Ann: Soul Patts Shareholder Briefings, page-7

In terms of the future I asked a question on what the biggest challenges in the massive increase in scale post Milton merger and how they thought about maintaining the successful SOL culture now that the headcount is much larger and the next generation are coming through. Todd said it was one of the main things he thought about and that the long tenures of both himself and Rob Milner would ensure that lots of that experience was being passed along. He also pitched SOL a bit of an interesting way I’ve never heard before in that they thought of themselves as a listed family office that everyday detail shareholders can participate in (non correlated investments but larger high conviction investments which differentiate it from an ETF or LIC).