A Conversation with AlphaSense's CEO, Jack Kokko

A Conversation with AlphaSense's CEO, Jack Kokko

Jack Kokko is a serial entrepreneur who came up with the idea for AlphaSense after laboring away in Morgan Stanley’s research department for several years. The problem he identified (i.e., information overload confronting financial analysts) wasn’t easy to crack. But thanks to Kokko’s efforts, those of his co-founder Raj Neervannan and a deep team, AlphaSense now counts several hundred of the world’s most demanding institutions and corporations as clients.

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A Conversation with United Capital's CEO, Joe Duran

A Conversation with United Capital's CEO, Joe Duran

United Capital’s CEO Joe Duran is a man on a mission. His $16 billion firm is seeking to redefine the role of a financial advisor. The firm’s approach centers on the concept of financial life management, which emphasizes the importance of no ­nonsense truth and discipline in enhancing the overall well­being of its clients. Backed by Bessemer Venture Partners, Grail Partners and Sageview Capital, United Capital has invested heavily in technology to help advisors grow their AUM and streamline...

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