06/04/2026
Investing in the future—in more ways than one. 📈✨
Last night, we hosted a private investment dinner at a gorgeous Mediterranean restaurant in the NYC. We had a fantastic turnout of 30+ high-net worth investors and Centers of Influence (COIs) who came out to learn more about our proprietary Emerging Growth fund. It was tailored for those interested in the public and private markets where most investors either overlook or frankly avoid— but it is also where some of the most asymmetric opportunities exist today.
Our two Portfolio Managers crushed the panel discussion, breaking down complex strategies and answering some phenomenal questions from the room. 📊🍷
As proud as I am of the business we are building, the absolute best part of the night was having my son and my nephew there with us.
With my oldest son starting at the University of Tampa’s Sykes College of Business this fall, and my nephew already killing it as a student-athlete and business major at Flagler College, having them in the room was special. They weren't just eating good food—they were working the room! They were learning how to network, absorbing the importance of investing (my son is already becoming quite the trader!), and, of course, getting a front-row seat to see dad in action. 😉
An incredible night of business, family, and looking toward the future.
Thanks to everyone who made it out! 🥂💼
