Insights Insights from the Arrowside of Change Most insights recap what happened. Ours look around the corner. From innovative commentary to deep-dive research and sharp podcast conversations, this is where we share how we’re thinking—and where we’re headed. Substack: The Zen Innovation Investor Vol. 33: Software disruption, consumer investing, & policy changes Vol. 32: Lessons from the GFC: What changed and what still matters Vol. 31: Private equity after the GFC and the opportunity in AI View All on Substack Podcast: Hidden Value Creation The Future of AI: Opportunities and Challenges Ahead with Rem Reynolds Adapting to Wallet Dislocation: How Consumer Brands Can Thrive Amidst Change with Dan Riff The Yeti Journey: From Fishing Coolers to Global Brand Power with Peter Benedict Quarterly Commentaries Q1 2025 Commentary Q4 2024 Commentary Q3 2024 Commentary Q2 2024 Commentary Q1 2024 Commentary Q4 2023 Commentary Q3 2023 Commentary Q2 2023 Commentary Q1 2023 Commentary Q4 2022 Commentary Ways to Invest Separately Managed Account (SMA) Commingled Fund Contact Us