Presentations and commentary

What I have presented and said in public on the four subjects of this site, in one place. Material appears here after it has been cleared for public use, so the list grows slowly and nothing on it is confidential.

Decks

• The CPG Life Fund I thesis. Why the best time to back a consumer brand is before it needs a traditional investor, and what an operating team does for it in the meantime. The public thesis document is on the fund’s own site at cpglifefund.com. It is a description of how the fund works, not an offer of any security.
• The state of CPG, 2026. A market deck I use when I speak to investor audiences about where consumer brands get built and bought now. Shared on request through the media kit.

Commentary

Short takes on things that happened this week go in the letter first and are collected under the topic they belong to:

• CPG and beverages
• Investing in Mexico
• Energy for manufacturing and AI data centers in Mexico
• AI funds and founders

Talks

If you run an investor event, a family office gathering or a podcast, the media kit has the talk topics, bios and headshots, and the way to reach me.