In 1984, I published Preparing and Presenting the Business Plan a book written to help entrepreneurs learn how to raise capital with clarity, structure, and purpose.
The book was designed as a practical manual for venture capitalists and CEOs evaluating new business ideas, offering founders a clear roadmap to organize their vision, communicate value, and secure the funding needed to execute. My goal then was the same as it is now: to make complex concepts simple, and to help ideas find the structure they need to grow.
How the Work Began
Since that first publication, my work has taken many forms from advising wealthy families, implementing investment strategies, to working with family offices to managing private equity portfolios for major financial institutions.
I’ve served as President of Quantitative Systematic Strategies, Berkeley Quantitative, and Managed Quantitative Advisors, leading research teams and developing systematic investment approaches that connected curiosity with discipline.
Over the years, my methodologies have been presented to the Federal Reserve and the New York State Banking Department, recognizing that thoughtful, well-tested systems can have real impact when grounded in research and integrity.
A Life in Investment, Strategy, and Thought
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Every entrepreneur’s path holds something worth passing on.
Whether you’re reflecting on what made your journey possible or still shaping your next chapter, your story has value and it might just inspire the next generation.
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