Record
Three decades before the AI thesis
Merchant banking, infrastructure finance, principal investment, fund building and frontier technology.
Record
Merchant banking, infrastructure finance, principal investment, fund building and frontier technology.
International banking and economic consulting, then Sterling Merchant Finance in 1989. Since then: merchant banking, infrastructure finance, principal investment, fund building and frontier technology.
The discipline hasn’t changed: understand the opportunity, find what blocks commitment, allocate risk, build a path to execution.
Africa, Asia, Eastern Europe, Latin America, the Caribbean, the Middle East and the United States.
Telecoms, aviation, power, transport, mining, oil and gas, agriculture, water, healthcare, education and AI. Broad by design, selective in practice.
The instruments changed, from infrastructure finance to AI. The question didn’t: what makes an opportunity financeable, governable and durable?