2005
Founded inside Bear Stearns. The first expert network housed inside a bulge-bracket bank.
2008
JPMorgan acquires Bear Stearns. PI is retained.
2009
Independent through a management buyout. The compliance infrastructure comes with it.
2014
Lindsey Cooper, a former US DOJ attorney, joins as General Counsel and Chief Compliance Officer.
Today
20+ years of clean operating history. No infractions. No enforcement actions.
6 compliance barriers every expert must pass.
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Barrier 1
Recruitment
Before an expert even enters the network, PI's Account Managers walk them through the boundaries: no sharing non-public information, no conflicts of interest, no violating existing agreements.
Barrier 2
Registration
Two gates before anyone can take a call: sign the Terms & Conditions (drafted with independent compliance counsel) and complete the online compliance tutorial.
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Barrier 3
Welcome Process
Compliance expectations restated plainly on entry, including a direct warning not to join any consultation that creates a conflict.
Barrier 4
Pre-Call Screening
Before every single project, PI re-checks: is this expert still a fit, do they have any outstanding obligations, have they done the tutorial.
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Barrier 5
Consultation Invitation
The formal invite to join a call includes any client-specific compliance terms plus a reminder of the expert's obligations.
Barrier 6
Continuing Education
Experts keep their bios current and get notified automatically whenever compliance policy changes.
