Re: Meeting follow-up

From
Timothy Thomas <tt@homecareassistance.com>
To
Geoff Adams <geoff@shercap.com>
CC
"Leblanc, David" <dleblanc@richter.ca>
Date
2016-06-23 12:35:48
Folder
[Gmail]_Sent_Mail
--94eb2c115be28001fc0535f4a546 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Geoff and David, Thanks as well for a great meeting on Tuesday. David, should you have any other questions on our services, or wish to have me meet any of your team members, don't hesitate to ask. Future meetings over a cold beer sounds good to me! Enjoy the long weekend, Regards, Timothy. On Wed, Jun 22, 2016 at 3:43 PM, Geoff Adams wrote: > Good afternoon David and Timothy, > > > > Thanks again for taking the time to get together yesterday afternoon for = a > chat about life and business. I remain open to further meetings in the > future=E2=80=A6in office buildings downtown or nearby bars on Notre-Dame = Street > West. > > > > I have attached below the Henry Kravis article I mentioned yesterday=E2= =80=A6with > a few interesting parts (in my opinion) highlighted in yellow. > > > > Fortunately my car was not too heavily damaged by those wild and crazy > Hall & Oates fans hanging around the Bell Centre. > > > > All the best, > > > > Geoff > > > > Geoffrey Adams, CFA > > Senior Vice President > > > > *Sherbrooke Street Capital (SSC) Inc.* > > 4749 Notre-Dame West, Montreal, Qc H4C 1S9 > > > > Tel: 514 937 0815 (direct line) > > Cell: 514 209 1444 > > > > > > http://www.bloomberg.com/features/2016-henry-kravis-interview/ > > > > > Henry Kravis Q&A: =E2=80=98Worry About What You Might Lose on the Downsid= e=E2=80=99 > > By Jason Kelly | June 13, 2016 > > Private equity holds trillions of dollars in assets, controls brand-name > companies, and invests on behalf of pensions, endowments, and government > funds around the world. Back in 1976, it barely existed. That=E2=80=99s w= hen Henry > Kravis, his cousin George Roberts, and their boss Jerome Kohlberg Jr. qui= t > Bear Stearns and started their eponymous investment company, KKR > , which is celebrating its 40th anniversary. > > Kravis and Roberts, co-chief executive officers, have transformed not onl= y > how companies are bought and sold, but also how they=E2=80=99re run. They= =E2=80=99ve also > expanded the firm far beyond leveraged buyouts, diversifying into real > estate and hedge funds as well as a few businesses once dominated by big > banks. Today, through ownership stakes in more than 100 companies with a > combined annual revenue of $200 billion, KKR indirectly employs almost a > million people. > > In this interview, Kravis, 72, ruminates on becoming a CEO of CEOs, being > a steward of other people=E2=80=99s money, his unique partnership with Ro= berts, and > the evolution of the firm. Competition in private equity will only > increase, Kravis predicts=E2=80=94as will the appetites and ambitions of = his > investors and competitors. =E2=80=9CThere=E2=80=99s money everywhere toda= y,=E2=80=9D he says. > > *JASON KELLY* Let=E2=80=99s start with some numbers. KKR began with $120,= 000 in > 1976. Forty years later, you have more than $120 billion. What=E2=80=99s = the > bigges

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