services

news

Deadline Disclosures is a news site that reports on the money management industry.

Leveraging my institutional knowledge, public documents and in-depth reporting, I provide subscribers with news that isn’t available elsewhere, covering fund finance, capital flows, investment strategies and regulatory developments.

Learn more at Deadline Disclosures on Substack.

research

I have the experience and expertise to build a customized research plan focused on public companies, money management firms, and individual investors and portfolio managers.

Topics for research can include:

  • Capital flows

  • Financing arrangements

  • Fund investors

  • Fund investments

  • Investment returns

  • Legal agreements

  • Strategy changes

  • Fund finance

Stacks of file folders and papers on a desk in an office.

Document Searches and Retrieval

I can also conduct document searches on individual money managers and their investments, as well as provide documents sourced for any articles published at Deadline Disclosures.

And I can advise on the types of documents that can provide invaluable information to answer a specific client research question.

A stack of colorful and white papers, with some papers folded or crumpled, arranged in a haphazard manner on a surface.

Contact Me

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!