We recently held our annual CEO summit where 65 of our portfolio company CEOs came together in NYC. Because we had updated our thesis since last year’s summit, we wanted to share some of our thinking with the group around trusted brands, one of the newer concepts added to the thesis. Below is the deck we shared with the CEOs last week. It spurred a great conversation at the summit and we hope it will bring up some interesting ideas and conversations for you too.
The deck is below, and here is the Google Slides link where we have some additional context in the presenter's notes of each slide.