What I’m Doing here
I research longevity-focused companies from two angles:
Longevity impact – Could this realistically help extend a healthy 50-year-old’s life by ~1–3+ years in the next 2–7 years, if the science works?
Return on capital – Does this have the potential to be a good investment if things go right?
To pressure-test my ideas, I’m tracking a simulated (paper) portfolio of $2.5 million and writing through my reasoning:
• Why a company made it through my “gates”?
• What could go wrong?
• How I’m thinking about follow-on “paper” allocations,
• What I learn when I’m wrong.
It’s for my future family.
And for anyone else who’s curious about where longevity and capital might intelligently intersect.ntly intersect.
Who Am I? (And What Actually Qualifies Me?)
I’m not a biotech scientist or a VC with a fund to sell you.
Here’s what I do bring to the table:
Business & Due Diligence
- 23+ years building and running CuraDebt, a regulated financial services company
- Deep experience in:
- Risk assessment
- Regulatory and audit compliance
- Operational execution at scale
- Day-to-day work has meant:
- Evaluating management teams
- Stress-testing business models
- Building systems to manage complex financial and operational risk
Technical & Analytical Background
- Computer Engineering degree (UC San Diego)
- Trained to think in systems, constraints, and failure modes
- Use AI/LLMs heavily as research accelerators (not oracles)
- Build evaluation frameworks from first principles instead of blindly copying others
Longevity & Biotech Experience
- Personal investor in several longevity and healthspan-related companies
- ~2 years of focused reading and research in this space
- 50+ research papers read on aging mechanisms and related pathways
- Analyzed 40+ longevity-related companies across multiple approaches
- Made mistakes (including missing a 100%+ gain in one company) and updated my process because of them
What I’m NOT
To be crystal clear:
- I’m not a licensed financial advisor
- I’m not a scientist or medical doctor
- I’m not running a fund you can invest in here
- I’m not claiming certainty — many of these companies can fail
- I’m not pretending I won’t make mistakes — I will, and I document them
Everything here is educational content only, based on my own views, my own risk tolerance, and my own research process.
My Approach in One Sentence
I combine business judgment, engineering-style systems thinking, and AI-accelerated research to analyze complex biotech — then layer on 23 years of entrepreneurial risk assessment to decide how I would allocate my own (simulated) capital.
If that way of thinking is useful to you, you’re in the right place.
Who This Is For
This site may be a fit if:
- You’re curious about longevity biotech, but want more than hype
- You’re comfortable with the idea that biotech is high risk, even when it’s exciting
- You like seeing the how and why behind decisions, not just ticker symbols or headlines
- You want to think about ROI and healthy-lifespan extension in the same framework
If you’re looking for stock tips, guarantees, or someone to tell you what to do with your money, this is not that.
If you want to follow along as I try to answer, in public,
“How would a rational person allocate capital into longevity right now?”
— then welcome.
Important Disclaimer
Nothing on this site is investment, legal, tax, or medical advice.
All content is educational and informational only and reflects my personal opinions at the time of writing.
I may change my views as new data or research becomes available.
Always do your own research and consult qualified professionals before making any investment or health decisions.