Alaska Fund
& Connected Capital

ALASKA OPPORTUNITY

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
    • Accredited Investor Rule likely change significantly
NOTE: Connected Capital principles and strategy can be made available by executing NDA with Sparrow Hills and Alaska Fund Inc