Privacy
What we keep, and what we never do with it.
When you ask for the briefing, we keep three things: your first name, your email and the one answer you picked.
We use them to open the briefing for you, to send you the invitation before each Gathering, six times a year, and to count, in total, what owners ask about and how many readers come to a Gathering.
We never sell them, and we share them with no one outside the two services named below. No advisor firm ever sees them. Your answer points you to your page and is counted with everyone else’s. No introduction comes from it unless you ask.
When you answer the seven questions for a seat, Tally holds your answers for us. The host reads every one before you talk. They stay with the club, and no advisor firm ever sees them.
When you take a seat at a Gathering, you sign up on Luma. Luma holds your name and email under its own privacy policy, and we see them so we know who’s coming.
Two services hold them for us, only to run the forms and the invitations: Tally runs the forms, and Luma sends the invitations and takes sign-ups for each Gathering. This site counts page visits with Cloudflare Web Analytics. The site’s typefaces load from Google Fonts, which sees your browser’s address when a page opens.
To stop the invitations, use the link at the foot of any one. To have us delete what we hold, write to [email protected].
Last updated 27 September 2026.