10/31/2025
Great energy at the Ozark Mountain Investor Summit. I presented “Don’t Trust, Verify: AI & Investor Due Diligence.”
Comment “Deep Value” for early access to my Ethical AI Enablement brief.
A free practical guide for investment pros to see what AI is, what it isn’t, and how to spot AI fraud in memos.
Full circle moment yesterday. I met Henry Washington and Pace Morby at BPCON22 right after leaving the while working the Marketplace booth.
Since then we launched the Investor Concierge service into a dedicated division at BiggerPockets. Yesterday I followed Henry on stage to share my due diligence playbook and what’s changed in the generative AI age.
Now I’m taking on the road to guide organizations in highly regulated industries with management consulting and turnarounds.
Thank you to the team and our generous sponsors.