Charting the Course: Where Generative AI Could Be a Game-Changer
The rise of generative artificial intelligence (AI) in creating text, images, music, and videos marks a new technological era. Incumbent business leaders are eager to incorporate this technology to...
Are Mega-Cap Technology Stocks Enough to Ride the AI Wave?
The past 18 months have witnessed the dominance of a small group of tech stocks in the U.S. equity market. Collectively dubbed the Magnificent Seven (Mag 7)1, these stocks as a basket have...
Will AI Save the World or Ruin It?
Commonfund hosted its annual Commonfund Forum, March 10-12th, in Orlando, Florida. The agenda included a range of sessions on relevant topics for institutional investors. This Forum Spotlight...
Venture Capital Valuation "Marks": What’s in Your Wallet?
In order to underwrite new commitments in an uncertain market environment, it is critical to normalize valuation methodologies and deeply analyze underlying portfolio companies.
Is Venture Capital Going Back to the Future? Reemergence of the Power Law of Returns
The importance of manager selection is back.
Is Now the Right Time to Invest in Venture Capital?
History has shown corrections can be a catalyst for opportunity The news cycle and leading economic factors have caused institutional investors to ponder their portfolio allocations in the short run...
Why Does Blockchain Matter?
We believe there is a generational platform shift underway in technology and its magnitude of impact could be as transformational as was the birth of the internet — and it is transparent,...
Is There Method in the Madness of Today’s Crypto Market Chaos?
In recent months crypto markets have experienced extreme volatility and drawdowns, and it is self-evident that the next “crypto winter,” or prolonged bearish period, is upon us. However, these price...
Venture Investing: Insights into China’s Dynamic Healthcare Industry
Seeking growth and diversification, institutional investors have long included emerging markets exposure in their portfolios. The agenda for Commonfund Forum 2021 included a session dedicated to...
The Tech Effect and Direct Venture Growth Investing
The venture growth and late stage venture capital (“VC”) market has matured over the last 10 years, and direct investing has emerged as an attractive strategy for Limited Partners (“LPs”) to...
Venture Capital - Looking Forward and Upward
Beginning in the second half of 2015, there was growing caution that started to impact pricing and investment activity in early 2016. This valuation cooling period and subsequent shift in mindset...
Is the Generative AI Opportunity Bigger than the Software and IT Markets?