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Fyi...

Arlene Busch
202-333-1880
Abusch@rosemontseneca.com


-----Original Message-----
From: Anders Lindell - IPM <Anders.Lindell@ipm.se>
Date: Mon, 24 Jan 2011 09:48:50
To: Arlene Busch<abusch@rosemontseneca.com>
Cc: Lyric@haleadvisers.com<Lyric@haleadvisers.com>
Subject: IPM

Dear Arlene,

Following up on Lyric Hale's kind introduction I would like to confirm that I would indeed appreciate a conversation to establish whether we might benefit from working together in some form in the future.

By way of introduction I have attached a brief corporate introduction and monthly report from one of our investment funds to this email; I would also recommend our web site www.ipm.se<http://www.ipm.se>. To date we have not been active in the US, thus leaving the world's biggest asset market untouched while being increasingly active in the rest of the world. Hence we do not have any of the legal prerequisites for accepting US domestic investors in place, but we are working on it (advised by our US counsel). Our plans call for being ready for a appropriately planned and well structured launch in the US late this year.

I am available to discuss this whenever it suits you best over the coming two weeks, although my preference would be between 8 AM - 11 AM EST on either of Friday, Jan 28, Monday Jan 31, Wednesday Feb 2 and Friday Feb 4.

I hope that either of the above dates suits you too and look forward to hearing from you.

Kind regards,

Anders Lindell

PS: For clarity I should mention that we do NOT intend to market the long only equity strategy based on RAFI in the US, due to licensing limitations. What we are interested in taking to the US market is the systematic global macro (GTAA) strategy as well as our Commodity L/S and potentially our Managed Futures strategies.

Executive Vice President, Portfolio Management
IPM Informed Portfolio Management
S/B: +46 8 20 19 29
Mob: +46 708 20 19 29
Fax: +46 8 50 68 59 53
www.ipm.se<http://www.ipm.se>
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