About

I am an investor, board director, advisor, and scholar-practitioner focused on durable competitive advantage, strategic capital allocation, and organizational decision-making under technological and institutional change.

My background spans institutional investing, private markets, PE/VC, board and investment committee governance, corporate strategy and operations, and infrastructure and energy — work that has increasingly converged on one question: why are some organizations systematically better than others at creating and compounding economic value over long periods of time?

I approach this question from the perspective of both organizations and investors — examining where durable advantage comes from, how it is sustained or destroyed, and how capital can be allocated to create or capture it — across the investment ecosystem, from sovereign and institutional capital to mature companies and venture-backed businesses.

Current research direction

My research is organized around three closely connected areas:

• Durable competitive advantage under technological and institutional change — why some organizations create, sustain, and compound economic advantage as technologies, industries, and institutions change
• Strategic capital allocation and investment decision-making — why some organizations and investors allocate capital systematically better than others, and how that capability is built, exercised, and lost
• AI-augmented organizations and decision systems — how artificial intelligence changes organizational capabilities, strategic decision-making, capital allocation, and the sources of competitive advantage

For a full account of these areas, my three-level (sovereign, corporate, venture) research framework, and my methodology, see Research.

Background and perspective

My professional experience spans institutional investing and asset allocation, private equity and venture capital, board and investment committee governance, corporate strategy and operations, infrastructure and renewable energy, and work with public-interest institutions.

This experience shapes the questions I find worth asking: what makes an exceptional business exceptional; why some competitive advantages persist while others disappear; how management and governance affect long-term outcomes; how technological change alters organizational capabilities; and how investors can identify these characteristics before they are fully reflected in valuation.

My objective is to develop research, evidence, and frameworks that help investors, executives, boards, and other capital allocators understand organizations and make better long-term decisions. Methodologically, I draw on elite interviews, comparative case studies, archival and proprietary data, and quantitative and computational analysis — an approach that lets me study not only what organizations formally report, but how they actually make decisions under uncertainty.

Research interests

• Durable competitive advantage and business quality
• Strategic capital allocation and resource deployment
• Investment decision-making and institutional investing
• Management, governance, and organizational capabilities
• Artificial intelligence and organizational transformation
• Private equity, venture capital, and ownership
• Innovation and technological disruption
• Infrastructure, energy transition, and long-duration investment
• Boards and investment committees
• Data-augmented and AI-assisted decision-making

I engage selectively in research collaborations, teaching, speaking, advisory work, and board activities where these areas intersect.