News & Updates

William Heard Featured in SEI Novus “Successful Investors” Podcast

William Heard was featured in the “Active Listening” episode of the SEI Novus “Successful Investors” podcast. SEI Novus’s description of the episode can be found below, and the episode of the podcast can be found here. “When you’re focused on doing good research and when you haven’t anchored because of valuation to a buy or

William Heard Included In Aspen Institute’s 2021 Predictions For Business & Society

William Heard, together with other thought leaders, shared his thoughts on the trends within business that he foresees as a result of the crises revealed in 2020. William’s contribution can be found below, and the full article is available here. Progress on racial justice will be determined by intentional and rigorous assessment 2020 brought a

Heard Capital Hires Priya Kaftan As Head Of Investor Relations And Product Strategy

Asset management firm Heard Capital LLC today announced that Priya Kaftan has joined the firm as its Head of Investor Relations and Product Strategy.   Ms. Kaftan most recently was a Senior Associate at Silver Point Capital, L.P., a credit and special situations hedge fund. From 2008 until her resignation earlier this year to join

WeWork Executive Joel Steinhaus Joins Heard Capital’s Advisory Board, Former Goldman Sachs Vice President Stephen Granstrand Appointed Head Of Operations

Asset management firm Heard Capital LLC today announced that Joel Steinhaus, WeWork Companies Inc.’s Strategic Relationships Leader and Global Head of its Financial Services Practice, and former Chief of Staff to Citigroup Inc.’s Chairman of the Board, has joined Heard Capital’s Advisory Board. The firm also announced that former Goldman Sachs Group Inc. vice president

William Heard Receives NAIC’s “Rising Star” Award

William Heard received the “Rising Star” award from the National Association of Investment Companies at its 2018 Annual Private Equity & Hedge Fund Conference. A description of the award and a listing of winners can be found here. Disclaimer: References made to awards are not an endorsement by any third party to invest with Heard

White Paper
Detecting False Negatives: Data Driven Approach To Manager Due Diligence

Heard Capital LLC’s Joe Lee and Novus’ Brett Turenchalk released a White Paper entitled “Detecting False Negatives: Data Driven Approach to Manager Due Diligence”. For a copy of this white paper, please contact [email protected].

William Heard Presents At 2016 Invest For Kids Conference

William Heard presented at the 8th annual Invest for Kids conference in Chicago. The conference doubles as a fundraiser for charitable organizations serving disadvantaged youth.   An overview of Invest for Kids can be found here.

William Heard Joins Credit Suisse’s Entrepreneurs Circle

William Heard joined Credit Suisse’s Entrepreneurs Circle as an inaugural member.  An excerpt from Credit Suisse’s launch of the Entrepreneurs Circle can be found below. Credit Suisse launches Entrepreneurs Circle to seek to accelerate wealth creation among African-American entrepreneurs First initiative of its kind, providing capital, curriculum and community to start-up leaders Credit Suisse today launched

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