EFTA02637985

From: Andrew McCormack Sent: Thursday, August 24, 2017 7:12 PM To: Jeffrey E. Subject: Re: Valar Fund IV deck & PPM Are you in NYC in September, what dates would work for you= On Thu, Au= 24, 2017 at 1:56 PM, jeffrey E. <[email protected] <mailto:[email protected]» yes of course On Thu, A=g 24, 2017 at 1:54 PM, Andrew McCormack w=ote: As you may re=all, we are preparing to raise Fund 4 this Fall. Target size will be $100-=50M again, with the closing by Christmas (and a 2018 start date on the fun=). With that background, I'm pleased to pass along our latest Deck and=PPM (attached). Also, we will have the full data room up and running by th= end of next week. Does it make sense for us to g=t some time on the calendar for us to come to your place (or vice versa) a=d catch up on the existing portfolio and plans for the new fund? <=div> A please note The=information contained in this communication is confidential, may be att=rney-client privileged, may constitute inside information, and is inten=ed only for the use of the addressee. It is the property of JEE U=authorized use, disclosure or copying of this communication or any part=thereof is strictly prohibited and may be unlawful. If you have receive= this communication in error, please notify us immediately by return=e-mail or by e-mail to [email protected] <mailto:[email protected]> , and destroy this communication and al= copies thereof, including all attachments. copyright -all rights reser=ed EFTA_R1_01869130 EFTA02637985