JJA
High-Net-Worth Relationships
INDUSTRIES
Connecting You to “Newly-Liquid” and "Custom-Curated"
High-Net-Worth Clients and investors
BUSINESS DEVELOPMENT
Private Wealth Management
High-Net-Worth Life Insurance
PPLI (Private Placement Life Insurance)
High-Net-Worth P&C Insurance
Premium Finance Insurance
Private Aviation Sales
Luxury Residential Real Estate
Private Yacht Charters
Art Galleries
Casinos
Luxury Travel Agents Luxury Hotels
Luxury Cruises
Luxury Private Destination Clubs
Concierge Services
CAPITAL RAISE
Private Companies (start-ups)
Real Estate Developers and Sponsors
Real Estate Syndicators
Peer Angel Investors
Hard Money Lenders
Crowd Funding Platforms
Hedge Funds < $500MM AUM
Venture Capital Funds < $500MM AUM
Private Equity Funds < $500MM AUM
Non-Profits
Services
Money In Motion Report
Money in Motion Report ▪ 150 “Gog-curated,” newly-liquid, high-net-worth prospects each week ▪ CEOs and Founders of all private companies sold for >$10MM each week in the U.S. ▪ Report includes date of event, $ value of event, name of liquidity recipient, company, title, schooling, work phone, cell phone, work email, personal email, and LinkedIn Profile
Double opted-in Prospect Meetings Set each Week
Double opted-in Prospect Meetings Set each Week / Advisory Services ▪ Our CEO first optimizes your LinkedIn Profile which leads to > 10% acceptance rate from prospects from #1, #2, or #3 ▪ Using our proprietary AI combined with data from #1 and #2, our CEO then works with you to create an efficient, scalable, and repeatable system to convert prospects from #1 and #2 into “double opted-in” prospect calls each week (double opted-in means prospect agrees to connect to you on LinkedIn AND agrees to conditions of qualifying call before the meeting is set) ▪ Our CEO advises you on an as needed basis: for discussions < 15 minutes, you can call our CEO directly; for discussions > 15 minutes, you send a calendar invite
CEO Advisory Services
▪ Our CEO’s thesis advisor at Princeton was Daniel Kahneman (‘02 Nobel Laureate in Economic Sciences)
▪ Our CEO co-founded, wrote the business plan, and ran business development for Summit Rock Advisors, a $25 Billion RIA headed by the former head of Goldman PWM
▪ Our CEO advises you throughout the time working together on best practices to optimize close rates and minimize sales cycles from initial meeting to close
Strategic Introductions
Strategic Introductions to High-Net-Worth Individuals and Referral Sources ▪ All intros made via e-intro by our CEO▪ Each intro is to a high-net-worth individual or high-net-worth referral source
Custom High-Net-Worth Data Sets
Custom High-Net-Worth Data Sets and Business Owner Data Sets ▪ Tell us what type of clients you currently have or desire, and we will create custom data sets of prospects with similar characteristics by state ▪ Examples Custom High-Net-Worth Data Set: Tiger 21 Members, YPO Members, Vistage Members, Managing Directors of top Investment Banks, Partners of top Law Firms, Partners of top Hedge Funds, and Plastic Surgeons ▪ Example Custom Business Owner Data Set: any CEO of a company by industry, employee size, state or any Partner of any PE Firm, VC Firm, or Executive Recruiting Firm ▪ Custom Data Sets include name, company, title, schooling, work phone, cell phone, work email, personal email, and LinkedIn Profile
Personal Contact Information from Research & Intelligence Team
Personal Contact Information from Research and Intelligence Team ▪ Given just an email address, phone number, or LinkedIn Profile, we provide the corresponding name, company, title, schooling, work phone, cell phone, work email, personal email, and LinkedIn Profile ▪ This is an excellent way to bypass gatekeepers, get in direct contact with hard-to-reach prospects, and append your current client and prospect database
Jeffersonian Dinners
Curated Jeffersonian Dinners