Leadership
Vincent Coleman
Chief Strategy Officer
Authors the firm's investment thesis materials and maintains the firm's proprietary classification framework for underserved markets. Does not attend meetings before 10 AM.
Career Highlights
- —Frameworks authored: 4 (SPECIFIC Evaluation Framework™ is principal)
- —Thesis revisions since 2019: 11
- —Whitepapers drafted: 3 (unpublished)
- —Conference invitations: 2 (declined)
Subsidiary Board Positions
Cross-portfolio roles held across 25 Specific Industries holdings.
Consumer Goods & Consumables
Pig Milk Creamery
Chet Trotsworth
Head of Marketing & Pig Whispering
Convinced the world needs pig milk.
Dehydrated Water Laboratories
Thaddeus Pemberton
Chief Science Officer
Holds a degree in 'Theoretical Hydrology' from an institution he prefers not to name.
Inflatable Anchors Marine
Skip Bayliner
Director of Customer Amazement
Handles all customer interactions with relentless positivity.
Snortables
Trevor Nakamura
Director of Regulatory Avoidance
Trevor manages Snortables' relationship with regulatory bodies, which he describes as 'mostly one-sided.' He has drafted 47 responses to FDA inquiries, none of…
Mousetrap Jenga
Eugene Fink
VP of Safety & Customer Joy
Eugene Fink joined Mousetrap Jenga in 1989 and has been the guardian of our safety program ever since.
Boneless Water
Vincent Dunn
Director of Compliance
Vincent is a former FDA inspector who resigned in 2003 after being instructed to suppress a draft report on cattle proximity to municipal water supplies in thr…
Rocks
Douglas F. Pennington
Head of Bedrock Research
Oversees internal research on long-dated lithic assets.
Squared Away Supply Co.
Sergeant Major Huxley "Hux" Maddox
Director of Oorah Operations
Sergeant Major Maddox enlisted at 17, deployed seven times, and has never once lowered his volume.
Domaine Carter & Fils
Laurent Beaufort
Director of Terroir & Vineyard Operations
Laurent oversees the estate's 1,200 acres of vines and the deep geological work that underlies them.
Meh.
Julian Marlowe
Head of Ambient Sighs
Oversees the sound design of all auditory elements — the sighs, the ohs, the single soft tones.
Super Engineered
Sean Lightcap
Co-Founder, Chief Trust Architect
Identifies and evaluates new essential-object categories for the roadmap.
Personal Hygiene & Home Essentials
Health & Wellness Holdings
Radium Roy's
Harlan C. Veenstra
General Counsel
Harlan has served as General Counsel since 1973.
Mostly Sterile
Hollis R. Vossler
Chief Medical Officer
Unaffiliated with any American Medical Association.
Sovereign Wellness Co.
Ambrose Whitfield Callaghan
Chief of Protocols & Verification
Verifies every treatment against the original manuscripts.
Subscription Services
Professional Services & Emerging Ventures
Strategic Void Consulting
Caldwell Ashford-Wexley
Senior Director, Strategic Ambiguity
Joined Strategic Void in 2016 following a decade in corporate communications at three organizations, all of which he left 'on excellent terms, with extensive d…
Stratify
Cliff Ascendant
Chief Momentum Officer
No one is quite sure when Cliff joined Stratify or what he did before.
Grass Fed WiFi
Fennel Ashcroft
Keeper of the Harvest Calendar & Seasonal Allocations Lead
Fennel hand-writes every member's seasonal allocation in a leather-bound ledger — MAC addresses, SSID assignments, bandwidth caps, and the weather at allocatio…
Gristmill Partners
Lester "Les" Knippenburg
Chief Financial Officer & Vice President, Compensation Stabilization
Les oversees client billing and the firm's flagship Compensation Suppression practice.
Odd Occasions
Fletcher Nye
Director of Recipient Experience
Fletcher oversees the moment of unboxing — the pause, the read, the reaction.
Pettential
Reed Calloway
VP of Aquatic Performance
Reed is a marine biologist turned performance coach who spent 4 years developing the Goldfish Treadmill.
Privatrix
Sean Aoki
Head of Customer Reassurance
Sean leads the Customer Reassurance organization, a 3-person team responsible for responding to all customer questions about whether Privatrix products do anyt…
Credentials
- —PhD in Applied Market Philosophy (independent study)
- —Fellow, Institute for Strategic Evaluation (self-appointed, 2022)