151 North Nob Hill Road, Ste 350, Plantation, FL 33324
After completing a BSc in Engineering, Jevon spent over a decade leading teams in developing innovative commercial products in the loT and Regtech industries and working in South Africa, the United Kingdom, Australia, and Russia. In 2017 he moved into the digital asset space and has gained a deep understanding of the underlying technologies. Here, he has combined his passion for finance with his 17 years of engineering experience to pioneer technology solutions for advanced digital asset management and arbitrage
“I understand that by clicking the “DOWNLOAD” button and or the “DIGITAL ACCESS” button, I am electronically signing my name and I will be given access to both the SUBSCRIPTION DOCUMENT and the PRIVATE PLACEMENT MEMORANDUM DOCUMENT. I further acknowledge that I will answer all questions honestly, will provide true and legal items requested, will have read the entirety of both the SUBSCRIPTION DOCUMENT and the PRIVATE PLACEMENT MEMORANDUM DOCUMENT before investing, and agree to all their terms and conditions set forth therein should I choose to invest.”
*For Digital Access you will receive an email within 24 hours from our administrator at [email protected]. Simply click on the link in that email to set up your password and to create your account. You will then be able to complete your Subscription Documents online.
Please Agree to continue!
Thank you for reaching out to us. One of our teammates will be getting back to you shortly.
Forgot Password ?Change Password ?
Graeme is a financial analyst and portfolio manager who incorporates the worlds of traditional finance and digital assets in his work and the investments he manages. In spending over a decade in investment management and financial advisory roles, he has a deep understanding of traditional financial markets and is now a highly regarded portfolio manager and technical analyst with a focus on digital assets and financial derivative instruments. He holds a Chartered Alternative Investment Analyst (CAIA) designation, a Bachelor of Commerce in Economics degree from UNISA and a Postgraduate Diploma in Financial Planning from the University of the Free State.
Larry is a serial entrepreneur having started and built a number of successful businesses ranging from financial services to technology applications, as well as unique products that solve specific problems. He graduated from the University of Miami with a degree in business administration and finance, and then went on to get an MBA in Finance from Nova University. Larry has lived in plantation Florida for 30 years and is married with three grown children. He is a health and fitness nut who works out 7 days a week and watches every item of food that he puts in his body. Larry is the type of guy who never quits until the results are achieved.
Mr. Bilal Adam is an entrepreneurial leader and CEO in international investment banking with 18 years of experience. He has built and managed a capital efficient profitable debt portfolio in assets across UK, Australia and Anglo-African countries. Mr. Adam is an engaging public speaker and President of the SA Chamber of commerce, SEM listed investment funds and private equity investments. He is a qualified Chartered Accountant with honors in 4 fields and specialized in investment management and capital markets with many academic accolades. Mr. Adam also has more than 13 years of investment management and banking experience in London, Johannesburg and Mauritius with Investec and AfrAsia. Mr. Adam is currently the Chief Executive Director of Stewards Investment Capital Limited.
Mr. Glen Steward holds a Bachelor of Commerce (1993) from University of Natal (Durban Westville), majors in Economics & Industrial Psychology.Glen has 25 years experience as a fund and securities portfolio manager. He is a key individual and sits on the board of two Asset management company’s registered by the Financial Services Board of South Africa. In addition he sits on the board of Stewards International Ltd, a Fund Manager regulated by the Financial Service Commission of Mauritius and is an integral member of the Investment Committee.He also sits on the board of Stewards International PCC, a Collective Investment Fund company which currently markets four Funds denominated in Euros, US Dollars and Sterling.
Prior to the establishment of Stewards International Funds PCC in the year 2000 he was based in London for a period of 5 years and worked for two investment banks.
Our Administration team will send you an email from [email protected] within next 24 hours for you to create your account and get access to our online boarding system.
I AcceptI Decline
Please enter your full name in text box below to accept the policy.
