Neil Mehta

And much to his chagrin, frankly, thanks to his support, I ended up being able to do a little bit of that there. I left at the end of 2010, beginning of 2011, and moved back to San Francisco to start Great Oaks purely because this is all I wanted to do. Can you tell me everything about Benny? Oh, sure. Yeah. I don't know if I can tell you, I can tell you a lot about Benny.

And much to his chagrin, frankly, thanks to his support, I ended up being able to do a little bit of that there. I left at the end of 2010, beginning of 2011, and moved back to San Francisco to start Great Oaks purely because this is all I wanted to do. Can you tell me everything about Benny? Oh, sure. Yeah. I don't know if I can tell you, I can tell you a lot about Benny.

Tell me a lot about Benny. Someone asked me a couple of days ago, they were starting a firm and they asked me, how do I find someone like Benny? And it's like, how do you marry well? Yeah. It's like an impossible statement. I wish upon anybody in their life to have a partner and a partnership like what I have with Benny.

Tell me a lot about Benny. Someone asked me a couple of days ago, they were starting a firm and they asked me, how do I find someone like Benny? And it's like, how do you marry well? Yeah. It's like an impossible statement. I wish upon anybody in their life to have a partner and a partnership like what I have with Benny.

I think if Green Oaks was an abject failure and we screwed everything up, I would still be grateful for the journey I had with Benny. And by the way, I should highlight Benny is my true partner. I talk to him more than I talk to my wife, Jash, actually by a fairly large margin. Jash would agree with that. So would Cheryl, Benny's wife.

I think if Green Oaks was an abject failure and we screwed everything up, I would still be grateful for the journey I had with Benny. And by the way, I should highlight Benny is my true partner. I talk to him more than I talk to my wife, Jash, actually by a fairly large margin. Jash would agree with that. So would Cheryl, Benny's wife.

It has been 20 plus years where I don't think there's been a single day. We fight all the time. There's never been a single day where we've actually been frustrated with one another. I met Benny, we were both still in college. He was kind of between freshman and sophomore year. I was in my junior to senior year and I was working in investment bank.

It has been 20 plus years where I don't think there's been a single day. We fight all the time. There's never been a single day where we've actually been frustrated with one another. I met Benny, we were both still in college. He was kind of between freshman and sophomore year. I was in my junior to senior year and I was working in investment bank.

And as an intern, I was working on a financial transaction It's actually a really interesting financial transaction. It had to do with cruise line ships. And the way you would finance some of these cruise line ships is you would find a country that was willing to give you 100% LTV financing. In Germany, they're called like a KD or KG structure. In Korea, they're called something else.

And as an intern, I was working on a financial transaction It's actually a really interesting financial transaction. It had to do with cruise line ships. And the way you would finance some of these cruise line ships is you would find a country that was willing to give you 100% LTV financing. In Germany, they're called like a KD or KG structure. In Korea, they're called something else.

But these countries would do it in order to give you jobs to give their local citizens, you know, the shipyards would be full and they'd make it very tax efficient for doctors and dentists in these countries to invest. You have to really be steeped in strange financing structures in your late teens to be interested in this stuff.

But these countries would do it in order to give you jobs to give their local citizens, you know, the shipyards would be full and they'd make it very tax efficient for doctors and dentists in these countries to invest. You have to really be steeped in strange financing structures in your late teens to be interested in this stuff.

So I was telling my brother, my younger brother was at Penn and he was a freshman. It was during like spring fling. I was telling my brother about this financing structure. My brother couldn't care less. Like, this is not what is interesting. And Benny, who was his roommate, was sitting on the couch and I was like, oh, KD or KG financing structures. And I was like, this kid knows.

So I was telling my brother, my younger brother was at Penn and he was a freshman. It was during like spring fling. I was telling my brother about this financing structure. My brother couldn't care less. Like, this is not what is interesting. And Benny, who was his roommate, was sitting on the couch and I was like, oh, KD or KG financing structures. And I was like, this kid knows.

I was one of these older brothers who thought all their younger brother's friends were like goons, not serious people. And I parked up and I was like, who is this? It was love at first sight. Benny and I became close friends. Right away, I knew Benny's zero to one clock speed. is the fastest I've ever seen to this day.

I was one of these older brothers who thought all their younger brother's friends were like goons, not serious people. And I parked up and I was like, who is this? It was love at first sight. Benny and I became close friends. Right away, I knew Benny's zero to one clock speed. is the fastest I've ever seen to this day.

I've never seen someone look at a business or look at a model or think about a situation and so quickly get to the jugular. He's astonishing. The second thing I'd probably tell you about him that's unique is he's able to extend our time horizon as a firm pretty consistently.

I've never seen someone look at a business or look at a model or think about a situation and so quickly get to the jugular. He's astonishing. The second thing I'd probably tell you about him that's unique is he's able to extend our time horizon as a firm pretty consistently.

Sometimes when things are moving really fast and you're in fog of war, you could find yourself constraining your time horizon. You're trying to make decisions that are optimal in the short term, just to make sure that's the corner you could see around.

Sometimes when things are moving really fast and you're in fog of war, you could find yourself constraining your time horizon. You're trying to make decisions that are optimal in the short term, just to make sure that's the corner you could see around.