EUROPE’S ENERGY CRISIS IS KEEPING ENERGY PRICES AND INFLATION HIGH
America leads the world in oil and gas production. We believe midstream energy infrastructure offers predictable cash flows to investors..
The Venture Capital Mirage
The Kauffman Foundation in Kansas City, MO is to be commended for the open manner in which they’ve shared the results of their own venture capital (VC) investing. In a remarkably candid appraisal that covers twenty years of experience, the authors reveal that much of the conventional wisdom about this area of private equity is […]
Interview with Pension Pulse
Here’s an interview I did with this Montreal-based website that reports on hedge funds for Canadian institutional clients.
Misbehaving CEOs
Aubrey McClendon has by most accounts assembled a team of very able engineers and geologists as Chesapeake (CHK) has acquired the natural gas assets they own. We’d never invest with CHK because McClendon ‘s risk appetite is too big, but it’s stll interesting to watch what they do because thematically we are in agreement. The element of his compensation […]
Talking Hedge Funds on Bloomberg
Click here to see a spot I did today discussing the hedge fund lobbying group, AIMA, and their recent report promoting hedge funds. They are a soft target.
The Hedge Fund Lobbyists Fight Back
Hedge funds have received quite a battering in the financial press of late. Persistently disappointing results have rightly drawn attention to the high fees, opaque strategies and limited liquidity that characterize much of the industry. My recent book, The Hedge Fund Mirage, has helped promote a long overdue debate about how investors should access some […]