Blogs by Heidi Thompson, CFA

Hello I'm Heidi Thompson, CFA.

Director of Business Development at DiligenceVault, former LatAm portfolio manager, graduate of Columbia Business School



Due Diligence on Emerging Markets Credit

Due Diligence on Emerging Markets Credit

What is a market? mar•ket /′mar,ket/ noun A regular gathering of people for the purchase and sale of provisions, livestock, and other commodities. An area or arena in which commercial dealings are conducted. Markets are essentially social constructs. For all the quantitative methods employed in the analysis of them, this social aspect, including shared history and expectations, forms the basis of the

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Patchwork Quilt of Technology

Patchwork Quilt of Technology

Financial services at present stands at the crossroads of innovation. When the industry was flush, into the end of the aughts, there was no need to uproot technology to improve efficiency. Then when the global financial system came to the brink of collapse, there was no money for investing in technology. Now, however, with the economy largely recovered, the focus is on the industry

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Click, Toggle & Scroll (To the Tune of “Shake, Rattle & Roll”)

Click, Toggle & Scroll (To the Tune of “Shake, Rattle & Roll”)

The contemporary work environment offers the technology-enabled promise of connectivity, convenience, and productivity. Email provides information dissemination to individuals in incredible volumes. But email and documents are quarter-century old general application technology, and now they are used to convey information that is increasingly random or irrelevant to the user. Email and documents are not ideal tech for all purposes, and certainly not for due

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Diligently Finding Alpha to Survive Bunnyland

Diligently Finding Alpha to Survive Bunnyland

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as pension funds, insurance plans, and endowments and foundations whose budget depends on the returns. With punk earnings providing little in the way of fuel to power the stock market higher, and congenitally low interest rates globally hurting bond returns, financial markets structurally are not

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Due Diligence In The Second Machine Age

Due Diligence In The Second Machine Age

In their fascinating book The Second Machine Age: Work, Progress, and Prosperity in a Time of Brilliant Technologies, Erik Brynjolfsson and Andrew McAfee synthesize research from multiple fields and analyze the way technology is reshaping our economy, the world of work, and our personal lives. In the same way that the industrial age bent the arc of human history, the current age is also

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