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Disclosure Summary

Overview

XT Capital Partners LLC (“XT Capital;” “the Firm”) has created and implemented a business continuity plan (“BCP”) in an effort to mitigate the effects related to unforeseen business interruptions. This BCP is designed to enable the Firm to continue or resume its third party marketing services in the event of an emergency or significant business disruption (“SBD”).

Communications and locations of Employees during a disruption

In the event of an SBD, XT Capital will communicate with its employees in several different ways. The Firm will employ a calling tree, which would be implemented by management in the event of an SBD. The BCP also addresses the relocation of staff to alternative back-up locations. Recovery time for most of the applications involved in the Firm’s advisory services and relocation to alternate locations is expected to range from immediate to 24 hours.

Communications with Customers

XT Capital currently communicates with its clients using the phone, email, fax, US Mail, its website, and in person. In the event of an SBD, XT Capital will assess which means of communication are still available and use the means closest in speed to the means used in the past. Additionally, if all traditional means of communication are not available, XT Capital will post emergency contact information and instructions on its web site (www.XTCapital.com ) regarding access to XT Capital representatives.

Books & Records

XT Capital maintains its hard-copy books and records and electronic records primarily at its Main Office and back-up books and records at alternate locations. If records are lost as the result of a business disruption or for any other reason, XT Capital has the means to physically recover data from both physical and electronic back-up locations.

Vendors and Counterparties

XT Capital currently communicates with its clients using the phone, email, fax, US Mail, its website, and in person. In the event of an SBD, XT Capital will assess which means of communication are still available and use the means closest in speed to the means used in the past. Additionally, if all traditional means of communication are not available, XT Capital will post emergency contact information and instructions on its web site (www.XTCapital.com ) regarding access to XT Capital representatives.

Disclosure

XT Capital’s BCP is designed to address the continued operation of the Firm in the event of an emergency situation or SBD. However, all risks of business interruption cannot be eliminated and XT Capital cannot guarantee that systems will always be available or recoverable following an SBD. Furthermore, XT Capital has no control over and must rely upon the disaster recovery plans of its various critical business constituents and vendors. In the event that material changes are made to this BCP, XT Capital will send an updated copy to all of its clients. The information contained in this disclosure is provided by XT Capital for informational purposes only, and nothing contained herein shall be construed to amend, supplement or otherwise modify any of the terms and conditions set forth in any customer agreement between you and XT Capital.

Julie Hair

PA / Administrator

Julie joined Candela Capital in 2018 as PA/Administrator and has extensive experience over a broad range of positions within business administration, including financial management responsibilities, in both the private and public sectors.

She liaises Candela’s compliance responsibilities and regularly co-ordinates with our accountants, specialised advisors and other professional bodies, as well as dealing with all aspects of office administration.

Julie is a UK citizen.

Louise Siwoku

Senior Consultant

Louise joined Candela Capital as a Senior Consultant in 2019.  Prior to Candela, Louise has extensive operational experience working within the corporate hospitality sector and for the last decade within Private Equity.  Working within international boutique banks and investment managers as well as placement agents, Louise has a wealth of experience in both fund distribution and also private equity and infrastructure back and mid office operations.
 
Louise has a skillset in Risk, Compliance and Governance, IT Infrastructure, Cyber Security and Human Resources and well as Private Capital Placement Project Management. A Scot and a mum of one, residing in the South of England.

Pete Flynn

Director

Pete set up Candela Capital in 2003 to meet the distribution needs of small- to mid-sized private capital funds who want a personalised, long-term relationship with a distribution partner.

His 18 years’ of corporate “City” experience from Pantheon Ventures, InvestorForce, Fleming Asset Management and NM Rothschild & Sons in both London and New York gave him a unique insight into the needs of the institutional investor and the confidence to set up Candela Capital.Since 2003, Candela has focused on mandates varying between $400m-$150m in a combination of low to mid-market buy out funds, growth and VC technology funds in both ICT and life science and also real asset funds – distributed to European and North American pension funds, private banks, family offices, endowments, foundations, insurance companies or fund-of-funds.

Pete holds BA (Hons) and MA degrees in Economics from Cambridge University and an Investment Management Diploma from the London Business School. He was a Governor and Head of Audit for the Northern School of Contemporary Dance, was a local Parish Councillor for eight years and has been a governor of local schools and credit unions.

Pete is a UK and Irish citizen and outside of work runs a smallholding (with chickens, pigs, guinea and peafowl) and if any time is available found on a bicycle, attempting olympic lifting, at the cinema, attempting the sun salutation or watching rugby.

Jane Alderson

Senior Consultant

Jane joined Candela in 2019 as a Senior Consultant, co-ordinating research into potential LPs, identifying and confirming potential investors for our clients across different mandates and geographies.

After graduating in engineering, Jane spent 10 years working in civil engineering construction before returning to university to study for an MBA

She then spent 20 years working in the world of finance for Hoare Govett, ABN AMRO and RBS/NatWest in the City of London, New York, UAE and various locations across Europe.  This period was broken by a five year period as CEO of a start up charity and two years working with executives and managing boards delivering leadership development courses and individual coaching and mentoring.

Jane holds a BA (Hons) and an MA degree in Engineering from Cambridge University and is a Chartered Engineer and a Member of the Institution of Civil Engineers.  She also holds an MBA in Finance from The Business School, University of London and an Advanced  Diploma in Coaching and Mentoring from Oxford School of Coaching and Mentoring.