“Bringing together an advisory board and going to get some of those customers or people like yourself and have a small group of people where you can have a safe environment”

“We've chosen to participate in two ways. First, we sit on the advisory board of almost every fund that we invest in. We take a hands-on role as an advisory board member in terms of evaluating these CVs in order to waive the conflict. We've developed a scorecard internally that we fill out.”

“He decided that he would help with these people in New York to create a philosophy club. It exists now, the New York Philosophy Club. They would gather people together in these settings, kind of modeled on ancient Greece, and they would have discussions about philosophical issues.”

“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”

“We're using AI to help us connect those dots. Something could be in a meeting note somebody took versus a quarterly report versus an advisory board deck.”