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hugo
@gpfo.com
fresh prince of bay-air(ea)
Some plant shops feel magical 🪄
October 19, 2025 at 6:15 AM
Sometimes LPs are human, other times...
www.screendoor.co/blog/treat-y...
Screendoor Blog | Treat Your LPAC as People, Not Just as Investors
www.screendoor.co
October 7, 2025 at 5:27 PM
“Being a star means you’ve succeeded in convincing everybody that you’re a star.” 🎥
www.wsj.com/finance/inve...
Hedge-Fund Stars Are Making So Much Now That They Are Hiring Agents
Ryan Walsh is representing stock pickers and bond traders in multimillion-dollar contract negotiations.
www.wsj.com
September 28, 2025 at 3:32 PM
"Geographic diversification, Gold and US Treasuries are how Families are positioning for tail events. I read this as, most Family Offices are not worried about a tail event."

offthecharts.substack.com/p/family-off...
Family Office Reports
Goldman and Citi both recently released their annual Family Office reports.
offthecharts.substack.com
September 24, 2025 at 8:40 PM
Reposted by hugo
This WSJ report may come as a surprise to those who felt that an influx of cash from money market funds was behind this month’s rally in both stocks and bonds.
While average returns on money market accounts have slipped lately, yields remain elevated by recent standards — appealing to many investors
September 21, 2025 at 7:44 PM
September 19, 2025 at 8:44 PM
Caught some nice light
September 17, 2025 at 2:53 AM
Importing European style governance should be tariffed
September 10, 2025 at 2:01 AM
Wealthtech drama. From the outside looks weak from iPaladin, litigating rather than competing and innovating.

www.modus.news/ipaladin-has...
iPaladin Has Sued Orca, Alleging Patent Infringement
After months of tangling over the venue and efforts to dismiss the case, the two companies failed to resolve the dispute in mediation last week.
www.modus.news
September 5, 2025 at 9:41 PM
I think Marie likes the new treats
September 5, 2025 at 1:05 AM
An interesting study on biotech failure: open.substack.com/pub/age1/p/a...
September 3, 2025 at 11:04 PM
September 1, 2025 at 5:58 PM
Reposted by hugo
In a jaw-dropping spectacle, a skysurfer leapt out of a helicopter above the Bay Bridge and rode the bridge's suspension cables before landing on a barge in the water.
‘One of the craziest things’: Skysurfer rides Bay Bridge’s suspension cables
In a jaw-dropping spectacle, a skysurfer leapt out of a helicopter above the Bay Bridge and rode the bridge's suspension cables before landing on a barge in the water.
bit.ly
August 26, 2025 at 12:00 AM
"As a share of all Series Bs, FinTech has climbed back to 16%"

open.substack.com/pub/signalra...
Series B theme: a quiet FinTech revival
AI, defense and crypto rounds are dominating the headlines.
open.substack.com
August 25, 2025 at 3:15 PM
Reposted by hugo
signed a deal while eating chili out of a coffee pot
i even gave my life to christ
in a cracker barrel parking lot
August 21, 2025 at 8:51 PM
Reposted by hugo
Wellcome Trust has outperformed other endowments

Biggest difference between their allocation and Harvard's is much lower % for Hedge Funds, 11% vs. 32%

Cambridge also has 23% for "Absolute Return & Credit"
Oxford doesn't seem to disclose HFs %

www.ft.com/content/ac8f...
August 14, 2025 at 6:47 AM
Reposted by hugo
We are hiring electrical engineers, cell biologists and microfabrication engineers to join our founding team!

We're looking for smart and caring people. If that's you please apply, or tag someone who is incredible. 🚀 🧠

axoneurotech.com/careers
Axo | Careers
Build at the frontier of biology and engineering
axoneurotech.com
August 7, 2025 at 10:24 PM
Reposted by hugo
Secondaries managers raising $81 billion in six months, beating most full years

Peak alternative investing: The exit strategy needs its own funding boom
July 31, 2025 at 8:30 PM
LP sentiment is a reasonably hard thing to change. It's also hard to get Europeans to admit they like Europe!
July 31, 2025 at 10:09 PM
July 31, 2025 at 1:08 PM
Was not expecting Scotland to feature so prominently! 🏴󠁧󠁢󠁳󠁣󠁴󠁿
July 31, 2025 at 7:21 AM
🪟
July 31, 2025 at 7:04 AM
Seeing some FOs step up and lead some chunky rounds (in Deeptech too!)
July 31, 2025 at 6:59 AM
👏
July 31, 2025 at 6:57 AM
July 31, 2025 at 6:47 AM