EFTA00974152.pdf

From: Andrew McCormack < To: "Jeffrey E." <[email protected]> Subject: Re: Valar Fund IV deck & PPM Date: Wed, 25 Oct 2017 14:37:51 +0000 Hi Jeffrey, Circling back to see if you have time to get together in the next week or two? Happy to update you by phone if arranging in-person is not going to work. As far as timing goes, we are looking for any comments to the LPA in November and will collect sub does by Dec 15. A On Sat, Oct 14, 2017 at 6:07 AM, jeffrey E. <[email protected]> wrote: lets check closer to date On Sat, Oct 14, 2017 at 12:06 PM, Andrew McCormack < > wrote: Hey Jeffrey, Circling back to see if there's a date at the end of the month that would work for us to update you in person - are you in town on Oct 30 or 31? A On Wed, Sep 27, 2017 at 6:02 PM, jeffrey E. <[email protected]> wrote: lets try late in the month On Wed, Sep 27, 2017 at 11:32 AM, Andrew McCormack < > wrote: Hi Jeffrey, We hope everyone on your team made it through the storms OK and recovery is well on its way. If there's a good time to get together in October, please let us know. A On Sep 6, 2017, at 11:02 AM, jeffrey E. <[email protected]> wrote: island in hurricane schedule unkown for the moment sorry On Wed, Sep 6, 2017 at 7:52 PM, Andrew McCormack < wrote: Would 11am on the 25th work for us to meet? On Thu, Aug 24, 2017 at 3:13 PM, jeffrey E. <[email protected]> wrote: 25 On Thu, Aug 24, 2017 at 3:12 PM, Andrew McCormack < > wrote: Are you in NYC in September, what dates would work for you? EFTA00974152  On Thu, Aug 24, 2017 at 1:56 PM, jeffrey E. <jeevacation®gmail.com> wrote: yes of course On Thu, Aug 24, 2017 at 1:54 PM, Andrew McCormack < > wrote: As you may recall, we are preparing to raise Fund 4 this Fall. Target size will be $100- 150M again, with the closing by Christmas (and a 2018 start date on the fund). With that background, I'm pleased to pass along our latest Deck and PPM (attached). Also, we will have the full data room up and running by the end of next week. Does it make sense for us to get some time on the calendar for us to come to your place (or vice versa) and catch up on the existing portfolio and plans for the new fund? A please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00974153  please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00974154