Capital deployment philosophy — 2026
Long memo on durable allocation, anti-fragility positioning, and family-aligned investment screens.
| Initiative | Function | Stage | Cadence | Last Update |
|---|---|---|---|---|
| Q2 Capital Deployment Plan | Real Estate | Approval | Weekly | 3d ago |
| Education Program Restructure | Education | In Flight | Bi-weekly | 1d ago |
| Operating Co. #4 Founding | Bus. Dev. | Formation | Weekly | Today |
| Family Compact v3 Revision | Family Ops | Drafting | Monthly | 5d ago |
| Insurance Captive Evaluation | Real Estate | Diligence | Bi-weekly | 2d ago |
| Investment Committee Charter | Investments | Review | Quarterly | 1w ago |
| Q3 OKR Drafting | Family Ops | Sourcing | Quarterly | 2w ago |
Long memo on durable allocation, anti-fragility positioning, and family-aligned investment screens.
Action items, household goal progress, and revised cadence proposals.
Q1 close, hire approvals, distribution policy review.
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