Briefing 

Briefing Doc: Co-Investing Opportunity in Hong Kong

Main Themes:

• Unconventional Co-Investment Partnership: The author, Panjabi Jawaharlal, proposes an unorthodox co-investment partnership opportunity in Hong Kong, specifically targeting wealthy, sophisticated investors.

• Aggressive Trading Strategy: Jawaharlal emphasizes his aggressive trading style with the promise of high returns, but also acknowledges the inherent risks involved.

• Transparency and Legal Framework: The partnership emphasizes transparency, using a joint bank account and a custodian (Interactive Brokers) to manage funds. All activities adhere to the legal framework of Hong Kong partnerships.

• Mentorship and Knowledge Transfer: The opportunity extends beyond financial returns, offering potential for mentorship and knowledge transfer in financial trading.

Important Ideas/Facts:

• Profit/Loss Sharing: Jawaharlal offers a profit-sharing model, with losses shared proportionally to the capital contributed.

• Tax Advantages in Hong Kong: The document highlights Hong Kong's favorable tax environment, with no capital gains tax.

• "Secrets" of the Trade: The author suggests partners can learn valuable trading insights through observation and analysis of his methods.

• Risk Management: While advocating an aggressive approach, the author acknowledges the importance of risk management, citing Paul Tudor Jones' philosophy of focusing on protecting capital.

Key Quotes:

• Partnership Structure: "Partnership will be restricted to only two individuals (both using their own funds) or entities (using funds of a wholly-owned corporation) for any profitable activity with mutual consent."

• Transparency: "The Bank account will be operated with joint signatures. Equity will be in the custody of Interactive Brokers, Hong Kong, with a mandate to return funds only to the joint signature bank account (source of funds)."

• Risk Management: “I’m always thinking about losing money as opposed to making money. Don’t focus on making money, focus on protecting what you have.” - Paul Tudor Jones, as quoted by Oskar Pecyna.

Target Audience:

• High-net-worth individuals or entities seeking high-return investment opportunities.

• Individuals interested in learning advanced financial trading strategies.

• Investors comfortable with an aggressive, high-risk trading approach.

Further Considerations:

• Due diligence is essential before entering into any partnership.

• A thorough understanding of Jawaharlal's trading strategy and track record is necessary.

• Legal counsel should be consulted to ensure the partnership agreement aligns with individual needs and legal requirements.

Overall, the document presents an intriguing, albeit unconventional, investment proposition. While the potential for high returns is alluring, potential investors must carefully weigh the risks involved and conduct thorough due diligence before committing capital.