Baratelli Institute - Field Notes (Mentoring At Scale) https://tools.baratelliinstitute.com/field-notes.html Field Notes - Mentoring At Scale from the Baratelli Institute. Each entry takes one thing read that morning, teaches one concept from the practitioner library, references the chapter and section, and links to a free tool you can use on your own numbers. en-us Fri, 22 May 2026 13:00:00 GMT Baratelli Institute field_notes_infrastructure.py HALO Trade: Why Family Capital Is Buying Dealerships and Fisheries to Underwrite the AI Cycle https://tools.baratelliinstitute.com/field-notes/2026-05-22-old-economy-family-capital.html https://tools.baratelliinstitute.com/field-notes/2026-05-22-old-economy-family-capital.html Fri, 22 May 2026 09:00:00 GMT EGI buys John Deere dealerships and bluefin tuna fisheries on a 10-12 year hold. The trade has a new name (HALO) but the structural edge is old — permanent capital out-bids the sponsor fund on asset-heavy cash flow. The succession architecture for it is a separate conversation most families have not started. (Source: Family investors turn to old-economy businesses like dealerships and fisheries to avoid AI disruption - Hayley Cuccinello, CNBC Inside Wealth, May 15, 2026.) FO + PE + Succession (EPD) Florida's Teen-Sports Pipeline Is Already a Family-Office Conversation https://tools.baratelliinstitute.com/field-notes/2026-05-12-florida-teen-sports.html https://tools.baratelliinstitute.com/field-notes/2026-05-12-florida-teen-sports.html Tue, 12 May 2026 09:00:00 GMT NIL money, year-round training academies, and Florida's tax/climate concentration have turned high-school athletics into a wealth-planning problem most families are not staffed for. The advisor seat is being created in real time. (Source: Florida is the Future Of Elite Teen Sports - Harriet Ryan, The Wall Street Journal, May 12, 2026.) AWP - High-School Athlete Persona What Happens After the Peak: Brooks Koepka and the Athletes' Wealth Long Game https://tools.baratelliinstitute.com/field-notes/2026-05-11-brooks-koepka-liv.html https://tools.baratelliinstitute.com/field-notes/2026-05-11-brooks-koepka-liv.html Mon, 11 May 2026 09:00:00 GMT The career-arc question is the harder one. The rookie contract gets the headlines; the second contract and the post-peak phase determine whether the wealth survives the career. (Source: A Five-Time Major Champ Takes a Humbling Road After Leaving LIV Golf - WSJ Sports Desk, The Wall Street Journal, May 11, 2026.) AWP (Veteran Edition) + FO (Long-Arc Planning)