The Combined JV Theory26 Feb 2020 08:38
Corrected title for jgj and it still reads the same lol
Still keep thinking of the bigger picture ...going to repost as a reminder to me as well ... some of the details may change but I still feel strongly that style of the support needed for ALGW to fly. The idea of two separate JVs with Alpha common to both does appeal to me
BOAGF Fund is operational and run by the Joint Partnership with Slim. The proven methodology of the 5 year running SLIM BlackOak Fund from 2014 to 2019, was KMPG reviewed and audited ..... The BOAGF partnership then is to use the methodology and its actuary department and ALGW provide DS and AK ( who is full time Investor Relations ) for increased exposure and investors in the US ... so basically we can forget this on going strategy product, for the moment.
The JV is for the other 3 strategies, notably the Hybrid Fund with its 8-9 figure institutional investors and this is where DS time is really devoted. Rebello supported DS with actuarial models for these serious high value players. Colva acquisition became a back burner and possibly never to be actually bought as Rebello still worked with its existing client base. Job done Rebello returns to Colva, his company, and is paid 2m shares for his services ( which still can be called upon, as and when). Blackstone now provide the finance for the Hybrid fund, via Jason Sutherland.
Hence the two separate JVs running in tandem as The Combined JV Theory