Subject: Re: BD
From: "Eric Schwerin" <[email-masked]>
To: "Devon Archer" <[email-masked]>
Cc: "Hunter Biden" <[email-masked]>
Date: Mon, 19 Oct 2015 20:53:27 -0400

I'll see if I can think of some people and if not a specific person at
least the key qualities we need.

The only caveat I have to targeting institutional investors is that we
could also consider going to some hedge or other alt inv vehicles that
have been successful performance wise and raising capital but may not
be able to tap into a specific investor class - i.e. Taft Hartley.  We
ask them to be a sub-advisor and raise money for the manager under the
BAM label.   Not too dissimilar to what BAM did with Anton's two
funds.

Eric D. Schwerin
[email-masked]

Sent from my iPhone

> On Oct 19, 2015, at 6:52 PM, Devon Archer <[email-masked]> wrote:
>
> Yes.  100% agreed.  I think this forced simplification makes this a more direct trajectory.  Let's identify who those hires are because I am confident Henry's ready to move.
>
> Devon D. Archer
> (+1) 646 436 3745
>
>> On Oct 19, 2015, at 6:37 PM, Eric Schwerin <[email-masked]> wrote:
>>
>> Just reiterating some thoughts while it is fresh on my mind.
>>
>> After now doing this for 3 years I ultimately think our sweet spot if
>> we want to raise capital for funds or direct investments via the BD is
>> international money into US investments and US HNW, family office or
>> multi family office investments into domestic or international
>> projects (less funds and more direct investments).
>>
>> I don't think institutional investors is necessarily the sweet spot.
>> They are very picky and go through consultants and it takes a long
>> time.  The only institutional investors I would look at are PE funds,
>> Hedge Funds and other financial institutions but we can handle those
>> on our own.
>>
>> I think we have built up the international investor base and can grow
>> that on our own.   Where we need a better network is someone who knows
>> the family office world.   If we had capital I'd look to hire two reps
>> with that network.  A Dan McHale on steroids.   We get a lot of great
>> opportunities but we don't really have a place to take them.
>>
>> Preaching to the choir I am sure but just some thoughts.
>>
>>
>> Eric D. Schwerin
>> [email-masked]
>>
>> Sent from my iPhone
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