Special Note: We are continuing to monitor the current situation. As social distancing measures are slowly being relaxed, we are optimistic that our inaugural event will still happen. :)
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Marcus Frampton's Distribution List... If you'd like to be in the know about how the CIO of Alaska Permanent is handling his own personal investment account, then you're in luck. Marcus recently launched a private periodical letter with some recommendations, ideas and analysis in the investment space. E-mail grace@tidexchange.com to send a request to be added to his list!
TIDE Ten Series! We're not one to stand on the sidelines - we're innovating and rockin' it. As a thank you to our sponsors, we have connected them to investors to interview in advance of our inaugural event. This is THE series that the industry would want to binge watch if it were on Netflix. If you want in on the action and want the digital exposure that is second to none in our industry, e-mail shelby@tidexchange.com for our sponsorship deck.
Membership Perks...
As mentioned in last month's newsletter, TIDE's website is finally launched! Just a re-cap:
- Membership Access - Now you can be part of the club at the individual level by becoming a Member
- Membership Perks - Includes early-bird pricing year-round to TIDE Inaugural Event ($3,500 off general admission)
- Depending on Membership Level - Access to our curated list of conferences, job opportunities, list of partners, newsletter archives, speakers bureau directory (in beta), and digital marketing resources
Want a sneak peak? For a limited time, all Members have access to our Marketing Resource page where we will provide marketing materials, ideas, templates and more to help you with your marketing initiatives. We currently have available a
Content Calendar Ideas that we populated for you for the month of May ($100 value!).
And then there's more! We launched perhaps THE very first ever webinar directory specifically for the investment industry (well, haven't heard of any other). Given the lockdown, we thought we make it easy and bring thought leadership to you. If there are any webinars coming up that you would like to be considered for our website, please email us and we will send you the link to submit your webinar - for free!
Resources... We've also created a Resources page for miscellaneous items that the industry shares with us. In turn, we share it with you! For example, UBS created a Coronavirus Relief Resources for US Business Owners document and Morgan Stanley shared their thoughts on COVID-19. Check out the
Resources page.
Interested in working for a venture capital platform with over $10B under management
, invests in established and emerging venture capital fund managers, in expansion stage venture-backed companies and in secondary investments in venture capital funds and companies?
Greenspring Associate is hiring for a Business Intelligence Director (and many
more positions
). Summary below. Detailed job description on the Job Section of this newsletter.
Greenspring Associates, a venture capital platform with over $10B under management, invests in established and emerging venture capital fund managers, in expansion stage venture-backed companies and in secondary investments in venture capital funds and companies. Originally founded in 2000, the Firm now has over 100 employees with offices in Baltimore, Maryland and Palo Alto, California.
CFA New York Asset Owner Series Virtual Keynote hosted by Thomas Brigandi...
A webinar series featuring perspectives from the world’s leading asset owners and investment consultants by CFA Society New York, in partnership with CAIA Association.
Asset Owner Series™ (AOS)
is a collection of exclusive in-person events that have featured over 300 asset owner and investment consultant speakers. These speakers collectively represent organizations with over $70 trillion in fiduciary assets under ownership or advisory. Since its inception in 2015, AOS events have been attended by over 6,000 in-person attendees globally. AOS speakers have represented every asset owner category: sovereign wealth funds, insurance companies, single family offices, multi family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, central bank reserve funds, supranational development banks, public pensions and union pensions.
In light of COVID-19, CFA Society New York, in partnership with CAIA Association, created
AOS Virtual Keynotes
in 2020 to ensure CFA Society and CAIA members globally will still be able to access exclusive asset owner and investment consultant perspectives. AOS Virtual Keynotes feature the same quality of senior-level executive speakers that in-person AOS events do, however instead of utilizing a panel format, they feature a virtual discussion between two discussants. Both the AOS and AOS Virtual Keynotes were created by
Thomas Brigandi, CFA
, Global Inaugural Outstanding Young Leader of the CFA Institute, and are driven by his team of over 500 industry leaders globally who source speakers from their respective networks.
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Featuring:
Constance Sng of Hudson Cove
Steve Yoon of MEABF
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Besides adjusting to working from home with a 3 year old baby (
#challengeaccepted
), Steve discusses with Constance what he's been doing during this time and any adjustments made in his portfolio.
He mentions a recent strategy that they recently funded to further position their portfolio defensively.
As far as his team's going forward plan, they are following the
City of Chicago
's mandate accordingly to determine when they start working back in HQ.
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Using these methods TIDE have been able to create awareness around our mission of promoting diversity and inclusion within the investment industry.
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Featured Job:
Greenspring Associates Business Intelligence Director
Greenspring Associates is growing! We are looking to hire a Business Intelligence Director. The Business Intelligence Director will play a significant role in preparing and reviewing quarterly performance reporting for purposes of the Firm’s marketing materials and special limited partner requests, and facilitating other strategic reporting projects for the Firm. This position will report directly to the CFO and be responsible for several direct reports of the BI Team.
