Interesting Conversations Wanted

I am in the process of codifying thoughts around a potential fund. The fund will be equity long/short, with the ability to invest a portion of its assets in illiquids: early and mid-stage VC and private equity. It will have a TMT (technology, media and telecom) emphasis, but be able to deploy capital in other verticals on an opportunistic basis. As noted previously, we will work to develop a research edge through the use of advanced textual analytics and other data aggregation and filtering techniques. These insights will inform both public and private market investments. Further, a reflexive relationship will exist between insights gleaned from private investing (how public company products and markets may be disrupted) and public investing (how private companies and technologies can help address gaps in public company business lines and products).  It will also employ macro hedging techniques to mitigate market exposures in order to isolate the effects of security selection.

So my interest is in speaking with experienced buy-side analysts, especially those focused on TMT, who have an interest in this approach and are eager to brainstorm about it. Please shoot me a note at roger@iacapitalpartners.com should you wish to chat. Fun stuff.