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My bb is back on. I went through the same phase Sunday night but refocused yesterday. We've got a lot of irons out there and we still have to refine those continually into action but I think we've never been more well positioned to do so. I think there's enough short term noise to pay the bills, the coinvestment marks are looking better and better, the investment pace is going well there too which will both tee up CI 2 nicely; (we also have to move on near term investment initiative to pursue and get raising (RE, FoF, 90 North, or other), and IPS is going to be our Golden Goose. We need to be studying and evangelizing that concept so we can start selling September 30 and perhaps trading on it next year. We also need to move on CIC and some of these Sovereigns and get their cap into something and get paid as part of the shorter term focus. Fear not, you may have drifted over the 4th but we are by no means adrift!


------Original Message------
From: Hunter Biden
To: Devon Archer
ReplyTo: Hunter Biden
Subject: I'm back from
Sent: Jul 12, 2010 11:03 PM

Vacation. Is your blackberry on? I don't know if its pure vacation anxiety but I feel like we are adrift. Please tell me its just me, but I spent a lot of time paddling on my new @addle surf-board into the depths of Lake Michigan and I waited for an answer and received none. I'm sure my anxiety has to do with scrambling to figure out how to pay for the new AC (in your case the new pool- doesn't make a difference). And all will be fine. but I need you to tell me so before I die of sleep deprevation.
Sent on the Sprint® Now Network from my BlackBerry®

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