In this video we highlight the risk of rising imbalances in emerging markets.
Continue reading Emerging Markets Risks Are Larger Than Expected
In this video we highlight the risk of rising imbalances in emerging markets.
Continue reading Emerging Markets Risks Are Larger Than Expected

Earlier in 2018, through Toptal, I worked with Rodrigo Sanchez Servitje from B37 Ventures on a project related to its open-ended VC fund. Such funds are still a relatively unknown and misunderstood type of funding vehicle, with a dearth of “in the trenches” information out there about how they operate. With this article, I am looking to correct that. Continue reading Exploring Evergreen Funds with a VC Investor Who Raised One
The recent collapse of the Argentine Peso and other emerging currencies is more than a warning sign. Continue reading Behold The Sudden Stop. Risk of Emerging Markets Collapse

Nowadays, an increasing number of companies are opting to stay private for longer, bypassing regulations and public stakeholders. While the total number of US companies continues to grow, the number of those traded on stock exchanges has fallen 45% since peaking 20 years ago.
Continue reading Estimating WACC for Private Company Valuation: A Tutorial