HISTORY

INDEX 

PART 1: PORTUGUESE INVESTORS GROUP – 1981 TO MARCH 1994 

- Preamble 

- Portuguese Investors Group 

- Mark Paulsmeier’s Involvement with the Portuguese Investors Group 

PART 2: PAULSMEIER INC GROUP – MARCH 1994 TO JANUARY 2019 

- Preamble 

- Portuguese Investors Group Buy – Out 

- Organizational Structure 

   - Legal Status

   - Shareholders

   - Intellectual Property

Ownership of Intellectual Property 

   - Executive Team Structure and Responsibilities

HISTORY OF THE G500 PRIVATE INVESTMENT GROUP 

PART 1: PORTUGUESE INVESTORS GROUP – 1981 TO MARCH 1994 

• Preamble 

Angola achieved independence from Portugal on November 11, 1975 through the Alvor Agreement after which Angola entered into period of civil war that lasted until 2002. 

The Portuguese fled from Angola in great numbers and in most cases they left behind their properties, businesses and other assets, which have been accrued over decades. 

Most of these families did not have the capital resources to start new businesses and a group of wealthy Portuguese businessmen under the leadership of Jorge Vicente joined forces to assist these people to relocate to other countries and to start new businesses. 

• Portuguese Investors Group 

The aforementioned informal business relationship rapidly resulted in the formation of the Portuguese Investors Group in February 1981, which operated from Portugal. 

The Portuguese Investors Group was extremely efficient in establishing new businesses for its clients in new jurisdictions by providing them with the necessary business funding; and business support services, and business deals. 

In return, the Portuguese Investors Group took a 50 percent partnership in each of the businesses they have established. 

The Portuguese Investors Group business model was hugely successful and in just a few years they have established a very strong global business network. 

• Mark Paulsmeier’s involvement with the Portuguese Investors Group 

Mark Paulsmeier became involved with the Portuguese Investors Group in 1988 while he was residing in the northern territory of Namibia, close to the Angolan border. 

Mr. Paulsmeier was approached by a member of the Portuguese Investors Group to negotiate on the sale of a large wholesaler business in the town of Rundu on the border with Angola. 

Thereafter Mr. Paulsmeier contracted with the Portuguese Investors Group and Fortaleza on several transactions between 1989 and 1993. 

PART 2: PAULSMEIER INC GROUP – MARCH 1994 TO JANUARY 2019 

• Preamble 

Mark Paulsmeier’s vision has always been to establish his own private investment group that is very exclusive and lucrative, which subscribes to the highest standards of international corporate governance practices and ethical business practices others can only aspire to. 

The goal of the private investment group was to create its own global economy without trading borders and very little government or regulatory interference, long before the global economy of today was even anticipated, which would allow the group to have access to and take full advantage of the myriad of business deals in virtually every country of the world. 

The objective of the private investment group was to be fully self-reliant in terms of having in-house access to vast corporate resources like capital, corporate advisory services and lucrative business opportunities anywhere in the world at any given time. 

At that time the international corporate and financial establishments regarded Mark Paulsmeier’s dream and vision as ludicrous and unachievable. 

Mark Paulsmeier has since proved all his critics wrong as the G500 Private Investment Group (formerly the Paulsmeier Inc Group) became the largest private investment group in the world today as a direct result of the revolutionary Bastion Business Solutions (BBS) intellectual capital, which Mark has developed over 25 years. 

• Portuguese Investors Group Buy – Out 

Mark Paulsmeier approached the management of Portuguese Investors Group during the latter part of 1990 with a proposal to revolutionize the business model of the organization to achieve optimum growth, expansion and profitability. The proposal was supported by Jorge Vicente, but the majority of the shareholders voted against that. 

Mark Paulsmeier has recognized the true potential of Portuguese Investors Group and realized that it presents the perfect opportunity to establish his own private investment group. He then approached the management of Portuguese Investors Group again in early 1991 with a buy-out proposal. These negotiations continue forward and backwards until a successful agreement was reached in the beginning of 1993. 

Jorge Vicente joined forces with Mark Paulsmeier and the Paulsmeier Inc Group private investment group was officially established in March 1994. 

The name of the Portuguese Investors Group was changed to Professional Investors Group (PIG), which became the international business chamber division of the Paulsmeier Inc Group (now Summit Network Group following the 2007 merger). 

