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Two ideas it would be interesting to see if QIA does things like this. Thinking big but with QIA you have to. More for intelligence gathering at this point.

1) U.S. infrastructure. Wonder what they do on this aside from real estate development like City Center. Thinking about what Mitsubishi is doing with OMERS and their interest in doing something similar with someone else. What about a QIA, Mitsubishi, Western Conference of Teamsters US Infrastructure fund. In general if QIA is looking for opportunities in this sector we could find it for them.

2) Shipping. I sent you that article about how it is a hot sector. Both containers and LNG. LNG seems like it would be a good match for QIA given the source of their funding. Been talking to Samsung who wants help with LNG tanker construction (biz dev and financing). Also container shipping similar to the project we placed Paragon in with Mitsubishi.

Also, I know they don't do funds but the things Grosvenor is doing on the PE FOF side are really managed accounts and they represent a number of sovereign wealth funds.

Again, just a few things to think about as you are keeping your ears open over the next few days.


Eric D. Schwerin
eschwerin@rosemontseneca.com

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