Show Notes
0:00 - (First Question) – What does it take to earn transformational returns
3:28 – How he deals with LPs, especially given the volatility of the market he invests in
9:11 – Why LPs have to think about the other investors in a fund
10:02 – How Geoffrey got interested in the Iraqi market
15:00 – Factors he was considering when exploring Iraq
15:38 – Harvey Sawikin Podcast Episode
18:05 – Visiting companies in Iraq
21:15 – Most memorable meeting with a company on his first trip
26:03 – Size and nature of Iraqi market when he first got interested
29:29 – A specific allocator in Iraq
33:22 – Does price reflect the work over there
36:36 - What does he perceive as his role in the changes to Iraq’s equity market
38:57 - How do Iraqi equities look today compared to when he started and is the opportunity still interesting
42:59 – How businesses perceive him now that the market has opened up more
46:13 – Scale of potential return and where it comes from
48:36 – Advice for younger aspiring investors exploring frontier markets
52:01 – Kindest thing anyone has done for Geoffrey
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