NoBull Klev The State of Alpha Delusion! How to keep the faith The State of Alpha Delusion (SAD!) is strong. OPM May 4, 2023 4 min read
Tech/VC Janet Bannister is de-risking entrepreneurship Janet Bannister has a new $22m VC fund with a novel twist. OPM Apr 18, 2023 4 min read
Moguls The apprenticeship of Miles Nadal: a capital allocator's journey Miles Nadal has been transitioning from a marketing guy to financier for decades. OPM Apr 4, 2023 6 min read
HNW shops Onex winds down Gluskin Sheff experiment It's open season on Gluskin Sheff clients! OPM Mar 24, 2023 1 min read
HNW shops Prime Quadrant keeps expanding Prime Quadrant has a lot of momentum in the UHNW space. OPM Mar 16, 2023 3 min read
Family offices paid Irager: Ira Gluskin and Gerald Sheff's family office The investment activities of the uber-connected Gluskin Sheff founders. OPM Mar 14, 2023 2 min read
Money Managers That time I met John Wilson, now of Ninepoint Partners John Wilson is not a fan of this blog. Sad! OPM Feb 23, 2023 3 min read
Private Debt Funds Third Eye Capital and Ninepoint’s money-for-nothing deals This is a detailed analysis of the Ninepoint-Third Eye Capital fund, primarily of interest to its investors. OPM Feb 16, 2023 16 min read
Memba them? Ira Gluskin is still around, believe it or not It’s 2023 and Ira Gluskin is still around. Can you believe it? OPM Feb 9, 2023 5 min read
Hedge funds Hedge fund performance roundup feat. Venator, Ewing Morris, etc. The blind squirrels strike back. Some of them at least. OPM Jan 14, 2023 3 min read
Kompromat SEC accuses promoter Andy DeFrancesco of fraud Andrew DeFrancesco accused of pump-and-dump scheme in shocking turn of events. OPM Jan 6, 2023 1 min read