@NewEdgeWealth Previously: @Uber, @getgrover, @Postmates, @Wantickets
Miami, FL
Joined April 2015
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Andrew Draft, CEPA® retweeted
Be Case Keenum.
> Grow up in West Texas. Two-star recruit. One scholarship offer.
> Take it. Rewrite the NCAA record book at Houston.
> Marry your high school sweetheart, the girl you took out for snow cones before any of this started.
> Go undrafted anyway.
> Spend your rookie season on the practice squad.
> Get cut. Get claimed. Get traded. Start over.
> Get your chance in Minnesota when the starter gets hurt.
> Throw the Minneapolis Miracle.
> Help take the Vikings within one win of the Super Bowl.
> Keep moving after that, too.
> Eight franchises. Different jerseys. Different playbooks. Another chance to prove you belong.
> Through all those moves, keep building a life with the girl.
> The girl from the snow-cone date becomes the mother of your two children.
> Spend years preparing for opportunities that rarely come.
> Go 1,009 days without a start.
> Keep showing up. Keep doing the work. Stay ready.
> Then, at 38, get the call. Chicago needs you.
> Walk onto Monday Night Football.
> Throw two touchdowns. Run for another. Beat the Eagles 27–7.
> Do it with both your kids watching you play in person for the first time.
> Finish the night on SportsCenter with your little girl beside you.
All those years. All those moves. All those Sundays waiting for a chance.
And when this one finally comes, you fucking crush it with your kids looking on.
Imagine what that feels like.
There are a lot of ways to teach your children to keep going.
Letting them watch you do it has to be one of the best.
Absolute legend! 🫡
"It was so much fun. I'm going to remember this night forever. This is incredible."
QB Case Keenum speaks with @notthefakeSVP after getting the start in the Bears' 27-7 win vs. the Eagles 🏈
Misconceptions about Tax-Aware Long-Short: Misleading Parallels with Direct Indexing, Part I aqr.com/Insights/Research/Ta…
Anthropic Pitches New Claude Tool for Financial Advisers advisorhub.com/anthropic-pit…
Financial markets are driven by narratives. The narrative in rates today is all about inflation and fiscal problems. But the narrative going into 2027 is going to be about either the success or failure of AI. And in both scenarios, long rates are going to be lower @apolloglobal
Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. cnbc.com/2026/08/27/family-o…
Active Stock-Picking Funds Are Performing as Poorly as Ever @WSJ. wsj.com/finance/investing/st…
The Traffic Jam Theory of Success: “when everyone rushes for the fast lane, it becomes the slow lane.” Great read by @SahilBloom sahilbloom.com/newsletter/th…
IPOs since 2019 have underperformed the broader market over the following three years, driven by three main forces:
1) Peak valuations
2) A hostile rate regime
3) Low quality, high bar
@apolloglobal
We just killed the 9-5.
Today, FanBasis becomes @Commas: where you make money on the internet.
Here’s how you get paid:
Andrew Draft, CEPA® retweeted
Ken Griffin says short-term alpha from calling the quarter with alt data is dying, and the next era of stock-picking belongs to those with a long-term horizon.
"I think there'll be more focus and emphasis on those who have really good vision about what companies are actually creating transformative products that will change society. The market will reward that far more intensely in the future than will a company beat this quarter's earnings or not.
I think the question of will a company beat this quarter's earnings has gotten far more difficult over the last 10 years because, for example, the rise of alternative data. I have access to the credit cards of millions of Americans. What are they spending money on? What's that mean for Starbucks revenues this quarter? What's it mean for McDonald's this quarter?
This is a decade-old transformation, but the here and now is just becoming far more transparent, far more readily understood and triaged by the combination of really bright people and really good AI technology. Where this will leave us is those who are able to see what is unfolding over years to come will be in a very valued position on a relative basis."
Andrew Draft, CEPA® retweeted
BREAKING: A group led by billionaire venture capitalist Vinod Khosla has agreed to purchase the Seattle Seahawks for $9.6 billion, according to @Sportico.
That’s the most expensive NFL sale ever.
250 years! America remains an extraordinary experiment in freedom, opportunity, and resilience. Here’s to the Land of the Free, the Home of the Brave, and the generations who continue to innovate and write the next chapter. Happy Independence Day! 🇺🇸
European Soccer Fans Marvel at the Splendor of America’s Suburbs - WSJ wsj.com/us-news/european-soc…
Seedcamp raises $320M for its new fund to expand its US footprint techcrunch.com/2026/06/22/se… via @techcrunch. Congrats @rsohoni and @seedcamp team!
Since January, the entire S&P 500's gains have come from just two corners of the market, AI and energy. Everything else is actually trading at less than where it started. @apolloglobal Good time to be direct indexing.
Anthropic raises alarm over secondary share sales axios.com/2026/05/13/anthrop…
