Today’s Noise – Failure and deprivation are the best educators and purifiers. (I have multiple PhDs)
Don’t ignore culture in trying to solve the investment puzzle – I am not sure joining hands and singing We are the World is the answer either, a decent level of competition and angst is needed, look at the best there’s pride but cutthroat too
https://www.top1000funds.com/2023/01/dont-ignore-culture-in-trying-to-solve-the-investment-puzzle/
Crypto’s Tax Shelter Problem – visionaries play outside the boundaries of perceived ‘physics’ but they don’t blatantly break the law either
https://www.institutionalinvestor.com/article/b8wz4767tq44g2/Crypto-s-Tax-Shelter-Problem
Paul Tudor Jones, hedge fund billionaire, wants to do away with ‘ESG’ – so much of ESG has been politicized, romanticized, bastardized and ‘marketized’, more incumbent on consumers than investors for much of it
https://www.cnbc.com/2023/01/11/paul-tudor-jones-hedge-fund-billionaire-wants-to-do-away-with-esg.html
A clear investment story paves the way for successful fundraising – not so much a story, if you can’t articulate an ‘edge’ then you don’t have one and the story should be written at worst in pencil, not on an ‘Etch-A- Sketch’
https://www.hedgeweek.com/2023/01/11/319040/clear-investment-story-paves-way-successful-fundraising
Today’s Noise – Failure and deprivation are the best educators and purifiers.
Today’s News Compiled by KEVIN GAHWYLER
Kevin Gahwyler has over 28 years of experience in the hedge fund industry in various investment and C-Suite roles. Mr. Gahwyler is currently a Managing Director and Head of Business Development at Meteora Capital, LLC. A SPAC specialist that invests in the entire SPAC ecosphere through both closed-end funds as well as a hedge fund. Prior to joining the firm, Mr. Gahwyler was the COO and Director of Business Development of Measure 8 Ventures Management, LLC. In addition, before Measure 8, he was the President/CFO of Navy Capital Management, LLC. And Chief Operating Officer/Director of Business Development of Twin Securities, Inc. Kevin was also the founder of KenCole Capital. An investment bank boutique specializing in hedge fund structures and marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.
Lastly, Kevin graduated from Fairfield University with a B.S. in Biological Sciences. And from Thunderbird School of Global Management with a Masters in International Management.
