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Jay,
Apologize for the pause. Can we plan to catch up tomorrow by phone and
discuss how we could implement a plan of action here. There is no doubt
there's significant value to unlock. I think the key item to address is
what are the costs (time & $s) and what are the potential options for
funding those costs. Late afternoon work?
Best,
Devon

>
>On 3/9/11 12:35 PM, "Jay Rouse" <IMCEAEX-Y@smarshexchange.com> wrote:
>
>>Hey Guys,
>>
>>Attached is something I have written up on Colombia. It goes through
>>some of the rationale for investment there.
>>I can add to it based on what you guys say.
>>
>>You know about the political side -- we can meet with President,
>>Finance Minister, Energy and Mining. Here are some
>>other points to consider.
>>
>>1) We have two possibilities for deal sourcing -- Andreas Obregon
>>Santo Domingo, boutique investment bank
>>from a prominent family. Solomon Kassin -- used to run Salomon
>>Brothers there he has his own shop he can help
>>source deals too
>>
>>2) Three sectors to focus on possibly -- Energy and Mining,
>>Agriculture or Infrastructure projects.
>>Mining we can talk to several players, same with infrastructure.
>>Agriculture we can talk to Cresud/Irsa
>>from Argentina they are looking for large tracks of land
>>
>>3) Juan Orduz - is currently the Head of Colombia coffee growers. He
>>is well connected across Colombia
>>especially with landowners and other monied interests. He is very
>>interested in working with us.
>>He already has some ideas about deals, is in New York and would like
>>to meet with you guys.
>>He is available later this week or early next.
>>
>>4) Ziv's guy -- are still interested in talking about opportunities
>>there.
>>
>>5) Based on success there we could replicate this in emerging markets
>>where we elect a President.
>>
>>
>>This issue though is, that while I have the political expertise,
>>connections
>>etc. I know you guys are focused on Real estate, but I have taken it
>>as far as I can and it now needs the financial work. If you guys
>>want to move forward with this let me know. if not, no harm no foul,
>>but I think I am going to punt and refocus on
>>my core business
>>
>>
>>
>>Jay Rouse
>>Strategic Campaigns International
>>1010 Wisconsin Avenue, NW suite 705
>>Washington, DC 20007
>>
>>Office -- +1 202 446 - 0484
>>Cell -- +1 202 262 -3196
>>
>>
>>
>>
>