How to Access 401(k) Plan Consultants

Here’s a number that’ll grab you: As of Q1 2025, defined contribution plans, primarily 401(k)s,...

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Gui Costin, Founder, CEO | August 18, 2025

Will AI Take the Fundraiser’s Job?

The question everyone seems to be asking right now is: “Will AI take my job?” Looking back on my...

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Gui Costin, Founder, CEO | August 14, 2025

Finding the AI Sweet Spot in Investment Intelligence

(Thank you to Balaji.com whose recent post on the Laffer Curve and AI inspired me using his...

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James Goodman, Head of International | August 13, 2025

How to Raise Capital from Middle East Investors: The $6+ Trillion Opportunity

Middle Eastern sovereign wealth funds deployed $136.1B globally in 2024 (Ashurst), more than the...

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Gui Costin, Founder, CEO | July 29, 2025

Why City Scheduling Works: The Smartest Strategy for Investment Sales Teams

Time and focus are your most valuable assets in sales, and both are wasted the moment your effort...

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Gui Costin, Founder, CEO | July 28, 2025

City Scheduling for Investment Sales: The Most Effective Outreach Strategy You’re Not Using

In a world full of complex CRM systems, expensive lead generation tools, and AI-driven automation,...

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Peter Harris, Investment Research Associate | July 17, 2025

How 401(k) Plans Are Opening to Private Markets | A Guide for GPs & LPs

Just a few years ago, the idea of accessing private equity through a 401(k) seemed far-fetched. But...

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