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Insights That Move Capital and Minds
Explore perspectives on investing, entrepreneurship, fundraising, philanthropy, personal growth, and family office leadership — all grounded in real experience, shared to enable the next generation of decision-makers
Pitch Perfect: How to Craft a Fundraising Message That Resonates
Over the years, I’ve seen how a strong pitch can unlock transformational giving—and how a weak one, even with the best intentions, can...
Parson Tang
Why People Give: The Psychology Behind the Gift
In one of my early volunteer engagements, I met a donor who quietly supported a small rural health program. She didn’t want recognition,...
Parson Tang
Educating, Not Asking: How Relationships Are Really Built
A few years ago, I sat in on a donor meeting with a nonprofit I was advising pro bono. The executive director launched right into the...
Parson Tang
What’s Changing in Philanthropy: 6 Trends You Need to Know
Not long ago, I was helping a client prepare for a conversation with a nonprofit she deeply cared about. She wanted to give, but she also...
Parson Tang
The Art of Prospecting – Why the Right Donor Isn’t Always the Obvious One
One of the most common questions I get from nonprofit leaders is, “Do you know anyone who might give to our cause?” It’s an honest...
Parson Tang
Mastering the Art of Fundraising – Why It’s Time for a New Playbook
In my work managing investments for ultra-high-net-worth families, I’ve had the privilege of working with clients who care deeply about...
Parson Tang
When a Fintech Name (SOFI) Stood Out on My Screen
A Story About Finding SoFi (SOFI) On June 5, 2025 I was doing what I do regularly—scanning the market. I wasn’t chasing headlines or...
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What I’ve Learned From Philanthropists: A Journey Through Giving
One of the unexpected joys of managing wealth for families isn’t just seeing numbers grow—it’s witnessing generosity in action. Over the...
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Why Family Offices Might Be Your Most Overlooked Investor — And What You Need to Know
I’ve spent the better part of my career advising ultra-high-net-worth families—many of whom run their own family offices—on investments,...
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What Is an Investment Policy Statement—and Why Every Family Office Needs One
The Story of a Daughter, a Fortune, and the Map She Didn’t Know She Needed Her name was Emily. She was 36. A tech executive in New York,...
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How to Build Your First IPS for a Small Foundation
The Story of a Party, a Conversation, and a Quiet Revolution in Giving Earlier this year, I found myself at one of those unforgettable...
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How I Spotted a Turning Point in Marvell Technology (MRVL)
June 10, 2025 Last Tuesday, I came across something interesting—Marvell Technology, or MRVL for short, had just formed what looked like a...
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Private Credit: When the Music Plays—And What to Watch When It Stops
Over the past few years, private credit has moved from the periphery to the heart of institutional portfolios . It's being pitched...
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What Yale’s Endowment Is Teaching Us—Again
When I help families and institutions construct long-term portfolios, I often refer back to the Yale Endowment as a foundational model....
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Financial Health Check: Buffett’s Key Indicators for Evaluating Companies
When it comes to assessing the financial health of a company, Warren Buffett has a straightforward, no-nonsense approach. He looks for...
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Evaluating a Business Like a Pro: Lessons from Buffett’s Influences
One of the most valuable skills I’ve developed in my career is evaluating a business thoroughly and effectively. Warren Buffett is a...
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Balancing Value and Growth: How Buffett Merged Graham and Fisher’s Theories
In my approach to investing, I don’t see a hard line between “value” and “growth” stocks. For me, there’s no need to label an investment...
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Spotting Opportunities: How Changes in Technology and Society Fuel New Startups
The startup landscape is constantly evolving, and some of the most successful ventures emerge when founders recognize shifts in...
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Why Some 'Boring' Ideas Are the Best: How Overlooked Problems Can Be Startup Gold
In the startup world, many founders are drawn to exciting, trendy ideas like social apps, AI-driven platforms, or virtual reality...
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Evaluating Startup Ideas: 10 Key Questions Every Founder Should Ask
As a founder, choosing the right startup idea is one of the most crucial decisions you’ll make. Some ideas sound groundbreaking but lack...
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Avoiding Startup Pitfalls: Common Mistakes Founders Make and How to Overcome Them
When it comes to launching a successful startup, understanding what not to do can be just as important as knowing the right steps to...
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From Idea to Execution: Why Founder-Market Fit is Essential for Startup Success
As an angel investor and former founder, I've learned a critical truth: a great idea alone isn’t enough for startup success. The real...
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The Big Day: Preparing for Your Startup’s IPO
An Initial Public Offering (IPO) is often seen as the pinnacle of startup success—a moment when a private company steps into the public...
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Convertible Notes vs. SAFEs: Choosing the Right Funding Agreement
When it comes to raising early-stage funding, convertible notes and SAFEs (Simple Agreements for Future Equity) have become popular tools...
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