I understand that by typing my name and clicking on "Download", i am electronically signing this document.
In the U.S, the definition of an accredited and qualified investor is put forth by the SEC in Rule 501 of Regulation D.
Is an individual that must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual’s income and the next two years of joint income with a spouse.
A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.
An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million. Also, if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with the sole purpose of purchasing specific securities. If a person can demonstrate sufficient education or job experience showing their professional knowledge of unregistered securities, they too can qualify to be considered an accredited investor.
In 2016, the U.S. Congress modified the definition of an accredited investor to include registered brokers and investment advisors.
On August 26, 2020, the U.S. Securities and Exchange Commission amended the definition of an accredited investor. According to the SEC’s press release, “the amendments allow investors to qualify as accredited investors based on defined measures of professional knowledge, experience or certifications in addition to the existing tests for income or net worth. The amendments also expand the list of entities that may qualify as accredited investors, including by allowing any entity that meets an investments test to qualify.” Among other categories, the SEC now defines accredited investors to include the following: individuals who have certain professional certifications, designations or credentials; individuals who are “knowledgeable employees” of a private fund; and SEC- and state-registered investment advisers.
Is an individual or a family-owned business that owns $5 million or more in investments or an entity that invests at least $25 million, either for their own accounts or on others’ behalf.
Mr. Featonby-Smith holds a Bachelor of Social Science (economics) and has graduated from University of Natal (Pmb), with majors in Economics & Business Administration.Peter has been both a private and professional investor for over 30 years. He is a key individual and sits on the board of two Asset Management company’s registered by the Financial Services Board of South Africa. In addition he sits on the board of Stewards International Ltd, a Fund Manager regulated by the Financial Service Commission of Mauritius and is an integral member of the Investment Committee. He also sits on the board of Stewards International PCC, a Collective Investment Fund company which currently markets four Funds denominated in Euros, US Dollars and Sterling.
Over the years his investment bias has been towards the property sector and he has gained considerable experience and expertise in both listed and private equity property investments. He also sits on the board of several private property companies involved in the commercial, residential, retail and hospitality sectors.
Mr. Bradley Kritzinger holds a Diploma of Business Management skills (1997), a certificate in Banking NQF 5 (1997), a Diploma in Treasury and International Banking NQF 5 (2001) and an Advanced Diploma in Treasury and International Banking NQF 6 (2008) from Damelin School of Banking. He is a Certified Associate of the Institute of bankers. He was in the management program of The Carlton Hotel for nine months and The Royal Hotel for six months before looking for a career change. He worked at Parkview Hotel as a kitchen supervisor for eighteen months on a part time basis during the weekend and evening shifts while studying full time. He joined NBS Bank, the commercial City branch as a Teller and enquiries Clerk for three months and moved to the Central Accounting Office as a Savings Clerk for 15 months where his duties were to reconcile accounts, do filing and authorise signatures. He worked in the Broker Division of the NBS Bank as a supervisor Broker Administrator for nearly 2 years where he learned about capturing new businesses and commission payment to brokers. He applied in house and joined BoE Bank Limited / Nedbank Treasury, Group Treasury as a Capital Market Administrator and acquired knowledge about reconciling accounts, updating prices on securities, risk management profiles, update Dealer profits and losses, mark to market Capture deals for bonds, options, bond futures, etc. He later joined Stewards Financial Custodians as a Client Portfolio Back Office admin Supervisor for nearly 4 years and was promoted as General Manager. He has successfully managed 30 client portfolios with significant funds amount. He also has experience of Client Forex Facilitator since 2012. Mr. Kritzinger holds directorship on several board within the Stewards International Group.
