much protection as the prospect of rising interest rates spooked investors, sending bond indexes lower. January 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in […].

Prospects 40

Prospects Returns Investors Companies 40

A VC: Musings of a VC in NYC

FEBRUARY 18, 2022

A friend sent me this Kickstarter project which is about a public art project highlighting three languages that are at risk of extinction. I backed it and I think you might want to as well. You can do so here. The project ends this weekend so if you want to back it, do so now. USV TEAM POSTS: Nick Grossman — Feb 16, 2022 Ceramic Hanel Baveja — Feb 15, 2022 Mundi’s Series A.

Funds 62

Funds Crowdfunding 62

Financial Times: Moral Money

FEBRUARY 14, 2022

Plus, a controversial carbon capture and storage project in Australia, and underperformance in the ESG sector

Capital 83

Capital 83

Financial Times: Moral Money

FEBRUARY 13, 2022

Largest private scheme by assets plans to invest £500mn in new decarbonisation strategy

Pension Funds 92

Pension Funds Funds Assets Investing 92

Financial Times: Moral Money

FEBRUARY 13, 2022

ESG concerns move to ‘back burner’ for some attracted by strong returns

Financing 99

Financing Finance Investors Returns 99

Financial Times: Moral Money

FEBRUARY 16, 2022

Plus, US banks resist climate stress tests and Japan’s bet on ‘clean coal’ technologies falters

Banks 85

Banks 85

Financial Times: Moral Money

FEBRUARY 15, 2022

Bondholders have ‘huge voice’ in encouraging change, says Mark Versey

Investors 80

Investors 80

Financial Times: Moral Money

FEBRUARY 16, 2022

NTZO has attracted less than $2mn in assets despite funding commitments from banks

Banks 72

Banks Assets Funds 72

Financial Times: Moral Money

FEBRUARY 17, 2022

How investors can stay green by turning brown

Investors 80

Investors 80

Financial Times: Moral Money

FEBRUARY 17, 2022

Hedge funds need to assess the real impact of climate change on portfolios

Hedge Funds 71

Hedge Funds Portfolios Funds 71

Financial Times: Moral Money

FEBRUARY 18, 2022

Plus, renewed legal action over sustainability claims and a stark reversal of fortunes for European wind groups

Shareholders 52

Shareholders Legal 52

Financial Times: Moral Money

FEBRUARY 16, 2022

Plus, a parade of billionaires descends upon the French senate and Jane Fraser charts a new path for Citigroup

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