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The Next Generation of U.S. Development Finance: A More Effective and Mutually Beneficial Path Forward
Suggestions to reshape the DFC to work as a more strategic and effective tool for statecraft while mobilizing private capital and supporting American business

Trekking for Alpha
Apr 3019 min read


Growing Global Consumer Class
New consumption categories in developing markets could create opportunity for early investments

Trekking for Alpha
Jul 316 min read


Cracks in China's Belt and Road Initiative
Tales of China's Belt and Road Initiative's project failures and culture clashes

Trekking For Alpha
Jul 157 min read


Wall Street to Nomad: (Mini) Retired @ 30 - Most Frequently Asked Questions
Most frequently asked questions from our year of mini-retirement

Trekking for Alpha
Jun 119 min read


Lebanon: Exploring when the Worst Financial Crisis in Modern History and War Meet
From the worst financial crisis in modern history to war, Lebanon has had a brutal five years. We hopped on a flight to Beirut to see the implications. We are not just out here looking for alpha but also exploring how things can go wrong. After all, that's a big part of the frontier / emerging markets story. Join us as we explore the dynamics in this fascinating country.

Trekking For Alpha
Jun 39 min read


Argentina’s Private Market Potential: Interview with ConoSur Capital’s Gonzalo Ortiz Masllorens
Recently, Argentina's public markets have boomed. In this interview, we explore the private market potential in Argentina. Learn how President Javier Milei's free market policies are allowing the country's economy and its many disciplined businesses to switch from survival to growth mode, creating opportunities for private equity investors.

Trekking for Alpha
May 298 min read


Second Wave of Post-Soviet Opportunities
Explore the second wave of post-Soviet opportunities. In this article, we discuss how the first generation raised after the fall of the USSR could catalyze the business environment in certain markets.

Trekking For Alpha
May 89 min read


Intimidating Iraq: Our Journey Through Mosul and Iraqi Kurdistan
Itinerary and insights from a trip to Iraq including Kurdistan and Mosul

Trekking For Alpha
Apr 2610 min read


More than the World's Piggy Bank: Saudi Arabia, Emerging Tourism Hot Spot
Trip tips for a visit to Saudi Arabia featuring stops in Medina, AlUla, Jeddah, Taif, and Riyadh

Trekking for Alpha
Apr 2610 min read


One Year on the Road: A Journey from Wall Street to the Ends of the Earth
The first year on the road: The adventure and realities of mini-retirement

Michelle Knesbach
Apr 226 min read


Systemic Impact of International Development Budget Cuts on Private Markets in Frontier and Emerging Economies
Development funds prop up many frontier / emerging private markets. How will these markets be impacted by sweeping, global aid cuts?

Trekking for Alpha
Apr 29 min read


Supporting Entrepreneurship in Sri Lanka: Interview with CEO of Hatch, Mevan Peiris
Join us as we explore the burgeoning startup ecosystem in Sri Lanka with Mevan Peiris, CEO of Hatch - an innovation hub / co-working space

Trekking for Alpha
Mar 46 min read


Oil, Soviet State of Mind, and the Silk Road: Understanding the Private Investment Environment in Azerbaijan
Posting in conjunction with the kickoff of COP29 in Baku today - overview and insights on the private investment environment in Azerbaijan

Trekking for Alpha
Nov 11, 20246 min read


Madagascar Investor Spotlight: Conversation with Miarakap Founder and CEO Emmanuel Cotsoyannis
Conversation with the founder and CEO of Miarakap - Madagascar's only significant, local private impact investor

Trekking for Alpha
Sep 17, 20244 min read


Madagascar Adventure: Two Weeks on the Eighth Continent
Advice and travel tips for navigating Madagascar - an island featuring massive biodiversity, varying cultures, and few tourists.

Trekking for Alpha
Sep 17, 20248 min read


Baobabs, Lemurs, and Alpha?: Investing in Madagascar
It’s not easy, it’s not at a large scale, but it IS possible to pull off an impactful, profitable investment in Madagascar.

Trekking for Alpha
Sep 4, 20247 min read


Investor Spotlight: Conversation with Nidhaan Shrestha from True North Associates
Update on Nepal's vibrant Private Equity and Venture Capital ecosystem from Investment Director of True North Associates

Trekking for Alpha
Aug 27, 20248 min read


Magical Mongolia: A Voyage Through a Last Frontier
Itinerary planning tips, advice, and surprises in Mongolia!

Trekking For Alpha
Aug 9, 20248 min read


Mongolia Investing 101: A Conversation with Capital Markets Mongolia's Founder
Interview with rising star Mongolian economic expert, founder of Capital Markets Mongolia. Learn about what makes this country a

Trekking for Alpha
Jul 31, 20244 min read


Exploring the Mongolia Stock Exchange with MSE's COO
In this interview with the COO of the Mongolian Stock Exchange (MSE), we discuss updates and opportunities on the fast-growing exchange.

Trekking for Alpha
Jul 18, 20245 min read
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