PIG has limit its membership to 250 000 members worldwide. PIG membership was exclusive to business leaders, venture capitalists, professional/corporate consultants, politicians, power brokers, etc. The PIG membership fee was $10 000. 

• Organizational Structure 

The corporate legal status and ownership of the G500 Private Investment Group (formerly the Paulsmeier Inc Group) is: 

  - Legal Status 

From March 1994 to the beginning of 2007 the corporate legal status of the group was a legally constituted partnership, by the name of the Monarch Consortium partnership doing business as the Paulsmeier Inc Group. The Monarch Consortium / Paulsmeier Inc Group operated its global business affairs from the Cayman Islands. 

Since 2007, following the merger with International Business Development Foundation (IBDF) and Summit Network Group (SNG) and Business Development Partners (BDP) the corporate legal status of the group changed to IBDF International LLC, which is a corporation duly registered in the State of Delaware, USA under registration number 4512866. 

The corporate legal status of the Paulsmeier Inc Group divisions, or group international franchises, or group regional agencies are registered shelf companies doing business as any of the aforementioned Paulsmeier Inc Group divisions, or group international franchises, or group regional agencies in the respective legal jurisdictions where they operate. 

  - Shareholders 

The shareholders of the Paulsmeier Inc Group from March 1994 to the beginning of 2007 were the Monarch Consortium partners (Jorge Vicente, Bernard Shaw, Marc Rich, Chris Coles). Mark Paulsmeier was never a partner in the Monarch Consortium partnership as the rules and regulations of the South African Reserve Bank prohibit South Africans to have a direct shareholding in businesses outside of South Africa. 

Mark Paulsmeier was however allowed as Chairman of the Paulsmeier Inc Group to earn remuneration as all the other directors. Mark has notwithstanding refused to receive any remuneration from the Paulsmeier Inc Group from March 1994 when the group was founded until end of August 2015 when he retired as Chairman of the Paulsmeier Inc Group and president of the Global Association of Billionaires and Millionaires. Mark has in an unprecedented decision requested the Board of the Paulsmeier Inc Group to rather allocate his remuneration to charity. 

  - Intellectual Property 

The collective intellectual property of the Paulsmeier Inc Group is known as the Bastion Business Solutions (BBS), which inter alia includes the revolutionary business models, and funding models, and marketing models that cemented the group’s extraordinary success and sustainability. 

The intellectual property contains highly sensitive and valuable proprietary information and could as a result not be discussed or divulged in public or to third parties. 

• Ownership of Intellectual Property 

The ownership of the Bastion Business Solution (BBS) intellectual property rights are solely owned by Mark Paulsmeier. 

  - Executive Team Structure and Responsibilities 

The Paulsmeier Inc Group executive team from 1994 to 2007 was Mark Paulsmeier (Chairman), Jorge Vicente (CEO), Bernard Shaw (CFO), Marc Rich (COO), Chris Coles (CMO). 

The responsibilities of Mark Paulsmeier were exclusively to develop the Bastion Business Solutions (BBS) intellectual capital to ensure the Paulsmeier Inc Group remains decades ahead of the corporate and financial establishments at all times. As the ‘face’ of the Paulsmeier Inc Group, Mark was also responsible to appear in marketing videos and to make presentations about the group to potential new members. Mark had no part in the operational management of the Paulsmeier Inc Group and he retained dedicated specialists in South Africa to assist him in the development of the Bastion Business Solutions (BBS) intellectual capital from time to time. 

The responsibilities of Jorge Vicente, Bernard Shaw, Marc Rich, Chris Coles were to manage the day to day business affairs of the Paulsmeier Inc Group and to ensure the success and sustainability of the group. 

The Paulsmeier Inc Group (now operating as the G500 Private Investment Group) executive team from 2007 to date is Stephen Bird (President), David Allen (Vice-President and CEO), Sergio Antonelli, Bruce Wagner, Hugo González, Peter Davis, Simon Taylor, Lawrence Newman, Pascal Fischer, Richard Thomas. 

The non-executive team of the Paulsmeier Inc Group (now operating as the G500 Private Investment Group) executive team from 2007 to August 2015 was Mark Paulsmeier (Chairman), Jorge Vicente, Bernard Shaw. 

The responsibilities of the Paulsmeier Inc Group executive teams remained the same following the 2007 merger.