I am currently managing analyst at CB Insights, where I lead a team of data and research analysts covering corporate strategy, venture capital investment, and emerging business models and technologies in financial services.
In November 2015, I launched Insurance Tech Insights, a weekly newsletter which tracks technology investment, partnerships, strategy, and M&A in the global insurance industry for an audience of 37,000+ subscribers. I also lead content strategy for CB Insights' 1,000-person Future of Fintech Conference and manage advisory projects for leading banks, (re)insurers, and private equity firms.
I graduated from Northwestern University with a B.S., magna cum laude, in 2013.
Gen Re Executive Forum (2019)
CoreLogic Symbility Annual Insurance Symposium (2019)
CB Insights Future of Fintech Conference (2016-2018)
InsureTech Connect (2016-2018)
MetLife Collab Summit EMEA (2018)
M200 Association Annual Meeting (2018)
CoreLogic Insurance Advisory Board (2018)
Money 20/20 Asia (2018)
Lang Di Fintech China (2017)
IFC Insurance Conference (2017)
Reinsurance Association of America Annual Meeting (2017)
OnRamp Insurance Conference (2016)
Analysis & commentary in the press
Eight Charts That Explain Millennials and the Future of Wealth Management - Wealth Management, June 21, 2018
Trends in Insurtech - Lend Academy Podcast, July 14, 2017
Chinese Tech Companies Take the Lead in the Battle for Southeast Asia - Nikkei Asian Review, July 25, 2017
The Biggest Tech Trends in China to Watch Out For in 2017 - Forbes, December 21, 2016
New Data on Tech IPOs Points to More Action in 2017 - Forbes, December 20, 2016
Betting on the Insurance Industry of Tomorrow at InsureTech Conference - Insurance Journal, October 6, 2016
Investors View Insurance as Staid and Ripe for Disruption - Financial Times, October 2, 2016
Is Online Insurance China's Next Money Maker? - Forbes, September 28, 2016
Banks Play Growing Role in Funding Fintech - American Banker, August 17, 2016
Buying Insurance May Soon Be as Easy as a Swipe on a Smartphone - Chicago Tribune, July 11, 2016
Ed Tech Market in Flux as Investors Grow More Selective - Education Week, June 7, 2016
How Will Lending Club's Problems Affect 2016 Fintech Funding - Investor's Business Daily, May 25, 2016
Mutual Funds' Evolution of Startup Investing (Video) - Bloomberg West, March 4, 2016
Venture Capital Starts to Tune Out of On-Demand Services - Financial Times, February 24, 2016
Education Technology Graduates From the Classroom to the Boardroom - The New York Times, January 17, 2016
The Appeal of Insurance Tech Startups - Best's Review, January 13, 2016
Top 3 Prospects to IPO in 2016 and Trends to Watch (Video) - Business News Network, January 4, 2016
Fledgling Ed-Tech Companies' Pace of Early Fundraising Slows - Education Week, September 25, 2015
Quirky Files for Bankruptcy, Will Sell Smart Home Platform - Bloomberg Business, September 22, 2015
New Industry Piggybacking on Uber, AirBnB - The San Diego Union-Tribune, August 8, 2015
Asian Game Makers See Opportunity in the U.S. - The New York Times, July 24, 2015
Ed-Tech Venture Capital Boom, and the K-12 Part of the Pie: It's Complicated - Education Week, July 24, 2015
Zipcar Shows Growth of Sharing Economy Today Means M&A Tomorrow - Bloomberg Business, June 15, 2015
The 2015 Tech IPO Pipeline Report (Video) - Business News Network, June, 9, 2015
On-demand Apps Are Riding a Huge Wave of Investments - CNET, May 14, 2015
Silicon Valley Gets a Taste for Food - The Economist, March 2015.
Are Uber and Snapchat's Valuations Justified? (Video) - Bloomberg West, February 2015.
This is Microsoft's New Plan to Invade Your Smartphone - TIME, February 2015.
Theres An Uber For That - Inc. Magazine, February 2015.
I'll Be Back: The Return of Artificial Intelligence - Bloomberg Business, February 2015.
Silicon Valley Turns Its Eye to Education - The New York Times, January 2015.
Ed Tech Funding Soars to Nearly $2 Billion - Fast Company, January 2015
Venture Capital Investment Hit $47B in 2014 (Video) - Real Money with Ali Veshi, January 2015.
VC Funding Hits Highest Level in More Than a Decade - Inc.com, January 2015.
The Uber Economy - Crain's New York Business, November 2014.