Greenspring Associates, a venture capital platform with over $10B under management, invests in established and emerging venture capital fund managers, in expansion stage venture-backed companies and in secondary investments in venture capital funds and companies. Originally founded in 2000, the Firm now has over 100 employees with offices in Baltimore, Maryland and Palo Alto, California.
Key Accountabilities & Responsibilities
- Review Fund Model updated by Performance Manager weekly for investment decisions and activity
- Participate in Partners Calls to update models in real time as decisions are made
- Participate in LPAC calls to answer questions regarding Fund Model metrics
- Review weekly update on fund pacing prepared by Performance Manager
- Provide ad hoc analysis on portfolio construction of funds for purposes of partner offsites
- Review all performance calculations for: direct investments, fund investments, secondary investments, overall fund PMEs, net IRR splits, etc.
- Put together/review all data/performance related RFls and LP Requests Serve as main point of contact for fund managers as it relates to outsourced Business Intelligence
- Participate in LP meetings telling the story of GA Data and showcasing efforts and accomplishments, including presentation of certain systems/applications and their capabilities
Capabilities
- Ability to deliver results using analytical/problem-solving skills
- Ability to assess, manage, and optimize the design and delivery of data warehousing
- Familiar with ETL design and development
- Ability to manage large data sets of multiple sources
- Ability to manage the design, development and implementation of an information system
- Ability to employ best practices related to data governance (along with data quality, master data management)
Knowledge, Skills and Experience
- 5-7+ years of experience in public accounting with a track record of outperformance
- Advanced Microsoft Office (including Excel and PowerPoint) skills required
- Familiarity of the private equity/venture capital market, especially performance metrics
- Ability to operate in a demanding and fast paced environment and balance multiple tasks
- Significant overtime as well as availability outside of normal business hours required frequently, especially during quarterly reporting cycles.
- Articulate, polished and well-rounded with strong organizational skills and attention to detail
- Familiarity with CRM & Data Visualization solutions, Salesforce & DOMO/Power BI preferred
- A highly-motivated self-starter with the ability to work both independently and within a team context
Greenspring Associates, Inc. salaries and benefits are among the best in the business. They include:
- Health Insurance (Medical, Dental & Vision, FSA, STD/LTD, Life Insurance)
- 401K with 100 % company match after vesting period
- 20 Personal/Sick Days
- Daily lunch provided by Corporate Chef, stocked refrigerator with drinks and snacks
- Free Parking
- Gym membership, internet and cell phone reimbursement
- Greenspring Associates, Inc. is an Equal Opportunity Employer.
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WAVE 7th Annual Golf Event | July 29
Prices Varies
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Women's Association of Venture and Equity (WAVE) is a nonprofit organization, which was founded in 2003 and is committed to the development and advancement of women in private equity and venture capital. WAVE achieves this objective through a series of developmental and networking events organized in financial centers each year.
***TIDE is honored to be a Partner of WAVE!***
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DATE AND TIME
07/29/20
12:00am -
07/29/20
11:30pm
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The Investment Diversity Exchange | July 29 & 30
$2,495 - $4,995 - Stage 2 tickets ends March 31st
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The Investment Diversity Exchange (TIDE) is an invite-only event that highlights a diverse set of industry professionals and their important contributions. The event also aims to focus on the importance of adopting policies and building partnerships that heighten women’s and minority’s role and influence in the industry while bringing together the best minds in the industry to discuss issues facing our industry today.
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DATE AND TIME
07/29/20
12:00am -
07/30/20
11:30pm
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Milken Institute Global Conference | Oct 12-15
Price varies
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The Global Conference is an internationally recognized forum for people and organizations driven by a collective commitment to divergent thinking and sustainable solutions to some of the world’s greatest needs. Bringing to the stage the best and most creative thought leadership, the conference includes insights that touch every sector, from developing markets to accelerating medical research.
In May 2020, the Milken Institute’s 23rd Annual Global Conference will reflect on the past, challenge the present, and create paradigm-changing solutions for future generations.
***TIDE is honored to be an invited guest of Principal Financial Group! We'll see you there.***
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DATE AND TIME
10/12/20
12:00am -
10/15/20
11:30pm
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Was this e-mail forwarded to you? If so, sign up for our distribution list.
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TIDE has partnered with Constant Contact to offer you exclusive pricing.
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Up to 30% OFF Constant Contact’s powerful tools for TIDE's network.
Try it free for 60 days, or...
- Save 20% off a 6-month pre- paid subscription
- Save 30% off a 1-year pre-paid subscription
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The Investment Diversity Exchange
| www.tidexchange.com
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