Frank is an experienced angel investor and entrepreneur in the distributed ledger and blockchain space. Leveraging his experience in the financial services industry as a trader, Frank helps startups navigate regulatory scenarios and other complex assumption paths. His interest developed following a purchase of Bitcoin as part of the 2014 US Marshals auction of Silk Road coins. Frank is an original member of Blockchain Capital’s AngelList syndicate and co-founder of Block5, an early stage investment and advisory firm. Frank is also the official Blockchain advisor to the LBMA (London Bullion Metals Association). Prior to forming Block5, Frank spent 17 years in JP Morgan’s commodity trading group. He successfully built JPM’s Platinum Group Metals business in London and then served as a Senior Metals derivatives trader for Asia, based in Singapore.
Steve has an extensive track record in building and running large, complex Global Markets and Loans businesses and has proven to be a very effective risk taker/manager, leader and investor across global financial markets. He has worked in leadership roles in financial markets for over 30 years, across all asset classes – managing fixed income (including rates, credit and derivatives), foreign exchange, cash equities and derivatives, debt and equity capital markets, including both sales and trading at Managing Director level for over 22 years. He has built a number of large, complex global markets operations for global banks, including Merrill Lynch and Dresdner Kleinwort in London, New York, Sydney, Hong Kong and Singapore. Steve’s most recent role was MD — Global Markets & Loans for ANZ Bank (managing over AUD$300b in assets); and MD —Head of Global Markets, Dresdner Kleinwort Group.
Prior to his current role, as General Counsel covering all legal aspects of both advising and investing in blockchain-focused assets and businesses, Fred was the Head of Compliance for Global Markets and the International & Institutional Banking division of ANZ Bank, based in Hong Kong. Formerly a partner at Ashurst, Fred also served as the Head of Legal & Policy in the Market Supervision department of the Australian Securities & Investments Commission, and Head of Legal in the Trading department of the Australian Securities Exchange. He is a Master of Laws graduate from Georgetown University in Washington D.C.
Kosta is a senior banking professional with significant experience at top tier global firms working in offices across London and Sydney. Possessing both commercial acumen and disciplined delivery from working in Global Markets across frontline and support roles, Kosta has a record of delivering business results through successful strategy formulation and delivery of business and process improvements while also driving efficiencies to manage operational risk. Most recently, Kosta worked at ANZ Bank in Sydney as a Director in Business Management for the Global Markets business, supporting the Sales teams. From 2004 — 2011, Kosta was a Director at Merrill Lynch in London and was responsible for managing strategic relationships with Real Money and Hedge Fund clients in Global Markets EMEA. Prior to 2004 he was a Management Consultant at Accenture with a track record for the successful delivery of large transformational projects through the various stages of a project life cycle.
Bob has over 25 years of experience managing businesses for leading financial institutions and asset managers, including Barclays Capital, Bank Austria Creditanstalt, Man Investments and ANZ Bank. Most recently, Bob was the Head of Business Management for the Global Markets and Institutional Loans division of ANZ Bank. From 1999 until 2007, he was based in London and Chicago as COO within Man Investments, a US$60bn alternative investment manager listed on the LSE. His roles included Co-Head of Man Global Strategies (MGS), an autonomous multi-strategy investment management division which seeded and developed emerging hedge funds (US$17bn AUM); and COO / Investment Committee Member of Glenwood, a top-tier US-based Fund of Hedge Funds (US$5bn AUM). Bob is a member of the Institute of Chartered Accountants in Australia and has also been directly involved in a number of early stage ventures, from start-up phase through to IPO.
Jon has over 15 years’ experience managing global markets businesses, as well as individually managing large complex risk positions, for international investment banks, including JP Morgan and UBS AG. Over the course of his career he was Managing Director, Head of Asia Commodities Trading for JP Morgan, based out of Singapore, focused primarily on physical bullion, financial energy, metals and agricultural derivatives. Prior to this, Jon was based in London, as Managing Director of a vanilla and exotic derivatives trading business for just under a decade, with a team based in New York, Singapore and London. Outside of risk management, he also brings considerable experience in working closely with regulators across opaque markets, developing new product offerings in difficult jurisdictions