I'm a really good repressor. I had an investor ask me if i was going to cry once and told me he was a lurgic to my business model. We've ben really lucky in the past couple rounds, but that one's pretty ridiculous. Another guy at another family office confort, i stopped duing family office conferences because disclosures are inappropriate. And then he called hilary clinton a bitch. It was like, thos, weird, crazy, tyrant.
Our guest this week is Madelaine D’Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss:
- Value & Momentum factors in the art market.
- Arthena’s models.
- The problems with repeat sales data.
- Portfolio construction and exit strategy.
- The nuances of investing in art assets.
- Biggest misconceptions about art investing.
For more information, check out https://arthena.com/ .