Notes on James Caberny's Collaboration Proposal

Notes on James Caberny's Proposal

image.jpg

Overview

James Caberny is interested in collaborating on potential projects. This note outlines key points related to the proposed collaboration and topics to discuss.

Key Points

  • Grey
    Consider discussing the specific meaning or context of "Grey" in relation to the project. Is it a company, a concept, or a particular strategy?

  • Ben/Demetrios
    It would be important to clarify who Ben and Demetrios are. Are they stakeholders, potential partners, or part of the team? Identifying their roles will help in future discussions.

  • Crestline
    Further understanding of Crestline's relevance is needed. Is it another company, a location, or an initiative related to the collaboration? Any background information would be beneficial.

Family Office Considerations

  • Asset
    Discuss what types of assets are being referred to—financial assets, properties, or intellectual property? Understanding the nature of assets involved is crucial for the project’s viability.

  • Yield
    Clarify the expected yield from this collaboration. Are we discussing financial returns, social impact, or something else? Establishing clear goals for yield will help in measuring success.

Action Items

  • Speak to Demetrios
    A conversation with Demetrios is recommended to gain insights into his perspectives and any specific contributions he can offer to the collaboration.

Reference:

www.crestlineinvestors.com
Our Firm - Crestline Investors
www.goldmansachs.com
Family Office Investment Insights Report | Goldman Sachs
advisors.ubs.com
[PDF] Global Family Office Report 2023 | UBS