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Hunter/Eric,

Good seeing both of you today. Some follow-up points from the meeting:

1. China: Prepare list of projects/deals to present to determine what is potentially of interests to your contacts in China and work on preparing the schedule

2. ECP Investments: Talked to them and we talked about setting up a meeting in the next week or two in DC. They have a placement agent for Fund IV but co-investment in attractive deals they are involved in is a model they are doing more (ie have done several across the continent). Growing the relationships with family offices, endowments, etc in US for this is a potential synergy to talk about (so far they have been more with Europeans). They feel co-investment is attractive to these groups. FYI, Hurley is on the Sidwell board. Actually Bryce Fort (the partner I was with today) is a former Sidwell guy - - they were all part of this network

3. Get more info on the investor interested in Cocoa

4. I will study more about Genghis Khan so I can have some knowledge to contribute next time

Best,

John