Over the last years Sparrow Hills principals have been working with Matt Larkin and Corri Feige on developing a novel Connected Capital ™ (“CC”) approach to PE fund investing in Alaska and other areas with significant above ground risks associated with natural resource development and energy infrastructure projects.
Sparrow Hills is a strategic partner of Alaska Fund, a flagship CC fund, with unique investment strategy across responsible oil & gas, clean energy, and data center plays in Alaska.
«Connected Capital» Funds Innovation in collaboration with Alaska Fund, that can be implemented globally
— Social & Political —
Observed Problems
The country has reached unsustainable levels of social and political polarization
The U.S. is in the process of an institutional reset that will have broad impacts on the social and economic order
Sizeable majority believe that America’s institutions have failed across the board, and that the U.S. is on the “wrong track”
Capitalism is being criticized for not “delivering” to society and calls for a new system to take its place are growing louder
Comforting Thoughts
Strengths of the American system to innovate are routinely underappreciated
Historic change election with Trump winning a broad coalition of working-class Americans
An innovation by entrepreneurs is expected to be broadly championed by the American public to extend greater access to great investments and reignite America’s economic engine to work better for everyone
— Economic —
Observed Problems
Weakening of national security due to economic dependencies of energy & critical minerals on foreign hostile regimes
The legacy of ESG investing that created misaligned incentives and didn’t work as advertised
Inflation and economic concerns top the list for a majority of Americans
Comforting Thoughts
Alaska is America’s mineral and energy warehouse
Alaska’s location on the globe is strategic to America’s national security
Making room at the table for resident investors is a better framework for achieving the results that ESG funds sought to achieve
— Governance —
Observed Problems
Bad energy policies are a significant contributor to the problem
Federal government and large financial institutions dictate solutions while exhibiting a lack of understanding of energy and energy transition complexities
Priorities of current government are out of balance, not realistic, and damaging to people
Comforting Thoughts
Embrace solutions that democratize access to investments for regular people
America’s energy companies have expertise and capacity to solve large energy problems